Planview
194 Case Studies
A Planview Case Study
Bell Integration is a global IT services firm of about 550 employees that was struggling to scale governance and reporting as the business grew. With project data siloed across multiple systems and customer-driven reporting, the Service Management Office lacked a consistent, enterprise-wide view of project health, leaving potential risks and cost leakage hidden and forcing time‑consuming manual data pulls.
Implementing Planview Professional Services Automation gave Bell a single source of truth—centralizing data, automating processes, and providing configurable dashboards and roll-up/drill-down reporting. Within six months the company eliminated disconnected spreadsheets, improved real-time visibility to mitigate risk, freed PMO time for revenue-generating work, and sped finance billing cycles, with further gains expected as they extend resource management.
Shoib Khan
Head of SMO