Case Study: RBS achieves enterprise-wide data consistency and cost reductions with Planview Enterprise (Planview)

RBS Establishes Consistent, Reliable Data to Inform Financial and Resource Decisions

RBS, the UK banking group serving over 30 million customers through brands such as The Royal Bank of Scotland and NatWest, faced intense cost pressures and organizational change that exposed fractured, inconsistent data across the enterprise. With 20 business areas using separate PPM tools, millions of rows of legacy data, dozens of legacy systems, hundreds of spreadsheets and user-developed tools, RBS lacked a single, reliable source of truth for financials, resources and portfolio reporting—undermining decision-making and governance.

RBS selected Planview Enterprise SaaS as its single PPM solution and, working with a small internal team and Planview consultants, retired 35 legacy systems, 50+ user tools and consolidated 12,000 active users while integrating with Oracle and PeopleSoft with minimal configuration. The platform became the single system of record, delivering consistent, transparent financial and resource data used by managers and the Board, reducing costs and realizing the project’s benefits and ROI within 12 months.

RBS

Sajad Shah

Program Manager