Case Study: Large Insurance and Finance Company achieves enterprise agility and faster time-to-value with Planview Enterprise One (Planview)

Transforming PPM with Lean-Agile Practices in the Insurance and Finance Industry

A large UK insurance and finance group operating roughly 700 branches needed to regain control of its strategic change portfolio after a financial industry crisis and accelerating digital demands. Multiple methodologies, disparate PPM tools, manual processes and overlapping oversight created poor visibility, higher costs and slow innovation, leaving the bank unable to prioritize or pivot quickly.

The company standardized on Planview Enterprise One, integrated it with finance and HR systems, and adopted Lean-Agile and Lean Portfolio Management practices to create a single source of truth, real-time dashboards and outcome-focused investment decisions. The change reduced vendors and technical debt, cut business cases from 400 to 25 per year, shortened funding drawdown and start-up from eight weeks to under 12 days, and shrank time-to-value from eight months to under four weeks.