Case Study: Travis Perkins plc achieves portfolio visibility and governance with Planview Enterprise (Planview)

Travis Perkins Achieves Portfolio Management Visibility and Governance

Travis Perkins plc, the UK’s largest builders’ merchant with more than 21 brands and 2,000+ branches, faced an unstructured annual planning process that left the portfolio team without reliable visibility into how many projects were running, how scopes or spend were changing, or how much resource capacity existed. Without consistent prioritization or measurement, the team couldn’t determine which initiatives would deliver the best return on investment.

The company implemented Planview Enterprise and a governance framework with balanced scorecards to create a single source of truth, align projects to strategy, and prioritize work by business need and ROI. The new gated process and dashboards improved transparency and collaboration—closing 26 low-value projects, reducing spend, speeding project turnaround, and giving leaders clearer, faster insight into portfolio health.

Travis Perkins plc

Larissa Whiley

Head of Portfolio Management