Case Study: Fortune 100 Financial Services Firm achieves $50M IT expense allocation and unprecedented transparency with Upland Software’s ComSci

Fortune 100 financial services firm experienced a level of transparency never seen before with Upland’s ComSci

A Fortune 100, not‑for‑profit financial services firm serving millions worldwide needed a way to create line‑of‑business P&Ls and accurately understand IT product and service costs so it could price a diverse portfolio and make better investment decisions. Lacking transparency, the firm relied on rough estimates that led to poor visibility into true technology costs and risked misaligned funding decisions.

The firm implemented Upland’s ComSci IT Financial Management platform, working closely with ComSci to align IT products to the firm’s financials. The solution enabled the proper allocation of $50M in IT expenses, gave senior leaders unprecedented transparency, streamlined data aggregation for real‑time consumption conversations, and changed approval behaviors so go/no‑go decisions are based on accurate, upfront technology costs.