Case Study

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

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

Pages 3 Pages

CHALLENGE On the heels of a financial industry crisis and the growing demand for digital transformation, a large insurance and finance company realized it needed to create a greater degree of transparency and control over the way it implemented change within its strategic portfolio. Multiple methodologies and project portfolio management tools were used in various ways across the bank, making it difficult to get an accurate view of the entire portfolio, while driving up costs and slowing innovation. SOLUTION The organization selected Planview Enterprise One TM to enable a “transparent, controlled, and efficient program and project portfolio,” reducing its technical debt and the number of vendors it managed. The organization integrated Planview Enterprise One with its financial a

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