Bank Marketing Team Improves On-Time Completion with Centralized Work Management

Case studies

SCP

Bank Marketing Team Improves On-Time Completion with Centralized Work Management

Case study of a Fortune 500 bank that replaced disconnected tools with a single work management platform, raising on-time completion to the high 90s and cutting request intake time from 35 to 5 minutes.

Published

June 4, 2026

Read time

3 min read

Source

The marketing department at a large Midwest regional bank managed work requests across email, spreadsheets, SharePoint, and another tool, resulting in poor visibility into capacity and status. After implementing Planview Projectplace as a single source of truth, the team gained real-time Kanban visibility, standardized intake, and portfolio-level reporting. On-time completion moved into the high 90s, request processing time dropped sharply, and leaders obtained data to justify resource decisions.

Key takeaways

Disconnected tools created capacity blind spots and inconsistent on-time performance

Standardized digital request templates reduced intake time from 35 minutes to 5 minutes

Kanban boards and shared workspaces delivered real-time status transparency across 400+ open requests

Weekly portfolio reviews replaced manual spreadsheets and improved decision confidence

Accurate capacity data now supports resource justification and business-value quantification

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

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