Guardian Case Study: Innovation Management in Financial Services

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Guardian Case Study: Innovation Management in Financial Services

How Guardian used Planview Innovation Management to run 70+ ideation events, capture 7,000+ employee ideas, and cut time-to-implement from months to weeks.

Published

June 4, 2026

Read time

3 min read

Source

Guardian, a Fortune 500 mutual insurance company, implemented Planview Innovation Management to centralize idea intake across 9,000 employees, 2,500 advisors, partners, and universities. The platform supported challenges, hackathons, and design workshops aligned to Agile Release Trains. Over five years the program produced 100+ prototypes and nearly 150 deployed ideas focused on automation, big data, digital engagement, and operational efficiency.

Key takeaways

Centralized ideation platform connected employees, advisors, partners, and universities

70+ challenges and hackathons generated 100+ prototypes and 150 implemented ideas

Idea-to-deployment cycle reduced from 3-6 months to weeks via direct ART integration

Grassroots participation reached 7,000+ employees and 60+ external partners

Ideas targeted revenue growth, cost reduction, risk management, and customer loyalty

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