Insurance Firm Improves Architecture Governance with Capability Management

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SCP

Insurance Firm Improves Architecture Governance with Capability Management

Case study of an insurance company replacing spreadsheets and disconnected systems with a single source of record for applications, capabilities, and technology relationships.

Published

June 4, 2026

Read time

3 min read

Source

The insurer struggled with fragmented data in CMDBs, spreadsheets, and governance platforms that lacked relationship visibility and data quality. Planview's capability and technology management solution became the golden source, aggregating data from CMDB, PPM, and governance tools. The result is a logical configuration management system with 77,000 mapped relationships, cleaner data, and support for compliance, risk, and strategic decision-making.

Key takeaways

Disconnected CMDB and spreadsheet data created poor quality inputs for architecture decisions

Planview solution established single ownership for shared application and technology properties

Over 77,000 relationships mapped between applications, capabilities, investments, and strategies

Data quality improved through workflows and validation by architects and product owners

Shifted IT from operations-only focus to supporting business strategy and governance

Market overview

SCR methodology note

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