Lean-Agile PPM Transformation in Insurance and Finance

Case studies

SCP

Lean-Agile PPM Transformation in Insurance and Finance

Case study showing how a UK insurance and finance firm standardized on Planview Enterprise One and Lean Portfolio Management to cut business cases from 400 to 25 and reduce funding cycle time from eight weeks to under 12 days.

Published

June 4, 2026

Read time

3 min read

Source

A large UK insurance and finance company replaced fragmented PPM tools and methodologies with Planview Enterprise One configured for Lean Portfolio Management. The shift enabled portfolio-level business cases, domain-level funding decisions, and near real-time dashboards while preserving traditional governance controls. Results included faster value delivery, reduced technical debt, and a single source of record integrated with finance and HR systems.

Key takeaways

Standardized on one PPM platform to replace multiple tools and create a single source of record

Reduced annual business cases from 400 to 25 by moving from program-level to portfolio-level cases

Shortened funding approval and start-up time from eight weeks to less than 12 days

Combined traditional PPM governance with Lean-Agile practices for hybrid portfolio visibility

Enabled near real-time executive dashboards and PI Planning governance forums

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

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