Max Life Insurance Case Study: Portfolio Management with Planview

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Max Life Insurance Case Study: Portfolio Management with Planview

Case study showing how Max Life Insurance replaced Excel-based project tracking with Planview PPM to gain standardized governance, real-time reporting, and resource visibility across 19,000 employees.

Published

June 4, 2026

Read time

3 min read

Source

Max Life Insurance implemented Planview Project Portfolio Management to replace manual spreadsheet processes for its Digital Technology portfolio. The solution introduced standardized stage gates, automated approvals, and centralized document management. Reporting time dropped from two days to under two hours, and the company expanded Planview usage from 20 to over 300 users within two years while improving Capex oversight and audit readiness.

Key takeaways

Replaced error-prone Excel tracking with structured PPM workflows and stage-gate governance

Reduced monthly project status reporting from two days to under two hours

Achieved 100% visibility of Digital Technology projects with four-tier cost-vs-effort categorization

Expanded Planview deployment from 20 to 300+ users in under two years

Preparing to automate timesheet and external partner resource management

Market overview

SCR methodology note

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