Medical Insurer Transforms IT PMO into Enterprise PMO for Business Value

Case studies

SCP

Medical Insurer Transforms IT PMO into Enterprise PMO for Business Value

Case study of a 5,000-employee medical insurer shifting from IT-centric PMO to EPMO using Planview Enterprise One for portfolio visibility and agile delivery.

Published

June 4, 2026

Read time

3 min read

Source

The insurer replaced rigid IT PMO governance with an enterprise model focused on strategic value. Planview Enterprise One integrated project portfolio management, investment capacity planning, and capability technology management. Finance and leadership gained real-time data for prioritization and resource decisions. The EPMO adopted servant leadership and lighter governance to support agile teams across the organization.

Key takeaways

Shifted from IT PMO to EPMO to align projects with enterprise strategy

Used Planview Enterprise One for real-time portfolio, capacity, and financial data

Reduced governance overhead to enable faster, team-driven delivery

Integrated architecture and application portfolios for scenario planning

Finance and executives gained visibility to prioritize investments

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

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