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Physicians Mutual Agile Transformation with Planview and Rally ALM

Case study of Physicians Mutual's ETG shift to agile using Planview Enterprise and Rally ALM to cut costs, improve visibility, and accelerate delivery.

Published
June 4, 2026
Read time
3 min read
Source

Physicians Mutual consolidated multiple tools into an integrated Planview Enterprise and Rally ALM platform. The insurance firm established persistent agile teams, standardized processes, and retired redundant applications. Results include faster product releases, over 1,000 man-hours saved annually, and improved transparency across portfolio and execution layers.

Key takeaways

Persistent cross-functional teams replaced ad-hoc project staffing to improve ownership and knowledge retention

Planview Enterprise and Rally ALM integration synchronized portfolio planning with agile execution

Consolidation eliminated duplicate tools and reduced annual maintenance costs with measurable ROI

Over 1,000 man-hours saved yearly by removing duplicate data entry and manual reporting

Delivery increased from four to six major releases per year with improved risk visibility

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration