Planview PSA Case Study: Governance in IT Services
Bell Integration implemented Planview PSA to unify project data, improve visibility, and scale governance across a 550-employee global IT services organization.
Bell Integration faced fragmented data sources and limited visibility as its SI business scaled from 70 to 350 employees. The Service Management Office needed consistent internal reporting and proactive risk detection beyond customer-driven metrics. Planview PSA centralized the services lifecycle from opportunity to billing, enabling standardized data capture across four engagement tiers and configurable dashboards for leadership. After six months, the platform reduced reliance on disconnected spreadsheets and freed PMO capacity for revenue-generating work.
Unified project data from multiple sources into a single system of record
Implemented four-tier data model matching engagement complexity
Enabled real-time dashboards with drill-down and roll-up views
Reduced manual reporting effort and improved risk visibility
Freed PMO time for revenue-generating activities
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