RBS Case Study: Unified PPM Data for Financial and Resource Decisions

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SCP

RBS Case Study: Unified PPM Data for Financial and Resource Decisions

How RBS consolidated 35 legacy PPM systems into Planview Enterprise to create a single source of truth for investment, resource, and financial data.

Published

June 4, 2026

Read time

3 min read

Source

RBS replaced fragmented project and portfolio management tools across 20 business areas with Planview Enterprise. The bank migrated three million rows of inconsistent data, retired dozens of legacy applications, and established enterprise-wide visibility into project spend, resource supply and demand. The SaaS deployment delivered a single system of record used from board level to project managers within a 12-month timeline.

Key takeaways

Replaced 35 legacy systems and 50+ user-developed tools with one PPM platform

Created a single source of truth for financial, resource, and project data

Enabled board and management to base investment decisions on consistent, reliable reports

Delivered measurable cost reduction and ROI within 12 months

Achieved rapid SaaS rollout with minimal customization and strong governance

Market overview

SCR methodology note

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Important consideration

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