Case studies
SCP

UPS Aligns Investment Decisions and Governance with Strategic Portfolio Management

UPS consolidated 28 funding committees and disparate tools into Planview SPM to gain real-time visibility, standardize governance, and align global project investments with strategy.

Published
June 4, 2026
Read time
3 min read
Source

Facing rapid growth and fragmented decision-making across 28 committees, UPS implemented Planview Strategic Portfolio Management to centralize funding, capacity, and scenario planning. The platform replaced spreadsheets, SharePoint, and manual processes with a single source of truth for investment governance. Executives now access near real-time dashboards to evaluate project status, reallocate resources, and ensure spending supports strategic objectives across global operations.

Key takeaways

Consolidated 28 separate funding committees into unified governance process

Replaced spreadsheets and SharePoint with single source of truth for investment decisions

Enabled near real-time executive dashboards for project status and funding alignment

Integrated financial systems to link project execution with budget governance

Established platform requirement that initiatives must be in Planview to receive funding

Market overview

SCR methodology note

Vendor landscape

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Implementation considerations

Important consideration