Willis Towers Watson Standardizes Portfolio Governance with Planview

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SCP

Willis Towers Watson Standardizes Portfolio Governance with Planview

Case study showing how Willis Towers Watson replaced siloed systems and spreadsheets with Planview Enterprise to enforce consistent project portfolio standards and improve decision-making.

Published

June 4, 2026

Read time

3 min read

Source

Willis Towers Watson faced fragmented project data across business units and relied on manual spreadsheets, limiting visibility into investments. The company implemented Planview Enterprise to centralize project planning, financial management, risk tracking, and governance workflows. The solution enabled standardized scoring, demand-capacity tracking, and automated reporting, replacing spreadsheets with a single source of truth accessible to executives.

Key takeaways

Centralized project portfolio data eliminated reliance on manual spreadsheets

Standardized scoring and prioritization improved investment decision quality

Demand versus capacity tracking enabled proactive resource management

Automated reporting accelerated executive access to portfolio health metrics

Cloud deployment supported ongoing governance without dedicated technical staff

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

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