Case Study / Banking & Financial Services

How ANZ created enterprise visibility across a $2B project portfolio.

Connecting project, financial and resource information across 14,000+ users, 32 countries and around 500 projects a year to support stronger portfolio and investment decisions.

$2B

Project portfolio

14,000+

PPM users

32

Countries

500

Projects each year

The Challenge

Multiple systems. Manual consolidation. No single enterprise view.

At the scale ANZ was operating, fragmented systems and information created more than a reporting problem. They made it harder to see the portfolio as a whole, understand resource and financial implications, and make timely investment decisions.

01

Fragmented portfolio environments

Different business areas were operating across separate PPM environments, creating different views of projects, investments and portfolio performance.

02

Reporting depended on consolidation

Excel and disconnected data sources increased the effort required to forecast, report and produce an enterprise-wide picture.

03

Decisions lacked connected information

Financial, resource and delivery information could not easily be viewed together, making prioritisation and investment decisions harder.

What Changed

From fragmented systems to one connected portfolio environment.

The transformation was not simply about consolidating technology. It created a more consistent way to connect portfolio, financial, resource and delivery information across the enterprise.

Before
01

Multiple PPM environments

Different business areas operated with separate views of projects and portfolio performance.

02

Excel-dependent reporting

Forecasting and consolidated reporting required significant manual effort.

03

Disconnected information

Project, resource and financial information could not easily be considered together.

04

Limited enterprise visibility

Portfolio-wide prioritisation and investment decisions were harder to support with consistent information.

After
01

One enterprise approach

A more consistent environment for managing projects, portfolios and investment information.

02

Connected portfolio information

Project, financial and resource information could be brought together into a clearer enterprise view.

03

Resource-informed planning

Portfolio sequencing could consider resource availability and capacity before constraints affected delivery.

04

Better decision support

Scenario planning and more reliable information strengthened prioritisation and investment decisions.

The shift

Less effort spent assembling the portfolio picture. More time using that information to make decisions.

Customer Perspective

Visibility changed the quality of decision-making.

Once information was captured more consistently, ANZ could move beyond assembling portfolio data and use it to identify constraints, model scenarios and intervene earlier.

Total visibility has been our key benefit in the PPM introduction.

Investment Management & Delivery Office

ANZ Bank

Real-time

More consistent information available across the portfolio.

Earlier

Bottlenecks and constraints could be identified sooner.

Smarter

Scenario planning supported faster, better-informed decisions.

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