Feature Highlights
- Financial Planner
- Resource Planner
- Innovation Portal
- Timesheets
Top Challenges
- Inconsistent processes
- Siloed data
- Need for automation
The organization struggled with disconnected tools and duplicative efforts across teams. Excel workbooks varied widely and lacked standardization, making it difficult to consolidate financial data or understand project performance. Their current Microsoft-based ecosystem—Project Online, UMT360, and SharePoint—lacked the depth and flexibility to support long-term planning, resource forecasting, and cross-departmental visibility. Teams operated in parallel rather than in sync, resulting in:
- -Misalignment connecting Strategy with Execution
- -Project delays leading to increased costs
- -Leadership lacking real-time insights into the value of investments
The company identified that they have a range of different customer offerings created by different business units making it increasingly important to optimize customer experience and internal efficiency through closer ties between the product development and operations work of different lines of business. A cross-functional way of working and view for the business was fundamental to help impact the customer experience and overall shareholder value.
Additionally, this organization along with many other financial services organizations are undergoing constant transformation efforts with an emphasis on customer retention and brand loyalty. To achieve this outcome, customer experience is key, and the use of innovative technology is essential to compete. But this need for rapid innovation must be balanced with the increasing need to ensure financial solutions are safe from fraud to confirm consumer confidence. And the need to balance all of this while being cost conscious was becoming more critical.
OnePlan was chosen to replace disconnected tools and legacy spreadsheets with a centralized, modern platform capable of supporting financial planning, resource management, and agile execution. The solution enabled the organization to adopt a more adaptive and iterative approach, allowing teams to plan and deliver work in a more streamlined and responsive way.
- -Capturing ideas for innovation – from anywhere across the organization
- -Triaging ideas, aligning them to strategy, and ensuring designs meet security requirements
- -Making approval and sequencing decisions based on value, available budget and human resource capacity
- -Executing approved work as projects to create innovation or improve legacy products and services
OnePlan provided a single source of truth across departments and integrated seamlessly with the existing tooling ecosystem like Jira, WorkDay, and ServiceNow to create better adoption by allowing teams to work the way they want to work, leveraging the tools that are best suited for them.
The implementation included detailed discovery sessions to gather user stories and align on priorities, followed by change management support through OnePlan Academy. Tailored training and engagement strategies helped drive adoption and empower users to work more efficiently in an agile environment. The OnePlan platform offered a fresh user experience, customizable features, and a robust integration ecosystem—allowing the company to automate tasks, reduce time spent on manual work, and track performance down to the number of clicks. As the company continues to scale, OnePlan’s versatility positions it as a long-term solution that evolves with their business needs.
With OnePlan implemented, the company was able to have the Insurance/Annuities and Wealth Management businesses join forces to improve their customers’ experience and optimize innovation and internal investment opportunities.
