An Opportunity Presents Itself
A member of the Portfolio team shared, “IT had a massive list of ‘stuff’, and it all needed to get done.” With a large list of projects of all sizes in execution at any given time, Western & Southern wanted to focus on strategic initiatives in order to prioritize work and resources across all of their business units. Without a centralized view of projects, each business lead believed their projects were the highest priority, and it was difficult to identify where to focus their people’s attention for maximum impact.
These resource management and prioritization needs were amplified because of several large regulatory projects. Because it was regulatory, it was of critical importance and required very specific resources and skills to deliver. Western & Southern needed to pull resources from across teams, but they struggled to identify the right people to work on this critical program. They needed to prioritize the work and then, based on that prioritization, determine which resources are available and whether more capacity could be made available to get this work accomplished by the regulatory deadlines.
"They needed to prioritize the work and then, based on that prioritization, determine which resources are available and whether more capacity could be made available to get this work accomplished by the regulatory deadlines."
They successfully adopted ServiceNow ITBM as a work management platform and were really happy with its practical aspects, including how it captured all of the relevant data. The next step was figuring out a way to leverage that data to see the bigger picture. To tackle that problem, Western & Southern initially developed a spreadsheet process that organized projects by relative size, level of effort, and timelines. This worked well for a while, but as the number of initiatives grew, it was not possible for the spreadsheet to scale effectively. Additionally, the incoming regulatory program revealed that they were still in need of a way to report and visualize what work people spent their time on and where future bottlenecks may occur. They raised the issue with ServiceNow, who recommended Meisterplan as a solution. Western & Southern looked at Meisterplan and, right away, the visuals resonated with the team. According to a member of the ITBM team, “When we first saw Meisterplan, we looked at each other and said, ‘We have to have this.’” With Meisterplan, resource managers could immediately see which initiatives needed support. They shared their initial findings with their leader, who also noted, “This would be great for executives.”
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