You’ve proven strategic coordination works with Planview Portfolios. Here’s how AgilePlace, OKRs & Roadmaps can bring that same success to your cross-team planning and delivery.
Expand Your Planview Success with AgilePlace, OKRs & Roadmaps
Your Planview Portfolios success speaks for itself: 6.5 million hours tracked annually, 500+ business initiatives coordinated, 80% resource utilization improvement, and 25% faster decision-making.¹
You’ve proven that strategic coordination works at the portfolio level. Now imagine extending that same visibility, alignment across your organization with AgilePlace, connecting strategic objectives to daily work with OKRs, and visualizing plans with Roadmaps.
Schedule Your Santander Expansion Strategy Session
Book NowExtend Santander’s strategic success to all teams
Your Planview Portfolios success proves strategic coordination works. Here’s how AgilePlace, OKRs & Roadmaps extend that coordination to team-level execution and delivery.
Complex System Integrations
Challenge: Technology teams need visibility into cross-team dependencies and delivery progress to execute strategic initiatives effectively
Key Capabilities:- Multi-team Kanban boards showing work dependencies
- Roadmaps connecting technical milestones to strategic objectives
- OKRs tracking delivery outcomes against business goals
- Real-time flow metrics identifying delivery bottlenecks
Outcomes: 24x faster delivery cycles (from 2-year to monthly releases) with predictable timelines and clear dependency visibility
Large Initiative Coordination
Challenge: Cross-functional teams working on major projects lack unified visibility into progress and interdependencies
Key Capabilities:- Unified Kanban visualization across multiple teams and departments
- OKR cascades connecting initiative objectives to team execution
- Roadmaps showing initiative progress against strategic milestones
- Dependency tracking preventing coordination delays
Outcomes: 13x user growth through organic adoption (30 to 400 users) with coordinated execution across all teams
Digital Product Development
Challenge: Product teams need to connect customer outcomes to development work while maintaining delivery velocity
Key Capabilities:- Product roadmaps linking customer value to development priorities
- OKRs measuring customer satisfaction and product adoption outcomes
- Agile boards coordinating design, development, and business teams
- Outcome tracking connecting features to business impact
Outcomes: 10% increase in release velocity with accelerated product delivery connected to customer value
Regulatory Compliance Management
Challenge: Compliance teams need to track regulatory initiatives across business areas while ensuring audit readiness
Key Capabilities:- Compliance roadmaps showing regulatory milestone progress
- OKRs tracking compliance outcomes and risk reduction targets
- Cross-functional boards coordinating regulatory responses
- Audit trail visibility across all compliance activities
Outcomes: 30% backlog reduction in 2 weeks with proactive compliance coordination and clear audit trails
Client Onboarding & Service Delivery
Challenge: Service teams need to coordinate complex client processes while maintaining service quality and timeline commitments
Key Capabilities:- Service delivery Kanban boards tracking client onboarding stages
- OKRs measuring client satisfaction and onboarding success rates
- Roadmaps showing service improvement initiatives
- Resource allocation visibility across client teams
Outcomes: 33% to 70% improvement in on-time delivery (112% improvement) with faster client onboarding and improved satisfaction
Strategic Initiative Execution
Challenge: Leadership needs visibility into how strategic portfolio decisions translate to actual team execution and delivery
Key Capabilities:- OKR cascades connecting portfolio strategy to team objectives
- Roadmaps showing strategic initiative progress across all levels
- Execution dashboards linking daily work to strategic outcomes
- Real-time delivery metrics supporting portfolio investment decisions
Outcomes: €3 million in savings through complete strategic alignment from portfolio decisions to team execution with measurable business impact
How organizations expand their Planview success
The best expansions happen when teams see strategic results from Planview Portfolios and want to extend that success to execution. Here’s how that typically unfolds with AgilePlace, OKRs & Roadmaps.
The natural growth pattern
It starts with strategic success
Your teams are already seeing results—better strategic alignment, clearer investment priorities, faster decision-making. That success is visible to other teams who need similar strategic coordination.
Word spreads through results
Other teams notice the difference. They see initiatives that stay connected to strategy, investments that deliver expected outcomes, and leadership confidence in portfolio decisions. They start asking questions.
Demand grows naturally
Teams request access because they want the same strategic visibility. Managers see the portfolio value and ask about broader implementation. Success creates its own momentum across strategic initiatives.
Real expansion stories
NatWest Group: Teams started requesting access
Started with 200 users, grew to 5,000+ through organic demand
“Teams saw the coordination benefits and wanted in. Different business areas started configuring AgilePlace for their specific needs while maintaining enterprise visibility.”⁹
What made it work: Started with willing teams, demonstrated clear value, let success drive adoption rather than mandating change.
Huntington Bank: Transformed how we deliver
Went from 2-year delivery cycles to monthly releases
“We shifted from traditional project delivery to continuous value streams. Revenue grew 32% to $6 billion within two years due to faster market response.”¹⁰
What made it work: Connected execution to business outcomes, transformed funding alongside delivery methods, built confidence through wins.
Vertafore: Integration without cisruption
Connected 667 work items across systems automatically
“Teams kept their preferred tools while getting enterprise coordination. Implementation happened in days, not months, because we adapted to existing workflows.”¹¹
What made it work Integrated with existing tools rather than replacing them, focused on adding value rather than changing processes.
Why Expansion Works at Santander:
You Already Have Champions: Teams currently using Planview Portfolios have success stories to share
Natural Connections: Departments already collaborate on initiatives like digital transformation and regulatory compliance
Proven Value: Your current results provide concrete evidence that this approach works
Cultural Fit: Banking teams understand the value of coordination and clear reporting
How we’ll help you expand successfully
We’ve helped organizations like yours grow from portfolio success to team-level execution. Here’s how we’ll support your AgilePlace, OKRs & Roadmaps expansion.
- Document your current wins and identify willing teams
- Start with departments that already collaborate with your successful teams
- Set up pilots with clear success measures
- Create champion network from your current users
- Share results and let other teams request access
- Focus on natural collaboration points between departments
- Support organic adoption rather than mandating change
- Scale successful patterns across business areas
- Connect initiatives across all business areas
- Implement enterprise dashboards for leadership visibility
- Establish ongoing success measurement and optimization
- Plan for future growth and new initiatives
Your support team
- Mo Cherri, Customer Success Manager: Your dedicated expansion strategist
- Product Management Specialist: Expert guidance on AgilePlace feature optimization for AI development workflows and multi-divisional coordination
- Professional Services Lead: Hands-on implementation support for complex integrations across Santander’s global technology stack
- Executive Sponsor: Senior leadership engagement to ensure strategic alignment with Santander’s AI factory initiatives and board-level visibility
What’s included
- Success Measurement: Clear metrics to track expansion value
- Champion Development: Training for your internal advocates
- Change Support: Guidance for smooth team adoption
- Ongoing Optimization: Regular check-ins and improvement planning
Ready to explore how tool consolidation can accelerate Santander’s innovation?
Our customer success team can provide detailed analysis of licensing savings and productivity gains based on your current tool landscape and global operational complexity.
Schedule your expansion planning session
60-minute discussion about your specific expansion opportunities, Review current success and identify next best teams Custom roadmap for your Santander UK expansion
Book Now
1 Santander UK: 6.5 million hours tracked annually, 500+ business initiatives coordinated across 2,500 work pieces, 4,000+ users, 80% resource utilization improvement, 25% faster decision-making using Planview Portfolios (Planview Santander UK case study)
2 Huntington Bank: Reduced delivery cycles from 2 years to monthly releases, achieved 32% revenue growth to $6B (AgilePlace ROI Analysis Guide)
3 NatWest Group: Grew from 200 to 5,000+ users, manages £1B in strategic investments across 35 portfolios (AgilePlace ROI Analysis Guide)
4 Vertafore: Synchronized 667 work items automatically, integrated with existing systems without workflow disruption (AgilePlace ROI Analysis Guide)