Hit Your $2.5B Synergy Target — Without Losing Sight of a Single Program

Why Capital One’s transformation office needs one system of record — not ten. As Capital One integrates Discover, Brex, and Hopper all at once, IT PMO and transformation leaders are the ones stuck reconciling spreadsheets, chasing status updates, and explaining slipped dates that nobody saw coming.

Voir la démo

4 things every IT PMO leader here already knows

Pick one. See the impact. See how Planview closes the gap. No fluff.

Milestones move, nobody’s told


Impact

  • Discover integration runs through 2028 with Brex layered on top, adding constant milestone churn.
  • Strategic milestones are committed without a clear view of downstream team dependencies.
  • As timelines shift, launches are delayed and expected business impact is pushed out.

Solution Planview

  • Planview connects strategic commitments to real-time capacity and cross-program dependencies in one system.
  • Real-time rebalancing keeps execution aligned as Discover, Brex, and Hopper conditions shift.
  • Delivery risk becomes visible early, before a slipped date surprises anyone.

Priority by volume, not data


Impact

  • Ten disconnected trackers mean decisions on Discover, Brex, and Hopper work get made without a shared view.
  • IT PMO and transformation leaders spend time reconciling spreadsheets instead of setting priority.
  • Without one system of record, whoever escalates loudest gets resourced first.

Solution Planview

  • A single continuously updated model brings every initiative, investment, and resource into one view.
  • AI-driven scenario modeling pressure-tests capital allocation before committing resources.
  • Leaders decide quickly and execute as one instead of reacting to escalations.

Plans expire before you act


Impact

  • Les plans annuels sont déjà dépassés au bout d'un trimestre, et les refaire donne l'impression de repartir de zéro.
  • Les lacunes en matière de capacités et les dépendances n'apparaissent qu'une fois que les engagements ont déjà pris du retard.
  • Chasing status updates across ten trackers means data is outdated by the time it’s compiled.

Solution Planview

  • Planview sits above planning, financial, and delivery systems in one continuously updated model.
  • Real-time rebalancing keeps execution aligned as conditions shift, no full replan needed.
  • Cross-program dependencies are visible continuously, not rebuilt each reporting cycle.

Can’t show what synergy delivered


Impact

  • IT PMO leaders must explain slipped dates on the $2.5B synergy target that nobody saw coming.
  • Reconciling spreadsheets across Discover, Brex, and Hopper leaves no clear record of delivered impact.
  • Ten disconnected trackers make it hard to trace which work paid off toward synergy goals.

Solution Planview

  • Outcome tracing proves what every bet, including integration work, actually delivered.
  • Fund the right initiatives and prove they paid off in one connected model.
  • A single system of record replaces ten trackers, giving one provable view of progress.

10 use cases for Capital One

Mapped to Planview Strategic Portfolio Management (Portfolios + Anvi) against Capital One’s actual integration and growth workload — not a generic feature list.

1

Track Discover integration through 2028

Model the multi-year Discover integration in one continuously updated system instead of a tracker that goes stale within a quarter.

2

Layer Brex acquisition on live plans

Real-time rebalancing keeps Brex integration work aligned as Discover and Hopper timelines shift.

3

Replace ten trackers with one model

Bring every initiative, investment, and resource across Discover, Brex, and Hopper into a single continuously updated model.

4

Surface capacity gaps before commitments slip

See capacity gaps and cross-program dependencies before milestones are committed, not after they’ve already slipped.

5

Pressure-test the $2.5B synergy plan

Use AI-driven scenario modeling to pressure-test capital allocation against the $2.5B synergy target before locking milestones.

6

Prove synergy dollars actually landed

Outcome tracing shows which integration work actually delivered toward the $2.5B synergy target, not just status updates.

7

Give every program the same calendar

Connect strategic commitments across Discover, Brex, and Hopper to one shared calendar instead of three separate ones.

8

Stop dates from slipping quietly

Make delivery risk visible early so milestone dates don’t shift without downstream teams knowing.

9

Replan without starting from scratch

Rebalance Discover, Brex, and Hopper commitments in real time instead of rebuilding the plan each quarter.

10

Fund the right integration work

Decide which Discover, Brex, and Hopper initiatives to fund based on capacity and dependencies, not the loudest voice.

What’s on the table, directionally

Inputs are Capital One’s own disclosed numbers — a starting point to validate together.

~$125M
Synergy acceleration

Pulled forward from a 5% acceleration toward the $2.5B synergy target (H1 2027) via better cross-program visibility.

~$110M
Integration expense efficiency

Avoidable cost from a 10% reduction in rework/delay-driven waste against the $1.1B integration expense envelope.

Weeks
Rationalization speed

Faster, data-backed prioritization across the 1,300+ application portfolio, compressing decision cycles per wave.

OCTOBER 19–22, 2026 · ORLANDO, FL

Meet Planview & Keith Hoffman at Gartner IT Symposium/Xpo
Walt Disney World Swan and Dolphin Resort

Keith Hoffman will be on-site all four days at Gartner’s flagship CIO conference — 7 000+ senior IT leaders, 350+ sessions, this year’s theme “Ignite Intelligence.” Grab time with him directly instead of getting lost in the Xpo floor.

Schedule Time with Keith at Gartner
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Make smarter decisions across the portfolio

With $1.1B in integration expenses, $5.9B in marketing, and a $5.15B Brex deal all in flight, every trade-off matters.

1

One system, not ten

Replace ten disconnected trackers with a single continuously updated model of Discover, Brex, and Hopper work.

2

Visible risk, not surprises

See delivery risk and cross-program dependencies early, before dates slip quietly.

3

Capacity-aware milestones

Commit Discover and Brex milestones against real-time capacity, not guesswork.

4

Rebalance without restarting

Rebalance execution in real time as conditions shift, without replanning from scratch.

5

Prove the $2.5B paid off

Outcome tracing shows exactly what synergy work delivered against the target.

6

Decide fast, execute as one

Bring initiatives, investments, and capacity together so leaders decide quickly and act as one team.

Notre solution en quelques mots

See how Planview connects every initiative to real capacity, replaces subjective prioritization with data, and gives Capital One leaders the confidence to commit, adapt, and deliver at scale.

Témoignages clients

Des leaders de leur secteur.
Des résultats qui transforment l'entreprise.

5x

faster funding decisions

Benefit:

NatWest connected strategic objectives directly to execution, ensuring every initiative ties to measurable business outcomes.

ROI:

The case study highlights outcomes from linking OKRs to results, though no specific ROI figure is given in these snippets.

How Planview helped:

Planview’s OKR capability, part of its Strategic Portfolio Management solution, helped NatWest connect strategy to measurable outcomes.

Lire le témoignage client

“Planview holds the golden source of program data, financials, and outcomes, and connects them to our strategic OKRs.”

Steve Marjot

Responsable du Change Center of Excellence

Lire le témoignage client

Skip the runaround.

See how Planview helps Capital One leaders:

  • Track integration milestones against synergy targets — real-time visibility into status, dependencies, and delivery risk across Discover, Brex, and Hopper.
  • Prioritize integration and innovation investments based on strategic impact and real capacity — not stakeholder influence.
  • Give business, technology, and finance leaders a single, real-time view of what’s on track, what’s at risk, and where to act.