Case Study:
Modernizing Project Portfolio Management with Clarity

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Industry: Insurance and Financial Services
Company Size: 10,000+ employees
Clarity Use: Real-time visibility to improve strategic decision-making and resource planning

About the Customer

Canada Life is a global financial services and insurance organization operating across Canada and Europe. With multiple business units and geographic regions, the company manages a large portfolio of strategic initiatives that require strong governance, financial oversight, and resource coordination.

Prior to modernizing its project portfolio management environment, Canada Life relied on a combination of legacy tools, including Microsoft Project Online, Planview, and internally developed systems, to manage project execution and reporting. These fragmented systems made it difficult to maintain consistent processes and gain a unified view of project performance across the organization.

The Challenge: 

Canada Life needed to standardize how projects were managed across business units and geographies. With multiple tools in place—including Microsoft Project Online and several internally developed systems—project data and governance processes were inconsistent.

The organization faced several challenges:

  • Project management processes varied across teams and regions
  • Financial planning and project budgeting lacked centralized governance
  • Resource capacity and demand were difficult to manage across the portfolio
  • Reporting and portfolio insights were fragmented across multiple systems
  • Legacy tools limited visibility into project, financial, and resource performance

To support enterprise-scale project governance and improve portfolio visibility, Canada Life needed a single platform capable of replacing Microsoft Project Online and consolidating its legacy PPM tools.

The Solution:

Canada Life partnered with Rego Consulting to implement Clarity by Broadcom as its enterprise Project Portfolio Management platform.

Clarity provided a centralized solution for managing projects, financials, and resources across the organization. The implementation focused on establishing standardized processes and enabling portfolio-level visibility across business units.

Key capabilities implemented included:

  • Enterprise Project Management
    Standardized project execution including staffing, task scheduling, risk tracking, issue management, and status reporting.

     

  • Project Financial Management
    Structured cost planning, financial forecasting, and budget approval workflows to strengthen financial governance.

  • Resource Capacity and Demand Management
    Centralized resource planning using Clarity’s staffing capabilities to balance project demand with available capacity.

  • Time Management
    Resource time tracking with automated approval workflows.

  • Executive Reporting and Insights
    Portfolio dashboards powered by Power BI to provide visibility into project performance, financial metrics, and resource data.

  • Enterprise Integrations
    Integration with key enterprise systems including SAP and SuccessFactors to connect project data, financial information, and resource accounts.

Through this transformation, Canada Life successfully migrated away from Microsoft Project Online and other legacy tools, consolidating project portfolio management into a single enterprise platform.

Results and Benefits:

By implementing Clarity, Canada Life established a modern, centralized approach to managing its project portfolio.

The organization gained:

  • Standardized project management processes across business units and regions
  • Improved governance and financial oversight for project investments
  • Enhanced visibility into portfolio performance through centralized reporting and dashboards
  • Better resource planning and capacity management across initiatives
  • Integration with enterprise systems to support consistent project and financial data

Conclusion:

By replacing Microsoft Project Online and other fragmented tools with Clarity, Canada Life created a unified platform that supports strategic decision-making and portfolio governance across its global operations.

About Rego Consulting

Rego Consulting stands out for our real-world experience and proven, practitioner-led approach to project portfolio management (PPM), cloud migration, and IT financial management consulting. With over 200 expert guides and best practices honed since 2007, we don’t just deliver implementations—we drive business value.

We’re the global leader in Clarity and Rally Software Sales and Services, proudly holding all three of Broadcom’s top partner designations: Clarity Technology Partner, Global System Integrator Partner, and Global Expert Services Partner.