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Case Study

Unifying Data and Strategy at Citizens Bank: A Path to Agile Enterprise Management


1300 Hours saved on quarterly reporting

Company Details

Industry: Banking

Company Size: 23,000+ employees

Location: USA

Cprime Services:

Executive Summary

Fragmented data across 500+ teams and 90 value streams, disconnected resource management, and manual reporting processes hampered fast, strategic financial decision-making. They needed to unify the systems, build transparency, and link strategy to the work, to optimize resource allocation and financial reporting.

Citizens Bank struggled with siloed data and manual processes. Cprime produced significant time savings and supported data-driven decision-making by implementing Apptio TargetProcess, integrating systems and automating reporting.

Cprime Solutions

  • Improve visibility, save time, and enhance data quality by integrating Apptio TargetProcess with Jira and HR systems to automate reporting and resource management.
  • Clearly connect strategy and execution by implementing OKR tracking and connecting it to portfolio epics and projects
  • Expand access to financial data by standardizing reporting templates and integrating financial data for “cash cost per team” visibility, while maintaining security and sensitivity

“We’re already seeing time savings around our Quarterly Business Reviews and the benefits of all this data being visible to so many more leaders across the org. Having the ability to make decisions based on data everyone has access to is a real game-changer.” — Sarah M. Ricardo, VP Enterprise Transformation

Key Outcomes

  • Saved 8-12 hours/quarter on reporting preparation for 80+ value stream owners and 50+ resource managers 
  • Significantly expanded financial data access from 15 to hundreds of leadership personnel
  • Improved resource allocation with data-driven insights and enhanced ability to connect strategy to execution

To see similar results in your enterprise, explore our flexible Enterprise Technology and Financial Management Solutions.

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