Case Study | Healthcare Organization

Enterprise Healthcare Organization Onboards 10,000+ Users to Clarity to Scale Enterprise Portfolio Management

  • Industry: Healthcare
  • Company Size: 100,000+ employees
  • Clarity Use: Enterprise PPM modernization
  • Engagement Scope: Clarity PPM implementation, enterprise onboarding, and portfolio management enablement.

 

Key Results

  • 10,000+ users onboarded across enterprise technology teams
  • Expanded enterprise portfolio visibility, supporting leadership decision-making
  • Standardized financial planning across portfolios, improving consistency and control
  • Reduced administrative overhead through automation and role-based controls, improving efficiency and accuracy

The Client: A National Healthcare Enterprise Managing Complex Technology Initiatives

This healthcare organization supports patient care, clinical research, and community initiatives across hospitals and ambulatory settings nationwide. Operating at this scale requires strong governance, operational consistency, and data-driven decision-making.

The Challenge: Difficulty Visualizing and Managing Enterprise Portfolio Investments

As the healthcare system continued to grow through acquisitions and operational growth, limitations in their existing PPM platform, Planview, created operational challenges.

Leadership needed a modern platform capable of supporting enterprise portfolio management while improving usability, reporting visibility, and governance consistency.

Key challenges included:

  • A complex user interface that limited enterprise adoption
  • High integration costs and ongoing administrative overhead
  • Limited reporting flexibility for leadership visibility
  • Difficulty scaling portfolio governance across divisions

Previous vendor experiences had created concerns among stakeholders about long-term SaaS pricing volatility and escalating platform costs. Leadership needed confidence not only in the platform itself, but in the delivery approach and long-term sustainability of the solution.

The Solution: Using Clarity to Enable Enterprise Portfolio Visibility

The organization selected Clarity to modernize portfolio management and improve enterprise visibility.

The engagement followed Rego’s deliberate crawl, walk, run approach:

  • Crawl: Validate Core Capabilities
    Conference room pilots validated portfolio planning, financial management, and reporting capabilities.

  • Walk: Platform Migration and Configuration
    The organization migrated to Clarity with a focus on performance, usability, integration, and administrative simplicity. Governance workflows, reporting structures, and integrations were established.

  • Run: Enterprise Adoption
    Enterprise-scale onboarding paired with configurable innovations, reporting, and governance models to support future growth

The Results: Scaling Enterprise Portfolio Management with Clarity

Rego deployed Clarity to more than 10,000 users within the organization, creating a scalable platform for enterprise portfolio management, financial planning, and resource visibility across the business.

Business Outcomes:
With Clarity in place, the organization achieved enterprise-scale adoption, onboarding users ahead of schedule and within budget and enabling consistent portfolio visibility across teams.

Benefits:

  • Improved enterprise visibility through standardized program and portfolio reporting aligned to leadership needs

  • More consistent financial planning and control enabled by standardized cost and budget planning across portfolios

  • Stronger resource management supported by enterprise data management and improved capacity Insight

  • Faster, more consistent decision-making enabled by role-based project stages, phase workflows, and financial approvals

  • Reduced administrative overhead and improved accuracy through automated security design and role-based access

  • Improved collaboration and planning through SharePoint integration across project teams

  • Greater flexibility for clinical and operational teams through configurable blueprints that support division-specific data needs

  • Streamlined onboarding of new users through automated financial enablement

  • Increased billing flexibility enabled by configurable rate matrices

Clarity now provides a scalable platform for enterprise portfolio management, supporting governance, strategic planning, and technology investment visibility across the organization.

Capabilities Demonstrated
This engagement demonstrates how large healthcare organizations use Clarity enterprise portfolio management to enable:

  • Enterprise portfolio management at scale
  • Portfolio governance and reporting
  • Financial and resource planning
  • Enterprise program visibility

The Road Ahead: Expanding Enterprise Roadmapping and Portfolio Visibility

Based on early success and favorable outcomes, the organization plans to onboard additional business divisions and future acquisitions onto the Clarity platform. This approach supports consistent scaling and strengthens governance, reporting, and financial management as the enterprise continues to evolve.

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