When funding outpaces visibility
As the organization moved away from traditional project-based funding toward capacity-based planning and block funding, it lacked portfolio and financial systems that could support enterprise-wide visibility, strategic cost alignment, global capacity management, or execution traceability.
Block funding assigns defined budget pools to capabilities or divisions. This shift is essential to realizing the full value of strategic portfolio management across the enterprise.
The consequences were structural:
- Limited executive visibility into capital allocation
- Slower prioritization and decision-making
- Manual reporting and data analysis
- Disconnected planning and execution data
- Limited total cost of ownership (TCO) visibility
Finance, PMO, and technology teams were operating without a shared system of record. Strategy, funding, and delivery lacked consistent alignment. Executives lacked the transparency to weigh internal investments against outcomes.
Choosing a partner who could connect the enterprise
After supporting the client with organizational change management and Agile coaching, Cprime joined a broader operating model and portfolio modernization discussion.
Following a structured evaluation of Strategic Portfolio Management (SPM) SaaS tools, Targetprocess and Jira Align, Cprime was selected for its architectural expertise, its ability to build a cross-functional business case, and its executive partnership approach.
The engagement focused on aligning Finance, PMO, and technology teams around shared decision flow and value visibility across the enterprise. Cprime’s discovery framework connected the client’s operating model to the practices and systems that support key business functions. This approach aligned stakeholders across the organization and laid the foundation for the collaborative implementation that defined the program’s success.
Designing an integrated portfolio and financial backbone
Cprime implemented a connected modernization program that included:
- Enterprise-wide implementation of Targetprocess for 6,000+ users
- Migration from Jira Data Center to Jira Cloud
- Bidirectional integration between Anaplan and Targetprocess
- An AWS-mediated integration layer
- Retirement of legacy initiative tracking tools
- An enterprise operating model blueprint defining total cost of ownership and the business processes required to support it
Cprime partnered closely with FP&A, PMO leadership, CIO sponsors, enterprise architecture, and change management teams. Rapid executive decision-making and incremental delivery shortened time to value. Close coordination with change management teams ensured business units were informed, prepared, and ready to engage with the new platform.
Executive sponsorship across Finance, CIO, PMO, and CEO leadership ensured alignment, sustained momentum, and clear accountability for adoption.
Enterprise-wide transparency, now connected to strategy
After the rollout of Team Management and a pilot group implementation in September 2025, the enterprise-wide program went live in early December 2025 and progressed in two stages. Quantified financial, reporting, and productivity improvements will be assessed after the first full quarter of operations.
- Clear visibility into resource capacity, allocation, and priorities
- Clear linkage from strategy and OKRs to initiatives, visible to all stakeholders
- Standardized processes at the business unit level
- Real-time capacity planning already resulting in resource reallocation to higher-priority initiatives
Additional qualitative gains include centralized reporting, faster prioritization, task automation, integrated data across Anaplan, Targetprocess, and Jira, and a stronger foundation for expanding enterprise business management.
Homegrown tracking was replaced with an enterprise portfolio management platform. Siloed Jira execution moved into Jira Cloud and integrated with portfolio management. Financial planning in Anaplan now connects directly to portfolio governance and project portfolio management.
What began as a pilot for six business blocks expanded to approximately 47–49 business blocks enterprise-wide.
A scalable foundation for enterprise business management and AI readiness
Beyond implementation, the engagement established a scalable enterprise architecture supporting long-term financial and operational modernization.
The organization now has the structural capability to:
- Improve confidence in capital allocation
- Connect investment decisions to execution traceability
- Standardize planning and prioritization
- Expand enterprise business management over time
As an additional benefit, the organization now has the enterprise architecture and formalized business process documentation necessary to scale AI agents and AI-assisted automation into its workflows.
A follow-on session will validate early quantitative outcomes and formalize ROI measurement. Strategy, funding, and execution now operate on shared data, shared visibility, and shared accountability.
Ready to connect strategy, funding, and execution?
If your organization is evolving funding models, scaling digital or AI investments, or struggling with fragmented portfolio visibility, the constraint may be the system that links strategy, investment, and execution.
Cprime designs and deploys enterprise programs that align finance, portfolio governance, and delivery through a connected operating model that supports transparency and sustained value realization.
Start the conversation to explore what enterprise clarity could look like in your organization.
