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Financial Services Case Studies and Customer Success Stories with Apptio Vendor Insights

 

epay - Financial Services - Large

Leawood, USA

Apptio Targetprocess helped epay unify project management for 120 users across software development, QA, and support. Before, teams used separate... tools and manual processes, causing wasted time and headaches. With Targetprocess, epay adopted agile practices, managed 15-20 projects at once, and improved visibility across teams. The solution reduced emails, meetings, and made audit reporting easier. Email integration and request management saved time and improved customer support traceability.

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Unnamed global financial services company - Financial Services - Very Large

Apptio Cloudability helped a global financial services company manage over $200 million in annual cloud spend. The company replaced spreadsheets... with Cloudability to gain cost transparency and optimize cloud usage. With detailed cloud data, they identified savings, improved forecasting, and accelerated business decisions. The FinOps team used Apptio to drive collaboration and better relationships across finance and technology. The company saw faster risk assessments, increased business generation, and improved regulatory response times.

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FactSet - Financial Services - Very Large

Norwalk, USA

FactSet used Apptio Targetprocess to improve project visibility and align teams with business goals. Before, teams struggled with duplicate work... and lacked transparency. Integrating Targetprocess with Jira gave real-time updates and connected projects to company strategy. Managers now use dashboards for reporting, replacing spreadsheets. About 1,000 people at FactSet use Targetprocess to track milestones and make better funding decisions.

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Financial Services Company (unnamed) - Financial Services - Large

Apptio helped a large financial services company gain full visibility into the total cost of ownership for over 4,500 applications. The company used... Apptio to standardize TCO reporting, automate budgeting, and improve financial transparency. With Apptio, they identified $65 million in savings and optimized their hosting strategy, saving over $100 million. More than 350 team members now use Apptio for cost analytics, and 150 for planning and forecasting. Budget and forecast cycles were reduced by up to 50%.

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Fannie Mae - Financial Services - Very Large

Washington, USA

Fannie Mae used Apptio Bill of IT to make IT service costs clear to business users. Before, IT costs were... a "black box" and hard to explain. With Apptio, teams could see the full cost of each application and service. This helped business and IT leaders talk about where to invest and where to cut back. The new cost model brought teams together and improved decision making.

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Freddie Mac - Financial Services - Very Large

McLean, USA

Freddie Mac used Apptio to improve IT cost transparency for its business units. The company replaced complex, fixed IT cost... allocations with a consumption-based model. Business units now see clear reports on their IT usage and costs. This led to better communication and more informed decisions about IT spending. Some units reduced costs by cutting unused services and storage. The new model helped shift the conversation from IT as a cost center to IT as a business partner.

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BNY Mellon - Financial Services - Very Large

New York, USA

BNY Mellon used TBM tools to replace spreadsheets with a centralized, scalable model. The new system automated cost allocations and... improved transparency for technology and operations. Leaders gained access to detailed total cost of ownership reports and could track unit costs. The Cost Transparency team trained staff and handled over 130 change requests based on feedback. TBM practices helped BNY Mellon eliminate flat allocations and optimize technology spend across business lines.

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Banking Case Studies and Customer Success Stories with Apptio Vendor Insights

Royal Bank of Scotland - Banking - Very Large

Apptio's Technology Business Management (TBM) helped Royal Bank of Scotland cut costs by 20%. The TBM team mapped technology costs... to business use, speeding up business case turnaround from weeks to hours. This let RBS make faster, better decisions on IT investments. The bank now brings business innovations to market more quickly. TBM positioned IT as a strategic business partner.

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First Citizens Bank - Banking - Large

Raleigh, USA

Apptio helped First Citizens Bank cut IT budget planning from 45 days to just hours. The IT team used Apptio... for cost transparency, benchmarking, and real-time planning. This let them analyze infrastructure, servers, and contracts at a detailed level. They quickly adapted to major organizational changes, updating 42 cost centers in three hours. The bank now finds new cost savings and manages run-the-business spend more efficiently.

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CoBank - Banking - Large

Denver, USA

CoBank used IBM Apptio to improve IT cost transparency. Before, their IT budgeting process took 16 weeks. With Apptio, they... finished in just four weeks. This cut the time by 75% in the first year. The team reduced manual work and meetings. They now have faster, clearer IT budget conversations.

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Bank of Ireland - Banking - Large

Dublin, Ireland

Apptio helped Bank of Ireland cut IT costs by €2. 5 million in the first year. The bank reduced its...application portfolio by 15% and cut licenses for one app from 5,000 to 400. Apptio gave clear views of total cost of ownership, enabling better investment and sourcing decisions. The platform supported risk reduction and improved labor allocation. Bank of Ireland now uses Apptio for IT, finance, and procurement decisions.

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Belfius Bank - Banking - Large

Brussels, Belgium

Apptio Targetprocess helped Belfius Bank scale agile across business and IT. The bank needed a single tool to support its... custom agile delivery model and improve transparency. Apptio Targetprocess enabled 1,300 users to collaborate, manage priorities, and visualize data. The solution increased transparency, improved business-IT collaboration, and helped identify risks earlier. Belfius Bank now uses the tool daily for agile portfolio management and continuous improvement.

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Insurance Case Studies and Customer Success Stories with Apptio Vendor Insights

 

A Fortune 100 life insurer - Insurance - Very Large

USA

IBM Apptio Costing & Planning and IBM Targetprocess helped a Fortune 100 life insurer cut IT planning cycle time by 80%. The company unified... its budgeting and forecasting, moving from a fragmented, spreadsheet-driven process to an integrated system. Planning cycles dropped from 15 weeks to 15 days. Forecasting accuracy improved, and communication between IT finance and technology teams increased. The insurer now manages IT portfolio, demand, and investment planning with real-time data and automation.

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First American - Insurance - Large

Santa Ana, USA

Apptio’s TBM solution helped First American gain full transparency into IT costs. The company identified over 100 legacy applications and... started infrastructure optimization projects. They are on track to cut nearly 10% of total infrastructure costs. This transparency lets them shift budget from maintenance to growth initiatives. Business leaders now understand IT spending and can make better decisions.

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Blue Shield of California - Insurance - Large

Oakland, USA

Blue Shield of California used Apptio to modernize its IT budgeting and planning. The company improved its forecasting process. They... now look at budgets over multiple years. This led to a more strategic approach to managing IT spend. The team can answer IT cost questions 95% faster. Apptio helped drive better business outcomes with actionable insights.

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Berkley Technology Services - Insurance - Large

Greenwich, USA

Apptio helped Berkley Technology Services improve IT cost transparency for over 50 operating units. Before Apptio, BTS used spreadsheets that... lacked detail and clarity. With Apptio and TBM, BTS now provides invoices broken down into up to 40 business services. This change lets operating units see exactly what they pay for, like desktop support and data center services. The new system led to better decision making, higher customer satisfaction, and new business for BTS.

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Information Technology and Services Case Studies and Customer Success Stories with Apptio Vendor Insights

 

Comensura - Information Technology And Services - Medium

London, UK

Comensura used Apptio Targetprocess to manage their development process. They customized workflows to fit their team, not the other way... around. Targetprocess replaced emails, meetings, and multiple tools, centralizing all project and support work. The team uses it for sprints, retrospectives, meeting minutes, and support queues. Real-time boards and custom fields improved collaboration and accountability. Comensura reports higher efficiency and better team morale with Targetprocess.

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AOE - Information Technology And Services - Medium

Wiesbaden, Germany

AOE uses Apptio Targetprocess to manage Agile software development and Scrum workflows. The tool supports teams across software development, design,... HR, PR, and event planning. AOE values the flexibility and transparency of Apptio Targetprocess, allowing teams to customize workflows and scale as the company grows. Managers and teams benefit from real-time project visibility and easy onboarding. Teams prefer Apptio Targetprocess over other tools for its adaptability to their Agile processes.

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Hyland - Information Technology And Services - Large

Westlake, USA

IBM Cloudability helped Hyland cut cloud costs by over 50% for Amazon RDS. Hyland used Cloudability to gain real-time visibility... into AWS usage and spending. The tool enabled Hyland to optimize cloud resources, avoid overprovisioning, and improve pricing for new customers. Cloudability data now informs product development and business decisions. Hyland's teams use Cloudability daily to monitor spend and drive efficiency.

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Amadeus - Information Technology And Services - Very Large

Madrid, Spain

Amadeus used Apptio to map IT infrastructure costs with greater detail. Before Apptio, they relied on Excel, which was complex... and outdated. With Apptio, Amadeus can now calculate IT costs per passenger or booking. This lets them show these costs in profit-and-loss statements for each business unit. The new insights help measure the success of new features for their travel industry clients.

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Food & Beverages Case Studies and Customer Success Stories with Apptio Vendor Insights

 

Barilla - Food & Beverages - Large

Parma, Italy

Apptio helped Barilla improve IT cost awareness across its global operations. Barilla used Apptio to identify errors in cost classification... and procurement, and to uncover hidden shadow IT costs. The platform enabled Barilla to consolidate vendor contracts and optimize its application portfolio. Early benefits included faster, more accurate reporting and increased visibility into IT spending. Barilla plans to expand Apptio adoption to further optimize technology costs and value.

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Australian food retailer - Food & Beverages - Large

Australia

Apptio helped an Australian food retailer automate IT financial management. The company switched from manual spreadsheets to Apptio’s TBM model,... improving cost transparency and data accuracy. The IT team now spends 80% of its time on value-add analysis, up from just 20% before. Budgeting and forecasting became faster and more accurate, reducing a process that took weeks to minutes. Team morale improved, and business units gained clearer insight into technology costs.

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Cargill - Food & Beverages - Very Large

Minnetonka, USA

Apptio IT Planning helped Cargill save over $20 million in two years. The company centralized global IT operations and improved... cost transparency. Cargill used TBM to create a detailed bill of IT, enabling better planning and value-based conversations. Hundreds of business managers now use real-time reporting to make decisions. IT moved from order-taker to a leadership role, driving innovation and trust.

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Hospital & Health Care Case Studies and Customer Success Stories with Apptio Vendor Insights

 

CHRISTUS Health - Hospital & Health Care - Very Large

Irving, USA

Apptio helped CHRISTUS Health cut IT planning time from 5-6 months to just 12 weeks. The IT finance team used... Apptio to centralize budgeting, train 35 budget owners, and eliminate manual spreadsheets. Managers now have real-time visibility into budgets, improving accountability and engagement. SaaS contract tracking surfaced shadow IT and improved security oversight. Visual dashboards and audit trails made financial analysis faster and easier for everyone involved.

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Children's Health - Hospital & Health Care - Large

Dallas, USA

Children's Health used Apptio to improve IT budget management. The platform helped IT leaders enter and monitor budgets more easily.... Monthly results are now balanced against planned budgets. This made budgeting and defending budgets simpler for the team. The solution increased cost transparency for technology investments.

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Northwell Health - Hospital & Health Care - Very Large

New Hyde Park, USA

Northwell Health used Apptio’s Financial Management solution to replace manual spreadsheet processes. The team reduced budget preparation time by 30-50%.... They now analyze IT spend faster and provide daily financial insights. This shift improved data transparency and business alignment. IT became a trusted partner, helping drive better decisions and growth.

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Utilities Case Studies and Customer Success Stories with Apptio Vendor Insights

 

EDF Energy - Utilities - Large

London, UK

EDF Energy used IBM Apptio to automate IT billing and improve cost transparency. Manual, Excel-based processes were replaced with a... single source of truth for IT spend. The new system enabled accurate, timely billing and detailed forecasting. Automation reduced financial month-end cycle time and errors. Managers now see real-time cloud cost savings and can make better decisions. Finance and IT teams work together using unified data from Apptio.

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Exelon - Utilities - Very Large

Chicago, USA

Apptio helped Exelon, the largest US energy provider, deliver over $150M in run-rate savings by 2018. Exelon used Apptio to... gain cost transparency, reorganize IT into a shared services model, and map 98% of servers to applications. The company reduced managed service contractors to three, saving $24M and targeting $100M+ in O&M savings. Apptio enabled detailed cloud cost allocation, making IT costs clear for business units. Exelon now tracks IT spending, optimizes cloud use, and supports financial decision-making across its utilities.

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E.ON - Utilities - Very Large

Essen, Germany

E. ON used Apptio to improve IT cost transparency across its 78,000-employee organization. The company needed a standardized reporting tool...to help business units understand and manage IT consumption. Apptio enabled E.ON to allocate IT costs to service categories and track savings after a major integration. The solution helped E.ON communicate IT costs clearly to stakeholders and define KPIs for tracking spend. Apptio also serves as the cost engine for E.ON’s enterprise architecture platform, integrating with LeanIX for accurate cost reporting.

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Marketing and Advertising Case Studies and Customer Success Stories with Apptio Vendor Insights

 

Epsilon - Marketing And Advertising - Very Large

Irving, USA

IBM Cloudability helped Epsilon achieve 95% coverage for committed-use discounts and a 200% increase in AWS MAP credits. The FinOps team... used Cloudability to automate MAP credit allocation, optimize cloud spend, and identify missed savings. Epsilon replaced manual Excel processes with automated reporting, saving time and improving accuracy. The solution provided actionable insights for AWS, GCP, and Azure, driving significant cost savings. Epsilon now has faster, more detailed cloud cost analytics and improved financial management.

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Starmark - Marketing And Advertising - Small

Fort Lauderdale, USA

IBM Targetprocess helped Starmark shift from waterfall to agile, boosting client satisfaction and margins. The agency improved financial forecasting and... eliminated change orders, leading to more accurate project estimates. With Targetprocess, Starmark doubled work volume without increasing headcount. Employee engagement and work-life balance improved as overtime dropped. Leadership gained real-time visibility into project value and priorities.

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Dentsu - Marketing And Advertising - Very Large

Tokyo, Japan

Apptio helped dentsu cut three months from its IT budgeting process. Before Apptio, dentsu used spreadsheets, which made planning slow... and hard to manage. With Apptio, all technology costs are now in one place. The finance team can see budgets by region and service line. This new visibility lets dentsu make better, faster decisions. Finance and tech teams now work together more closely on budgets.

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Retail Case Studies and Customer Success Stories with Apptio Vendor Insights

Coles - Retail

IBM Cloudability helped Coles automate IT cost attribution. Coles linked costs to general ledger codes in near-real-time as Azure billing... data refreshed. This automation improved financial management for a large, complex company. Coles gained better visibility and control over cloud spending. The solution made IT financial processes faster and more accurate.

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Lowe's - Retail - Very Large

Mooresville, USA

Apptio Targetprocess and ApptioOne helped Lowe's shift from project-based to product-based funding. This change increased speed to market and improved... team productivity. Lowe's used Apptio Targetprocess to track time, align work with strategy, and simplify reporting. The company reduced its legacy application pool by 10%. Apptio enabled better cost visibility and resource management for Lowe's technology teams.

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Hospitality Case Studies and Customer Success Stories with Apptio Vendor Insights

Caesars - Hospitality

Apptio helped Caesars improve IT budget variance and predictability. Caesars, a global casino-entertainment leader, moved from basic operations to supporting... business growth. The company used Apptio to make IT spending more transparent and predictable. IT is now seen as a key driver for business investments. Caesars is better able to plan and manage its technology costs.

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Construction Case Studies and Customer Success Stories with Apptio Vendor Insights

 

Burns & McDonnell - Construction - Very Large

Kansas City, USA

IBM Apptio Costing and Planning helped Burns & McDonnell move from manual spreadsheets to automated IT budgeting. The solution enabled... real-time tracking of tech spend and provided a data-driven Bill of IT. Executives gained visibility into actual technology costs, leading to better decision-making. Finance saved significant time on budgeting and improved trust with other departments. The company now uses interactive budgeting and showback/chargeback features to drive value and cost transparency.

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Entertainment Case Studies and Customer Success Stories with Apptio Vendor Insights

Flutter Entertainment - Entertainment

Flutter Entertainment used Apptio to improve transparency and agility. The company wanted better access to trusted data to support strategic... plans. Apptio helped them manage IT financials and planning. This made it easier for teams to make decisions. Flutter Entertainment increased business agility by using clear and accessible data.

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Non-Profit Organization Management Case Studies and Customer Success Stories with Apptio Vendor Insights

Cancer Research UK - Non Profit Organization Management

Apptio helps Cancer Research UK track and manage their technology investments. The platform gives clear information about costs for products... and services. This transparency helps teams make better decisions. Cancer Research UK can focus more on their mission by using resources efficiently. Anne Bienia, head of business operations, says Apptio makes it easier to see where money goes.

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Transportation/Trucking/Railroad Case Studies and Customer Success Stories with Apptio Vendor Insights

 

FedEx - Transportation/Trucking/Railroad - Very Large

Memphis, USA

FedEx used Apptio's Technology Business Management (TBM) to modernize IT and drive digital transformation. TBM enabled FedEx to improve business... alignment, increase agility, and enhance customer service. The company adopted data-driven decision-making, using TBM data for global IT governance and collaboration. FedEx leveraged automation and AI to speed up customer service and customs clearance. TBM provided transparency, helping FedEx track projects and deliver value faster.

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Other Industry Case Studies and Success Stories with Apptio Vendor Insights

 

Cox Enterprises - Media - Very Large

Atlanta, USA

Apptio helped Cox Enterprises use a standard IT cost model to manage technology across its companies. Cox gained cost transparency,... enabling chargebacks to business units and better decision-making on shared resources. The solution allowed Cox to integrate technology from acquisitions, consolidate applications, and manage public cloud service use. Business units could see detailed costs, leading to smarter choices and cost savings. Apptio supported long-term planning by linking project funding to five-year run costs.

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Cimpress - Printing - Very Large

Venlo, Netherlands

Apptio Cloudability helped Cimpress gain clear visibility into AWS cloud spending. Cimpress used the platform to identify true cloud costs... and improve accountability across 28 business units. The solution enabled engineering and operations teams to quickly access actionable data and optimize AWS usage. Within months, Cimpress achieved significant monthly savings and paid for the platform through waste reduction. Custom dashboards and responsive support allowed Cimpress to adapt cost management as needs changed.

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