Financial Services Case Studies and Customer Success Stories with Apptio

Freddie Mac - Financial Services

Apptio helped Freddie Mac IT improve communication with business units. The team used TBM to show IT costs and value clearly. Everyone now uses the same language for IT usage, rates, and performance.... This change made it easier to align IT and business goals. The result is better understanding and collaboration between IT and business teams.

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Fannie Mae - Financial Services

Apptio Bill of IT helped Fannie Mae show service costs to application owners and business teams. The TBM service cost model gave clear cost visibility for the first time. Application owners saw the f...ull cost of running their apps. Business leaders understood what they received beyond project budgets. This new view changed how Fannie Mae managed IT spending.

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First American - Financial Services

Apptio helped First American gain IT cost transparency using technology business management (TBM). The company wanted to better understand and explain its IT budget. Apptio provided tools for clear I...T financial management. First American now optimizes IT spending and can explain costs to business leaders. This led to more meaningful IT investments and better budget control.

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Financial Services Company - Financial Services

IBM Cloudability helped a financial services company manage cloud costs. The company set up and improved its FinOps practice. They saw hard savings from optimization. Business generation increased at... end-user points. They responded faster to regulators and completed risk assessments more quickly. The company gained greater capacity to scale.

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Financial Services Company - Financial Services

Apptio helped a financial services company manage costs for 4,500 applications. The company used Apptio to get full total cost of ownership (TCO) visibility. They implemented technology business mana...gement (TBM) to track expenses for products, compute, end-user services, and network. Benchmarking with Apptio showed where to optimize spending. The company improved expense management and found new ways to save money.

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FactSet - Financial Services

Apptio helped FactSet improve strategic alignment and DevOps practices during their digital transformation. FactSet used Apptio to gain better visibility into their projects. This visibility reduced ...duplication of work. Sanjeev Acharya, head of project and portfolio management technology at FactSet, shared this benefit. FactSet is a financial data and software company.

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Epay - Financial Services

Apptio Targetprocess helped Epay improve customer support. Epay needed a flexible system for managing agile processes. The team found Targetprocess easy to use and very flexible. Nick Ide, director o...f software engineering, said the tool offered an 'aha' moment with its capabilities. Epay processes financial transactions and prepaid content.

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CoBank - Financial Services

Apptio helped CoBank improve IT cost transparency. Before Apptio, budgeting took 16 weeks and required many manual steps. With Apptio, CoBank finished its first budgeting cycle in just four weeks. Th...is is a 75% reduction in time. The process is now faster and easier for the IT finance team.

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

ETAS - Information Technology And Services

IBM Targetprocess helped ETAS improve enterprise agile planning. ETAS used the tool to manage work packages and develop OKRs for strategic alignment. Before using IBM Targetprocess and SAFe, ETAS had... 50%-60% adherence to roadmap KPIs. After implementation, this KPI rose to over 90%. Richard Mutschler from ETAS shared this result.

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Epsilon - Information Technology And Services

IBM Cloudability helped Epsilon manage and optimize their cloud resources. Epsilon used the tool to achieve 95% coverage of committed use discounts (CUDs). The platform made it easy for Epsilon to ge...nerate reports and get answers quickly. Epsilon improved resource allocation and made better use of their cloud spend. The solution supported Epsilon’s business goals for cloud financial management.

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Comensura - Information Technology And Services

Apptio Targetprocess helped Comensura improve their development process. The development team now spends most of their time in Targetprocess. The tool supports project management and daily work. Come...nsura gives feedback to Apptio to help improve the product. The partnership helps Comensura meet their business needs.

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Berkley Technology Services - Information Technology And Services

Apptio helped Berkley Technology Services gain clear insight into IT costs. BTS used Apptio's Technology Business Management (TBM) to improve conversations with operating units. Leaders now focus on ...cost drivers instead of unclear numbers. For example, they can see when desktop costs rise and discuss ways to reduce them. This shift made IT spending more transparent and actionable.

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AOE - Information Technology And Services

AOE uses Apptio Targetprocess for scrum-based agile development. The company started using Targetprocess when it was small. As AOE grew into a global competitor, it continued to use the tool. Targetp...rocess supports AOE's agile processes at every stage of growth. The tool scales with the company and remains effective for their needs.

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Amadeus - Information Technology And Services

Apptio helped Amadeus solve problems with mapping IT infrastructure to financial costs. Amadeus struggled with outdated and complex Excel spreadsheets for financial reporting. The company needed more... detailed and current information about IT costs. Apptio provided a solution that improved cost transparency and enabled actionable insights. This led to better cross-business alignment and more effective financial management.

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Banking Case Studies and Customer Success Stories with Apptio

First Citizens Bank - Banking

Apptio helped First Citizens Bank improve IT planning accuracy and agility. The bank needed better tools to understand the value of IT investments. Apptio solutions enabled new cost savings. The bank... can now do the right thing without going over budget. IT finance leaders at the bank praise Apptio for supporting their corporate goals.

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BNY Mellon - Banking

Apptio helped BNY Mellon use Technology Business Management (TBM) tools and processes. The goal was to improve service excellence. BNY Mellon built momentum with a small team to show the value of TBM.... Their efforts led to winning the 2022 TBM Council’s Service Excellence Award. The case highlights how TBM can drive better results in banking operations.

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Belfius Bank - Banking

Targetprocess helped Belfius Bank scale agile practices. The bank wanted better collaboration between business and IT. They also needed more transparency and clear priorities. With Targetprocess, Bel...fius Bank improved teamwork and agile adoption. Peggy Goossens, head of portfolio management office in IT, recommends Targetprocess for companies using SAFe and agile methods.

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Bank of Ireland - Banking

Apptio helped Bank of Ireland lower IT costs and reduce complexity. The bank used Apptio for application portfolio management. Apptio gave them detailed financial data. This data helped fund roadmaps... and measure return on investment. The bank found these insights very helpful.

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Food & Beverages Case Studies and Customer Success Stories with Apptio

Cargill - Food & Beverages

Apptio helped Cargill make IT costs clear for their business teams. The finance team used Apptio to show how IT spending connects to business value. They improved how they explain IT costs to other t...eams. Now, IT is seen as a key part of Cargill’s business strategy. Leaders at Cargill say this change helps people understand and manage what they use.

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Barilla - Food & Beverages

Apptio helped Barilla improve IT cost awareness across the company. Barilla faced challenges with understanding and managing technology costs. By using Apptio, they gained better visibility into IT s...pending. The company saw benefits before the project was even finished. This led to more informed decisions and stronger cost control.

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Australian food retailer - Food & Beverages

Apptio helped an Australian food retailer improve IT financial management. The company used Apptio's TBM model to shift IT cost discussions to business language. This change let them spend 80% of the...ir time on value-add analysis and only 20% on gathering and reconciling data. The result was higher productivity and better financial outcomes.

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

Children's Health - Hospital & Health Care

Apptio helped Children's Health gain cost transparency for their IT investments. IT leaders can now easily enter and monitor budgets. The platform makes it simple to track monthly results and defend ...budgets. This leads to better budgeting and easier financial management for the hospital.

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CHRISTUS Health - Hospital & Health Care

Apptio helped CHRISTUS Health improve IT planning. Budget managers now focus on the value of services and budget impacts. They no longer ask basic budget questions. Apptio enabled the finance team to... return to financial analysis. This change improved financial clarity and decision-making for IT investments.

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Northwell Health - Hospital & Health Care

Apptio helped Northwell Health create a single source of truth for IT spend. Before, finding vendor information took days and required complex spreadsheets. Now, staff can get the data in seconds wit...h just two clicks. This made IT financial operations faster and easier. Northwell Health became a stronger business partner by using Apptio for IT financial management.

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Utilities Case Studies and Customer Success Stories with Apptio

Exelon - Utilities

Apptio helped Exelon gain transparency into IT costs. Exelon needed to manage services across many businesses. Apptio made it easier to organize assets and see costs clearly. This information helped ...Exelon optimize IT and deliver run-rate savings. Leaders at Exelon say this change was transformational for their business.

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E.ON - Utilities

Apptio helps E.ON gain IT cost transparency. E.ON uses Apptio to create a clear taxonomy for IT costs. This lets them talk to the business in a common language. E.ON is an international energy compan...y focused on smart grids and customer solutions. Apptio supports E.ON in the changing energy industry.

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EDF Energy - Utilities

IBM Apptio helped EDF Energy improve IT cost transparency and recharging across cloud and traditional IT services. EDF Energy needed more reliable financial data to support business decisions. After ...implementing Apptio, the information became more reliable. The relationship between finance and enterprise IT improved. The business can now focus on key spending areas with confidence.

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Retail Case Studies and Customer Success Stories with Apptio

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

Apptio Targetprocess helped Lowe’s become more agile. Lowe’s used the product to modernize processes and speed up Agile delivery. The company started funding and reviewing projects from a product per...spective. This change increased their speed to market. Lowe’s improved their ability to deliver value and stay competitive.

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Insurance Case Studies and Customer Success Stories with Apptio

A Fortune 100 life insurer - Insurance

IBM Apptio Costing & Planning and IBM Targetprocess helped a Fortune 100 life insurer cut IT planning cycle time by 80%. The company improved communication between IT finance and technology teams. Re...al-time resource costs were linked to technology initiatives. Forecasting accuracy increased. Overall IT planning became much faster and more efficient.

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Blue Shield of California - Insurance

Apptio helped Blue Shield of California modernize IT budgeting and planning. The company improved its forecasting process. They now look at budgets over multiple years. This led to a more strategic a...pproach to managing IT costs. The change made planning more effective and forward-looking.

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Hospitality Case Studies and Customer Success Stories with Apptio

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

Burns & McDonnell - Construction

Apptio helped Burns & McDonnell bring together their tech costs and actual Run the Business (RTB) data. This made it easier for executives to see what they were spending. Leaders could make better de...cisions about technology investments. The Apptio user community also provided helpful support. Burns & McDonnell found more value from their tech spend with Apptio.

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Entertainment Case Studies and Customer Success Stories with Apptio

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 plannin...g. 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

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 de...cisions. 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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Computer Software Case Studies and Customer Success Stories with Apptio

Hyland - Computer Software

IBM Cloudability helped Hyland lower its cloud costs. Hyland needed a tool to manage and understand AWS spending. IBM Cloudability gave them real-time cost data by service type, tags, and usage patte...rn. The platform was easy to use and fit their needs for AWS-hosted solutions. Hyland improved cloud cost visibility and control with IBM Cloudability.

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

FedEx - Transportation/trucking/railroad

Apptio helped FedEx modernize its IT operations. The company used Technology Business Management (TBM) to shift focus from budget tracking to driving business transformation. FedEx's IT leaders now h...ave better conversations about value and transformation, not just costs. This change supports greater agility and growth for FedEx. Senior VP of IT Nik Puri highlights improved dialogue with business partners as a key benefit.

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Marketing and Advertising Case Studies and Customer Success Stories with Apptio

Dentsu - Marketing And Advertising

Apptio helped Dentsu speed up their IT planning process. Dentsu used Apptio to get a clear view of their technology budget weeks before submission. This new process is three months faster than their ...old way. The company can now manage technology spending across different countries. Apptio lets Dentsu adjust budgets quickly when costs change in any market.

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Other Industry Case Studies and Success Stories with Apptio

Cimpress - Printing

Apptio Cloudability helped Cimpress gain better visibility into their cloud spending. Cimpress needed to identify accurate cloud spend and improve allocation and accountability. The Apptio Cloudabili...ty team worked with Cimpress to address their top use cases and provided actionable steps. Cimpress improved their cloud cost management and accountability with Apptio Cloudability.

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Cox Enterprises

Apptio helped Cox Enterprises manage and explain technology costs across its companies. Cox used Apptio to break down the cost of its core title and escrow system by division. This made it easier to ...show division presidents the value of the system. The solution improved cost transparency and communication. Cox now plans and optimizes technology spending with a standard cost and KPI model.

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