Anonymous case

How a global manufacturing company replaced spreadsheets with portfolio-wide visibility

Driving clarity across investments, IT, and transformation initiatives

Company

A global manufacturing and advanced materials company operating across multiple business units and strategic investment portfolios.

Challenge

The company manages multiple strategic portfolios, from asset investments to IT, R&D, and emerging AI initiatives. But teams were working in disconnected tools – Excel, PowerPoint, Azure DevOps, MS Project – each capturing only part of the picture.

This created several pain points: Manual reporting across teams, duplicate budget and forecast tracking, low visibility into long-range pipeline, difficulty tracing costs and performance and no single view for leadership. Governance existed, but the tools couldn’t keep pace with the scale and complexity of the customer’s portfolios.

Solution

The company selected Keto AI+ to unify project and portfolio management across asset-heavy, IT-driven, and enterprise-wide initiatives – without forcing teams to abandon tools that still worked. It offered: no-code flexibility to match the customer’s governance, seamless SAP and finance integrations, dashboards instead of slides and spreadsheets, multi-level visibility, from strategy down to project detail and AI-powered insights and forecasting.

Impact

With Keto AI+, the organisation:

  • Replaced siloed reporting with connected portfolio dashboards
  • Improved cost follow-up and long-range forecasting
  • Centralised project and financial visibility across business units
  • Increased clarity across investment and transformation portfolios

Leadership now has a more accurate and connected view across planning, delivery, and strategic investment decisions.

“We needed a portfolio management tool that could adapt to us, not the other way around. Keto gave us the flexibility to unify our work without changing how we work.”
Head of Project Portfolio Management

What do you get on day one

  • Project portfolio management
  • Financial managememt
  • Strategic initiatives
  • Custom governance models
  • SAP integration and AI forecasting dashboards

Highlights

  • Unified platform across three portfolio types
  • Seamless SAP and financial integration
  • Visibility from long-term planning to daily delivery
  • Dashboards over documents
  • Scalable across business and strategy functions

Timeline

Keto AI+ implemented in 2025, with phased onboarding across portfolio functions.