How a global industrial company moved from portfolio frustration to enterprise-wide adoption
Company
A global industrial technology company helping organisations operate safely, efficiently, and at scale through complex engineering, service, and transformation programmes.
Challenge
The company needed a portfolio management platform capable of supporting complex development initiatives, strategic investments, and project governance across a global organisation.
The company had invested significant time and effort into its previous portfolio management platform. After a lengthy implementation, stakeholders still felt the solution did not meet their requirements, adoption remained low, and teams continued relying on disconnected tools and processes.
Business cases lived in spreadsheets. Roadmaps were maintained in PowerPoint. Different portfolios and development processes lacked a shared management layer, making it difficult to create a complete view of strategy, investments, ownership, benefits, and progress across the organisation.
Leadership needed better answers to critical questions:
- Which initiatives create the most value?
- How should investments be prioritised?
- How do strategic objectives connect to portfolios and projects?
- Who funds the work, who delivers it, and who benefits from it?
- How do we track benefits and strategic outcomes?
The organisation needed a solution that could adapt to its operating model, support broad adoption, and provide visibility across the full investment lifecycle.
Solution
The mobility solutions provider selected Keto AI+ to create a connected portfolio management environment that aligns strategy, investments, initiatives, and delivery.
A key factor in the decision was Keto’s no-code flexibility. Rather than forcing the organisation to adapt its processes to the software, Keto was configured to meet its specific requirements within a short implementation timeline.
The initial scope focused on project portfolios, regional rollout projects, outcome projects, and custom project management. As adoption grew, the platform expanded to support additional portfolio and governance processes.
Today, Keto provides a connected management layer across projects, initiatives, business cases, strategy alignment, and portfolio governance.
Keto helps the organisation connect strategic objectives, portfolios, investments, programmes, business units, and delivery teams into one transparent management structure. This provides visibility across the different dimensions of portfolio management, from business ownership and governance to execution and benefit realisation.
Rather than replacing ways of working that already delivered value, Keto connected them into a single source of truth for decision-making.
Why Keto
Built around their requirements
Keto’s no-code platform enabled the organisation to implement processes aligned to its operating model without lengthy custom development.
Adoption through usability
Keto addressed the usability and adoption challenges experienced with previous portfolio management tools, helping teams embrace the platform as part of their daily work.
One connected management layer
Keto provides visibility across strategic objectives, portfolios, investments, projects, business cases, and benefit realisation in a single environment.
A trusted long-term partner
The organisation has worked with Keto for many years. The relationship has continued to evolve as new portfolio and governance needs emerge.
Impact
Keto helped the organisation move from fragmented portfolio management towards a connected and scalable management system.
Today, the organisation can:
- Manage investments, projects, and initiatives through a shared platform
- Reduce dependence on spreadsheets, PowerPoint, and disconnected reporting processes
- Improve visibility across portfolios, investments, and strategic initiatives
- Track benefits and outcomes more consistently
- Connect strategic objectives to portfolio execution
- Create a more complete and accurate view of portfolio performance
Keto’s strong usability has also driven higher adoption across the organisation, enabling Keto to become part of day-to-day portfolio management rather than an administrative burden.
The platform provides a clearer view of who owns investments, who executes them, and where value is realised, supporting more aligned portfolio decisions across the organisation.
As the scope continues to expand, Keto supports a growing number of business processes and portfolio types across the organisation. Currently, the expanding scope covers:
- Continuous development processes
- Product and R&D project management
- Benefit realisation management
- M&A and strategic portfolio processes
- Additional governance and portfolio management use cases
“With the help of Keto, we overcame the usability challenges we experienced with our previous platform. That has been a significant improvement for our teams.”
Highlights
- Single source of truth across strategy, portfolios, investments, and projects
- Reduced reliance on spreadsheets, PowerPoint, and disconnected tools
- Improved portfolio visibility and decision-making
- Stronger user adoption through better usability
- No-code configuration aligned to the organisation's operating model
- Expanding use across additional portfolios and business processes
Timeline
Originally introduced as an R&D project portfolio management solution, Keto's role has expanded over time to support strategic planning, business case management, benefit realisation, governance processes, and enterprise-wide portfolio visibility, evolving from traditional project management into a connected management layer for strategic decision-making.