Case Study

Building a Value Management Office for a Leading Insurance and Financial Services Organization

A leading insurance and financial services group wanted to bring clarity and control to its transformation investments. Benefits were inconsistently defined, and leadership lacked timely, trusted value information to guide portfolio trade-offs. We helped the organization build a Value Management Office (VMO) to define, measure, and manage value across all initiatives.

Project Highlights

Industry: Insurance and financial services
Scope: Value Management Office (VMO) design and implementation
Focus Areas: Value definition, governance, benefits tracking, portfolio management
Results: £4M CapEx/OpEx savings, 100% leadership trust restored, 2× ROI uplift

Challenge

Transformation spend was increasing without a clear line of sight to business outcomes. Initiatives overlapped, reporting was inconsistent, and leadership lacked confidence in value delivery data.

Key issues included:

No common value taxonomy or ownership of benefits
Fragmented governance and manual reporting
Unclear investment hypotheses and weak demand management
Too many overlapping or low-value projects

Solution

We established a Value Management Office to serve as the single owner of value definition, measurement, and flow. Our approach created transparency, accountability, and a clear connection between investment and outcomes.

Key actions included:

Designing and launching the VMO to govern value definition and tracking
Introducing a value taxonomy (revenue, cost, risk, customer) aligned to OKRs and financial measures
Implementing portfolio Kanban for investment prioritization and decision-making
Deploying a value dashboard as the single source of truth and embedding monthly cadence with executives

Results

The new VMO gave leaders the insight they needed to make informed decisions and maximize the return on transformation investments. Financial savings were realized immediately, and portfolio governance improved significantly.

Key results included:

£4M immediate CapEx/OpEx savings
100% leadership trust restored in PMO and reporting
2× ROI uplift through better project and resource alignment
Clear visibility into value flow and investment outcomes

Over time, the organization developed a sustainable value management culture that continues to align strategy, investment, and delivery around measurable outcomes.

What People Say About Us

Global Transformation Group’s transformative approach has revolutionized the way I guide people through change. With empathy and understanding, she masterfully supports individuals and organizations on their journey to unlock their full potential and achieve their strategic goals. Their expertise showcases the power of creating a positive, collaborative environment that empowers organizations to thrive.

The IMPACT Engine System is comprehensive, practical, and proven. You are led through a logical sequence of steps that results in faster, better business outcomes that are aligned with the organization’s strategy, providing undeniable value for the organization, and ultimately earning you a seat at the table as the organization’s Strategy Navigator.

I’ve personally seen delivery leaders go through the IMPACT Engine process and go from burned out to burning bright! This system just works every time.

By emphasizing the value chain and strategy lifecycle, the PMO is positioned as a crucial player in driving organizational transformation and operational excellence. Their focus on practicality, collaboration, and impactful results sets a new standard for excellence in organizational management.

Realize the full potential of your business through better approaches designed to elevate business value.