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Customer Story · Financial Services

TSB delivered a £100M cost-saving strategy through agile transformation

How a UK high-street bank turned a sprawling project portfolio into a live investment decision, paying back the Kiplot investment in under a year and freeing the EPMO from spreadsheet-driven status reporting.

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TSB Bank: future-focused agile transformation with Kiplot
24%
increase in return on investment
500+
active users across the business
10,000+
hours saved in manual reporting time
The transformation

From spreadsheet-driven oversight to live portfolio control

TSB’s EPMO needed visibility, prioritization, and cost control across an enterprise-scale change portfolio. Kiplot replaced the cottage industry of manual reporting with a single live view of every initiative.

Before Kiplot

A cottage industry of manual reporting

  • Complex and ineffective delivery tracking. Tracking progress was a resource-intensive exercise across PowerPoint, Excel, and one-off manual processes.
  • Initiatives not linked to value. Prioritization was impossible without visibility of how each initiative contributed to strategic outcomes.
  • Ineffective cost management. Limited cost control after approval meant overspend surfaced too late to act on.
After Kiplot

A live, prioritized portfolio

  • Real-time delivery tracking across the portfolio, with cost-benefit management and automated capex projections that protect budget value.
  • Strategy-aligned prioritization so the work that gets funded is the work that moves the strategic outcomes.
  • Time booked only to approved work, so every hour of effort is tied to a value-creating initiative.
Samil Salim, Head of EPMO, TSB Bank
In their own words
Kiplot is now our strategic portfolio management platform, integrated with our delivery tools (Jira) and finance systems (SAP). It has been a key enabler of how we govern, fund, and deliver our transformation portfolio, bringing strategy, capacity, and capex onto one view. We returned our initial investment in less than a year.
Samil Salim Head of EPMO, TSB Bank

TSB’s transformation didn’t require replacing the toolchain. Kiplot integrates directly with Jira for delivery and SAP for finance, so the effort logged in the systems delivery teams already use rolls up to capex / opex reporting without manual reconciliation.

That meant the EPMO could focus its time on the decisions, not the data collection. Steering reviews changed from a status-pack exercise into live portfolio choices. Cost control moved from monthly closes to real-time visibility. Initiative prioritization stopped being a one-off planning event and started being a continuous discipline.

See it for your organization

Bring strategy, funding, and delivery into one portfolio view

Kiplot helps enterprise PMOs in regulated industries move faster without losing governance. Book a 30-minute walkthrough and we’ll show you how it would look for your portfolio.

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