Priorities concept.A global P&C insurance carrier was implementing a new business model to identify synergies across their businesses units. To help implement this new business model regional management wanted to rationalize the technology related investments across their various business units. A consolidated process for managing investment decisions across the business units was implemented along with a new IT portfolio management function. This new function included the people and process required to intake, rationalize, and prioritize IT related investments for the organization.

Key Project Outcomes

  • A formal structure and process for making cross business unit IT investment priority decisions
  • Integration of disparate project portfolios into a rationalized view of IT investments
  • Strengthened focus on business case rationale and business result tracking
  • Identified opportunities for synergy and cross business unit investments


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Phil Kelly

Phil Kelly

Managing Partner at iPower Consulting
Phil Kelly is the founder and principal consultant of iPower Consulting. He helps healthcare organizations improve their ability to access and use data. With over 25 years’ experience, he has helped clients be more data-driven, deliver technology solutions faster, and improve collaboration. If you are a healthcare leader and have ideas about how you want to use data in your organization, but aren’t quite sure how to go about it, Phil may be able to help. You can learn more about Phil at or contact him directly at 630.219.0047 or

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