Treasury BFS/ARC — Salesforce PPM

Tool Summary

Tools Outcomes

Portfolio visibility

Standardized reporting across programs and workstreams

Approach

Outcomes

• Salesforce (Lightning) PPM app configuration and reporting

• Portfolio governance workflows (RAID, decisions, change)

• Reporting dashboards / executive readouts

• Established a consistent portfolio governance model aligned to leadership reporting needs

• Configured Salesforce PPM to support standard status, risks/issues, decisions, and action tracking

• Defined reporting hierarchy (portfolio → program → project) and implemented repeatable templates

• Ran iterative configuration workshops with stakeholders; controlled scope and changes through governance

• Enabled adoption through lightweight training, job aids, and a “reporting rhythm” (weekly/monthly)

• Improved executive visibility through standardized portfolio reporting

• Reduced ambiguity by making risks, issues, and decisions auditable and traceable

• Increased delivery predictability by enforcing a consistent cadence for updates and escalations

• Improved stakeholder alignment via common definitions for status, milestones, and dependencies

• Salesforce Lightning

• PPM objects/workflows

• Role-based views

Faster decision cycles

Governed delivery

Consistent status and issue escalation cadence

Common RAID, change, and executive reporting workflows