A Kepa Software Case Study
APO in Finance - Superannuation
APO developed a large not-for-profit Superannuation Fund Manager’s transformation pipeline, enabling the discovery of “hidden” initiatives along the way.
Why Choose APO
The client’s 2 key challenges
A superannuation provider with $36B AUD under management, 350 staff, and a $25M annual transformation budget faced immaturity in project and portfolio governance, leaving 25 initiatives running without clear prioritisation.
CHALLENGE #1
No Initiative Prioritisation
With 25 initiatives in flight, there was no formal prioritisation process. This created confusion in resource allocation, unclear priorities, and weak outcome tracking.
CHALLENGE #2
Poor Processes
Business case support was limited, and governance frameworks were immature. Portfolio management was weak, and there were suspicions of “pet” and hidden projects.
How APO Solved the Problems
From Immaturity to Clarity
APO turned an immature transformation approach into a structured, defensible process – aligning strategy, governance, and stakeholder input to guide investment decisions.
Surveyed Management
All published initiatives were identified, including business-as-usual work.
Defined Accountability
Responsibility for each initiative’s “what” was
clarified.
Interviewed Stakeholders
Key stakeholders shared views on resources, priorities, and drivers.
Captured and Entered Data
Survey and interview outcomes were
loaded into APO.
Applied Strategic Drivers
Existing strategic drivers were built into APO as evaluation criteria.
Tested Options Against Drivers
Initiatives were assessed for performance against strategic drivers.
Built Executive Consensus
C-Suite input established the relative importance of each driver.
Strengthened Governance
Rigorous governance and capital allocation processes were applied.
Prioritised Initiatives
High-value initiatives were accelerated; low-value ones deferred or stopped.
What our superannuation client directly experienced through APO
37
Inititiatives and included in the portfolio, with 24 prioritised and 13 in flight.
$3M
Annual savings delivered through stronger governance and removal of hidden projects.
$47M
Temporary budget uplift ensured urgent imperatives were addressed without overspend.
Greater Control
All initiatives demonstrably aligned to planned project outcomes and benefits.
“APO allows my clients to bridge the gap between strategy and execution. The ability to run real-world scenarios, capture feedback, and demonstrate value in hard numbers makes it the go-to solution for organisations seeking to modernise their capital management.”
Consultant – Asset Management & Strategy
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