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Environmental
Characteristics:
Business unit comprised of
two product-line P&L centers
that serve a major captive
internal client and a
competitive external market.
They have revenue streams
from both stand-alone point
solution ICs and multi-chip
platforms that include
firmware IP. |
Key Milestones:
Collected readily available
project
data and forecasted
missing data
Populated initial portfolio data base
Deployed Project Executive,
trained
client team, and
facilitated analysis
Conducted executive portfolio review
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Environmental
Characteristics: CIO
must prepare the annual
budget request, based upon a
comprehensive IT investment
plan that includes the needs
of many internal client
organizations, business
infrastructure upgrades,
external customer-facing
systems, cost-savings
investments, and strategic
corporate IT projects. |
Key Milestones:
Forecasted project
schedules, upfront
investment, cost-savings,
productivity
gains, and strategic value
Configured Project Executive
system,
populated portfolio database, and
conducted analysis &
planning cycle
Determined optimal annual
funding
scenarios for CEO
review/approval
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Environmental
Characteristics:
Large R&D and product
development organization
with revenue-generating
hardware products,
high-cost and low-cost
technology platforms, shared overhead
investments in IP and
firmware, and annuity
streams of profits from
consumable supplies ("razor &
blades" business model).
The system value of their
offerings spans multiple
P&L profit centers and
geographies. |
Key Milestones:
Collected project
schedules, financials,
HR requirements,
development costs,
strategic criteria, and
dependencies
Configured Project Executive
system,
populated portfolio database, trained
clients, and
conducted analysis cycle
Facilitated executive review
and
supported subsequent planning
cycles
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Environmental
Characteristics:
Organization at a
level of process maturity
that enables significant
productivity gains to be
obtained from automating
data importing from legacy
systems. Disparate IT systems
and data sources containing program schedules, HR requirements, project financials, and development
costs are cumbersome to
keep up-to-date and in
synchrony, and they require tedious, inefficient,
error-prone methods to
extract and to utilize project information. |
Key Milestones:
Aggregated project and
portfolio data
into a single repository and
appended
it to an existing enterprise
data source
Built system
to validate and to
import
schedule, HR, and financial
data from
data repository to portfolio
database
Trained client staff to operate
and to
maintain
data automation system
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Environmental
Characteristics:
Group-wide organization,
comprised of approximately
10 business units, that
needs to identify the
optimal set of major growth
opportunities to fund within
various strategic themes. In
addition, they need to
identify the most efficient
set of cost-savings
investments, to provide the
budget-neutral funding for
the major incremental growth
opportunities. |
Key Milestones:
Configured Project Executive
database
to evaluate portfolios of
group-wide
strategic investment
initiatives
Collected
and validated forecasts
for business unit
projects associated
with group-wide
initiatives
Facilitated scenario
analysis to identify
optimal five-year strategic
plan
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Environmental
Characteristics:
Business unit with four product categories, direct and
indirect sales channels,
equipment revenue and
annuity streams of consumable supplies
profits ("razor & blades"
business model). Also, there
were significant
go-to-market, branding, and
channel development
investment programs. |
Key Milestones:
Collected, disaggregated,
realigned,
and validated project
investment data,
resource constraints, and
budgets
Deployed
Project Executive, populated
portfolio database and
trained client
team in
portfolio analysis
Facilitated initial
executive review and
supported
subsequent planning
cycles
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Environmental
Characteristics:
Organization with great
diversity of product
complexity and range of
technologies utilized across
24 product categories.
Finance organization
institutionalized a complex,
ever-changing spreadsheet
template for a large,
distributed group of team
members to use for
forecasting and capturing
project financials and
development costs. No
standardized data source
exists
for forecasting and
collecting project schedules nor HR
requirements. |
Key Milestones:
Developed comprehensive
template
for all
relevant project data and
integrated it with the existing
Finance
spreadsheet
tool that was in-use
Built data automation system
to utilize
revised spreadsheet and to
capture, to
validate, and to import all
project data
into Project Executive
database for
portfolio analysis |
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