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| See what business
leaders are saying
about PROXI...
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Clients have most of the
necessary project-level and
organizational resource data
necessary for portfolio
analysis; however, it may need
transformations to different
time resolutions, may need to be
refreshed, may be in
disparate data sources or
spreadsheets, or may suffer from
data quality issues.
 For clients with urgency to
improve data quality, strengthen
internal forecasting
capabilities, or greatly reduce
forecasting cycle times, we
start our focus with
Project
Time, People, and Money
Forecasting
(Project TPM Forecasting)
and rapidly
progress to Stages 1 and 2.
 Depending on specific client
needs and time constraints for updating the portfolio
investment plan and improving
the
governance process, we will
engage with clients at Stages 0,
1, and 2.
Most commonly. we begin with
Project
Business-Case Development &
SmartTemplatesTM (Project BCD &
SmartTemplatesTM).
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Clients that have an existing
process established and most
supporting data readily
available generally want to
immediately deploy our process methodology
and analysis system in-house.
A "full deployment" of our
process methodology and analysis
& planning toolset enables
clients to attain Stage 3
maturity.
 The
Portfolio
Process & System Deployment
(Portfolio PSD)
is an "end-to-end" portfolio
governance process that client
practitioners will own and
manage "in-house" on an on-going
basis.
Following a full deployment, the focus turns to
achieving Stage 4
maturity via work flow
productivity gains (e.g.
automation with legacy data
sources) and integration with
related processes.
 The specific companion tools deployed and scope of
data source automation for
Portfolio
Productivity & Process
Integration
(Portfolio PPI) is
determined on a case-by-case
basis with each client.
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