|
|
| See what business
leaders are saying
about PROXI...
 |
|
|
|
|
|
Description: When implementing the Project
Investment Portfolio Analysis &
Planning methodology and
supporting system tools for
in-house client processes, we
deploy the client-configured
database and
desktop application on the
client network.
 We "bootstrap"
the initial portfolio database population and data
quality level, by directly
supporting project data
collection, validation, and
project template importing.
Subsequently, we conduct client
process owner training,
facilitate portfolio scenario planning sessions,
and mentor the organization
through the first executive
review. |
Key Deliverables:
Deploy portfolio analysis
system
Train client team on
portfolio tools
& methodology
Conduct portfolio scenario
planning
sessions with client team
Prepare for and
co-facilitate initial
executive review with client
team
Support subsequent analysis
cycles
as needed |
|
|
|
 |
Description: With rigorous project-level
business-case forecasting and a
robust portfolio analysis &
planning process established, we
focus on process productivity
gains and integration with
peripheral processes.
 Data
automation with existing client
systems, deploying
Query BuilderTM
reporting,
implementing Project TrackerTM
status
tracking, and utilizing
Project ExecutiveTM's
Pipeline Planning for team-based resource
balancing further advance the
effectiveness and efficiency of
portfolio
analysis & planning. |
Key Deliverables:
Automate data validation and
importing from client data
sources
Integrate related processes
with
portfolio management system
Deploy
Query BuilderTM
for
flexible, fast portfolio
reporting
Deploy Project TrackerTM
for weekly project status
tracking
Implement
Project ExecutiveTM's
Pipeline Planning
module |
 |
|
|
|
|
|
