Solutions

Scalable
Repeatable
Transparent
Real Time
Collaborative
Integrated
Automated

Methodology

01

Current State Assessment

We begin by assessing the client’s current state project portfolio management, resource management and project management processes.

02

Future State Recommendations

After taking inventory of the client’s current processes, we develop future state recommendations that will help the client achieve their goals.

03

Optimization Roadmap

To help drive success for implementing the future state recommendations, we create an optimization roadmap that focuses first on quick wins and engaging early adopters then tackles the next biggest pain point to solve.

04

Optimization Implementation

As a trusted partner that specializes in Project Management Optimization, we engage with you to begin the phased optimization implementation to ensure the solutions are implemented at the right time with the right adopters. Together we drive change within the organization at a sustainable pace where each step of the way efficiency and transparency become your new reality.

Framework

Project Portfolio Management

Project List
Project Intake
Project Financials
Project Assignment
Portfolio Status Reporting
Portfolio Metrics/Charts

Resource Management

Resource Management
Capacity-Allocation
Forecasting
Time Tracking

Project Management Processes

Tools
Templates
Processes
Methodology
Project Content
Project Communications
Status Reporting
Project Metrics/Charts

Project Management Optimization
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Project Management Delivery Services

HR/Payroll Implementations
Program/Project Management
PMO Solutions
HR/Payroll M&A
IT PMO

Portfolio Managment

Project Intake Processes 
Project Review & Approval Processes
Workflows To Keep Stakeholders Informed 
Rollup of Financial Data 
Project Assignment Management
Project Status Reporting Roll Up

Implementation Management

Interface Management
Analysis Questionnaire/Workbook
Configuration Checklists 
Data Conversion Tracking
Testing Plan
Test Cases – Testing Issues Log
Go Live Checklists 
Change Control

Resource Management

Budget Management
Project Forecast
Project Budget Burndown
Travel/Conference Budget
Resource Capacity-Allocation Plan
Billable Time Tracker
PTO Tracker
Coaching & Mentoring Plans
1:1 Tracker

Change Management

Process Mapping Plan 
Communication Plan 
Training Plan

Agile Development Project Management

Product Backlog
Sprint/Release Schedule

Other Use Cases

Benefits Open Enrollment PM Templates
Compensation / Rewards PM Templates
RIF Process Templates 
Survey Database With Form 
Stakeholder Feedback Database With Form
Process Optimization Related Templates
M&A Management – Multi Workstream

Vendor Selection Workbook 
Workflow Approvals
Marketing Plans
Vendor Selection Workbook
Proposal Management
Aggregate Resources, Hours, Billable
Rates Tied To RFP

Knowledge Repository
Compliance Tracking & Management
Federal Government Use Cases
Document/Procedures Tracking
Management for Refresh

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