Case Study | Energy & Utilities
OnePlan & Portfolio ManagementClient: Alectra Utilities

Standardizing Project Management Across the Enterprise

Modernizing enterprise project management through integrated portfolio technology, redesigned processes, and migration from fragmented planning tools.

OnePlan + Project Online
Spreadsheet migration
Cross-department rollout
Electricity distribution substation and utility poles on a sunny day

Business Context

A large utilities organization needed to improve project management consistency across multiple departments and lines of business. Project information was maintained in spreadsheets and other standalone management artifacts, limiting the ability to apply common processes and establish a more integrated project management environment.

The Challenge

The organization faced fragmented project planning information, gaps in project management processes, and inconsistent data practices. These challenges created a need for a more integrated enterprise project and portfolio management environment. The organization also needed to transition existing project information into a common solution while addressing weaknesses in internal processes.

Our Approach and Solution

An integrated OnePlan and Microsoft Project Online solution was implemented to establish common project management capabilities.

  • Enterprise Solution Design: developing an enterprise-wide project and portfolio management solution using integrated OnePlan and Project Online capabilities.
  • Process Redesign: aligning the solution with redesigned project management and delivery processes.
  • Project Data Migration: migrating project planning information from Excel spreadsheets and other standalone management artifacts.
  • Cross-Departmental Deployment: supporting rollout across multiple departments and lines of business.
  • Standardized Project Management: establishing a more consistent foundation for project management processes and information.

Execution Highlights

Key elements of the implementation included:

  • Integrated OnePlan and Microsoft Project Online solution
  • Migration from spreadsheets and standalone project artifacts
  • Project management process redesign
  • Enterprise-wide solution development
  • Rollout across multiple departments and business lines

The Outcome

The implementation established an integrated OnePlan and Project Online environment supporting redesigned project management and delivery processes. The organization moved toward a more standardized approach to managing projects across the enterprise.

Key Takeaway

Technology modernization creates greater value when accompanied by process redesign, data consolidation, and consistent enterprise-wide adoption.

These case studies reflect implementation experience within MAD Advisory's OnePlan partner ecosystem. Individual engagements may have been delivered by OnePlan or collaborating implementation partners.

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