Establishing an Enterprise Portfolio Management Foundation

Business Context

An energy and utilities organization required an enterprise portfolio management solution to establish consistent processes for planning, managing, and overseeing its project portfolio. The organization needed a technology foundation capable of supporting portfolio and resource management across the business.

The Challenge

The organization had no existing enterprise project portfolio management platform. The implementation therefore required a greenfield approach, including the establishment of supporting processes and the configuration of a new technology environment. Without a prior enterprise PPM system to migrate from, the project needed to establish both the operating processes and the technology capabilities required for effective portfolio management.

Our Approach and Solution

The implementation established OnePlan from the ground up, aligning platform capabilities with organizational requirements.

• Portfolio Management Process Design: designing the portfolio management processes required to support enterprise planning and oversight.
• OnePlan Platform Configuration: configuring the OnePlan environment to establish the required project and portfolio management capabilities.
• Resource Management Foundation: establishing foundational resource management capabilities within the platform.
• Enterprise Rollout: supporting the organization-wide rollout of the newly configured OnePlan environment.

Execution Highlights

Key elements of the implementation included:

• Greenfield enterprise PPM implementation
• Portfolio management process design
• OnePlan environment configuration
• Resource management capabilities
• Organization-wide deployment

The Outcome

The organization gained a purpose-built OnePlan environment supporting portfolio and resource management from its initial deployment. The implementation provided a foundation for enterprise portfolio management without the need to replicate a legacy PPM platform.