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Implementing a Project Portfolio Management Tool for Manufacturing Industry Client

Initiative / Challenge

A mid-size manufacturing company initiated an enterprise-wide transformation to optimize its Project Management Office (PMO) operations to improve visibility, governance, and agility.

Objectives

  • Transition all project-related activities from legacy tools to a centralized PPM platform.

  • Enable real-time portfolio insights, reports and dashboards, as well as automated workflows.

  • Standardize project intake, approvals, and execution across Agile, Hybrid, and Waterfall methodologies.

  • Improve task management, notifications, and cross-team collaboration.

  • Strengthen security and compliance through enterprise-grade identity controls.

Execution / Approach

  • Conducted workshops with PMO, IT, and other departments to define requirements and success metrics.

  • Used Kanban methodology to manage discovery, configuration, testing, training, and deployment sprints.

  • Established naming conventions, metadata standards, and archival policies.

  • Delivered role-based training, quick-start guides, and live support channels before and after implementation.

  • Phased rollout across departments, migration of active projects, MFA enforcement, automated workflows, dynamic approval chains, and AI-driven resource forecasting.

Outcome / Impact

  • Reduced project onboarding time by almost 70% through standardized intake workflows.

  • Increased portfolio visibility with real-time dashboards and targeted reporting insights.

  • Achieved 100% MFA adoption, improving audit readiness.

  • Enabled predictive resource planning, reducing over-allocation incidents by 50%.

  • Improved cross-functional collaboration and reduced status meeting frequency by about 55% through self-service options.

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