Transforming enterprise-wide project management capabilities through standardised processes, advanced tools, and organistional change management for a leading South African financial services group.
The Challenge
Our client, a prominent financial services group, faced significant challenges in managing projects and programmes across their enterprise.
Organisational Pain Points
- Disparate systems across departments
- Inconsistent Portfolio data management
- Lack of effective reporting mechanisms
- No single view of demand and supply
- Inadequate resource management capabilities
- No central view of resource utilisation
- Lack of transparency in project information
- Little to no central storage for project repositories
Strategic Objectives
- Speed and flexibility in projects and programmes
- Greater integration and cross-functional execution
- An enterprise view of all activities
- Garner key stakeholder sponsorship and engagement
- Optimisation of resource capacity and skills development
- Standardised approach to project management
- Enhanced visibility and transparency
- Improved decision-making capabilities
Our Solution
We implemented a comprehensive enterprise-wide solution combining cutting-edge technology with proven methodologies and organisational change management.
Microsoft Project Online
Enterprise project portfolio management platform providing centralised project governance and reporting capabilities.
Microsoft Project for the Web
Modern, cloud-based project management solution enabling agile project delivery and collaboration.
COE Establishment
Project Management Center of Excellence for governance, standards, and continuous improvement frameworks.
Change Management
Comprehensive organisational change management to ensure user adoption and sustainable transformation.
Implementation Approach
Our hybrid methodology combined rigorous requirements gathering with agile implementation principles to ensure comprehensive coverage and flexibility.
Requirements Gathering & Analysis
Comprehensive assessment of organisational needs, existing processes, and technology requirements across all departments and stakeholder groups.
Base Solution Deployment
Rolled out foundational solution to the entire user base, addressing approximately 80% of organisational requirements with standardised processes and tools.
Agile Customsation Sprints
Implemented unique departmental customisations through multiple agile sprints, ensuring specific business unit needs were addressed effectively.
Change Management & COE
Established Project Management Tools Center of Excellence with comprehensive change management to ensure user adoption and continuous improvement framework.
Results & Benefits Delivered
The implementation delivered transformational results across the entire organisation, fundamentally changing how projects and programmes are managed and executed.
Strategic Alignment
Direction in establishing business goals, standards, and investment prioritisation with a clear decision-making framework enabling prioritization and alignment.
Portfolio Visibility
Holistic view of organisation's portfolio with highlighted anticipated risks and returns, bridging the gap between business sponsors and operational resources.
Resource Optimisation
Identification of appropriate resource costs with central view of resource utilisation and optimisation of resource capacity and skills development.
Process Integration
Aligning enterprise-wide processes with new, integrated and better ways of working across the bank's projects and programmes.
Data-Driven Decisions
Delivering faster data to increase early visibility and aid better decision-making through consistency in managing and reporting.
Executive Transparency
Enabling executive decision-making through transparency with centralised project information repositories and standardised reporting mechanisms.