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STRATEGY & PLANNING SERVICES

ENTERPRISE PORTFOLIO MANAGEMENT

A well planned portfolio of work aligns all of the projects in your organization into a cohesive strategy and reduces potential derision that can sometimes arise from a disjointed approach to how you spend your valuable resources.  It ensures you capitalize on technology and process synergies across departments to optimize your assets and reduce your costs.  Done well, it serves as a communication tool for your organization to coalesce around.  It can be an incredibly powerful and gratifying organizational accomplishment to thoughtfully and with confidence, say what you've committed to do, when and how you've arrived at those decisions.  

 

If you'd like to learn more about the benefits of a well executed Enterprise Portfolio Management framework, we'd love to talk with you.  Enterprise Portfolio Management (EPM) is our sweet spot.  We pioneered the concept of a Solution Delivery Eco-System which encompasses the intersection of your innovation drivers, your culture and the people, tools and processes that bring your ideas to market. 

EPM

ANNUAL PLANNING SUPPORT & COACHING

As part of an initial EPM engagement, we'll help you to implement an enterprise planning framework that includes the tools, processes and org structures to analyze demand, decision frameworks for prioritization, estimation process, capacity analysis, etc., etc., but more importantly we'll bring the experience of having gone through the process many times prior - in a variety of landscapes. 

 

Making decisions about how an organization spends it's valuable resources can be a overwhelming task.  There is always a lot of passion that people bring to the table as they advocate for their stakeholders and their ideas; conversely there is an equal level of care from the people responsible for committing to and delivering those ideas while maintaining your culture. 

 

As we see it, it's our job to play the part of guide, coach, mentor, cheerleader or whatever role is needed for us to play to facilitate the crucial conversations that lead to consensus strategy and a plan your organization has confidence in delivering.   

 

Whether you've engaged us prior or not, this service is designed to first, complete your planning efforts and launch your projects, and then to pave the way for it to become a part of your organization's DNA.  We'd love to know more about your yearly planning efforts and what we can do to be of service.  

CHANGE MANAGEMENT STATEGIES / PORTFOLIO

So you've successfully completed your planning cycle and have embarked upon the execution phase to deliver the portfolio of work your department representatives have agreed to - then a compliance issue, affecting 35 percent of your work, springs up - what do you do? 

 

The reality is that most companies just absorb this huge change to their portfolio - as if it will somehow fit in the cracks like ice cream after a big dinner.  This may seem like a good idea in the short term but what does it portend long term for your company, your people and your customers? 

  • Over Promising | Under Delivering

  • Disenfranchised Team Members

  • Reputational Risks in the Market, Investment Community and maybe even in the Talent Recruitment Circles

  • Backlogging Department's 'Make Us Better' Work - Again

  • Failing to Carve Out Time to Innovate

 

As a consulting firm - paid for our answers, we would love to talk about our proprietary processes and tools that will programmatically make these decisions for you.  Before we get to decision frameworks, phase gates, retrospectives and cascading degrees of work estimates, we'll start with empathy; that and an offer to provide expert level guidance - having gone through this scenario countless times ourselves.   

 

If you find yourself in this situation - give us a call.  After a conversation, we might even recommend for you to go ahead and absorb the change - after all, ice cream is good; either way, we'll work to get you through the change process quickly and on your way to delivering your portfolio again.  We'll leave you with a well structured formula complete quantitative measures for business case / value, cost, opportunity costs, sizing of work, capacity, impacts, etc. so that you can take ownership the next time. 

IMPLEMENTING A VARIABLE CAPACITY MODEL

Do you have an Outsourcing Strategy?  Without one, your annual planning efforts stop at your internal capacity.  When things go sideways during execution phase, you don't want to scramble to coble together the resources you need to overcome resource challenges.  This engagement empowers out clients with the agility to flex their staffing with a well planned approach.  

AGILE / WATERFALL | HYBRID PLANNING STRATEGIES

This is a concept that a lot of organizations struggle with - maybe you've implemented an Agile framework or you are trying to, but you can't seem to incorporate long term goal planning into this structure.  You're not alone, many organizations have difficulty reconciling these seemingly disparate approaches.  We have proven tools, processes and suggested organizational roles that can help your organization meld these concepts into a seamless construct for planning purposes.

BUSINESS CASE / SOLUTION CONCEPT DEVELOPMENT - SERVICE DESCRIPTION COMING SOON!

EVALUATING CAPACITY | ESTIMATING STRATEGIES & PROCESSESSERVICE DESCRIPTION COMING SOON!

EVALUATING DEMAND | DRIVERS / CADENCE / PREDICTIVESERVICE DESCRIPTION COMING SOON!

ROADMAP / BACKLOG | CAPTURE & PRIORTIZATIONSERVICE DESCRIPTION COMING SOON!

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