Enabling effective organizations through effective project management



An implementation of a Project Portfolio Management tool must be regarded a digital business transformation. Most organizations do not know how the future state will look like but expect some radical changes to the way people are working. The majority also acknowledges that a system designed for managing changes and projects, will not be a static system. With this in mind, we strongly advise our customers to consider a long-term implementation approach to digital transformation, built on increments, that all together, and continuously, will develop the organizational project and portfolio maturity level.

Planning for a business transformation is essentially about developing a high-level vision and roadmap that aims at delivering the new capabilities, with the highest value for the organization at first. Each iteration will conclude with focused training of the end users, thereby ensuring a less steep learning curve, with higher chances of successful adoption and anchoring of the new behaviors needed.


At Projectum, we are experienced with managing both the overall digital transformation and related uncertainties. We have designed this framework that encapsulates the steps from vision, a roadmap to actual project execution in smaller increments.



  • Changes are welcome
  • Team effort and acting as internals
  • Vision of the PMO equals PPM Roadmap
  • Multiple "Go Lives" ensures success 

"We define roadmaps from a retrospective mission statement."

"This is a unique approach to digital transformation that separates us from the rest and allows us to combine what is normally known as separate “user stories”, and form an all up organizational “user story” that is specifically explaining about the future state of project portfolio management. How does it feel, what does it look like, why did we do it and what was the outcome?"




This PPM statement will be the center of the change initiatives going forward, the same way a business model will always be relevant for the ever-changing business strategies. This illustration shows the connection between a mission statement, initiatives and a roadmap.

Not all engagements start with the development and execution of a long-term roadmap. Before launching such an initiative, we strongly recommend our customers to begin with a pilot approach. The benefits of running a pilot is to ensure all key business needs are tried out in real life, but with limited user involvement. Based on extensive experience with these types of implementations, Projectum has developed yet another proven delivery model, in this case for pilots. 


I Define and design the project portfolio report
Workshop, analysis and conclusion on the expected portfolio reports the solution must be able to produce using Power BI and general views.
II Lock Down the Project Types
Identify project types that must be included in the solution.
III Agree on Governance
Understand and recreate a modern visualization of the project types stage gate model(s). Create phases and stages in the solution.
IV Convert Project Activities
Create needed Project Online pages and connect these to the relevant stages in the customer governance model.
V Agree in Master Data Fields needed to support Step 1 (Portfolio report) preferably across all project types
Lock down needed fields of various types e.g. date, people, free text, cost etc. per project
VI Configuration & Acceptance
Configuration of financial model and relevant project level custom fields defined in step 5.
VII Go Live & Training
Create walkthrough slidedeck of the final solution, and collaborate with the customer on who does what when in the PPM solution.
VIII Plan for "Increment Next"
Interview selected Project Managers and understand their needs for better project execution and steering group meeting.

As a final option, we are also used to more traditional waterfall approaches and proof of concept/prototyping. These traditional approaches are becoming less used amongst our customers, but will both be highly effective given the right circumstances e.g. when working with a detailed requirements specification made in advance by the customer. Regardless of the chosen delivery model, our project teams always include professional project management, quality assurance and proven training materials. These three components are key elements in a successful delivery and user experience. For that reason, all components are included regardless of the chosen delivery model. 



Are you interested in learning more about our way of working and bringing you to the next level of PPM maturity?

Reach out to us today and we will dive into your organization to understand how to elevate your business through a more effective PPM solution.

Want an unsolicited proposal? We are always ready to assist you in finding the right PPM solution

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