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Establishing a Modern, Enterprise-Grade Capital Programs Function

At a Glance

Established a standardized approach to project selection that ensured alignment with organizational strategy

Improved compliance and audit finding resolution through enhanced oversight

Created centralized web-based reporting and analytics to enable transparency into automated reports shared with federal grant agencies

Challenge

A vertically-integrated public power entity was seeking to strengthen its program and project management capabilities and improve its strategic enterprise project portfolio management. The objective was to stand up a Capital Programs organization, develop the governance, policies, and procedures around project portfolio management, and deploy a system through which to manage and oversee all projects.

Process

  • Developed the governance, and policies and procedures for enterprise project portfolio management
  • Designed and implemented the organization structure, scope, and accountabilities
  • Designed and developed the estimating and cost controlling systems and standardized templates
  • Configured and deployed Microsoft Project Online as the enterprise project portfolio management solution with workflows and approvals tied to the project lifecycle
  • Developed and deployed automations to capture regular project status updates from the project managers
  • Developed and deployed project reporting and analytics in Microsoft Power BI to provide actionable insight and support management oversight of the project portfolio
  • Developed and executed change management and training for project managers and project controls staff

Result

  • A standardized approach to project selection, leading to better business outcomes aligned with the strategy
  • Enhanced oversight leading to improved compliance and the resolution of multiple audit findings
  • Centralized management projects across the enterprise with visibility via web-based reporting and analytics
  • Facilitated automated report generation for federal grant agencies on a multi-billion-dollar program

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