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PPM Consulting & Performance

Case studies

Case studies: transformations, not method roll-outs

Each case follows the same thread: the strategic context, what was blocking execution, our work on the model and governance, how it was put to work, the tools and the data, then the decisions it made possible.

  1. From strategy to portfolio decisions

    Large services group

    A portfolio that can stop a €1M+ initiative

    Lean Portfolio Management existed on paper. We turned it into a working decision system across several portfolios, from governance to funding and tools, until the portfolio could make real trade-offs.

  2. Operating model change, funding included

    International financial services group

    From project governance to an operating model that connects strategy, funding and execution

    We supported the IT function in moving from project-based governance to a Lean-Agile operating model, then made that model operational in Clarity and Jira, from governance to teams.

  3. Designed, then made operational in the tools

    Financial institution

    Lean Portfolio Management designed in workshops, then made operational in Clarity and Jira

    We designed Lean Portfolio Management with the people who would use it, then represented it object by object in Clarity and Jira, so that the model runs in the tools rather than in a document.

  4. Strategic portfolio governance at very large scale

    International industrial group

    Structuring governance for a strategic portfolio worth several billion euros

    We helped structure the governance of a strategic portfolio worth several billion euros, across a group made up of several companies: roadmaps, governance, consolidated portfolio data and the visibility leadership needed to prepare its investment decisions.

A situation that looks like yours

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