Optimum developed a PMO Maturity Roadmap and deployed a scalable project and work management platform, enhancing process visibility, boosting inter-departmental collaboration, and supporting the company’s larger growth initiatives.
About the Client
The client is one of the major Caterpillar Machinery Dealers in the US.
Business Challenges
A previous attempt at a Project/Portfolio Management Office (PMO) rollout resulted in confusion and a general misperception of the PMO’s true value. There was also a lack of effective collaboration and portfolio-level visibility across teams and projects.
Optimum’s Involvement
Portfolio/Project Management Offices (PMOs) often struggle in their early stages to unify key stakeholders and streamline processes while also demonstrating their value to the broader organization. The client recognized the need for business advisory services to guide them towards full PMO maturity with actionable tasks and timelines.
Optimum was engaged to provide project management and work automation consulting services to support the company’s growth and transform initiatives, extending project management best practices beyond the IT PMO to other groups within the organization. Our team of Project Management and Technology Experts began by evaluating the organization’s current Project Management Maturity Level and processes, subsequently providing an enhanced PMO strategy and maturity roadmap.
Through detailed analysis and collaboration, Optimum developed a comprehensive understanding of the client’s major business and PMO processes. We created process maps and diagrams to identify bottlenecks and challenges, enabling us to recommend an improved PMO strategy, a robust maturity roadmap, and a set of refined processes, standards, templates, and best practices.
Project Outcomes and Benefits
Optimum’s engagement enabled the client to clearly demonstrate the value of their newly implemented PMO to the entire corporation. We developed a robust Smartsheet-based project management solution to support the company’s larger growth and transform initiatives. Tangible steps were recommended to enhance PMO potential and achieve company-wide acceptance.
Key benefits of the project included:
- Increased Process and Portfolio Visibility: Smartsheet’s implementation enhanced visibility and inter-departmental collaboration.
- Enhanced User Adoption: Customized Smartsheet template designs and reporting dashboards were created based on the client’s project management needs and goals.
- Support for Growth Initiatives: The project management solution facilitated the company’s larger growth and transform initiatives and extended best practices beyond the PMO.
Some of the key deliverables of the project included:
- Enhanced/New Processes: These included a Stage Gate methodology based on PMI standards, Project Change Control and Change Management Process, Schedule and Cost Control & Reporting Process, New Project Request Process, New Project Initiation and Planning Process, Project Closeout and Business Handoff Process, and Project Management Best Practices.
- New Smartsheet Templates: These included Status Reports, Risk Log, Decision/Action Logs, Change Request Form, Resource Plan, Steering Committee/Executive Status Reports, Project Communication Plan, Testing, Training Documents, Rollout/Transition to Business Plans, and a Business Handoff/Sign-off Form.
Overall, Optimum’s solutions have empowered the Caterpillar Machinery Dealer to achieve a higher level of project management maturity, driving greater efficiency and collaboration across the organization.
About Optimum: Your Platinum Smartsheet Partner
Optimum is an award-winning, Platinum Smartsheet Partner, serving clients in multiple industries in the US and Canada. Our certified consultants define, automate, and optimize processes and implement advanced Smartsheet solutions for IT PMOs, Marketing, Procurement and Legal, Product Development, Asset Management, Merger & Acquisition, and many other business functions and departments.
From development of customized templates, advanced dashboards, and automated workflows, to the full implementation and support of Smartsheet Control Center, Resource Management, Dynamic View, Data Shuttle, Bridge, Connectors, and custom API Development, our team helps clients maximize their ROI in Smartsheet and increase user adoption and productivity of their teams.
Reach out today for a complimentary discovery session, and let’s explore the best solution for your work automation and project management needs!
Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com
