Portfolio Management Case Study
Financial Services, Wealth Management and Brokerage
The Client
The wealth management, full and discount brokerage business unit of one of Canada's top 5 banks.
The Challenge
The business unit needed to establish a Project Management Office (PMO), the supporting Project Management Methodology (PMM) and a Portfolio Management Methodology to meet an influx of projects with a few scarce resources.
The Solution
The end result included designing, developing, and implementing a PMO and the supporting PMM. The comprehensive PMM addressed governance, prioritization, resourcing, skills inventory and key performance indicators. The engagement included a disciplined process to prioritize the portfolio of projects coming into the business unit and a Portfolio Management Methodology.
The Benefits
The solution enabled the business unit to manage an influx of 40 to 50 projects ranging in size from $500M to $1MM with only 3 project managers and 10 business analysts.
Contact Us , if you would like to learn how 2b Prodigious can help your organization
Financial Services, Wealth Management and Brokerage
The Client
The wealth management, full and discount brokerage business unit of one of Canada's top 5 banks.
The Challenge
The business unit needed to establish a Project Management Office (PMO), the supporting Project Management Methodology (PMM) and a Portfolio Management Methodology to meet an influx of projects with a few scarce resources.
The Solution
The end result included designing, developing, and implementing a PMO and the supporting PMM. The comprehensive PMM addressed governance, prioritization, resourcing, skills inventory and key performance indicators. The engagement included a disciplined process to prioritize the portfolio of projects coming into the business unit and a Portfolio Management Methodology.
The Benefits
The solution enabled the business unit to manage an influx of 40 to 50 projects ranging in size from $500M to $1MM with only 3 project managers and 10 business analysts.
Contact Us , if you would like to learn how 2b Prodigious can help your organization