Roadmaps, platform selection, business cases and governance for executives and boards who need a decision they can defend.
A sequenced plan tied to business outcomes, with a single portfolio view that executives can read in one page.
Requirements, RFP, evaluation and negotiation. We have run selection and deployment for CRM, HRIS and finance platforms, including a finance system upgrade.
Investment committees, funding gates and benefit tracking. We created and chaired an executive investment committee across 25+ business units.
A hybrid portfolio method built on P3O, benchmarked with P3M3 maturity: Agile for product, PMI-style rigour for capital and transformation.
Executive workshops, board papers and briefings that put the decision, the risk and the options on one page.
Policies, controls and assurance for privacy, security and regulatory obligations, written so that teams can follow them.
Agree the decision, the constraints and who decides.
Test the options against evidence, cost and risk, including doing nothing.
Business case, roadmap and the funding gates that control the spend.
Decision log, ownership and handover so the work continues without us.
Client names are withheld. Each outcome is described by sector and workstream.
| Context | What was done | Result |
|---|---|---|
| Multi-site services group, 25+ business units | Created and chaired the executive investment committee. Established a hybrid portfolio method on P3O with P3M3 benchmarking. Led RFP, selection and deployment of CRM, HRIS and finance platforms. | Revenue up 2.1% to 6% OPEX down 2.5% to 5% |
| Offshore operation, 70+ FTE | Led the transformation with 20+ process workshops, live dashboards and KPI tracking. | 70+ FTE transformed |
| National media network | Led finance, HR and workforce platform transformation. Built the single-source portfolio dashboard, a centre of excellence, a delivery governance framework and a methodology maturity model. | One source of truth |
| National industrial group | Established the national PMO and ran operating and capital programs to $30M. Achieved ISO 9001 across head office and regional sites. | ISO 9001 in 12 months |
A short email is enough. We reply with questions or a time to talk.