PMO and project
portfolio management
with Planisware.
In strategic partnership with Planisware, the world’s No. 1 PPM (project portfolio management) solution, deployed at leading banks and industrial groups, we professionalise the management of your programmes and portfolios, from governance to tooling.
The challenge
In an accelerating environment, strategy is only as good as the ability to execute it.
Rapid technological change, evolving customer expectations, the race to digitalise: growth strategies must adapt quickly. This relies on a robust steering framework that links strategic choices, budget trade-offs and operational execution.
Strategic partnership
Planisware, the world’s No. 1 PPM solution, with WePartner.
Planisware is the global benchmark for programme and project portfolio management, deployed at leading banks and industrial groups. WePartner is its strategic partner: we combine the excellence of the tool with our experience in steering, organisation and change management.
The result: a framework that goes beyond installing software and lastingly transforms the way your teams decide, plan and deliver.
Expected value of a professionalised steering framework
Orders of magnitude drawn from EPM solution deployment experience, to be confirmed for your scope.
Our approach
Organisation and technology, designed together.
A robust steering framework
Governance, committees, roles and processes that link strategy, portfolio and execution.
- Project selection and prioritisation aligned with strategy
- Strategic steering: execution capability and risk control
- Organisation and governance in place
A high-performing tool, shared by all
A centralised tool providing real-time access to information, to steer prioritisation, budget, resources, planning, progress and risks.
- Deployment of Planisware Orchestra
- Collaborative space for all stakeholders
- Dashboards and flash reports
A framework that lasts
On-the-ground support, skills transfer and change management so that the framework lives on after we leave.
- Standardisation of project best practices
- Tailored training
- Continuous improvement
Clear steering, faster decisions.
Roadmap
Three work packages to move from scoping to adoption.
Define the target framework, deploy the tool, then secure adoption and drive change management. Each work package delivers tangible results.
Defining the steering framework
Scoping of the target system, design of the organisational and functional model, steering methods and indicators.
- Target steering system
- Project charter, master plan, project sheet
- Procedures manual
- Dashboards & progress reports
Deploying the Planisware tool
Installation and configuration of the solution, user training, go-live and roll-out on pilot projects.
- Conceptual and technical models
- Configuration file
- Training sessions and materials
- Data loaded, pilot projects
Securing adoption & change management
Implementation of governance, running of committees based on reporting, and a control tower for usage and data quality.
- Operationalisation of committees
- Monitoring of usage rate
- Information quality
- Support for project managers
Benefits
Eight tangible benefits for your steering.
Portfolio structuring
Grouping of projects into portfolios for consolidated monitoring.
Strategic trade-offs
Alignment of projects with strategy through a scoring system.
Capacity optimisation
Workload planning by structure and by organisation.
Detailed planning
Schedules using different methods: traditional or agile.
Budget control
Tracking of consumption by type of resource.
Risk management
Monitoring of project risks with a dedicated matrix.
Structured reporting
Standardised statements and KPIs by type of project.
Reliable information
Smooth information flow and knowledge management.
What gets measured gets managed.
The solution
Planisware Orchestra: the world’s No. 1 in PPM.
An international vendor of programme and project portfolio management solutions, ranked No. 1 worldwide by the leading analyst firms. WePartner, its strategic partner, provides integration, training and change management support.
Source: Planisware; Gartner, Forrester and Info-Tech 2023 rankings.
From strategic thinking to selection
Alignment of projects with strategic objectives, scoring, trade-offs and concentration of resources on high-value projects.
Global portfolio steering
Prioritisation, budget, resources, workloads, progress and risks: a consolidated, shared view in real time.
From project plan to micro-management
Project sheet, Gantt schedule, Kanban board, deliverables, budget in man-days and dirhams, time entry, risk module.
Instant, reliable reporting
Flash reports, budget-versus-progress dashboards, risk matrix: concise, shared and reliable reporting.
Recent engagements
From transformation PMO to portfolio tooling.
A leading banking group: from the initial assessment to adoption of the project and portfolio management solution.
- Diagnostic through workshops and an online questionnaire
- Target processes and governance, RACI matrix
- Configuration: project sheet, Gantt, Kanban, budget, timesheet, risks
- Roll-out strategy
- User training, post-training assistance
- Usage monitoring and change management
Implementation of a PMO set-up supporting a transformation programme, and skills transfer to the in-house team.
- Design of PMO reporting tools
- Deployment of programme governance
- Tracking of workstream progress
- Overhaul of the committee structure and associated KPIs
- Change management and mobilisation
- Ownership by the in-house PMO team
Management of a complex divestiture project: scoping, governance, committees and risk management.
- Scoping of workstreams and project organisation
- Governance and running of steering and project committees (CoPil / CoProj)
- Action plan management
- Risk management and alert escalation
FAQ
Frequently asked questions
A PMO (Project Management Office) steers programmes and projects: planning, progress tracking, budget, risks, reporting and committee facilitation. It brings visibility and rhythm to transformation.
Planisware is the world’s No. 1 programme and project portfolio management (PPM) solution, deployed at leading banks and industrial groups. WePartner is its strategic partner for integration and adoption.
In three work packages: define the management framework, deploy Planisware Orchestra with training and pilot projects, then secure usage and drive change management.
Strategic arbitration through scoring, capacity optimisation, planning, budget control, risk management and reliable reporting. Orders of magnitude are to be confirmed on your scope.
Yes: programme direction in co-delivery, transformation or disposal PMO, with a transfer of skills to your internal team.
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