Project Portfolio Management Diagnostic Program

Collect the data you need to understand and optimize your PPM practices

The Project Portfolio Management Diagnostic Program is a low effort, high impact program designed to help project owners assess and improve their PPM practices. Gather and report on all aspects of your PPM environment in order to understand where you stand and how you can improve.

Portfolio Suite tools

Step 1: Take stock of your current PPM practices and chart a strategy for success

Current State Scorecard

Current State Scorecard

Understand your current strengths and weaknesses, then follow your customized roadmap of practical and prioritized action items to optimize your PPM practices.

Portfolio owner

Audience: Portfolio owner, typically the CIO or head of the Project Management Office

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STEP 2: Get everyone on the same page by understanding the customer perspective

PPM Customer Satisfaction Report

Know where you stand with project customers to identify gaps, maintain clear and open communication, manage expectations, and define customer roles and involvement.

Portfolio owner

Audience: Portfolio owner, typically the CIO or head of the Project Management Office, and project customers

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Satisfaction thumbs Up

Step 3: Analyze your Project Portfolio Management practices in-depth for thorough improvement and optimization


Magnifying glass

PPM Assessment

Achieve a thorough understanding of your PPM environment based on measurable data and necessary context, then drive success with recommendations and tactical insights tailored specifically for your situation.

Portfolio owners

Audience: Portfolio owners, CIO, IT management, and the Project Management Office staff

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STEP 4: Apply the in-depth approach to Project Management to achieve comprehensive success

PM Assessment

Optimize your PM practices through end-to-end analysis and customized tactical recommendations.

Project Management Office staff

Audience: Project Management Office staff, project managers, and project team members

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Measured Value

Guided Implementation:

PPM Diagnostic Program

Average Days Saved 23

Average Dollars Saved $17.0k

Client

$ Saved

Days Saved

Department of Citywide Administrative Services - New York City

N/A

N/A

The engagement was a delight! The Info-Tech team was very informative. The report layout was excellent.

First Security Bank & Trust

$1,312

N/A

I wasn't really certain what to expect of it; I kind of thought it was more than a survey with analysis – which there is a little more than that but I guess I thought there would be a bit more.

Canpotex Limited

$3,000

2

Montana Department of Revenue

$9,187

15

Best: Great conversation on the PPM performance of the Department of Revenue. Relevant and useful. Worst: None.

Berkshire Partners LLC

$65,622

N/A

Very informative and concise. A great analysis of our specific needs.

Alberta Innovates - Technology Futures

$10,000

N/A

Best aspect - Good knowledge of the tools. Worst aspect - Some rescheduling had to be done due to Christmas holidays.

Eleventh Judicial Circuit of Florida, Administrative Office of the Courts

$6,562

N/A

Confirmed my opinion on the state of our portfolio. This was not just a lecture on what needs to be done, but allowed two-way conversation with an expert in the field.

Boulder County, Colorado

$26,249

30

Barry has a wealth of knowledge and used examples that were relevant and powerful.

University of West Florida Virtual Campus

$19,689

N/A

The best aspect of the experience was the opportunity to discuss the results, along with my current goals and plans, with Matt Burton. Matt was able to talk with me as if he's part of the team. He asked thought-provoking and worthwhile questions, listened to my responses, and provided appropriate, research-based advice.

ivari

$20,000

30

Best: The organization of the categories and measurements within categories gives me some ideas for future KPIs to track and have a conversation with our customers on. Worst: Not entirely knowing who to share the survey with for additional input.

Sonepar Canada Inc.

$2,000

2

The experience allowed us to confirm some thought processes and discover new ones. It also established a general sense of direction with all attending parties.

University of North Georgia

$6,562

5

Moore Norman Technology Center

$19,686

15

The consultant is working hard to make the tools accommodate our needs.

Massachusetts Convention Center Authority

N/A

N/A

Matt has been awesome to work with. We are excited about developing a roadmap that will help us implement and manage a PMO.

Pembina Trails School Division

$50,000

30

Good tools, practical advice, and quick understanding of our situation.

Moore Norman Technology Center

$4,594

15

Barry Cousins demonstrated a clear understanding of our current state and made me confident that his ultimate recommendations will be appropriate to our environment, realistic, actionable, and sustainable.

Department of Citywide Administrative Services - New York City

$1,312

N/A

The experience was good and insightful.

Department of Citywide Administrative Services - New York City

N/A

N/A

The engagement was a delight! The Info-Tech team was very informative. The report layout was excellent.

Wixon Inc.

$5,250

N/A

I waited too long between the survey and the analysis.

Texas General Land Office and Veterans Land Board

$26,249

30

Best - Consultant's ability to share knowledge, experience, and insights in a meaningful way. Worst - I truly do not have any complaints.

St. Jude Children's Research Hospital Inc.

$12,506

90

The thought of doing this myself is daunting. It would not be good, nor would it ever get finished.

Veterans United Home Loans

$40,000

15

The best aspect was the very well done diagnostic report provided. The information is visual as well as detailed and it offered me better insight into the changes we need to make to receive the biggest impact. There really is no worst experience. I am very happy with the material as well as the skills of the Info-Tech staff I talk with.

Ministry of Government Services Central Agencies I&IT Cluster

$10,000

90

The product was very good and clear. It has provided both executive level and detailed level assessment. It provided me with very good insight on the current state assessment.

University of Northern Colorado

$3,937

5

The process was easy and provided confirmation that we are doing the right things.

Cravath, Swaine & Moore LLP

$6,562

15

Provided some clear, tactical recommendations on how to improve in certain areas. This has been very helpful as I have recently brought in a new PPM manager and I have used the Info-Tech resources as "onboarding" materials.

Home Hardware Canada

N/A

N/A

I put a dollar in the savings since this was a high-level discussion with unknown impact at this time. It did validate some known issues and gave some insights into our challenges and possible solutions.

ArcBest Technologies

$65,622

N/A

Barry did a fantastic job! It was very pragmatic and focused on our needs.

Department of Labor/ OASAM.ITC

$118K

30

Extremely supportive SMEs.

Planisware

$6,562

N/A

SUNY New Paltz

$1,620

N/A

Textron Systems Corporation

$3,281

2

All team members were professional. The execution team was very timely and accommodating. The research director was insightful and knowledgeable in understanding results. Very positive and stressless experience.

Canpotex Limited

$3,000

2

First Security Bank & Trust

$1,312

N/A

I wasn't really certain what to expect of it; I kind of thought it was more than a survey with analysis – which there is a little more than that but I guess I thought there would be a bit more.

Transnet Freight Rail

$4.77M

N/A

My perception that the practice of project management must change to meet increasing business needs is confirmed. No negative experiences.

Manitoba Liquor & Lotteries

$100K

N/A

Assistance from Info-Tech / lack of responses from our corporation.

Plum Healthcare

$19,687

N/A

Best: Determining the area to focus on, improving first based on survey results, and having a strategy to implement. Worst: Although I found the survey effective, the relatively low number of responses did not provide as much value-added feedback as I was expecting.


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