Portfolio Strategy & Planning

Set the vision. Align the mission. Deliver with purpose

Effective project delivery doesn’t happen by chance — it starts with a strong strategic foundation. Our Portfolio Strategy & Planning service helps organizations define the why, what, and how behind their projects. We work with leadership to establish a clear roadmap that aligns initiatives with business goals, ensures prioritization of high-value projects, and builds a PMO that drives measurable results.

From creating operating models and governance structures to setting KPIs and success metrics, we help you turn strategy into action. Whether you’re building a PMO from scratch or elevating an existing one, we ensure it becomes a central hub of clarity, control, and performance.

Let’s make your PMO not just a function — but a strategic advantage.

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Our services.

  • PMO Assessment & Roadmapping

    Get a clear, honest snapshot of your PMO’s strengths and gaps. Then, walk away with a tailored roadmap to build a smarter, more strategic operation — one that delivers results, not red tape.

    A person wearing a black wristwatch pins a mobile app map on a planning board with colored pushpins.

  • Project Financial Management Strategy Consulting

    We help you stop the budget surprises before they happen. From planning to reporting, we align your financial processes with your project goals — for more control, confidence, and cash flow clarity.

    Person holding a mix of US dollar and Euro bills.

  • Portfolio Prioritization & Value Realization Planning

    Make the smartest bets with your time and money. We guide you to choose, sequence, and fund the right projects — those that move the needle and deliver measurable value.

    Two people working on a project with sticky notes on a glass wall. The notes are organized into columns labeled Q1, Q3, and Q4, with various tasks written on them.

  • Resource Management & Capacity Planning Frameworks

    Never get caught under- or over-resourced again. We give you the tools and frameworks to plan, balance, and maximize your team’s capacity — before projects hit the wall.

    A diverse group of people seated around a large conference table in a modern office, working on laptops and tablets during a meeting.

  • Governance Design (Approvals, Controls, Audit Trails)

    Set up the right checks and balances — without the bottlenecks. We help you design simple, scalable governance that ensures accountability, auditability, and decision-making flow.

    Two people standing in front of a whiteboard with sketches and notes, one holding a laptop and a green marker, the other holding a small object, possibly a marker or pen, discussing ideas.

  • Financial Forecasting & Budgeting Tool (Monthly, Rolling)

    Track your project’s money story month by month. Our done-for-you budgeting engine gives you forward-looking forecasts, rolling views, and fewer financial blind spots.

    Line graph displaying fluctuating data points on a computer screen, with times on the x-axis and numerical values on the y-axis.

  • Variance & Burn Rate Dashboards

    Catch cost overruns early — not after it’s too late. Our dashboards show you where money is going, where it's leaking, and what needs attention today.

    Close-up of a MacBook Pro laptop displaying a data dashboard with charts and metrics related to sales and revenue.

  • Time-phased Resource Costing & Utilization

    Know what every resource costs, when, and why. We break it down by project, month, and role — so you can manage utilization, forecast with confidence, and justify your resource plans.

    Round wall clock with black frame and white face showing the time as 8:10, placed against a grey wall and marble surface.

  • Scenario Planning Engine (“What If” Analysis)

    Test every option before committing. See the financial and resource impact of “what if” scenarios in real time — whether you're shifting timelines, adding headcount, or re-scoping.

    Project vision and insight. Woman wearing a virtual reality headset sitting at a desk with a laptop, potted plant, smartphone, pen, and books in a modern office space.

  • Executive Dashboards (PDF, Excel, PowerPoint-ready)

    Give stakeholders exactly what they need — polished reports that are boardroom-ready in clicks, not hours. From live dashboards to exportable decks, we’ve got you covered.

    Project tracking, control & Reporting. Person reviewing various printed charts and graphs alongside a Samsung Galaxy Tab phone on a wooden desk, with a pink highlighter, a pen, and a black pouch nearby.

  • AI-Powered Alerts (Overruns, Risk, Deviations)

    Stay one step ahead. Our smart alerts flag financial risks and project issues early — so you can fix them fast and deliver with confidence.

    Project Monitoring. Red flag on a metal pole against a clear blue sky.

  • Custom Tool Configuration (Categories, Workflows, Reports)

    Your PMO, your way. We tailor every field, view, and workflow to match how your team works — not the other way around.

    Project road maps. Multiple metal pipes mounted on the exterior brick wall of a building, connected to a bundle of cables at the top, with a partly cloudy blue sky above.

  • Data Migration (From Spreadsheets or Legacy Tools)

    Bring your messy spreadsheets or old systems — we’ll turn them into clean, connected data that drives your PMO forward, not holds it back.

    Project systems integration. A modern building interior decorated with cascading string lights creating a glowing, starry effect, with bright light sources illuminating the scene.

  • Systems Integration (ERP, HR, Finance tools like SAP, Oracle)

    No more silos. We connect your PMO solution with the systems you already use — for a single source of truth across finance, HR, and operations.

    Project team collaboration. Multiple people holding hands in a huddle, symbolizing teamwork or collaboration.

  • PM & Finance Team Onboarding & Training

    Adoption made easy. We train your teams to use every feature with confidence — so they don’t just learn the system, they love it.

    Project team meeting and training. A group of people attending a presentation in a conference room with laptops and gift bags on the table.