28 Jan 2019

Case Study: PMO Setup and Project Management Software Solution

Executive Summary:

One of the major Caterpillar Machinery Dealers has engaged Optimum to assist the company in the establishment of their Project Management Center of Excellence and to help implement Smartsheet best practices and templates for the execution of their large initiatives.

Our team of Project Management and Technology Experts started the project by evaluating and assessing the organization’s current Project Management Maturity Level and processes and providing an enhanced PMO strategy, maturity roadmap,  and a set of improved processes, standards, templates, and best practices.

Also, Optimum developed robust and scalable Smartsheet template designs and reporting dashboards, based on organization’s project management needs and goals, to increase the user adoption, support the company’s larger Growth and Transform initiatives, and a broader rollout of the project management best practices to other groups, beyond the IT PMO.

Some of the key deliverables of the project include:

Enhanced/New Processes:

Stage Gate methodology based on the PMI standards • Project Change Control and Change Management Process • Schedule and Cost Control & Reporting Process • New Project Request Process • New Project Initiation and Planning Process • Project Closeout and Business Handoff Process • Project Management Best Practices

New Templates:

Status Reports • Risk Log • Decision/Action Log • Change Request Form • Resource Plan • Steering Committee/Executive Status Reports • Project Communication Plan • Testing, Training • Rollout/Transition to Business Plans • Business handoff/Sign-off Form