The Project
This leading global technology company needed a Project & Portfolio Management tool that could provide value where their current suite of tools was not. They selected one of Winmill’s many solution offerings, Planview PPM Pro. After a pilot was performed by a key user group, the company decided to bring Winmill on to help expand the footprint of PPM Pro to other teams.
Winmill is leading an assessment to understand where the pilot was succeeding and identify areas of opportunity for the client. Winmill is providing a Managed Services engagement that delivers the necessary assessment, configuration, and training needed by the client. Using a phased rollout, the client will be able to onboard new teams into PPM Pro. With multiple teams using the product, the client will be able to roll-up key metrics for executives that have been missing from other tools they are using.
Challenge
- Consolidating metrics from multiple disparate teams.
- Training and user adoption to take load off team leads.
- Teams need to track different information on projects.
- A need for greater visibility into resource capacity/demand.
Solution
- Set up Portfolios and Dashboards in PPM Pro that roll up team metrics.
- Provide product demos to different teams to provoke usage ideas.
- Utilize PPM Pro project categories to give personalized experience for each team.
- Create and deliver training for each team.
- Employ PPM Pro Resource Workbench to give instant insight into resource capacity/demand.
The Results
- The client is actively engaged with the Winmill team to deliver this solution.
Winmill is providing a Managed Services engagement that delivers the necessary assessment, configuration, and training needed by the client. Using a phased rollout, the client will be able to onboard new teams into PPM Pro.
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