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Portfolio · Program · Project Management

Our Business Consulting Services

Since 2002 and led by its founder Glenn Searle, Portfolio-Engineering has been privileged to work on challenging projects with great people in diverse organizations such as:

  • Amgen Biotech and LAX (Los Angeles International Airport) to develop and establish the org structure, tools, and standards of their PMOs (program management offices)
  • Toyota Financial Services, DuPont Pioneer, and the Monterey Bay Aquarium to design complex PPM (project portfolio management) system implementations automating existing management processes using the Microsoft Project Server / Project Online and SharePoint platform
  • Edwards Lifesciences to develop and implement Excel-based portfolio management and reporting tools and to administer a complex manufacturing regulatory response program
  • LA Dept. of Water and Power and DeVry University to address resource estimating, planning, and capacity management issues
  • General Electric and MedImmune Biotech to develop project management methodology to address project scheduling and status reporting requirements

We partnered closely with Microsoft back in 1999 to implement the first version of their PPM suite and have since implemented every major version of that suite, now branded as Project Server and Project Online, for a diverse client base.  Our goal is always to adapt its many components, including Microsoft Project, SharePoint Services, and Microsoft Office, to our clients' specific objectives and requirements within industry best practices so the solution fits its purpose rather than dictating business and management process.

Certified by PMI (Project Management Institute), we reference their many standards (see a full list on our Links page) as a framework for our engagements.  Our training materials, built to meet the specific needs of our unique clients, compliment these standards and have helped many become PMI-certified themselves.

As you can imagine, over the years we have developed a comprehensive library of training and technical deliverables.  These are highly leveraged during each client engagement to enable us to rapidly provide high-value.  In addition, we have packaged up some of our previous work and made it available through offerings such as our Project Online Adaptation kick-start program and our light-weight Portfolio Master Pro tool.

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Microsoft's offering of Project Server "in the cloud", marketed as Project Online, makes it easier than ever for small and medium-sized organizations to benefit from this rich, integrated SharePoint-based project portfolio management (PPM) suite.

As a platform rather than a fixed solution, Project Online offers a complex architecture to customize and extend its functionality to meet specific objectives and requirements, reporting needs, management processes, and workflow.  When adapted appropriately, Project Online reflects the things that make your organization unique such as your industry, culture, methodology, best practices, and so on.  Careful set-up also simplifies the suite, reducing the work required to operate it on a day-to-day basis by reducing it to the functionality that supports optimized value.

Given the importance and complexity of preparing Project Online for use, Portfolio-Engineering developed a new type of kick-start program to help you.  Our Project Online Adaption program includes:

  • Accelerated organizational objectives and requirements identification workshop facilitation
  • Customized solution design, development, and implementation
  • Technical training for organizations with internal development staff
  • Complete system documentation and end-user training and mentoring
  • Technical and administrative system training and final system turn-over to operations
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Portfolio Master Pro© is designed to manage the optimized execution of strategic organizational and business objectives through work organized as portfolios, programs, and projects.  It acts as a central data repository or project portfolio inventory, used to manage the identification, organization, characterization, planning and status of one or more project portfolios and/or programs with all of their related projects.

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