CASE STUDY 5 

Portfolio Analysis

The Challenge

  • Understanding how a portfolio is managed, how much spent and how a portfolio tracking against the overall budget and within each programme
  • Integrating of data to build up an overall picture – the system interfaces either presents the project level or portfolio level. While reviewing the portfolio’s behaviour, you won’t be able to tell how each project or programme been operating! And when you look at the project level, you won’t be able to see the interrelationship between project and programme and then programme and portfolio

Our Approach

  • Setting up criteria for the assessment of a portfolio in line with policies
  • Data profiling to
    • ensure accuracy of data before developing any summary reports
    • group portfolio contents in the right level and dimensions
  • Data cleansing
  • Data modelling
  • Design and development of intuitive and interactive reports to enable review of the portfolio in a top-down and bottom-up across different dimensions

The Results

  • Understanding how different projects have been managed financially
  • Identify where over-runs and surplus occurred? And leading owners to answer “whys?”
  • Closing of any projects which have been held up for known and unknown reasons over the last 5 yrs while they remain active in the financial system to avoid any risk for being used for any surprise charges
  • Discovery of $20M unused budget (this helps the portfolio manager to understand how to manage over-run projects and managing delegation for any budget adjustment)
  • Updating project resources – there were occasions that project manager left the organisation or moved to another project while the system has not been updated accordingly