Case Study
Oregon Department of Revenue (DOR), the state of Oregon’s IRS equivalent and a long time client, required an upgrade of their existing PPM system, Project Online in M365. They requested an implementation of Advisicon’s Rapid PPM, and a training session of any net new items.
Business Situation
The Oregon Department of Revenue’s Project Management Office (PMO) sought to improve the functionality and usability of its existing Microsoft 365 Project Online environment. While the platform was in place, it lacked the configuration and capabilities needed to support timekeeping, resource tracking, and portfolio-level visibility. The PMO recognized the need for a more streamlined and user-friendly solution that could be quickly deployed to better support their internal teams and align with statewide financial project mandates. To meet these goals without undergoing a lengthy implementation process, the department requested a Rapid PPM (Project and Portfolio Management) deployment that could accelerate adoption and deliver immediate value.
Solutions Delivered
Advisicon implemented a Rapid PPM deployment using an “Over the Shoulder” methodology. This collaborative approach allowed Advisicon consultants to work in real time with the PMO during Microsoft Teams sessions, directly configuring the environment while explaining each step. The hands-on format enabled immediate feedback and ensured that the solution was tailored to the department’s unique workflows and reporting needs.
To support successful adoption, Advisicon conducted focused training sessions covering the newly implemented features and enhancements within the Rapid PPM system. These sessions were designed for both users and administrators, equipping the team with practical knowledge on how to navigate the updated platform and apply it effectively in their day-to-day project operations.
Benefits Realized
- Implemented a fully functional, robust Project and Portfolio Management environment tailored to the department’s needs.
- Enabled accurate timekeeping across projects to better support budgeting and resource allocation.
- Provided clearer insight into team capacity and workload for improved planning.
- Allowed the PMO to better track progress, priorities, and performance across initiatives.
- Equipped both end users and administrators with the skills to use and maintain the system effectively.
- Aligned technology improvements with internal processes to support long-term success.
Oregon DOR Today
Today, the Oregon Department of Revenue continues to provide essential financial services to the state, using their enhanced PPM system to keep strategic projects aligned with state requirements. The streamlined deployment and tailored training have enabled the PMO to manage upcoming initiatives more efficiently and proactively support the agency’s evolving operational goals.
