Case Study
The Oregon Department of Revenue (DOR) is responsible for collecting revenue for the state. To support its mission, the DOR manages numerous projects to enhance IT systems and revenue-generating activities. The DOR’s PMO sought Advisicon’s expertise to conduct an audit of their M365 Project Web Application (PWA) instance using Advisicon’s DAR (Discovery, Analysis & Recommendations) methodology, alongside custom training for their PWA administrators.
Business Situation
The Oregon DOR needed a thorough enterprise portfolio management audit utilizing the DAR methodology. The goal was to assess their current Project Portfolio Management (PPM) system, determine areas for improvement, and provide recommendations for enhancing their processes. Additionally, customized training for PWA administrators was requested to improve system management and operational efficiency.
Solutions Delivered
Advisicon performed a detailed DAR of the Oregon DOR’s PPM system. The audit involved reviewing the current use of the system, identifying inefficiencies, and outlining a roadmap for best practices and future upgrades. The results were compiled into a comprehensive report, which was reviewed with the client to ensure alignment with their objectives.
In addition, Advisicon delivered customized MS Project Administrator training for DOR staff. The training was tailored to their unique system needs and delivered over two days through Teams meetings. The course included a combination of presentations, live demonstrations, and practical labs, allowing administrators to gain hands-on experience and a deeper understanding of the tools at their disposal.
Benefits Realized
- A clear understanding of the current PPM system’s strengths and weaknesses
- A structured plan for future upgrades and improvements to their PPM processes
- Enhanced skills among DOR’s PWA administrators, improving system management and usage
- Practical, hands-on learning reinforced through interactive labs and real-time demonstrations
The Oregon DOR Today
The Oregon DOR continues to efficiently manage its revenue collection services with a stronger understanding of their PPM system. The audit and training have provided a clearer vision for future enhancements. The DOR is now better positioned to optimize their project management processes, with future collaborations with Advisicon being considered.
