Case Study
The University of Oregon sought to modernize its project management processes to create a unified culture of projects, portfolios, and programs. Initially, they required assistance selecting a suitable project management tool to meet their demand and resource capacity planning needs. Following this, they needed to implement and customize the selected tool while training employees across all necessary levels.
Business Situation
Phase 1: Tool Selection
The University of Oregon relied on a variety of tools, including Microsoft Excel, for managing projects, reporting, and analyzing resource demand and capacity. The lack of standardization led to inefficiencies and inconsistency across teams. Their PMO wanted to centralize all projects and resources under one platform that offered robust reporting capabilities and the potential for future growth.
Phase 2: Implementation and Training
After selecting the tool, the University of Oregon needed to begin implementation, customize it to meet its unique requirements, and train staff to ensure adoption across different organizational levels. A focus on resource demand and availability was critical to aligning with its strategic goals.
Solutions Delivered
Phase 1: Supporting Tool Selection
- Helped the University of Oregon identify three potential tools, facilitating demonstrations and Q&A sessions with vendors.
- Guided the University in evaluating customization capabilities, data storage, and scalability.
- Established an implementation roadmap and necessary support and training paths.
Phase 2: Implementation and Customization
- Configured and implemented the selected Project and Portfolio Management tool (Sensei IQ App).
- Conducted requirement sessions to identify and execute minimum viable customizations.
- Delivered tailored training for University employees at all organizational levels, including live demonstrations and practice scenarios.
Benefits Realized
Phase 1: Tool Selection
- Clear understanding of available tools and their capabilities.
- Informed decision-making on the best tool for their needs.
- A defined path for implementation and customization.
Phase 2: Implementation and Training
- A fully implemented and configured Project and Portfolio Management tool.
- Customizations tailored to organizational requirements.
- Staff trained to effectively utilize the new tool across project life cycles.
The University of Oregon Today
The University of Oregon is actively finalizing the adoption of its new project management tool, with updated data and workflows being incorporated into the system. This transformation has created a centralized platform for managing projects and resources, ensuring efficiency, consistency, and alignment with strategic goals.
