EDUCATION
Capital Project Asset Management
Driven by two primary initiatives: 1.) a State of Ohio plan to allow State universities the ability to request local administration of projects, and 2.) a dramatic increase in the design and delivery of large, complex facilities ; a major university in Columbus, OH has engaged us to assist them with a Capital Project Management Assessment for construction projects over $10 million. The primary goals of the assessment included: reviewing policies, procedures, and delivery systems; evaluating budget, schedule, and quality management practices and comparing them to the practices of similar public and private sector organizations, identifying industry best practices and comparing them against current practices, performing detailed examinations of six-to-ten large projects that either have been completed or are presently underway, and providing capital program augmentation recommendations.
UTILITY & ENERGY
Project Lifecycle Management Process Development and Implementation
Developed a multi-phased project lifecycle management process that spans the lifecycle of a project from conception to closeout. The development effort was initiated to standardize processes across the organization and improve efficiency of execution.
A major change management effort was then initiated that focused on implementing the developed process across all business units. This involved the formation of focus groups, developing and conducting training, and establish process key performance indicators .
Portfolio Management Office Establishment
This engagement focused on assessing the project management organization and establish a Portfolio Management Office (PMO) to support the organization in project controls, estimation, reporting, and continuous improvement.
We assessed job descriptions and matched them with available skills. In addition, we created succession planning for different job functions and developed career paths for PMO personnel.
Process Compliance Audit and Continuous Improvement
The client required assurance on the compliance for projects with the project lifecycle management process that is supposed to be followed by all groups of the organization. This called for a comprehensive auditing approach with focus on compliance with all gates of the process to ensure smooth transition between planning and project management, ensure successful completion of projects; and coach project teams to address and close any gaps.
The audit components include robust project scoping, scope change management, detailed estimates based on completed scopes, cost management, detailed schedules, and monitoring cash flow.
10-Year Strategic Planning for a Utility Company
The scope of this engagement was to develop a strategic plan for a utility company that identifies their strategic objectives and how to achieve them. Our services included interviewing the company President regarding the company’s goals and objectives, interviewing the company staff to understand the departmental goals and objectives, and facilitating a strategy session for discussion of the following:
- Company’s success in the next 10 years
- Key performance indicators to measure company’s success
- How to prioritize the alternatives, opportunities, and challenges
Capital Improvement Portfolio Prioritization and Selection
The objective of this engagement was to assist the client in prioritizing capital improvement initiatives and selecting the ones with most strategic value for implementation given budget constraints. A capital project selection system was developed to align investments to strategic objectives. The ultimate goal of the capital project selection process is to select capital projects that are most aligned with strategic priorities as well as corporate priorities. We also included factors such as complexity and urgency along with strategic value. The client was able to clearly see how investments are being made to achieve the corporate strategic goals.
Portfolio Performance Tracking and Reporting
The scope of work included the establishment of a Portfolio Reporting and Performance Tracking (PRPT) group. The group’s responsibility was to
- develop, track and report on key performance indicators related to project, portfolio, and PMO performance.
coordinate the - development of parametric schedule database and communicate with estimating group for historical analysis.
- perform project cost and schedule audits on the selective projects as required by management
Cost Reduction and Continuous Improvement Cultural Transformation
This multi-objective engagement involved working with the Facilities’ Planning, Design and Construction department of a major hospital to develop and implement a process for managing the lifecycle of a project from inception to activation & closeout. In parallel, a Program Management Office was established to support FD&C project managers with project controls and continuous improvement capabilities. While the process and the PMO were under development, the engagement also included a quick containment aspect by providing the Client’s projects with immediate schedule control, cost control and performance reporting capabilities.
CONSTRUCTION
Risk Management
The engagement scope of work included the development of a comprehensive risk management plan for a high-risk, high profile mega construction project. The risk plan covered different aspects of risk and mitigation plans for the construction of the Freedom One tower in NYC.
Developing National lean Construction Program and Credentials
Developed the first Lean Construction Educational program in the US and worldwide. The program is scheduled to be offered to more than 33,000 member companies through 94 chapters of a leading technical association. The scope of work included the development of the program curriculum plan, the business plan, pricing and marketing strategies, the content of all unit, the assessments, and the credentialing plan.
ALTERNATIVE ENERGY / CARBON TRADING MARKET
Comprehensive Strategy Development for Green Tech Startup
Developed the strategy and business model for a startup in the Green technology space. The scope of work included conducting primary market research to identify innovative technologies in the Green Concrete space, creating detailed profiles for more than 30 innovations including intellectual property profiles. Working with founders to support fund raising and business planning activities. Conduct due diligence for potential partnership and technologies, and develop a business model for revenue generation including incentive structure and carbon credit monetization.
PROFESSIONAL SERVICES
Process Automation and Knowledge Management
Designed and implemented a turn-key process automation program for a large estimating and project services company. Worked with management, technical staff and technology group to map the existing process; defined the technology requirements for process automation; identified a technology implementation partner; and oversaw the implementation process.
HEALTHCARE
Project Lifecycle Management Process Development and Program Management Office Establishment
This multi-objective engagement involved working with the Facilities’ Planning, Design and Construction department of a major hospital to develop and implement a process for managing the lifecycle of a project from inception to activation & closeout. In parallel, a Program Management Office was established to support FD&C project managers with project controls and continuous improvement capabilities. While the process and the PMO were under development, the engagement also included a quick containment aspect by providing the Client’s projects with immediate schedule control, cost control and performance reporting capabilities.