The document outlines the challenges faced by an EPMO (Enterprise Project Management Office) and project managers at SNC Lavalin T&D in planning, prioritizing, and managing a portfolio of projects. It discusses the need for consistency, common processes and tools, trusted data, and simplicity. The solution implemented was a phased multi-year implementation of a project portfolio management tool to provide one place for planning, prioritization, optimization, and project management and insight. Benefits included improved decision making, consistency, reduced planning time, and better management of costs and at-risk projects.

2. A Project Portfolio Management Journey
Carl Souchereau, Project Director – SNC Lavalin T&D

3. Agenda
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4. Both Sides of the Fence??
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5. EPMO Challenges and Needs
Strategic & Operational Level
Planning
• A wide variety of investment decisions to be made - need ‘apples to apples’ comparison
when making project selections
• High $ demand - Need to gain agreement on priorities
• Annual planning very time consuming – Need to reduce
• Confidence low about the $ return from projects – Need Consistent measurements
• Data for decision-making not trusted – Need for right information
• Many different and disconnected process and tools – Need for interfaces
• Used by many, inputs by few – need for simplicity and training

6. Project Manager Challenges and Needs
Operational/Tactical
Planning & Execution
• Different approaches to project management makes it tough to focus on projects at risk – Need
for consistency and commonality
• Improve estimating and managing cost – We all need this
• Execution over-runs – Need for realism in estimates
• Lack of trust in key project data impairs decisions – Need consistent
• Many different and disconnected process and tools – Need for Interfaces and doing what is
needed
• Same Data...different systems – Need to input data once and use the info by many
• One Stop Shopping – Need for one place to do it all

7. The Solution that Worked
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8. Crawl, walk, run: multi year plan
2014
2013
CompanyWide
Capability
2014
2012
2013
2011
2012
2011
Baseline: 2010
Baseline: 2010

9. Create & Select: from prioritization to
optimization

10. Plan and Manage insight

11. Challenges Along the Way
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12. Benefits
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