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    Enterprise
    Innovation

     

     

    "Our EPMO is very effective by helping us focus on our priorities and ensuring we are deploying the appropriate resources. I cannot imagine how we would manage the organization without it."

    Christopher Dawes,
    Stanford Children's Health/LPCH

Enterprise Portfolio Management Office  |  Organizational Change Management  |  Request a Demo

The Approach

Establishing the Framework

  • Understand current and future state
  • Develop roadmap to mature over time
  • Set up governance within your organization
  • Develop implementation plan and approach

Implementing the Function

  • Understand the project portfolio of work
  • Forecast resource demand and capacity
  • Manage portfolio for impacts, interdependencies and risks
  • Develop process and methodology for decision making
  • Engage with and communicate approach with stakeholders

Sustaining Operations

  • Ensure knowledge transfer, process integration and ownership
  • Conduct lookbacks for adoption and improvement
  • Develop operational documentation


Fulcrum Methods’ Enterprise Portfolio Management Office (EPMO) is a proven, structured approach to manage work and innovate across the enterprise.

Establishing an EPMO ensures that your organization’s valuable resources are allocated in direct alignment with vision and strategy, and that project portfolio value is optimized. A portfolio process provides a central view into, and way to manage, impacts, interdependencies, risks and constraints across the enterprise.

Our solutions include developing an EPMO governance framework along with supporting processes and tools, providing implementation leadership, facilitating change, and building organizational capability for sustainable operations.

The Value

  • Better utilization of resources
  • Increased portfolio value
  • Improved organizational capability
  • Data-driven decision making
  • Integrated and streamlined processes

The Solution

  • Governance framework
  • Demand management process
  • Portfolio prioritization methodology
  • Resource management process
  • Integrated planning

Enterprise Portfolio Management Office  |  Organizational Change Management  |  Request a Demo

The Approach

Establishing the Framework

  • Assess organizational risk
  • Understand current and desired future state
  • Identify impacted stakeholders & resource requirements
  • Develop the communication and engagement plan

Implementing the Function

  • Conduct interviews and stakeholder analysis
  • Execute the communication and engagement plan
  • Deliver training and communications
  • Identify core competencies and strategic roles
  • Conduct skills assessment and gap analysis

Sustaining Operations

  • Conduct lookbacks
  • Track against KPIs and metrics
  • Develop roadmap for improvement


Fulcrum Methods’ Organizational Change Management (OCM) methodology is a recognized solution set for building the management process and discipline around transformational change.

Having an Organizational Change Management methodology in place accounts for the people side of change—and allows the organization to buy-into, champion, and adjust to changes associated with a new organization structure, a system implementation, or a new business process.

Our solutions include establishing a change management framework specific to your organization, providing implementation leadership as needed, and ensuring on-going sustained change in a rapidly evolving business environment.

The Value

  • Better overall and increased confidence in decision making
  • Improved incentives alignment
  • Enhanced collaboration and coordinated communication across the organization
  • Greater acceptance of and accountability for outcomes
  • Increased sustainability of change

The Solution

  • Business Process Assessment
  • Organizational Change Management Framework
  • Core Competency and Skills Assessment
  • Strategic Resource Planning
  • Communication and Engagement Strategy