Prove the tool first, then invest.
A regional health plan had inconsistent project management processes, and the result was inaccurate project data, imprecise forecasts and ineffective resource allocation. Digineer ran a phased discovery, configuration and pilot of Microsoft Project Server. The pilot confirmed the tool would meet the plan’s needs and showed demand forecasting as the next priority.
At a glance
- Client
- A regional health plan
- Program
- Enterprise project management tool pilot
- Scale
- Project management across a regional health plan
- Engagement
- Enterprise project management consulting: discovery, installation, configuration and pilot
- Capability
- Transformation & Value Management
The situation
Inconsistent processes, unreliable numbers
For an organization this size, managing projects well is critical to operations. But project management processes were inconsistent, which produced inaccurate project data, imprecise forecasts and ineffective resource allocation. Without a fix, the plan would not reach the cost savings and efficiencies its growth required.
The plan wanted tools and standards that would make project management uniform and support accurate estimates, forecasts and project and portfolio status tracking. It also needed to know the tool was right before committing to it.
Warning signs
- Inaccurate project data
- Imprecise forecasts
- Ineffective resource allocation
- No uniform project management standard
- Extensive security requirements to satisfy
What we did
Learn in phases, spend in phases
Digineer proposed a multi-phased process of discovery, installation, configuration and pilot execution, using Microsoft Project Server and Digineer’s Project Server QuickStart framework. Each phase gave the plan another chance to decide whether the tool was the right fit.
Discovery first
Digineer led a discovery phase to explore the plan’s needs and the tool’s capabilities before configuration began.
Investment that grows with knowledge
The approach kept investment risk low at the start and let the budget grow gradually as more information became available, so every stage rested on an informed decision.
Security without delay
Extensive security requirements were one of the biggest risks to the timeline. Digineer set clear accountabilities and a carefully managed change control process, and the requirements were met with minimal change and low impact to the schedule.
The outcome
A confident decision, and a clear next step
The right tool, confirmed
After the pilot, the plan determined that the tools and reporting capabilities of Project Server would meet its business needs.
Risk kept low at every stage
The phased approach let the plan make informed decisions and minimize risk at all stages of implementation.
A clear next priority
The team found areas that needed higher priority, including demand forecasting, which will help the plan allocate its resources efficiently.
Schedule held
Security requirements were met with minimal change and low impact to the schedule.
Enterprise project management
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Client name withheld for confidentiality.