• MSSBTA Staff

Case Study: Standardizing a Project Management Practice for Professional Services

Client Detail:

The client is a world-class supplier of smart infrastructure solutions (SIS) to water, gas, and electric utilities globally, employing more than 1,700 workers. It provides their customers actionable insight with real-time visibility of their distribution networks to optimize operations and engage with their consumers to promote energy efficiency and conservation across electric, gas or water distribution networks.

The Challenge:

The client’s goal of project management standardization was to establish the foundation for a standardized, measurable, predictable, and repeatable project management practice for the professional services organization. To address these objectives MSS Business Transformation Advisory (MSSBTA) worked alongside the project managers and leadership team to establish a scalable foundation through recommendations strategies, tools development, coaching and mentoring, and processes to improve professional services delivery.

Our Solution:

MSSBTA performed an initial assessment of the client’s professional services methodology and standards by interviewing project managers, support staff, and leadership team. The figure below represents a summarization of the approach:

Project Management Process Flow:

The project management methodology was modified to include people, processes, and technology adaptation. The following diagram depicts the process flow that was leveraged into the delivery methodology:

The Results:

MSSBTA developed and implemented project management standardization with consistent templates and toolkits and provided coaching and training to make program changes fully operational. A portfolio tool was designed and built to capture the capacity for project resources which created visibility and facilitated effective resourcing across the portfolio. MSSBTA also created project, program and portfolio reporting and executive dashboards along with a PMO roadmap for adoption.


  • Portfolio tool with consolidated project listing showing project status, health, schedule, scope, and resources

  • PM toolkit for project management standardization

  • Executive dashboard

  • Reports including Program and Project Status, Portfolio Capacity, Portfolio Schedule, and Resource Allocation

  • Project staffing model

  • PMO roadmap for adoption and maturation of solutions and recommendations

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