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Portfolio Management & Communication Streamlining Deliver Project Success

Updated: Jun 13, 2023

four chairs in conference room with windows overlooking a city


“Having a holistic view of all our projects made it possible for us to align our efforts and focus our resources on campaigns and tactics that provided the most revenue benefit and getting them to market quickly.”

– Senior Executive, Operations Team, Client Company


The Business Problem

An established life sciences commercial operations team within a newly created women’s health company was facing difficulty managing their sales-driven inventory of projects. The team struggled to achieve sales expectations for a well- known legacy product because the impact COVID19 had on both internal logistics and their target customers.

The team’s existing operating model was not optimized for effective communication, high levels of productivity, or collaboration – all of which impeded their team’s ability to carry out vital tasks in a timely, efficient manner.

Management understood their need for support to assess their team’s current situation, build a structure for their projects, and realign their product relaunch time frame.

Addressing the Issues: Collaboration & Teamwork

  • Partnering with client leadership, we quickly assessed the current operating model and developed a roadmap to navigate to a new change management methodology.

  • In collaboration with the client, we lead the design and production of a Product Strategy and Communication Plan for the Executive Team.

  • We implemented standard Portfolio and Project Management processes to lay the foundation of the communication plan, including common language and universal tools.

  • We delivered Executive and Team Coaching to accelerate the overall adoption of the newly established Portfolio Management and tactical Project Management processes.

Delivering Successful Outcomes

  • Created a simplified and effective visibility to the new product portfolio.

  • Improved ease and effectiveness of communication throughout the team at all levels.

  • Formed a strong alignment around strategy and execution plans.

  • Achieved efficient portfolio success through the adoption of a consistent management process.

  • Established team project owners, who are now seasoned in portfolio processes.

  • Created a common language for communication of project and initiative progress.



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