A leading provider of credit and insurance services to farmers, ranchers, agribusinesses and rural residents in the midwest. The company is a financial cooperative ― owned and governed by the customers they serve ― with a singular focus on supporting rural communities and agriculture.
The client needed a consolidated, coordinated way to plan projects, allocate resources, and manage portfolios. Teams were using different tools; they didn’t have the means to view and operate these solutions across the enterprise and create a seamless connection between their projects, financials, and processes. All the while, the organization was undergoing an organizational restructure.
The approach to team coordination was methodical and strategic with a process mindset front and center. Through process design and coupled with the out-of-the-box functionality of Project Portfolio Management (PPM), we used workshops to increase familiarity with the tool to ensure we optimized the features to meet the client's goals. Our team was actively supporting the teams through change management, as adoption rates and buy-in were a primary challenge to address, as in most organizations.
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