Portfolio & investment02
Turn competing priorities
into funded decisions.
Gazprom Neft
$17M in first-year effects; 190+ projects at later scale.
Portfolio leadership 2 min read$17Mfirst-year realized portfolio effects
THE CASE LIBRARY / PORTFOLIO & PMO
Better decisions.
Clearer commitments.
Investment choices, decision rights, executive visibility and practical delivery controls across complex portfolios.
Start here Portfolio & investment
15 detailed cases04 areas of practiceProgram results, design decisions
and clear personal accountability.
and clear personal accountability.
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Browse all 15 cases →Turn competing priorities
Data & AI enablement05
Build the data foundation
the programs can share.
Gazprom Neft
Architecture aligned and procurement documentation submitted.
Foundation design 2 min read5capabilities in the platform design
PMO design06
A PMO built around
the work already moving.
U.S. consulting firm
A shared scope, risk and timeline view, with change control in use.
Operating model implemented 2 min read4concurrent engagements
Decision rights09
Keep local expertise.
Resolve shared priorities.
Gazprom Neft
A retained functional model with four explicit coordination rules.
Governance model agreed 2 min read4coordination rules
Executive decision support11
Replace the status deck
with a decision view.
Gazprom Neft
A dashboard used as the monthly executive reporting layer.
Reporting capability adopted 2 min read3executive decision views
Vendor & IP strategy12
Choose the partnership
the capability needs.
Gazprom Neft
A common framework and model-specific contract templates.
Decision framework introduced 2 min read4vendor engagement models
Federated PMO13
Local ownership.
Shared delivery standards.
Gazprom Neft
Three support modes defined and a pilot approved.
Model designed and pilot approved 2 min read3modes of project support
Commercial scope14
Accept the useful change.
Protect the delivery boundary.
U.S. financial services client
A clearer boundary between accepted work and deferred analysis.
Pre-contract scope alignment 2 min read3ways to classify a scope request
Transformation roadmap15
Translate a proven model
into a credible starting point.
National energy company
A five-phase proposal with a bounded discovery entry point.
Proposal and roadmap design 2 min read5proposed transformation phases
Some cases cover different decisions within the same program. Stage labels distinguish delivered work, advisory contributions and proposals.
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Transformation management.
Portfolio & program leadership.
AI-enabled business change.
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