Challenge
As the company’s Solutions Group division expanded, it became increasingly difficult to maintain consistency across different delivery teams and projects. The lack of a standardized project governance framework led to inconsistent onboarding and offboarding practices, inefficient opportunity tracking, and difficulty coordinating corporate processes with delivery operations.
Additionally, compliance with SOC2 and other regulatory requirements required structured oversight and systematic validation processes. Without a clear framework in place, ensuring audit readiness and maintaining documentation became a recurring challenge.
The company also faced limited visibility into proposal tracking and project opportunities, making it harder to prioritize initiatives and allocate resources effectively. Furthermore, knowledge-sharing across delivery teams was inconsistent, leading to inefficiencies and missed opportunities for collaboration.
To scale effectively while maintaining high-quality service delivery, the company needed a comprehensive PMO function to bring structure, governance, and operational efficiency to its projects.
Solution
To address these challenges, the company implemented a dedicated PMO with clear responsibilities across three key areas: corporate process alignment, internal project management, and compliance oversight.
A key component of the solution was the creation of a standardized project management framework, ensuring consistency across all delivery teams. This framework provided clear guidelines for onboarding and offboarding processes, eliminating transition gaps and improving project continuity.
To enhance compliance management, the PMO introduced a systematic SOC2 oversight process that included regular audits and validation steps. This ensured that all projects adhered to compliance requirements while reducing the risk of governance failures.
Additionally, opportunity tracking and proposal management were streamlined using structured processes and tools, such as Monday boards, providing real-time visibility into project pipelines. This allowed leadership to make data-driven decisions regarding project prioritization and resource allocation.
The PMO also focused on improving communication and collaboration across teams. Regular leadership meetings and monthly Delivery Lead sessions were introduced to facilitate knowledge-sharing and alignment between project teams. This ensured that best practices were consistently applied across all projects and that teams could learn from each other’s experiences.
By leveraging standardized tools and processes such as Atlassian and Monday boards, the company further enhanced project tracking, reporting, and operational transparency.
Results
The implementation of PMO services led to significant improvements in project governance, compliance, and operational efficiency. By aligning corporate processes with delivery operations, the organization achieved better coordination between teams, improved compliance oversight, and increased transparency into project opportunities.
With structured onboarding and offboarding processes in place, project transitions became smoother and more efficient, reducing the risk of delays and misalignment. The systematic approach to SOC2 compliance management ensured that audit requirements were met consistently, reducing compliance-related risks.
The new opportunity tracking system provided real-time visibility into proposal pipelines, allowing leadership to prioritize projects more effectively. Additionally, regular Delivery Lead meetings strengthened knowledge-sharing, fostering a culture of continuous improvement.
By introducing standardized project management tools and workflows, the company was able to scale operations while maintaining service quality and regulatory compliance. The framework remains in use today, continuing to drive operational efficiency and project success.
Key Outcomes
- Improved corporate alignment through standardized project governance and operational processes.
- Enhanced compliance management with structured SOC2 controls and audit documentation.
- Streamlined project transitions, reducing inefficiencies in onboarding and offboarding.
- Better visibility into project opportunities with systematic tracking and reporting tools.
- Increased knowledge sharing through structured Leadership and Delivery Lead meetings.
- More efficient project management leveraging tools like Atlassian and Monday boards for tracking and reporting.
