7. 18-3-2022
Portfolio Management Services
Set up, implement and manage the company wide project
portfolio management processes, tools and templates
Define the project portfolio risk-, benefit and inter-dependency
measurements
Define reports and decision-making aids
Assess the requested projects
Manage the portfolio
Set up, implement and manage a large program (multiple
projects)
Assess the program management processes incl. tools and
templates
Train in program management
Set up and implement a company based project management
methodology incl. processes, tools and templates
Assess or implement the project management processes incl.
tools and templates in a running project
Train project management
Lead varying projects
Project Portfolio Management Program Management
Project Management Project-related Change Management
Set up and implement project-aligned change management
activities
Set up company-based change management
Assess or implement the change management processes incl.
tools and templates
Train change management
Portfolio Management services
8. 18-3-2022
In the first stage, all current (and in the
future every new project) are captured,
giving an overview of the current portfolio
status.
The Repertory phase includes key
information such as project size, benefits,
costs, progress and resource
requirements.
With the information gathered, a first
recommendations list is proposed to
executive management
With the recommendations list the
executive management can prioritize the
projects inside the portfolio.
The selected projects can be then optimized
in area like resources, deliverables, costs
and benefits.
It is also during this phase that corrective
activities are analyzed and approved /
rejected
At the end of this phase, project can be
started, stopped or accelerated
The mobilize stage involves making
sure that the realigned project portfolio
information and the action plan are
implemented .
Project mgrs. optimize efficiency by
cont. analyzing the value of projects
against corporate objectives, timelines
and resource available and define a
course of actions
This stage involves measuring and
reporting the projects progress.
Discrepancies to the goals are analyzed
and corrective activities are proposed
Executive Management
Project Stakeholders
Project Portfolio Manager
Project Manager
Project Mgr.
Mobilize
Prioritize & Optimize
Record
Executive Management
Review & Report
Project Portfolio Management
four main phases
11. Branches of Professional Services Automation
Construction & Engineering
Material-intensive
Knowledge-intensive
adviesorganisaties
detacheringsbureaus
consulting & engineering
research & development
reclame/marketing
ICT-dienstverleners
advocaten/notarissen
accountants/admin.knt
architecten/ingenieurs
Project ontwikkelaars
Media and education
onderwijsinstellingen
omroeporganisaties
evenementenbureaus
tv- en filmproducenten
18-3-2022
13. Our Solutions – Industries focus
PLANVIEW TRIMERGO
WORKBENCH
Machine manufacturers
Shipbuilding
Steel construction
Interior design & wood
construction
Maintenance & Repair
Industrial automation
Banking
Insurance
Professional Services
Public sector
Healthcare
Media
Retail
Pharmaceuticals
Energy & Utilities
Manufacturing
Civil Engineering
Construction
Professional Services
Yacht builders
Contractors
Off shore
14. Our main project based solutions
14
PLANVIEW TRIMERGO
WORKBENCH
Prospect Management
Quotation
Budgeting
Project administration
Purchasing and Project inventory
Capacity planning
Equipment Management
Service Management
Project Planning
Contract Management
Subcontractors
Document management
Production orders
Make & Engineer To Order
Time and Expenses sheets
Invoicing
Prospect management
Estimation
Quotation
Budgeting
Project administration
Cash flow planning
Purchasing & Project Inventory
Equipment management
Service Management
Project Planning
Contract Management
Sub contractors
Document Management
Drawing register
Day sheets
Time & Expense sheets
Invoicing
Enterprise Portfolio Management
Project Portfolio Management
Financial Management
Contract management
Service Management
Business Process Management
Project administration
Time & Expense sheets
Invoicing
Project planning
Resource Management
Document Management
15. Our SAP Business One Project Management
Solutions –
MARINGO TRIMERGO
WORKBENCH
Machine manufacturers
Shipbuilding
Steel construction
Interior design & wood
construction
Maintenance & Repair
Industrial automation
Civil Engineering
Construction
Professional Services
Yacht builders
Contractors
Off shore
Civil Engineering
Construction
Professional Services
Contractors
16. Our Own PPM and PSA references
Financial Services Oil and Gas
Healthcare & Pharma
Construction & Engineering Airlines and Logistics
Food
Automotive
Telecom
28. PROJECT DASHBOARD 1
Project Manager/Lead
Notifications Portlet - Project
specific notifications
Project Dashboard navigator
Portlet -Dashboard
used for identifying
where you are in the
project flow
Project description Portlet -
description of project
field
Project Overview Portlet -
Generic rolled up
Project KPI’s
Time reported on Your Work
Portlet - shows Project
timesheet and effort
actions and reported
data
28
34. Demand Portfolio DASHBOARD 1
Notification Portlet - Shows
notifications for portfolio only
Demand Dashboard Portlet - Shows
the Demands within the
portfolio and their lifecycle
status
Scoring and Eligibility of Demands
Portlet - Shows the Scoring of
demands that are up for
approval
Total AOP Budget usage Portlet -
Portfolio driven rolled up AOP
values of portfolio
AOP Budget Usage Inv. Portlet -
Shows a AOP drilldown of
AOP data
Budget Usage Investment Portlet -
shows the budget usage drill
down
34
35. Demand Portfolio DASHBOARD 2
Strategic Baseline
Performance Portlet
- Graphical Demand
performance KPI
graph
Portfolio Measurements
Portlet - Variation
and Demand status
indicators
Investment in Analysis
Portlet - Shows non
approved Demands
and its KPI’s within
the portfolio
35