How to perform numerous potential projects with limited resources? We'll show you the solution to this and other portfolio management challenges.

1. PORTFOLIO
AND
INVESTMENT
MANAGEMENT
CONSULTING

2. CONSULTING
ABOUT
How to perform numerous potential projects with
limited resources? We’ll show you the solution to
this and other portfolio management challenges.
Over 10 years working with portfolio management, Macrosolutions
has pioneered the development of a single model for comparison
between projects, allowing the mathematical comparison between
the direct investment (CAPEX) and the administrative project and
support.
Using statistical and mathematical pre configured models, your
organization can compare, for example, the benefits and return on
investment of a new industrial unit construction with the training
center construction.
Only the one who have endured more than 30 national and
multinational companies in the investment decisions making,
involving more than US$ 10 billions is able to support and guide
your company in the proper portfolio management.
© Macrosolutions SA. All rights reserved. 2/9

3. CONSULTING
KEY ISSUES
ADDRESSED
»»Informality in the project feasibility decision
»»Empirical and informal investment assessment
»»Inability to compare investment projects with administrative
projects
»»Competition between projects based on the sponsor power
and not on a comparison structured process
»»Misalignment between organizational strategy and project
proposals
»»Unnecessary spending on misaligned projects
»»Exclusive financial comparison between projects
»»Late and ineffective decision making
© Macrosolutions SA. All rights reserved. 3/9

4. CONSULTING
SCOPE OF
WORK
✓✓Portfolio management maturity assessment, gaps analysis
and project selection
✓✓Design of the Portfolio Management Process Models
✓✓Mathematical modeling of Intangible benefits of the
administrative or not directly measurable Projects (Bayseana
Estimate)
✓✓Comparison criteria definition
✓✓Projects Prioritization Table development and adjustment
✓✓Project essential informations model structuring involving the
required documentation for a potential project assessment
✓✓Mathematical modeling of the portfolio financial reserves
✓✓Establishment of the global portfolio projects performance
indicators
✓✓Team profile definition and team development for the
companys’ portfolio management office
✓✓Scenario Planning
✓✓Proof of concept and pilot project
✓✓Assisted Operation
© Macrosolutions SA. All rights reserved. 4/9

5. CONSULTING
FACT SHEET
DESCRIPTION
Approximate period required for completion of the
ESTIMATED DURATION OF THE WORK
consultancy work
6 to 8 months.
Level of complexity of work to be performed either
WORK COMPLEXITY
by Macrosolutions or by the client. Involves internal
Medium. cultural, technical and technological challenges of the
project to be implemented.
Minimum team the client must provide for the work.
CLIENT’S TEAM (MINIMUM REQUIRED)
The workload of the client’s team depends on the
1 Project Manager and 1 Planning Analyst. structure of the visits and the work to be performed.
It is estimated that the client’s team engages at least
80 to 100 hours / month for the project (individually).
Determines the percentage of participation of the two
CLIENT’S TEAM ALLOCATION X
teams on the project. For example, allocating a 25%
MACROSOLUTIONS TEAM ALLOCATION / 75% indicates that 25% of the project work will be
40% Client’s Team. performed by the client’s team while 75% of the work
60% Macrosolutions’ Team. will be conducted by Macrosolutions.
Estimated number of monthly visits of the team
PROJECT ESTIMATED NUMBER OF VISITS
Macrosolutions at the client’s installations for
6 visits. diagnostic, process validation, meetings, delivery of
results and other work.
Minimum level of project management maturity that
MATURITY LEVEL (MINIMUM REQUIRED)
the organization needs to have to accomplish the work.
Medium to high. In more complex jobs the required minimum maturity
is a factor determining the success of the work of
Macrosolutions.
Highlights the work’s comprehensiveness within the
ORGANIZATIONAL LEVEL OF COVERAGE
organization.
Corporate:
Departmental: Some types of Macrosolutions’ consulting services can
Project: be specific and located in the project or department
while other works will involve/impact the various
sectors of the organization.
Languages in which the work of Macrosolutions are
LANGUAGE(S)
developed.
Portuguese, English, Spanish.
© Macrosolutions SA. All rights reserved. 5/9

6. CONSULTING
SUPPORTED
STANDARDS AND
METHODOLOGIES
Project management standards and methodologies discussed
and addressed in this consulting service.
Project Management Institute (PMI) UK Office of Government Commerce (OGC)
PMBOK Guide PRINCE2 (Projects in Controlled Environments)
PMI Practice Standard for Estimating — MSP (Managing Successful Programmes)
PMI Practice Standard for Earned Value Management — M_O_R (Management of Risks) —
PMI Practice Standard for Configuration P3M3 (Portfolio, Programme, and Project
—
Management Management Maturity Model)
PMI Practice Standard for Risk Management — P3O (Portfolio, Programme and Project Offices)
PMI Practice Standard for Work Breakdown Structure — MoP (Management of Portfolios)
PMI Practice Standard for Scheduling — MoV (Management of Value) —
PMI Standard for Portfolio Management
Scrum Alliance
PMI Standard for Program Management
Scrum Methodology —
PMI Project Manager Development Competency
Framework
International Project Management Association (IPMA)
Organizational Project Management Maturity Model
— ICB® IPMA Competence Baseline
(OPM3®)
© Macrosolutions SA. All rights reserved. 6/9

7. CONSULTING
AREAS: APPROACH
COMPREHENSIVENESS
AREA COMPREHENSIVENESS DESCRIPTION
Integration Includes the processes required to ensure that the various elements of the project
are properly coordinated.
Scope Includes the processes required to ensure that the project includes all the work
required, and only the work required, to complete the project successfully.
Time Includes the processes required to ensure timely completion of the project.
Cost Includes the processes required to ensure that the project is completed within the
approved budget.
Quality Includes the processes required to ensure that the project will satisfy the needs for
which it was undertaken.
Human Resource Includes the processes required to make the most effective use of the people
involved with the project.
Communications Includes the processes required to ensure timely and appropriate generation,
collection, dissemination, storage, and ultimate disposition of project information.
Risk Systematic process of identifying, analyzing, and responding to project risks.
It includes maximizing the probability and consequences of positive events
and minimizing the probability and consequences of adverse events to project
objectives.
Procurement Includes the processes required to acquire goods and services from outside the
performing organization to attain project scope.
EHS Involves processes related to work safety, health and environment, including specific
regulations.
Strategic Involves the processes which link projects with corporate strategy through the
Planning indicators of the Balanced Scorecard's goals.
© Macrosolutions SA. All rights reserved. 7/9

8. CONSULTING
13 REASONS
WHY YOUR COMPANY SHOULD
CHOOSE MACROSOLUTIONS
Clients and Projects History Internationally Recognized Experience
Macrosolutions structured models and Macrosolutions was the first Brazilian
processes that support now more than organization to be accredited by PMI in
US$18 billion. their Registered Consultant Program,
one of the most comprehensive and
Return on Investment Calculated rigorous accreditation programs in
Mathematically project and portfolio management
Mathematical model based on statistical consulting.
processes and simulators which
allows the determination of return on Worldwide Operations
investment for the consultancy work. Macrosolutions has already done work
in 29 countries on all continents and in
Assessment of Future Results all stages of economic development.
To ensure the effectiveness of the work
and also the application, by the client, Mission Critical
of the process and structure developed. The experience of Ricardo Vargas and
his team, makes Macrosolutions capable
Methodology and Work Plan of acting in various projects that are
All the work has detailed schedules, considered mission critical.
scope clearly defined, project risks
management mechanisms and other Ethics, Confidentiality and
best practices. Professionalism
Everything that we do for our clients
Knowledge Transfer and is considered to be confidential and is
Documentation thus treated with the highest level of
Each piece of information produced professional rigor and security.
is cataloged and structured to be
physically and digitally delivered to the Accessibility
client at the end of the project phases. Our clients have 24x7 access to the
team of consultants via telephone, email
Ricardo Vargas’ Methodology and video conferencing mechanisms.
All Macrosolutions work is based on This ensures immediate response to
the experience and the methodology requests and improves the chances of
created by Ricardo Vargas, one of project success.
the most influential experts in project
management in the world. Simulations and Mathematical Models
One of the most important service that
Excellent Team of Consultantss Macrosolutions provides is the use of
The team of consultants Macrosolutions mathematical models and simulations,
gathers a select group of professionals which are developed and customized
with exceptional skills and proven for our clients.
international experience.
© Macrosolutions SA. All rights reserved. 8/9

9. CONSULTING
FURTHER
INFORMATION
For further information about this consulting service, please
contact:
Phone: +55 31 3024-3003
Fax: +55 31 3024-3005
e-mail: info@macrosolutions.com.br
© Macrosolutions SA. All rights reserved. 9/9