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Don’t just do what everyone else is doing. The best practices for your enterprise project solutions are ones that are customized for your business.

Navigating a complex enterprise level integration effort can be a daunting task for any business. Often the skilled resources and organizational focus cannot be effectively summoned to coordinate the strategic and tactical work planning needed to ensure successful implementation. People are busy and focused on the day-to-day needs of running your enterprise. Modus provides the proven experience and dedicated horsepower to help you identify, characterize and implement your vision and streamline business operations and interactions. Through collaborative spirit and taking the time to understand your business objectives, we synchronize the gears that drive your business forward. 

A customized and tailored approach, putting first things first.

Boiler plate methods to implementing project-to-enterprise integration don’t recognize the unique needs of your business. Modus takes a systematic approach to assessing your needs. A baseline assessment is the first step in most engagements, and through this assessment a diagnosis of the issues impacting your organization are made. For many reasons, the challenges faced by a major enterprise level integration is a result of putting the cart in front of the horse in some way. For example, maybe you want performance metrics before you have a tool. Perhaps your tool isn’t empowered by a process, or the tools and processes you have don’t actually reflect what your business is trying to achieve in the first place. On top of that, the people who need to use the tool don’t have the training or know-how.

The Modus Pyramid outlines the basic structure and order of build for any high performing and well functioning program. Through this lens, we can diagnose where the issues are in your existing programs or in-flight organizational changes and craft custom solutions. Or, if you are starting from scratch we can use this approach to execute a bottoms-up implementation plan to achieve your objectives. In this pyramid, each building block enables its own foundation; without a strong foundation your organization will suffer with rework, false starts, change fatigue and frustration 

will reign supreme. Reputational and business risk will be endured as the benefits of your change are not realized.

You can’t plug and play best practices. They must be molded and applied in a way that seamlessly integrates with your business.

In a step-by-step approach, Modus “inverts the pyramid” and guides your organization through the change. Outlined below are some of the steps, considerations and details Modus would review in helping to design a sustainable, enterprise level solution. Modus underpins this approach with the technically proficient team of experts with “been there, done that, saw that, fixed that” experience. 


Develop a Customized Solution Specification based on Business Objectives 

  • Project Planning, Asset Management and Enterprise Business Planning integration requirements

  • Organizational alignment, resource capacity, design, and constraints 

  • Internal and external reporting requirements

  • Stakeholder management requirements

  • Data and Analytics – what do you want to measure, how will you use the data (avoid overdesign)

  • Complexity of internal decision making and management structure (centralized or decentralized)

  • Internal integration requirements (project portfolio integration and resource planning with Supply Chain, Finance, IT, Operations)

  • Commercial strategy and requirements for suppliers and vendors 

  • Client integration needs (I.e. how does your PMO dovetail with key client requirements and how do you integrate subcontractor information)

  • Enterprise level considerations for portfolio and program rollups across multiple project sites, contracts, and scopes of work


Develop Enabling Processes and Procedures

  • Program and portfolio integration processes

  • Data governance and management processes

  • Project categorization and phase gate process (scalability based on project complexity and risk)

  • Project Controls Processes (project setup, scope and Work Breakdown Structure, schedule development and management, cost estimating and management, forecasting, earned value management, risk management and quantification, change control, lessons learned and continuous improvement)

  • Compatibility with project management processes

  • Corporate governance or accepted practices - "Is this a Management System" vs. “How We Will Do Business Around Here”

  • Quality oversight and audit requirements associated with each approach

Install Tools to Drive Efficiency, Integration, Analytics and Decision Making Capability

  • Enterprise IT Architecture (Cloud-Based or On-Prem) to determine best setup

  • Software selection support to make sure the right tools are being used

  • Strategy for IT tool integration and automation

  • Strategy for data integration and analytics

  • IT tools and data integration infrastructure (hardware)

  • Cyber security

  • Vendor and client accessibility and integration

  • Non-IT tools: facilitative tools and workshops for Project Controls disciplines (e.g. risk management - MPACT and PDRI)

  • Standardized templates and forms for project planning tasks including estimating, scheduling, forecasting to support integration with IT tools and process standards

Focus on People: OCM, Training and Communications

  • Executive Level Project Controls Training – understanding project controls so you ask your people the questions that drive results 

  • Utilization of Project Controls for decision making – metrics, probabilistic analysis, risk management and contingencies

  • Training People to work the processes and optimize the tools

  • Comprehensive Organizational Change Management - communications, rollouts, and information and integration sessions 

  • Knowledge transfer and retention

  • Succession Planning – Project Controls and project management "as a career path" like operations and engineering

  • Coaching and mentoring requirements

  • Onboarding new staff – introduction to Project Controls

  • Cross-discipline training and developmental needs for staff

Performance Metrics, Monitoring and Continuous Improvement


  • Data Collection–depth, detail, complexity and sustainability. What data do you actually need to create the information you want.

  • Project progress status reports and dashboards – the right people getting the right Information at the right time

  • Integrated program and portfolio views and rollups 

  • Executive level information management reporting - “The two-pager the boss gets each week to manage the program”

  • Life-cycle project reports that inform enterprise investment planning. Allocating capital to the right projects at the right time

  • Continuous improvement: best practices and lessons learned integration, project assurance infrastructure, problem identification and agile solutioning, accepting and integrating team feedback

  • Steering and oversight committees for issue identification, escalation and resolution, risk and commercial management


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