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The Client identified 24 initiatives deemed the most critical and valuable to achieving the President’s goals and assigned these to five portfolios, each designed to serve the needs of different customer segments: citizens, businesses, governments, internal efficiency and effectiveness, and cross-cutting. These initiatives would be led by various agencies within the Federal government, each with its own project team, value proposition, and approach for delivering results. The Client needed world-class support to manage these extremely complex, visible, and challenging initiatives, not only in the areas of portfolio and program management, but also technology strategy support. The Portfolio Management Office would need to provide support to the initiatives in crafting their approach to deliver value to the customer segment they served and help manage risk so that the customer segment would actually realize that value.
This included everything from setting the program and technology strategy for the initiatives to mediation and mitigation of cross-agency issues. Excella conducted comprehensive evaluations that scored each initiative based on its health in several key areas, such as program management, organizational structure, and technology and architecture. Excella also implemented a multi-level dashboard that would act as a tool for consistently communicating the health of the initiatives in varying degrees of detail. This dashboard not only helped create consistency in how the initiatives were being evaluated, but it also helped identify issues more quickly so that they could be resolved as soon as possible. This also helped the portfolio managers focus their time and attention on the most pressing needs of the portfolio so that the portfolio could deliver the greatest possible value to the customer segment in the shortest amount of time.
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