Case Study

Transforming Portfolio Management for a Leading Energy and Utilities Organization

A leading energy and utilities provider sought to transform how its portfolio management office operated. The existing PMO was viewed as administrative, offering limited insight into project performance. We helped the organization redesign its PMO to drive transparency, improve governance, and restore confidence across leadership teams.

Project Highlights

Industry: Energy and utilities
Scope: PMO redesign and implementation
Focus Areas: Portfolio governance, data integrity, leadership alignment
Results: £8M CapEx/OpEx savings, 100% leadership trust restored, 3× ROI uplift

Challenge

The existing PMO lacked strategic visibility and credibility. Leadership struggled with inconsistent delivery standards and unreliable data, which led to poor investment decisions.

Key issues included:

No clear portfolio insight or prioritization
Weak governance and inconsistent delivery practices
Limited trust in PMO data and reporting
Fragmented, siloed systems

Solution

We redefined the PMO’s role to become a strategic partner to the business. Our approach focused on establishing governance frameworks, improving portfolio reporting, and enabling data-driven decision-making.

Key actions included:

Designing a clear governance model for portfolio oversight
Standardizing data and reporting processes to restore accuracy and trust
Introducing portfolio prioritization and investment evaluation tools
Coaching PMO leaders and stakeholders to adopt new processes

Results

The redesigned PMO quickly demonstrated measurable impact. Leadership confidence was fully restored, financial savings were realized, and the organization began making better, faster decisions about where to invest resources.

Key results included:

£8M immediate CapEx/OpEx savings
100% leadership trust restored in PMO data and processes
3× ROI uplift through better project and resource alignment
Ongoing share value growth tied to improved delivery performance

Over time, the organization established a trusted PMO that continues to guide strategic investment and deliver enterprise-wide value.

What People Say About Us

Global Transformation Group’s transformative approach has revolutionized the way I guide people through change. With empathy and understanding, she masterfully supports individuals and organizations on their journey to unlock their full potential and achieve their strategic goals. Their expertise showcases the power of creating a positive, collaborative environment that empowers organizations to thrive.

The IMPACT Engine System is comprehensive, practical, and proven. You are led through a logical sequence of steps that results in faster, better business outcomes that are aligned with the organization’s strategy, providing undeniable value for the organization, and ultimately earning you a seat at the table as the organization’s Strategy Navigator.

I’ve personally seen delivery leaders go through the IMPACT Engine process and go from burned out to burning bright! This system just works every time.

By emphasizing the value chain and strategy lifecycle, the PMO is positioned as a crucial player in driving organizational transformation and operational excellence. Their focus on practicality, collaboration, and impactful results sets a new standard for excellence in organizational management.

Realize the full potential of your business through better approaches designed to elevate business value.