Portfolio Management Consulting

  • When a budget cut is required, can you apply the cut according to your priorities?
  • Do your stakeholders understand why you funded one program and cut another?
  • Can you identify where to intervene to improve project and program performance?
  • Do you have the information you need to make crucial budget decisions?
  • Can you justify funding decisions and measure the effectiveness of those decisions?

When facing the reality of shrinking budgets and being instructed to do more with less, Portfolio Management is the answer to address the questions noted above. Over the past 15 years, federal agencies have used Portfolio Management to "check the box" for meeting reporting requirements of the Clinger-Cohen Act and the Office of Management and Budget (OMB), falling short of utilizing the full capabilities of the solution to deliver better investment decisions to meet the overall mission. In today's environment, executive leaders must make better decisions in order to achieve strategic objectives, focus budget for the best return, ensure interoperability of process and technology, and eliminate redundancy. Guident's Portfolio Management services provide process and governance that improves the performance of projects and contracts, while providing the actionable data needed to make decisions to begin, continue, adjust, or end programs

Scoring Models

Our approach enables better decisions for implementing strategy and achieving accountability, transparency, and compliance. The cornerstone of Guident's Portfolio Management approach is the scoring model, which provides the analytical underpinnings for prioritization, funding decisions, and performance against objectives. Guident designs scoring models aligned to the actual criteria used by leaders to make decisions. Our methodology enables flexibility to implement consistent criteria to meet the unique decision requirements across different levels of the organization.

Process and Technology

An integrated solution allows information sharing across an organization to enable better decision making. Guident specializes in integrating process and technology to provide decision support and governance within an organization. Our team has created a solution built on the Oracle Primavera suite of Portfolio Management tools and Oracle Business Intelligence (OBIEE) that enable an integrated view of the data used to manage investments (programs, projects, and contracts) and drive performance. [PortfolioManagementApproach.png] By applying the right processes and tools at the right level, and enabling data integration between technologies, the solution allows the organization to focus efforts on those activities that will achieve its strategic objectives. This suite of tools lays the foundation for improving visibility, reconciling planned vs. executed data, and minimizing the level of effort for collecting and reporting data.

Guident's Portfolio Management solutions provide transparency, accountability, and performance for strategically aligned investment decisions that withstand the scrutiny of public exposure.