Portfolio Management Audit

Establish a long-term functioning and continuous portfolio process at your company. We would gladly assist you with getting this right.

During an audit, we look at your existing portfolio process together and uncover the potential for optimization. We identify your most important success factors, and establish what criteria you should focus on for proper prioritization and communication. itdesign’s Lean PPM approach helps you pursue this goal.

Auditing Process

1. Analysis of the Current Situation

  • Business model and project types
  • Stakeholder and corporate culture
  • Existing tool landscape

2. Idea Collection

  • Challenges and hurdles
  • Your vision and goals

3. Concept Development

  • Sites and requirements
  • Change management strategy
  • Target-oriented process and roles
  • Possible use of software

4. Final Presentation

  • Maturity level
  • Recommendation for solution concept and target state
  • Next steps

Audit Framework

Type of Audit

Two of our itdesign consultants will complete the audit over the course of two days at your company.

Target Group

The audit is designed to assist executives as well as portfolio and project managers who want to improve their portfolio management and thereby implement and prioritize projects more successfully.

Previous Knowledge

You will be able to use the audit most effectively if you have a good level of knowledge of your own company culture and the software landscape at your company.

Book Your Audit!

Let's together schedule a time for your audit. Let me know what your individual wishes are so that you can get the greatest possible added value as well as achieve success with your portfolio management.

Contact us now

I Look Forward To Your Message!

Christian Jacob

Head of Competence Center PPM

+49 7071 3667 60