Customer case study

Engineering Firm Gains Portfolio Visibility

A 15,000-person engineering manufacturer had portfolio data split across MS Project, ERP and Excel. PPM Express gave leadership one real-time view.
At a glance
Industry
Manufacturing & Engineering
Size
15000
Country
USA
About the customer

A multinational engineering and manufacturing enterprise with 15,000 employees, operating across multiple global locations. The organization manages a highly complex and diverse portfolio that includes new product development (NPD), capital expenditure (CapEx), and process improvement initiatives. Coordinating efforts across regions and functions, the company faces the challenge of maintaining alignment, visibility, and control over its global project landscape.

How a Global Engineering Company Gained Portfolio Visibility with PPM Express

The Challenges

We struggled with the immense complexity of our project portfolio. Critical project data was spread across multiple systems such as MS Project for scheduling, ERP and Excel for financial tracking, and spreadsheets for resource management. This fragmentation prevented our leadership from gaining a comprehensive and real-time view of the portfolio’s overall health. We were unable to accurately forecast resource demand for long-term projects, which led to skill shortages and competition for key engineers. Most importantly, decisions about which new product development projects to fund were made without a rigorous, data-driven process, creating a disconnect between our R&D investments and strategic objectives.

The Solution

We selected PPM Express to overcome these challenges by providing an enterprise-grade platform that centralizes control and promotes strategic alignment across our global operations. The solution offered the robustness needed to manage complex engineering lifecycles and phase-gate processes while maintaining the flexibility to integrate with the existing tools used by our teams.

Value Delivered

PPM Express provided the powerful, integrated platform we needed to unify our global portfolio. Its seamless connection with Microsoft Project allowed our teams to maintain detailed scheduling while all data was consolidated into a single executive-level dashboard. The platform’s Ideation Management module established a structured intake process for new product development ideas, enabling systematic evaluation and prioritization aligned with our strategic goals. For the first time, we were able to perform sophisticated, enterprise-wide resource capacity planning, accurately forecast demand for key engineering skills, and ensure that high-priority projects were properly staffed. Additionally, the advanced financial and risk management modules provided the rigorous controls required for large-scale capital expenditure projects, enabling effective budget tracking and simplifying compliance audits.

Results Achieved

Implementing PPM Express gave us unprecedented visibility and control over our entire project portfolio. This allowed us to identify bottlenecks earlier, allocate resources more effectively, and make informed decisions that aligned with our strategic priorities. As a result, we optimized project delivery timelines and improved overall portfolio performance.

  • A Unified Portfolio View. PPM Express consolidated all project data into a single system, creating one source of truth that gave stakeholders at all levels, from project managers to the executive board, real-time insights.
  • Improved On-Time Delivery by 25%. Through advanced capacity versus demand analysis and proactive risk identification, our company was able to anticipate bottlenecks more effectively and address issues before they impacted schedules.
  • Stronger Strategic Alignment. A formal gated process for project intake ensured that investments were focused on initiatives that delivered the highest strategic value, thereby increasing the return on investment of the R&D portfolio.
  • Enhanced Compliance and Governance. Centralized risk tracking and standardized reporting simplified adherence to industry regulations, making audits faster and more efficient.

About PPM Express

PPM Express delivers modern Project Portfolio Management solutions for utilities and energy companies, enabling unified visibility, strategic prioritization, and connected collaboration with tools like Microsoft 365, SharePoint, and more. The platform empowers organizations to lead the clean energy transition while maintaining reliability, compliance, and stakeholder value.

What Our Clients Say
Taxpayer accountability demands complete transparency in government operations. PPM Express improved our project delivery timeliness by 30% and increased citizen satisfaction by 35%, while providing the budget visibility that elected officials and residents expect."
Henry Caldwell
Municipal Government
City Manager
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Reviewed by PPM Express in August 2026.