Elwyn, a non-profit human services organization, is a nationally and internationally recognized expert in the education and care of individuals with special challenges and disadvantages. Elwyn supports programs in schools, community sites, workplaces, and individual homes in Pennsylvania, Delaware, New Jersey, and California.

Process Workflow Tracking is Critical to Project Governance

Elwyn Systems Development needed to create a robust yet low-cost Project Portfolio Management (PPM) infrastructure:

1. To track all projects currently captured only on spreadsheets and MS Project timelines.
2. To provide the PPM Committee with metrics to plan and prioritize projects.
3. To successfully manage allocation of resources.
4. To implement the governance process.

Systems Development is now successfully using Portfolio Intelligence® to manage projects and looks forward to implementation of the governance process for other business areas such as process improvement and maintenance projects.

Integrated Methodology Makes Planning and Communicating Easy

Portfolio Intelligence provides Elwyn with an integrated methodology for tracking and evaluating projects. Having the tool to display the entire project lifecycle is a great way to plan and manage projects. It’s an approach that everyone can understand. As Bob Stokes, Manager of Systems Development at Elwyn says, “It has given us credibility with Executive Management. Portfolio Intelligence is tangible evidence that we are organized, disciplined, and focused on aligning our efforts with the business. It has also provided the framework for how we discuss projects since it’s easy to explain to customers where their project is in the workflow process.”

Elwyn also has better control over their project process with Portfolio Intelligence. “When we need to discuss the project, the dashboard gives management and customers a good, consolidated view of what’s going on,” said Stokes. “Being able to track projects by type is extremely helpful. It’s just a tremendous product.”

The flexibility and control over what and how much functionality to employ is a great benefit. Portfolio Intelligence is very non-complex and makes it easy to get started. As their needs grow, Elwyn will be able to utilize even more functionality provided by Portfolio Intelligence.

Excellent Customer Service with an Affordable, Elegant System

This non-profit group is extremely pleased with how Portfolio Intelligence is working for them.
• The easy to use methodology provides decision makers a high level view of all projects so that the right projects are chosen, resources are appropriately used, and progress is effectively monitored.
• The implementation was quick, easy, and cost-effective.
• The on-demand delivery model allowed Elwyn to pay only for what they needed, when they needed it.