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Step back to look ahead

Clarity is the cornerstone of every successful project or business transformation. From start-ups to large businesses — no matter the size of the project — transformation enables businesses to adapt and respond to the changing needs of marketscustomers, employees, and other stakeholders. 

With a clear view of the strategy and constraints that underpin your transformation program, the integration and alignment of your projects, people and technology becomes the foundation for success. This pragmatic approach linked to business objectives and outcomes creates strategic alignment and means fewer surprises, giving businesses more control over their projects and performance. 

The integration and dynamic management of people, processes, technology, governance, and culture – The Five Dimensions of Business and Portfolio Transformation – is the DNA that underpins our approach.  

What problem are you trying to solve?

Strategy & Planning 

Can you clearly articulate where you're going, and how you'll get there? 

Strategy & Planning 

Strategic alignment is critical to engaging teams and building momentum in your transformation program.

Delivery & Execution

Are you using a comprehensive approach to organisational change?  

Delivery & Execution

Engage teams early, right-size processes and build confidence in delivery capability with clear, consistent communication.


How do you manage risk, implement controls and build meaningful portfolio reporting to make decisions? 


Do the right projects, the right way. Create transparency and accountability to facilitate decision making and oversight.

Technology Leadership 

How do you know you’re using the right technology and ensure 
it’s driving true business 

Technology Leadership 

Learning from intelligent, data-driven projects improves the predictability and performance of future projects. 

How we've helped

Our work with Future Green Solutions laid a foundation for scaling the business and created confidence in their growth plans.

Transformation capabilities

  • Strategy & Planning
  • Delivery & Execution
  • Governance
  • Technology Leadership

Build alignment and momentum.

Having a clear linkage between business strategy and project and program objectives and outcomes, with clear, consistent communication and an ongoing process of maintaining alignment is a key challenge for successful transformation. 

While your strategy defines your priorities, focus and approach to value capture, a well-considered plan with clear scope, objectives, risk assessment and a comprehensive understanding of impacts and dependencies across people, process, technology, governance and culture is required to create confidence in delivery and execution.


Transformation Foundations

Every business transformation needs to start with a clear understanding of your organisation’s:

  • Vision – What do you want to become in the future?
  • Mission / Purpose:  Why is your vision important?
  • Values:  What will guide you on your journey?

These are not just “buzzword” concepts, but will actually be used to build the strategy, prioritise activity and execute your transformation.

Strategic Alignment

Define the objectives that will deliver your vision in line with your values.  Transformation programs rarely involve just one change, but rather a combination of initiatives which are greater than the sum of their parts.   We work with our clients to define alternatives, and set a clear framework for prioritising the activities which will deliver the optimal value outcome.

Stakeholder Engagement, Communication & Decision Making

Build out the complete network of internal and external stakeholders that will be impacted, will execute, will influence or make decisions on the various aspects of your transformation journey.  Understand their level of awareness, desire, knowledge, and ability to make the change, and their readiness to implement and reinforce it.   Define how decisions will be made to allow the transformation to be executed and for the benefits to be realised.

The People Dimension

People are everything.   Understand the roles which will be impacted by your tranformation, and ensure that the right capability exists or can be accessed to design, implement and sustain the change into the future.

The Process Dimension

Business processes cannot be designed in isolation.  To maximise your investment, organisations must design their business processes to fit their value chain and operating model… then enable people to deliver using the right technology to support them.   The Process dimension comprises so much more that the stale world of policies, standards, procedures, work instructions – but really defines the “wiring” of how your business works.   We work with clients to understand the current state of process definition and documentation, and build a clear vision for how future state processes will be documented and communicated to your human and robotic workforce.

The Technology Dimension

We often encounter clients who found a piece of software that sounded like it would do what they needed.   They went to the time and trouble to install, configure and deploy it, only to discover that it wasn’t all that was advertised – and it became a beast that the organisation needed to feed.

At ProjectAI, we firmly believe in the power of technology to solve many business challenges – but technology alone will not solve the problem.  We work with our clients to understand the data their people and processes require, define the functions applications must perform, evaluate the capabilities of existing applications on the market, assess the feasibility / economics of custom development, and help our customers select, configure, implement and support the technology-led aspects of their transformation.

We are NOT software resellers – and always take a data-centric and application-agnostic approach to delivering the best business outcomes for our clients.

The Governance Dimension

If the other dimensions (People, Process, Technology and Culture) always worked as intended, then there would be no need for governance processes at all. But the world is imperfect, projects are uncertain, and people are human.  Governance must start with a discussion around business, project and operational risk.  We work with our clients to understand the risks and opportunities along their transformation journey, so they can make the right decisions to deliver a successful outcome.

Effective governance should not be about shaming teams into compliance, but teaching people about the importance of staying aligned with the company’s values and strategic objectives. Governance should always be a means of demonstrating and reinforcing the culture you want to see.

The Culture Dimension

Cultural change involves holding up the mirror to an organization and really looking at how things work, and then having the courage to imagine how things could be different.

Culture is defined both by what is said and what is unsaid, what is done and what is not done. But there is one thing that is universally true, culture comes straight from the top.   Many business transformations fail because of “initiative fatigue” – where leadership says one thing, but does another – so the front line workforce doesn’t take the change initiative seriously.

Embarking on any program of organizational change needs to consider the culture that’s in place. Are you willing to do what is necessary to change the culture? Or change what is necessary to adapt to it?

Transformation Planning

Developing an integrated plan for business transformation involves bringing all of the dimensions together, and building a program of projects to deliver.   This involves articulating clear scopes of work, building achievable schedules, resource plans, risk registers, decision points, cost estimates, and expected benefits profiles.

Plan the work, then
work the plan.

Business and project processes are collections of related, structured activities completed in a specific order. They use people, equipment and/or technology to produce a predetermined outcome, product, or service. With too many rigid processes, projects and business transformation can stall. With too few or unclear processes, businesses run the risk of losing control leading to inefficiency, wasted time and resources, and worse 

While innovations in technology are exciting and create new possibilities at a rapid pace – we never forget the fundamentals.  Project and Portfolio Management processes are based on many basic principles that have stood the test of time.  We help businesses design project processes that fit with their organisation, culture, and people strategy, then find opportunities for technology to accelerate the approach to structured continuous improvement.   

  • Strategic process audit and alignment  

  • Process standardisation and automation 

  • Technology opportunity and impact assessment 

  • Functional stakeholder engagement 

  • Data-driven decision making and reporting 

  • Issues tracking and communication 

  • Continuous learning and connected knowledge 

It’s all about risk.

Governance is about creating transparency and accountability: setting direction, ensuring alignment, facilitating decision making and providing oversight on projects and transformation programs. If everything worked as intended there would be no need for governance, but the reality is that projects are human endeavours, often high risk and complex to execute.  

Understanding risk – whether business, operational, or project based – is an essential component of effective governance and the foundation of demonstrating and reinforcing the culture that you want to see in your projects and broader business.  

Being pragmatic in your approach to governance based on the size of your projects and project stage is also key to designing and implementing a governance approach that creates confidence in decision making and delivers predictable outcomes.  

  • Risk management 

  • Decision making frameworks 

  • Project stage gate reviews 

  • Execution readiness assessment 

  • Mid-Execution governance 

  • Project Close-Out 

Fusing technology, people and processes is what we do.

We believe passionately in the power of technology to connect people to projects in revolutionary ways. But technology alone is not the answer 

Without a comprehensive understanding of the business context and committing to change, attempting to solve a problem with a technology solution will almost certainly fail.  

Technology leadership is about understanding the opportunities that are presented by technology and how they can best be applied to enhance performance. This could be to better understand and engage teams, automate processes, predict and proactively manage or mitigate issues, or unlock the value in the collective insights and accumulated knowledge across an organisation.

  • Strategic technology assessment 

  • Technology opportunityroadmap and impact assessment 

  • Vendor assessment and engagement 

  • Process mapping and automation  

  • Human-machine collaboration design and implementation 

Create clarity. Get in touch.

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