Minimize Bottlenecks with Project Portfolio Management (PPM)

Numerous organizations have successfully implemented PPM and witnessed significant improvements in their project delivery times.

Prior to using TeamDynamix for project management, the team at Kern Family Health Care, a Medi-Cal managed care health plan serving residents of Kern County, California, would maintain a shared spreadsheet with information about projects that were proposed, approved, and underway.

According to LaVonne Banks, director of Kern Health Systems’ enterprise project management office (EPMO), this process was inefficient and project managers did not have easy visibility into the status of projects. Looking to improve its project management process, Kern Health Systems implemented TeamDynamix in the summer of 2021.

With a simple and intuitive user interface, TeamDynamix makes it easy for project managers to evaluate project requests, approve and prioritize initiatives, assign resources and track and report on progress. TeamDynamix helps EPMO staff keep projects on course, establish clear expectations, and allocate resources more effectively.

“With TeamDynamix, I always have a source of truth on project data,” Banks observes.

Using TeamDynamix brings greater transparency to the project management process. It also saves Banks and her staff a great deal of time when they want to understand the status of projects and report this to organizational leaders.

“I love the platform’s reporting features,” she says. “They’re super easy to use. Being able to pull reports and quickly see real-time data is wonderful.”

Another key benefit of TeamDynamix is that it helps EPMO staff get out ahead of potential issues before they become full-blown problems. While some challenges are beyond the control of project managers, having greater insight makes it more likely that projects will be completed on time and under budget.

“We can quickly identify resource constraints and make adjustments when unexpected circumstances arise,” Banks says. “Because we can identify these issues earlier, we have a better chance of staying on top of resource management.”

Better transparency leads to more accountability and, ultimately, a higher success rate on projects.

When you consider that project portfolio management tools can cost several times as much for similar features and functionality, “the value of TeamDynamix is incomparable,” Banks concludes.