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Portfolio Optimization

Portfolio Optimization
ohros Portfolio Optimization

Strategic, Prudent, and Optimal Planning and Execution of Your Spending Portfolio

In an industry experiencing rapid transformation—especially among energy and utility companies—portfolio optimization has become a key area of focus for ongoing improvement and evaluation. Effectively demonstrating strategic, prudent, and optimized planning and execution of spending is essential.

Short-term budgets must align closely with long-term strategic objectives, while also taking into account practical constraints such as financial limitations, resource availability, and other relevant factors. The ability to quickly reallocate funds in response to changing business conditions is equally important.

Whether you’re seeking support with strategic planning, process improvement, or software solutions, we are ready to assist—with expertise in one or both areas.

Working With OHROS Consulting Group

We provide distinct advantages in pilot programs and development compared to (1) internal resources juggling expertise amidst competing priorities and (2) larger firms, which, while competent, often come with higher costs.

Enhance efficiencies and eliminate waste in the project/program management process by consolidating activities and implementing increased automation.
Ensure the timely execution of projects/programs that align most effectively with corporate strategy, simultaneously addressing risks deemed unacceptable by Executive Management.
Eliminate “surprises” related to underspending of capital budget allocations and the failure to realize anticipated benefits.
Establish a unified platform and framework for project/program initiation, evaluation, and selection, irrespective of whether proposed projects/programs originate from Asset Management, Planning, Engineering, Operations, or any other entity.
Enhance decision-making and governance by fostering collaboration across groups, improving transparency, and ensuring alignment with corporate objectives.
Promote continuous improvement in Project Management functions by analyzing performance issues that span across projects, reviewing lessons learned, monitoring inter-project trends, facilitating issue resolution, and eliminating systemic roadblocks.
Enhance the monitoring, handling, and resolution of schedule and budget contingencies in collaboration with Finance. The Portfolio Management methodology aims to produce smaller contingencies and pre-identified “contingent” projects, increasing the likelihood of achieving a more favorable benefit-to-cost ratio when adjusting for schedule slippages or budget underruns.
Improve resource planning through the more strategic orientation of portfolio management, as opposed to the tactical orientation of project management.

What we offer

Our services cover a comprehensive spectrum of Portfolio Optimization, encompassing initial assessments, industry comparative reviews, and full-scale organizational transformations. We align with relevant sections of the Project Management Body of Knowledge (PMBOK), ISO 55000 (Asset Management), and 31000 (Risk Management). Utilizing pre-established frameworks, computational models, and software applications, we address three key domains of portfolio optimization.

Portfolio Optimization

Develop a portfolio of projects and programs that optimizes the trade-off  between value and risk subject to pre-defined financial constraints.

 

 

  • Portfolio Development and Finalization, aims to create a well-structured investment portfolio, build up of specific assets and programs. This endeavor prioritizes careful planning and prudence in optimizing the balance between value and risk. It also adheres to predefined budgetary and other constraints. Additionally, the emphasis is on the importance of feasibility, ensuring a well-supported portfolio by a viable resource plan.

Portfolio Execution

Execute the key activities of the Portfolio Management process

  • Portfolio Execution involves ensuring several key aspects: – Set up a clear and reliable communication system with agreed rules that work well all year. Make sure communication fits the needs of each project phase.
    • Closely monitor potential risks in all projects to spot and solve problems early.
    • Plan backup projects that can start quickly if other projects are delayed.
    • Reduce delays by solving issues like permits and licenses before construction starts.
    • Use lessons from past projects to guide future plans and decisions.

Performance Management

Establish key metrics to measure the overall effectiveness of the Portfolio Management process

  • Performance Management necessitates adopting a comprehensive and strategic approach to assess project performance. This approach facilitates informed resource allocation decisions, particularly in situations where conflicting priorities among projects are present. It also bolsters governance measures related to project and program delivery, with a specific focus on overall capital expenditures. Additionally, it ensures alignment with annual budgetary targets. Moreover, it entails the prudent management of project contingencies to safeguard against unforeseen challenges.

Our approach

We employ a centralized approach to portfolio optimization, managing a group of projects from initial selection through close-out to support the achievement of our clients’ strategic objectives.

We assist in addressing crucial aspects of governance related to project management, engineering, finance, and operations. We apply core tenets of asset management in capital investment and O&M spending portfolios, aiding in developing a performance management framework. Our approach aims to accomplish the following key objectives:

  • Enhance efficiencies and eliminate waste in the project/program management process by consolidating activities and implementing increased automation.
  • Ensure the timely execution of projects/programs that align most effectively with corporate strategy, simultaneously addressing risks deemed unacceptable by the executive management.
  • Eliminate ‘surprises’ related to underspending of capital budget allocations and the failure to realize anticipated benefits.
  • Establish a unified platform and framework for project/program initiation, evaluation and selection, irrespective of whether proposed projects/programs originate from asset management, planning, engineering, operations, or any other entity.
  • Enhance decision-making and governance by fostering collaboration across groups, improving transparency, and ensuring alignment with corporate objectives.
  • Promote continuous improvement in project management functions by analysing performance issues that span across projects, reviewing lessons learned, monitoring inter-project trends, facilitating issue resolution, and eliminating systemic roadblocks.

 

Our approach

Our mission is to empower our clients by enhancing their performance resilience through innovative, best-in-class asset management and business process improvement. We support their journeys of transformation, digitalization, and resilience while instilling our core values and spirit by showing rather than telling.

Value creation focus

Every recommendation ties to measurable financial or operational impact

Systems thinking

We understand the interdependencies across your assets, processes, and people

Change management

Solutions work only when organizations adopt them - we ensure yours do

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Solutions only work when organizations adept them - we ensure yours do

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