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Find here some sample engagements over the last years.

Sales Transformation PMO 

The Client, Payments and Cash Management of a major global Investment Bank,  launched a transformation programme  to provide a >25% increase to PCM sales productivity through deploying standardised global sales tools, management information, common processes,  advanced capabilities assessment and training.

Echolotís services:

  • Set up and operation of the  Programme Management Office
  • Development and deployment of  PM standards to Programme Projects
  • Information collection and analysis for regular steering board communication
  • Monitoring  and reporting monthly on Key Sales Performance Indicators and Leading Business Indicators, actively driving benefits realisation
  • Set up of  tight financial programme controls  
  • Delivery the  2012 programme business case
  • Training and coaching on PM to programme members


  • The Programme was delivered under budget
  • Sales productivity increase in 2011 was actually 43%, well above the expectations set up in the business case
  •  The programme was successfully closed out and handed back to operations in 2012


Portfolio Management Deployment 

The Client - Global Change Delivery of a major global Investment Bank - launched a transformation programme that included design and deployment of new portfolio management capabilities.

Echolotís services:

  • Development of a  new tool based portfolio status report -  combining programme status, benefits and financial information
  • Design of  a comprehensive Global Portfolio Management Framework aligned to MOP™:
    • Detailed guidance on Portfolio planning, definition and delivery
    • Templates to accommodate the process
    • Best practices, tips and recommendations to guide the use
    • A professional intranet solution to access and explore the framework 
  • Deployment  of  Portfolio Management e-learning  and  regional class room training 
  • Set up of a Portfolio Management community that will drive future evolutions of the discipline
  • Coordination of  the global  2013 portfolio planning process


·         > 75 employees  enrolled to become MOP™ practitioner in 2013

·      A framework that will  the guide the evolution of Portfolio Management over the next three years

·      A portfolio report and a set of metrics that provides comprehensive and automated portfolio information to global businesses and functions

·      A 2013 Planning process that was leaner, faster and more effective than in any of the years before.

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