Our unique approach to the design of resource-governance processes is based on our pioneering work in internal market economics.

Effective demand-management processes put your internal customers in charge of your priorities.Your budget forms a "checkbook" which your internal customers manage as they would an investment portfolio

Benefits

• Maximize returns on investments

• Provide internal service providers with clear priorities across all the groups within the department

• Better align spending with business strategies

• Empower internal clients to manage staff's priorities

• Manage clients' expectations to match available resources

• Maintain the competitiveness of staff by reserving time and money to reinvest in their capabilities and infrastructure

• Build a culture of customer focus, entrepreneurship, and integrity within internal service provider organizations

Scope

• Project intake

• Cost estimation

• Prioritization

• Managing expectations

• Demand management

Process

It takes careful planning to implement all of the components of portfolio management, including revamping the budgeting process, establishing clients as portfolio managers, defining business processes for project approvals, implementing "checkbook" accounting and invoicing, and supplying investment justifications (costs and benefits) in a useful form.

We begin by sharing with you a template demand-management process (project intake and priority-setting), and explaining it in detail. Then, together, we customize the template to fit your financial environment and needs.

We then use a detailed checklist to customize a communications and implementation plan, including all necessary communications to key stakeholders (internal customers, pursers, and staff). The result is a detailed project plan to implement portfolio (demand) management.

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