CAPM - Case - Study - 1 - Project Management Methodology

BENEFITS OF HAVING A
PROJECT MANAGEMENT
METHODOLOGY
A case study for the CAPM® Certification Course.
Contents Error! Bookmark not defined.
Introduction 3
Challenges 3
Solution 4
Approach 5
Final Outcome 7
Critical Success Factors 7
Lessons Learned 8
Introduction
A leading IT services provider creates software solutions to help companies

manage productivity, claims, and client relations. It has been in business for
approximately five years, and its customer base has grown tremendously in the
last two years. The company forecasts that its business will continue to expand
due to the increased number of service requests made by new customers. The
provider started out as a small mom and pop operation, offering a variety of
services that later increased in scale. Because of its rapid expansion, the company
did not take the time to strengthen its operational structure and establish solid
processes.
The provider is acquiring new customers on a weekly basis. Some of these new
customers are large enterprises, and they have started requesting new services
that go beyond what the provider currently offers.
Challenges
The IT services provider does not have a well-defined management process for
handling its customer orders. As a result, it is struggling to meet deadlines and
deliver on-time performance, which in turn is affecting customer satisfaction.
Although the business has grown because of the quality of service provided, the
company has not prepared itself to handle the growth. The lack of structure and
methodology is leading to challenges in responding to new customers’ requests to
provide current services and expand existing services to meet those customers’
needs; the provider is unsure as to how it should meet customers’ business
requirements.
There are also cases of overlapping initiatives to develop the same or very similar
services, but the time of execution is the same or even higher at times due to a
lack of communication and use of shared resources.
Solution
The first step is to develop a format to manage projects that arise from customer
orders. To do this, the provider must first establish a methodology to govern its
approach for processes, from managing customer requests to executing customer
orders.
The company should take the following steps to add structure around receiving,
processing, and executing a request.
1. Identifying project requirements: When a project is initiated, it typically

starts with the high-level understanding of the project requirements. To
meet the project objectives, these high-level requirements need to be
analyzed, and specific project requirements need to be identified.
2. Managing stakeholders: Managing a project also requires managing
stakeholders. All stakeholders must work toward a single project
objective for the project to be executed successfully.
3. Balancing Constraints: Managing a project also requires balancing the
project’s triple constraints: scope, cost, and time. A change in one
constraint affects the other and hence the ‘trade-offs’ must be carefully
assessed as they affect project quality.
Since the company is small and its customer base is growing leading to an
expansion in service projects, a projectized approach would benefit the company
in many ways.
• There will be standardization of documents, deliverables, reporting

structure, etc.
• Project oversight will exist to provide transparency on the status of all
projects, key deliverables, and stakeholders. This will ensure that all
stakeholders are in the loop, aware of the deadlines and bottlenecks
they need to resolve, and focus on other potential problems.
• Project oversight of all projects implemented in the company will exist.
This will allow for sharing of information, historical documents, and
lessons learned.
Lack of process and structure leads to chaos and a decrease in productivity.

Typically, when companies start out small, they can function in an environment
with minimum processes. As the business expands, it becomes a challenge to stay
afloat as these processes do not scale very well. This is why the Project
Management Body of Knowledge provides valuable inputs to organizations like
the IT Services Company to select from and add structure to their business.
Approach
Now that a methodology is in place, and there is a strategy for assessing,

managing, and executing service requests made by customers, the project lifecycle
defined in the Project Management Body of Knowledge provides a best practice
for carrying out these new requests on a larger scale.
First, in the initiation phase, the business leader can assign a project manager to
execute the customer order. This project manager would work with stakeholders
and a team to lay out the required steps to deliver a suitable service to the
customer.
Once this is complete, the team will be able to establish a plan of action for
instituting the tasks required to deliver IT Service offerings. The plan will help
them identify factors critical to the success of the project and critical to the
customer. Therefore, the team will have direction and focus. With a set structure
in place, it will be easier to execute project tasks, evaluate them as per the defined
plan of action, and then properly monitor and control their accomplishments and
leftover tasks. After successfully executing a well-defined plan and obtaining
customer sign off, the team will be in a position to close it out upon handing it
over to the customer. Having a well-defined methodology will allow for projects to
capture solid information that can be shared in lessons learned and used as
historical information for future projects. Ultimately, this will
result in streamlining the project management process for future service projects
that are similar in nature.
Every new service request that is received must go through these well-defined
phases.
Final Outcome
By using best practices around having a proper project management framework,

the organization’s challenges around on-time service delivery, project
management, and the capacity to take on more business would be resolved.
Infrastructure and a defined process help to facilitate transparency among
stakeholders and customers within the organization. Also, the likelihood of
successful delivery increases when you know exactly which services are being
worked on, when, and by whom.
More importantly, as more service requests are received, the organization will
have all the information available to make an informed decision about what its
expansion needs are. This decision can be based on the number of open projects
as it relates to available resources.
Once an informed decision is made to take on a new service request and/or

customer, Project Management best practices for managing a project will result in
efficient and effective planning, executing, monitoring, and delivery processes.
Timely and accurate communication throughout the process stages will ensure
that all stakeholders are kept up-to-date and that the executed task meets the
customers’ desired business outcomes. Finally, all projects will be properly
documented, ensuring all key details about the project, such as lessons learned,
are captured and are made available to stakeholders and leaders of future
projects.
Critical Success Factors
To successfully overcome its challenges, the IT Services provider needs to pause

and invest time in establishing an operational infrastructure that would allow it to
properly plan and deliver project deliverables. This includes having a
comprehensive process for managing a project and creating a project
management office structure to help facilitate communication effectiveness and
defined oversight to help track and monitor deadlines. Successful delivery of a
project happens when there are well-defined, repeatable processes in place. This
ensures all new service requests are properly initiated, evaluated, planned,
executed, and delivered in a timely fashion in a consistent way.
Lessons Learned
While it may be difficult and time consuming to define and create operational
procedures in the midst of business growth, the IT services provider learned that
investing this time to develop a well-defined process and structure that facilitates
communication, on-time delivery, and documenting lessons learned is key to
achieving customer satisfaction in a cost-effective way. Without these best
practices in place, stakeholders would be unaware of what is in the project
pipeline, project deadlines, and project statuses. This is no way to continue doing
business and still maintain great customer service. Consequently, without a formal
project management methodology, it is easy to lose sight of how to deliver value
to the business and the customers it serves.
Based on the Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK®
Guide) ― Sixth Edition.
PMP, PMI, and PMBOK are registered marks of the Project Management Institute, Inc.

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BENEFITS OF HAVING A

A leading IT services provider creates software solutions to help companies

1. Identifying project requirements: When a project is initiated, it typically

• There will be standardization of documents, deliverables, reporting

Lack of process and structure leads to chaos and a decrease in productivity.

Now that a methodology is in place, and there is a strategy for assessing,

By using best practices around having a proper project management framework,

Once an informed decision is made to take on a new service request and/or

Critical Success Factors

To successfully overcome its challenges, the IT Services provider needs to pause

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