Case Study

From an overloaded portfolio
to a manageable
project pipeline

For a European manufacturing company with more than 600 employees and over 200 complex industrial projects running in parallel across engineering, design, tooling, component production, quality and serial-production preparation, we streamlined project management, introduced a consistent portfolio-management model and automated schedule generation.

The solution combined data from multiple sources, process rules, operational decisions and up-to-date delivery statuses in a single, manageable project-management system.
Project portfolio
600+employees
200+active projects
6pipeline stages
EngineeringDesignToolingComponentsPPAPSerial production

SCHEDULE – ACTIVE PROJECTS

P-1042
P-1038
P-1051
P-1029

SCHEDULE VIEW – PROJECT PHASES

CNC120%
Welding process engineer120%
Assembly process engineer85%
Quality engineer70%
Challenge

The starting point: a portfolio
slipping out of
control

The organisation was managing a large number of manufacturing projects in parallel.

Data was scattered across several systems, schedules required frequent manual correction, and project statuses did not always reflect the current operational situation. With more than 200 active projects, it was becoming increasingly difficult to determine priorities, resource overloads and the projects requiring intervention.

More than 200 projects

running concurrently across the organisation.

Fragmented data

across multiple sources, with no consistent view of the portfolio.

Manual planning

and schedule updates consuming valuable team capacity.

Lack of prioritisation

and transparent rules for setting priorities and making decisions.

Low predictability

of project delivery dates.

What we did

Four steps
to a manageable portfolio

Data analysis and clean-up

We organised the project data sources and prepared them for automated processing.

Automated schedule generation

We built and implemented a tool that automatically creates schedules from customer orders and specifications.

Teams working to a clear cadence

We introduced clear roles and a working cadence for planning, updates, reviews and decisions.

Transparency and control

We created transparent reporting, scenario analysis and project progress monitoring.

IMPACT

Shorter project lead times,
fewer delays and better resource utilisation.

Our approach

Three pillars,
one coherent system

The implementation was not about creating a single tool. We connected automation, data exchange, resource analysis and a new management rhythm.

Governance and cadence

A weekly PMO cadence, a Steering Committee, clear decision points, responsibilities and escalation rules.

Schedule automation

A generator based on process rules, input data, task durations and competencies.

Data and status control

Comparison of actual and expected states, data-quality checks, exception handling and manual reviews.

Key solution components

What the implemented
system consists of

The implementation was not about creating a single tool. We connected automation, data exchange, resource analysis and a new management rhythm.

Project pipeline

Six stages, one continuous flow

The process covered the entire manufacturing-project lifecycle, from engineering through preparation for serial production.

01Engineering
02Design
03Tooling
04Components and assembly
05PPAP and samples
06Serial production
Automated schedule generation

From an order to a ready-to-use schedule, without manual effort

The tool analyses input data, project structure, process rules, scope decisions, task durations and required competencies, then automatically generates a complete schedule for use in the project-management environment.

Its operation is based on project selection, source data, duration and competency settings, and the generation of final project files.

Schedule generator
01Customer
order
02Product
specification
03Engineering
(pre-engineering)
04Schedule
generation
05Import into
project system
SCHEDULE VIEW – PROJECT PHASES
Engineering
Design
Tooling
Component manufacturing
Assembly
PPAP and sample dispatch
Serial production
Resource-load analysis

Where the bottleneck lies and how to remove it

The solution enables teams to monitor the workload across critical competencies and assess how organisational changes affect the project completion date.

Competency load
SCHEDULE VIEW – PROJECT PHASES
CNC120%
Welding process engineer105%
Assembly process engineer85%
Quality engineer70%
Design engineer65%
Scenarios and new completion date
Baseline scenario
+ additional shift
Resource reallocation
Task prioritisation
Resource load over time (after implementation)
78%T1
92%T2
88%T3
105%T4
96%T5
84%T6
72%T7
66%T8
Data and status control

PMO sees exceptions before they become problems

The solution goes beyond schedule generation. It also compares the current status with the expected state derived from source data. It distinguishes records that need updating, can remain unchanged or require a manual review. This gives the PMO control over data quality and makes it possible to identify exceptions before changes are published.

Status panel
ScopeApproved
ResourcesIn progress
RiskDecision required
Portfolio – selected projects
CODECLIENTPHASESTATUSRISK
P-1042Client AEngineeringApprovedLow
P-1038Client BDesignIn progressMedium
P-1038Client CToolingDecision requiredHigh
P-1038Client DAssemblyIn progressLow
P-1038Client EPPAP and samplesApprovedMedium
Weekly PMO cadence

A weekly rhythm that keeps the portfolio moving

We designed a weekly portfolio-management cadence involving the PMO, Project Managers, operational departments and the Steering Committee. We defined responsibilities, data-update points, escalation rules and decision points.

Monday

data review and preparation

Tuesday

priorities, risks and decisions

Wednesday

resource synchronisation

Thursday

schedule publication

Friday

progress and exception control

Handbook 2.0

The working rhythm and processes documented in one place

The solution also included Handbook 2.0: a practical guide to the weekly management cadence, PMO roles, individual responsibilities and the flow of key processes.

Handbook 2.0 – decision flow

PMO roles and responsibilities

Key-process flows

Decision points and escalations

Weekly cadence

Key processes
01

Project launch

02

Schedule update (ETTC)

03

Project changes

04

Revision management

05

Department delivery commitments

06

Reporting and metrics

07

Lessons learned

Business impact

Numbers that
speak for themselves

The implementation was not about creating a single tool. We connected automation, data exchange, resource analysis and a new management rhythm.

200+

projects in the portfolio managed through a single operating model

70-90%

reduction in schedule-preparation time

3x

faster updates and reporting

Better predictability

and more reliable delivery dates

Less manual work

when preparing and updating schedules

Better data quality

and stronger status control

Faster identification

of exceptions and projects requiring a decision

Better resource utilisation

through load and scenario analysis

Ready to scale

and support further process automation

Do you have a similar process
that needs to be organised
or automated?

Let’s talk about your process

Show us how it works today. We will identify which elements can be connected, simplified and automated.