Moneris Solutions

MS Project Portfolio Server Assessment

Customer

Moneris Solutions is a joint investment between RBC Royal Bank and BMO Bank of Montreal (including Harris Bank) that was launched in December 2000. Moneris maintains the tradition of security, stability and strength of their parent banks. They also proudly continue the culture of giving back to the communities where their employees work and live.

Moneris processes more than 1.8 billion credit and debit card transactions a year, for over 350,000 merchant locations across North America. They deliver innovative technology, operational excellence and unparalleled customer service to merchants of all sizes.

Challenge

As part of the implementation of a formalized Project Management Office, Moneris sought to improve how it profiles and chooses projects across its portfolios. As part of this maturation, Moneris looked for a project portfolio management tool, choosing to assess MS Office Project Portfolio Server 2006 and to work with Agora Consulting Partners to guide them through the requirements gathering, planning and assessment experience.

Approach

Utilizing our EPM Implementation Methodology we worked with Moneris to fully understand their specific needs, drive input from the business representatives in key areas, build support for the tool, and determine the workflow, configuration and process requirements. We then implemented a development environment which allowed Moneris to input a representative number of projects from all portfolios for assessment of the solution.

Solution

At the conclusion of the assessment Moneris had determined that MS Office Project Portfolio Server 2006 was their tool of choice for project portfolio management.

Impact

Through interaction with MS Office Project Portfolio Server 2006, Moneris is revising their processes and approach to project prioritization. These changes will benefit Moneris by simplifying portfolio resource allocations and reducing the number of portfolio teams and the overhead associated with running separate teams.

Future Plans

The next step is a 2-Phased approach:

• Phase 1 - to move forward with a Pilot deployment to prioritize new enterprise projects and obtain project resource availability across departments.

• Phase 2 – to formally implement MS Office Project Portfolio Server 2006 and use it to profile proposed initiatives, optimize the project portfolio and maintain status reports for projects in flight.