Grow Your Own PPM Solution

Two-thirds of organizations use a homegrown PPM solution. Here’s a better way to do it.


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Your Challenge

  • Throwing expensive technology at bad process rarely works, yet many organizations take this approach to solve their PPM problems.
  • Commercial PPM solutions are powerful and compelling, but they are also expensive, complex, and hard to use.
  • When a solution is not properly adopted, the data can be unreliable and inconsistent, defeating the point of purchasing a tool in the first place. In this case, the technology is aggravating process problems instead of solving them. 

Our Advice

Critical Insight

  • Get your processes in order before you invest in expensive technology. Once you have streamlined and road-tested your processes, you can look at implementing a more complex tool in the long term.
  • Focus on adoptability. The entire PPM vendor community has less than 20% market share. PPM solutions have mostly failed to help organizations.
  • PPM solutions are living tools. Make sure that the solution has room to grow and continuously improve with the organization. 

Impact and Result

  • Develop an affordable, adoptable, and effective PPM solution using widely available tools, based on Info-Tech’s ready-to-deploy templates.
  • Customize the solution to your organization’s capability and PPM requirements to ensure higher adoption rates among end users.
  • Validate your processes using the homegrown tool before investing in an expensive commercial tool. 

Grow Your Own PPM Solution

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should grow your own PPM solution, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.


Build and implement the Project Portfolio Workbook

Gather PPM requirements and implement the PPM solution.

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Assess PPM Capability

The Purpose

  • Assess the current state of project portfolio management capability at your organization. The activities in this step will inform the next steps of this blueprint by exploring your organization’s current strengths and weaknesses and identifying areas that require improvement.
  • Set up the workbook to generate a fully functional project portfolio workbook that will give you a high-level view into your portfolio.

Key Benefits Achieved

  • A high-level view of your current portfolio capability.
  • A cost & benefit analysis of your PMO.
  • A fully functional high-level PPM solution in Excel. 



Assess your current state

  • Tool success analysis
  • SWOT analysis


Set up the Project Portfolio Workbook

  • Project list
  • Resource list

Module 2: Build and Maintain the Project Portfolio Workbook

The Purpose

  • Define a list of requirements for your PPM solution that meets the needs of all stakeholders. It will also include an action plan regarding next steps for implementation.
  • Implement your homegrown PPM solution. The activities outlined in this step will help to promote adoption of the tool throughout your organization.

Key Benefits Achieved

  • Define requirements for the PPM solution.
  • A fully customized PPM solution in your chosen platform.
  • An action plan for implementation and managing resistance. 



Define the implementation requirements

  • Requirements definition document
  • Implementation action plan


Implement the PPM solution

  • PPM standard operating procedure

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.


$ Saved

Days Saved


University of Detroit Jesuit High School and Academy



Barry's availability and the work he invested developing the solution before we even got started are the best aspect of this experience.

County of Salt Lake



Barry is a positive "can do" leader. It was great to learn from him.

Alberta Innovates-Technology Futures



Best - good explanation of the Workbook Worst - none

Oldcastle Materials, Inc.



Helpful discussion and experienced guidance.

Massachusetts Convention Center Authority



I am enjoying working with Matt Burton and I am impressed by his experience and knowledge. Matt is providing the much needed direction we need as we work in creating a PMO within our organization.

Moore Norman Technology Center



Pacing was good. It facilitated continuous movement toward effective implementation of the tools. Matt demonstrated flexibility and agility in working with me as I struggled to allocate time to this project. Reassurances that our challenges are not uncommon in the IT world were helpful and motivational.

Foxwoods Resort & Casino



No bad experience. The 10 days saved is a wild guess and very conservative. Will not purchase a product/SaaS solution as a result of the call, saving the company $26,000 this FY alone.

UBC Development and Alumni Engagement Services



Unfortunately, we were not able to do the full guided implementation, but the intro session was very useful in explaining the methodology of the templates, as well as brainstorming on strategies for getting business buy-in to major projects and resource scheduling.

Safe Horizon, Inc.



Outstanding work!!!!