Portfolio Management Case Study of Mid-Sized Credit Union


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The IT spending of a medium-sized credit union with 20 IT staff was inversely proportional to the strategic priorities of the company at large. Aligning spending with strategic goals, and getting the right IT skills and change and project management processes to deliver on alignment, was required to mitigate the pain. The credit union engaged Info-Tech to help them reprioritize its IT project portfolio and assess the supporting processes and skills required as a starting point to better business alignment.

Summary & Success

  • Developed a plan to reduce IT’s spending on its own internal projects and increase focus on IT projects required by other business units.
  • Compared staff skills against needed coverage and competency requirements, and developed business cases for training and specific hiring requests.
  • Created a proposed IT reorganization map to centralize both dispersed IT functions and project intake processes.

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Search Code: 73787
Published: November 21, 2013
Last Revised: November 21, 2013

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