Energy
Unifying Project Management for an Oilfield Services Leader
Primary Area
Organizational Project Management (OPM)
Service Area
Project Management
Products Used
Project Online, Planner, Teams
Roles Impacted
Program Managers, Project Managers, Business Analysts
Impact Highlight
Faster project delivery; stronger information for executive decision-making
Opportunity
An international oilfield services provider maintained separate toolsets for every aspect of project and portfolio management. The fragmentation caused delays, inconsistent data, and heavy reliance on Excel consolidation.
Financial management tracked in legacy, custom made Solution and ad‑hoc spreadsheets.
Budget and value realization tracking maintained in disconnected Excel files.
Demand management captured in SharePoint lists with no governance.
Resource assignments planned in spreadsheetsl.
Schedules maintained in Primavera P6, with monthly consolidation of financials in Excel.
No live enterprise view of portfolio health, leading to reactive decision‑making.
Solution
We led a phased transformation, aligning stakeholders around common processes and delivering a single PPM workspace using Project Online, Teams, and Planner. The team combined governance coaching with a cloud architecture that federates data while respecting necessary exceptions.
People: Executive vision workshops, PMO capability uplift, and role‑based training plans.
Process: Standardized stage‑gate model, RACI matrices, and exception workflows for atypical projects.
Technology:
Microsoft Project for the web and Project Online as the unified scheduling and PPM platform.
Power Apps front‑door for project demand intake, backed by Dataverse.
Power BI real‑time dashboards for financials, benefits, and resource capacity.
Impact
Within six months the PMO shifted from weekly firefighting to same‑day portfolio visibility. Capacity decisions that once took two weeks are now made in under an hour and backed by trusted numbers.
80 % reduction in time spent consolidating status reports.
Significant decrease in project cost overruns during the first year.
Forecast accuracy continuously improved.
Faster resource reallocation during unplanned work.
Retired seven legacy tools, cutting annual license and support.