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R&D Stage Gate Portfolio & Project Management

Innovation Pipeline

Team members are located in Canada, US, UK, and Germany

Need for clarity around deliverables: who, what, when, especially when team members are in different geographical locations. 

Pipetting Samples and Test Tube

PROCESS

PORTFOLIO MANAGEMENT

Developed idea submitted into R&D  stage gate portfolio

PROJECT MANAGEMENT

Project created to assess further development of idea; and tracked within the R&D portfolio

1. Portfolio Management

Developed "idea" submitted into Stage Gate pipeline

cordin8 Portfolio TeamMachine(tm) 

cordin8 Portfolio TeamMachine(tm) 

Portfolio kanban.png

Portfolio Schedule

  • Project TeamMachine(tm) created for each project

  • Portfolio Schedule section contains a record (schedule item) that links to the Project TeamMachine(tm) that enables data roll-up from the project to the portfolio

portfolio 3.png

2. Project Management

  • Project TeamMachine(tm) comes with all the sections configured based on the client's PM framework which allows for a fast 'startup'

  • Plan Stages (multi-schedules)

  • Define project

  • Conduct Stakeholder Analysis

  • Develop Project Management Plan (PMP)

  • Execute / Monitor & Control

  • Close

cordin8 Project TeamMachine(tm)

TM lq dashboard.png

Master Schedule (Rolled-up) + Project Schedule for each stage

lq schedules.png

Gantt Chart view of schedule

lq sch 3 gantt.png

Project Management Plan sections

LQ PMP.png

Scope Management Plan

scope management plan.png

Stakeholder Analysis - Power Interest Grid. Develop strategies especially for "Manage Closely"

Stakeholder analysis.png

Dashboard - Active Work Packages

Active WPs.png

Detail Report popup for Active Work Packages for review between Project Manager and Work Package Owners and Work Package Owners and Team members (activity owners).

AP report.png

Support Logs & Reports, including Risks, Issues, Scope Changes, Project Status Report

LQ logs and reports.png

Monthly Project Status Report. Automatically pulls content from 

project status reprot edit.png
lq project status doc.png
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