Case study · Operating model

Turning a regional PMO into a strategic portfolio capability

An operating-model redesign moved ownership in-house and scaled a Lean portfolio process across regions.

A regional project management office had low strategic standing and was staffed entirely through external partners. It tracked projects but did not shape portfolio decisions.

Over about eighteen months, Samuel redesigned the function's operating model around Kanban and Lean portfolio management, with long-term planning, process design, and stakeholder engagement. The external consultants were hired as employees, so ownership of the capability stayed inside the organization.

The portfolio process was adopted globally, with training in EMEA, North America, and Latin America. Portfolio value under management grew by about a third without added management overhead, and the operating model sustained zero escalations over the following three years.

A support function becomes strategic when its operating model improves decision quality, scales value, and earns durable ownership.

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