Success Stories

Rockwell Automation

Enterprise Project Management Solution

Business Problem:

As a global producer of products and services, Rockwell Automation had no way to view a complete picture of client-facing projects across the organization.  SAP was the global financial management solution, and an attempt to implement SAP’s portfolio management solution was unsuccessful. 

Rockwell needed a solution to provide management with a top-down view of day-to-day activities, and related project investments.  Forecasting was difficult, and there was no single source of historical data for figuring out which projects were the most profitable, to determine if investment should be shifted to drive greater revenues and deployment of additional of products and services for customers. 


The team worked together to understand and develop a successful, long-term roadmap and global architecture required for a large-scale deployment of EPM (Project Server, Portfolio Server, MOSS 2007).  To-date, the solution has already provided Rockwell’s largest business segment with a global view of all investments.

For the first time, Rockwell has visibility across all major programs, and key executives can quickly drill down to the task level.  Dashboards are available that present project cost and schedule status on every program in the organization, in an easy to use and access system.  Now, prior to new releases of products, Rockwell management can better understand the cost and investment required to drive profitable projects.

The proposed architecture was designed to support scaling to 20,000+ users across 8 countries, supporting different businesses, as well as preparing to support a Project Server and MOSS 2010-based architecture and solution.


Deploying Microsoft EPM 2007 and enterprise MOSS 2007 with PROJILITY will help Rockwell Automation improve visibility, lower costs, and increase profitability.  The solution provides a global business with on-demand data-driven guidance and decision making tools across the enterprise. 

Verizon Communications

Network Engineering and Planning - EPM Solution

Business Problem:

Verizon Communications’ Networking Engineering and Planning, one of the organization’s core business units responsible for deployment and support of the company’s global telecommunication infrastructure, established a team to increase standardization of processes, system and organizational structures.  Lack of standardization meant that best practices had not been effectively employed across the department, and accountability was increasingly difficult to establish from district to district.  Due to a variance among local districts supported, and a lack of a nationally-base champion, it became increasingly difficult to support capturing and sharing of best practices.  

Verizon established a Project Management Process Reengineering Team (PRT) to develop a roadmap and implementation plan identifying and improving processes across the organization.  PRT leadership was looking for a single, integrated toolset to advance the data management and maturity of project management.  


Verizon stressed the importance of identifying a business partner well-matched to the group to perform the complex implementation in a process-centric environment.  Verizon performed an evaluation and chose to partner with Microsoft Certified partner PROJILITY to address these challenges.   The PRT, Microsoft, and PROJILITY worked together to develop a multi-phased rollout plan for EPM.

The EPM solution will provide Verizon’s PRT with:

  • Visibility across all major programs and related projects
  • Drill down to view project status and health via web based Dashboards
  • A single language and framework around project planning, tracking and reporting 
  • Integration into Verizon’s existing ERP infrastructure


Deploying Microsoft Project Server 2007 with PROJILITY helped Verizon improve visibility, streamline business processes, lower costs, and increase profitability and transparency.  The solution provides a global business with on-demand data-driven guidance and decision making tools across the enterprise. 

US Department of the Interior

Bureau of Indian Affairs - Project Portfolio Management Solution

Business Problem:

The Bureau of Indian Affairs (BIA)’s was implementing a structured Project Portfolio Management (PPM) discipline for the office of the Chief Information Officer and the Indian Affairs Project Management Office (IAPMO).  To help manage several major program areas in a more effective manner, a concerted effort was being made to establish the processes, procedures, tools and organizational change needed to implement best practices.

BIA needed a technical solution PPM solution that would support the agency’s Capital Planning and Investment Controls process, which drives how IT investments are selected for funding, managed, and evaluated to ensure expected results were being achieved.  The agency also needed a solution to streamline reporting to the Office of Management and Budget to support funding and future investments within the portfolio.


Combining PROJILITY’s experience and relationships at BIA, and solid Microsoft EPM solution deployment expertise, helped the client realize their vision.  Providing a strong background integrating PPM solutions into existing EPM infrastructure and assistance to BIA to leverage existing investments in tools such as Project Server 2007 and SharePoint 2007 led the team to key achievements.  Critical to this success was a deep, experienced team with solid qualifications and the ability to provide long-term results.  The solution deployed to approximately 200 users across BIA/IAPMO, and will support capital planning processes for the 2010 fiscal year and beyond.


Deploying Microsoft Project Portfolio Server 2007 with the PROJILITY team will provide BIA with the ability to support critical PPM business processes, via a centralized solution to support ‘doing the right job’ and making smart, business-driven portfolio management decisions.  The team and solution will enable BIA to lower the cost of supporting the CPIC process across the organization, and help them leverage existing tools and processes to better accomplish their mission.