Enterprise portfolio governance
Context
A $200M+ IT capital portfolio at a large utility, with reporting, accruals, and work orders spread across finance, procurement, and project teams.
Challenge
Accuracy and accountability depended on clean processes and clear governance across teams that didn't naturally share a language.
Approach
Built governance controls and process documentation, supported reconciliation and reporting routines, and led root-cause analysis on issues.
Systems used
ServiceNow, SAP, Power BI, advanced Excel, process documentation.
Stakeholders
Finance, procurement, property accounting, project management, IT, leadership.
Outcome
More consistent, auditable processes and stronger cross-functional decision-making.