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Many, if not all, businesses are undergoing transformations and it’s widely accepted that this type of change is needed to stay relevant and productive. Often times however, it can be daunting for Directors, Heads of Departments and Team Leaders within large organizations to look at the large-scale transformations which their company is going through, and determine where to start effecting that change within their units/department/team.

We wanted to know how our customer’s at Cisco Capital, ADP and Publicis Groupe got started with their own large-scale initiatives and their advice for how to approach a transformation effectively. As you will see in the video, each one has their own experience of course, but even more telling is what they have in common.

What was important for all of them was data. Identifying the right data points to capture, enabling the processes to capture them, and then reporting back on those key data points. Without a system of record, one which is widely used and trusted, an enterprise cannot capture, analyze and most importantly learn from their critical work-related data.

Watch the video where they share some typical starting points & healthy mindsets to adopt when approaching this challenge, common pitfalls to avoid and tips & tricks from those who have successfully undergone large-scale business transformations.


Aimee Shea, Director of PMO at Cisco Capital: Aimee leads the PMO which sits within the larger strategy & product development team at Cisco Capital. Cisco Capital resides within the larger finance function within Cisco, Inc. which is a separate entity and fully owned by Cisco Systems. They operate a lot like a bank and have certain regulatory expectations. Their primary function is to provide financing for Cisco customers and partners, and they do that by providing traditional financing solutions and extended payment terms in over 100 countries. You can read more about Aimee’s background and experience in this PMO Spotlight article.

Ekin Caglar, Head of Technology at Publicis Groupe: Publicis is the world’s third largest communications group. They operate hundreds of ad agencies, media agencies, and data & tech companies around the world. Their customers are the largest brands on the planet. Publicis has around 85,000 employees, and the Technology team creates software using Clarizen and SAP for all those people’s internal use.

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Kyle Stockwell, Director of PMO at ADP Enterprise Learning: ADP is a comprehensive global provider of cloud-based human capital management solutions. They help companies unite and simplify their HR payroll, talent, time, tax and benefit administration needs with innovative technologies. The Enterprise Learning division and their PMO sit within the global shared services team, which reports directly to the CEO.


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Preview: Gartner Market Guide for Adaptive Project Management & Reporting

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In the Gartner Market Guide for Adaptive Project Management & Reporting guide, Gartner, Inc. provides recommendations and evaluation criteria for executives and PMO leaders assessing Project and Portfolio Management (PPM) solutions. This guide outlines the adaptive project management and reporting process flow as well as a market review of current providers in the following categories:

  • - Existing pure-play PPM providers
  • - Collaborative work management (CWM) providers
  • - Enterprise agile planning (EAP) providers
  • - Technology Platform providers from other markets

The guide provides insight into how well a product or service fulfills certain functional capabilities – with a forward-looking market direction and analysis provided.

In the report, Gartner, Inc. mentions/states that “by 2024, 50% of all program and portfolio management (PPM) leaders will integrate complementary technologies to enable portfolio decision making and adaptive work management for digital business evolution.”

Clarizen offers a complete solution that connects work across the enterprise, turning ideas into strategies, plans, and action. With Clarizen, organizations can work the way they want to work and have real time visibility across all workstreams in their portfolio. This keeps teams focused on the things that matter, provides the real-time information needed to make more accurate and timely decisions, and delivers results faster to meet and even exceed company goals and customers’ expectations.

Discover what sets Clarizen apart from other vendors in the marketplace.
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Buyer’s guide to project management software
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