Utilities – Large Swedish Power Company

Large Swedish Power Company - Business Change, Best Practice Portfolio Management


As part of an OPPM implementation for this power company we were faced with the challenge of implementing a new process and system for investment management. The organisation’s 4 divisions each had existing systems and processes which had to be aligned to the new process. Winning the hearts and minds of the user community was key to long term adoption and the achievement of the director’s undertaking to their parent board for a sharp increase in RONA.


During the project formation stage, we were engaged to provide a series of educational seminars to provide the staff and management with a high level understanding of the reasons for embarking on a portfolio management initiative.

In project design stage, we conducted a half day training session where we exhibited the OPPM tool to gain buy-in. We also specified the use of the “knowledge functionality”, structuring the category help to provide the detail required by the business.

During implementation, we adopted a hierarchical Train the Trainer approach for most users. We jointly trained the trainers, who subsequently trained the super-users. For specific user groups, we provided one-to-one training


By deploying this structured approach, we had:

A more informed customer, that understood why management had embarked on this investment;

A series of “in tool” support mechanisms that prompted users who were unsure of data entry requirements or data element definitions;

Role-based process and application training; and

The joint technical and external service management training built informal bridges that endures today.

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