Case Studies

IT Program Management and Oversight Automation


Capital Markets

Region: United States of America


SFA’s Center of Excellence in program management provided a leading non-profit financial market regulator organization to automate and sustain their IT program management and oversight to support thousands of agencies and general public across the country. This automation enabled consistent project execution from inception to closeout and migration into operations and maintenance.

Objectives and Challenges

  • Objectives: Digital transformation of project management and oversight across enterprise IT Portfolios of programs and projects
  • Challenges: Inconsistencies across project delivery methodology; too many stakeholders; desperate technologies and project management apps; diverse programs support; competing IT priorities; manual approvals and too many phase gates; Inconsistent metrics and measurements on program monitoring; completely manual project budget monitoring, status and risk/issues tracking


  • Successful rollout of standard project delivery methodology, policies and procedures through automated program management software application
  • Standardized portfolio management and oversight through digital automation in project intake, ranking, prioritization, execution and monitoring with real-time reporting and project management dashboards
  • Template driven centralized document management with automated workflows, audit controls and budget/resource tracking by project-activity
  • Streamlined project artifacts management such as project charter, project management plan, risk register, requirements, tech docs, testing, etc.


  • Consistent IT program management and oversight through standardized reporting and dashboards
  • Timely reporting on all IT portfolios of programs and projects with 50% reduced manual labor on reporting
  • Gained confidence with program oversight and transition activities with 35% reduced manual labor on compliance support
  • Streamlined real-time resource management, budget tracking and document management, testing and deployment across IT programs

Products and Technology

  • Primavera
  • MS Projects
  • Apptio
  • Microsoft Dynamics
  • Jira
  • SharePoint
  • Drupal
  • HP Quality Center
  • MS Office Products
  • Power BI
  • Microsoft SQL Server