Situation
   
Life sciences company desired to improve decision-making, investment strategy, and growth prospects
Key executives saw Portfolio Management as a key practice for enabling a breakthrough increase in performance
Client asked OakStone to deliver a Portfolio Management workshop series to help them build a coalition of support across multiple business units for embracing and adopting portfolio management
Client requested a focus on “what is possible” and “cutting-edge Portfolio Management practices”, and help with visioning the future

Actions Taken
   
Defined a customized Portfolio Management workshop series
Delivered workshops and coached executive stakeholders on next steps to take

Results
   
Client secured buy-in across multiple business lines and functional organizations to adopt portfolio management
Client defined portfolio management process which is in implementation