Enabling Enterprise Portfolio Transformation with Specialist Planisware Talent

Background

A global industrial technology organization, operating across manufacturing, engineering, and innovation-led business units, launched a strategic initiative to transform its project and portfolio management capabilities. With a strong focus on R&D efficiency and capital investment optimization, the company selected Planisware as its core Enterprise Project Portfolio Management (EPPM) platform.

To ensure a successful rollout across multiple regions, the organization required highly specialized Planisware consultants with both technical expertise and strong stakeholder engagement skills.

The Challenge

The client faced several critical constraints:

• Scarcity of Planisware talent: Planisware specialists are extremely rare, particularly those with enterprise-scale rollout experience.

• Global stakeholder model: Consultants needed to operate across regions, supporting engineering, finance, and PMO teams.

• Time-sensitive delivery: The transformation program was tied to executive-level KPIs, making speed and quality essential.

Previous recruitment attempts through generalist agencies had failed due to lack of niche expertise, prompting the client to seek a specialist partner.

The Solution

McMati deployed a dedicated Planisware recruitment strategy built around our specialist technology network.

Our approach included:

• Deep technical qualification: Screening candidates for Planisware modules including P5, Orchestra, and integrated financial planning components.

• Enterprise experience validation: Prioritizing consultants with experience in large-scale manufacturing or R&D environments.

• Stakeholder readiness: Assessing communication and consulting skills to ensure effective interaction with senior business leaders.

We worked in close collaboration with the client’s transformation office, aligning candidate profiles with delivery milestones and internal governance models.

The Outcome

Within a short timeframe, McMati delivered a high-impact consulting team:

• Senior Planisware functional consultants

• Solution architects for portfolio integration

• PMO transformation specialists

The consultants supported:

• Enterprise portfolio governance

• R&D investment optimization

• Resource capacity planning

• Financial forecasting and scenario modeling

This enabled the client to gain real-time visibility into project performance, improve capital allocation decisions, and accelerate strategic initiatives across global business units.

The McMati Difference

Planisware sits at the intersection of strategy, finance, and execution — and requires a rare combination of technical and business expertise.

McMati connects organizations with the specialists who make complex portfolio transformations possible.