Project Portfolio Management for data, BI, analytics and AI initiatives
Deliver data and analytics initiatives with clarity, structure and control
Many organisations invest heavily in data, BI, analytics and AI initiatives yet struggle to maintain visibility and control across their project landscape. Project Portfolio Management (PPM) helps organisations prioritise the right initiatives, align investments with strategy and ensure delivery remains on track.
Need better visibility across your projects and programmes?
If your organisation is managing multiple analytics, BI or AI initiatives, Project Portfolio Management can help bring structure, governance and clarity.
The challenge of managing complex portfolios
Many organisations manage dozens of projects across multiple teams, yet lack a structured approach to portfolio oversight. Without strong governance, competing priorities go unresolved, strategic alignment weakens and investments fail to deliver their intended value.
Common challenges include:
Poor visibility across active initiatives
Competing priorities with limited governance
Data and AI programmes drifting off track
Projects delivered without clear business alignment
Limited reporting and decision support for leadership
How we support Project Portfolio Management
Montage helps organisations establish the frameworks, processes and tools needed to manage portfolios effectively and to integrate portfolio reporting directly into their BI environments.
Our approach is practical, scalable and aligned with your organisational context. Where portfolio management tools are required, we support implementation and configuration so leadership teams gain clearer, faster visibility across all active initiatives.
Our PPM support covers:
Establishing portfolio governance frameworks
Prioritisation and investment decision frameworks
Portfolio reporting and executive dashboards
Portfolio review and decision forums
Implementation and configuration of PPM tools and platforms
Integration of portfolio reporting with existing BI environments
Executive dashboard development for programme oversight
The Montage BI framework
Project Portfolio Management sits within the Lead element of the Montage BI model.
We help you govern how strategic analytics initiatives are selected, prioritised and overseen. Strong portfolio management at this level ensures that investment decisions are aligned with business strategy and that programmes are structured to deliver measurable outcomes.
Improve governance
If your organisation is investing in multiple analytics or data initiatives, Project Portfolio Management can help ensure programmes remain aligned with strategy and deliver measurable results.
How a PPM engagement works
Data and AI initiatives often involve multiple teams, technologies and stakeholders. A structured PPM engagement helps organisations coordinate these initiatives, prioritise the most valuable opportunities and maintain visibility across programmes.
This ensures organisations develop a sustainable, scalable approach to managing strategic initiatives, one that grows with the organisation and adapts as priorities evolve.
Our approach is technology-agnostic and designed to integrate with the platforms already used within your organisation.
Strategy in action:
Canterbury District Health Board keyedin-projects
Canterbury District Health Board manages a complex portfolio of projects across facilities, ICT, clinical equipment and organisational change initiatives. In 2017, they engaged Montage to bring structure and visibility to how projects were planned, prioritised and reported, implementing KeyedIn Projects as their portfolio management solution across capital investments, operational initiatives and projects of varying scale and complexity.
The results were significant. Moving from spreadsheets and disparate document locations to a single platform improved accessibility, transparency and accountability across the organisation. The project management frameworks and KeyedIn implementation were independently audited and positively contributed to an improved Investor Confidence Rating by NZ Treasury.
"Transparency, improved project management, reporting and accountability. Visibility of project health continues to prompt and guide decisions."
Canterbury District Health Board
Canterbury, New Zealand
Platforms we work with
Montage works with best-of-breed platforms that are proven in enterprise data environments and well suited to the New Zealand market.
Our approach is technology-informed but outcome-led. We recommend the right platform for your environment based on your needs, priorities and existing infrastructure.
Are your analytics initiatives delivering the outcomes you expect?
If your organisation is managing multiple data, BI or AI initiatives, Project Portfolio Management can help bring the structure and governance needed to deliver real value.
Frequently Asked Questions
What is the difference between project management and portfolio management?
Project management focuses on delivering individual projects successfully. Portfolio management focuses on selecting and governing the right mix of initiatives so that investment decisions align with organisational strategy and deliver collective value.
Can you help establish a portfolio management framework?
Yes. We help organisations design and implement practical portfolio management frameworks that align with leadership decision-making needs and organisational maturity, built to be sustainable, not just structural.
Can you help implement portfolio management tools?
Yes. We support the implementation of modern PPM platforms and help organisations integrate portfolio reporting directly into their BI environments, giving leadership teams a single, clear view across active initiatives.
How do you prioritise competing initiatives?
We use proven prioritisation frameworks that evaluate initiatives based on strategic value, investment requirements and organisational priorities, helping leadership teams make confident, well-informed decisions.
How does PPM support data and AI strategy?
Portfolio management ensures investment decisions support long-term capability development. It helps organisations sequence and prioritise data, BI and AI initiatives in a way that builds value progressively, and ensures the right foundations are in place before more complex programmes begin.