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Project Management Services

Forte Financial project management professionals will partner with you, the project sponsor, to successfully complete key initiatives critical to meeting your organization's strategic goals.

We work alongside your internal project team and vendor/customer/supplier partners throughout the project lifecycle. Forte Financial's pool of technology and business process experts is available to augment your internal project team resources as necessary. We can step in alongside an existing team to rescue a faltering project or work with you to plan a new initiative and build a team from scratch.

Forte Financial brings a collaborative and pragmatic approach to your project, reflecting realities that are often overlooked. Forte Financial project managers — who have seen similar projects through to completion — ask challenging questions and interpret the answers based on years of finance and payments experience.

Regardless of the size and scope of your project management needs, Forte Financial can deliver the skills and resources you need to guide your project to completion — on time, on budget, and in accordance with your strategic goals.

PROJECT DESIGN

The key to successful project management is accurate forecasts during the initiation phase. Forte Financial experts will guide you to ensure that planning and execution of your key initiative are based on realistic requirements and goals.
  • Project design, feasibility studies, and cost estimates based on thorough analysis and risk assessment

  • Financial/economic studies and analyses to support objectives, performance metrics, and risk mitigation

  • Practical and realistic work plans and implementation schedules

  • Development of clear, concise performance metrics for requirements and vendor contract specifications

  • Project management capabilities development.

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PROJECT MANAGEMENT / IMPLEMENTATION SUPPORT

Once approved, a project must be implemented. The project may be limited to processes and departments within your organization or it may impact your entire supply chain. You may face a project that is larger and more complicated than your organization has dealt with before. Complexity, new technologies, unfamiliar tasks, or new subcontractors may leave you feeling anxious and unsure of the project's eventual success. Forte Financial bolsters (or renews) confidence by delivering proven solutions:
  • Project feasibility and design

  • Project appraisal, review of activities, and evaluation

  • Project implementation and monitoring

  • Financial management, logistics, and supply

  • Development of project record keeping and reporting procedures.

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TRAINING

Projects introduce new technologies, new business processes, and new business models. Your employees and business partners must be well apprised and have adequate support in order to realize the full promise of the project solution. Forte Financial's training services consist of
  • Identification of training requirements at management and operations levels

  • Development and implementation of training programs using methodologies appropriate for your company culture

  • Provision of short- and long-term specialist consultants to undertake assignments at the professional and technical level until internal resources are ready to take over

  • Development of training manuals and materials.

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PROCUREMENT MANAGEMENT

Ambitious projects often require a significant investment in new technology, services, and materials. Forte Financial's project experts will guide your organization through the procurement process to ensure that the most appropriate and effective products are incorporated into your solution.
  • Development of specifications, preparing RFP (request for proposal) documentation, and specifying procurement management procedures

  • Management of procurement activities: RFP distribution and response evaluation.

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PROJECT PORTFOLIO ASSESSMENT

At any given time, leading organizations have multiple projects underway simultaneously. How does your organization manage multiple projects? How are resources allocated? Do you re-assess project priorities regularly to ensure that the initiatives absorbing the most capital and time are in line with your company's current strategy? Forte Financial evaluates your current portfolio and develops portfolio management expertise to guide future investment decisions.
  • Develop custom evaluation criteria tailored to your organizationŐs strategic goals

  • Develop a process to reassess project priorities and resources on a regular basis.

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PROJECT MANAGEMENT TRAINING

Forte Financial's project management training seminars help your organization internalize project management best practices. From basic project management training to skill building seminars for experienced project managers, we address your needs.
  • Half day, whole day, and two day seminars.

  • Training material customized for your specific needs.

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