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Case study · Manufacturing and export

Export manufacturer: a Project Management Office (PMO) in 90 days

PPS Consulting India is setting up a Project Management Office (PMO) and an operating framework at a family-promoted export manufacturer in India, as the second generation takes over from the first. The plan runs 90 days across five workstreams: ownership and a weekly cadence, the production order workflow, department standard operating procedures (SOPs), dashboards, and handing the cadence to an internal team.

At a glance

90 days

from naming owners to the company's own team running the weekly cadence

Running now

Client
A family-promoted export manufacturer, during a second-generation transition
Sector
Manufacturing and export
Where
India
The work
Transformation PMO
Scale
90 days, five workstreams
Led by
Rahul Kulkarni

What was the problem?

A second generation is taking over a family-promoted export manufacturer. The plan starts with what that transition needs: named owners, one production order workflow, and dashboards in place of reports built by hand.

The brief: a PMO and an operating framework the next generation can steer.

What are we doing?

  1. Diagnose

    Map how a production order actually moves from enquiry to dispatch, which department touches it, and who decides what along the way.

  2. Design

    Name an owner for each department and each recurring decision, written up as a RACI (who is responsible, accountable, consulted and informed), then redesign the production order workflow.

  3. Build

    Put the new order flow live in the company's own system, write department SOPs with the department heads who will use them, and build dashboards to replace the reports made by hand.

  4. Adopt

    A weekly rhythm: a production review with department heads on Monday, order exceptions and decisions on Wednesday, a 30-minute leadership dashboard review on Friday, and a monthly plan review with the promoters.

  5. Hand over

    An internal PMO takes over the cadence, so the weekly rhythm keeps running on the company's own people after we step back.

The method, phase by phase

What are we building?

Export manufacturer: five workstreams, one weekly rhythm Illustrative schematic, not a client document

Five workstreams, in order

  • Ownership and cadence
    1. Owners and a RACI
    2. Weekly review runs
    Owners named
  • Production order workflow
    1. Map and redesign
    2. Live in the system
    Order flow live
  • Department SOPs
    1. Written with department heads
  • Dashboards and reporting
    1. Build
    2. Reports replaced
    Dashboards live
  • Internal PMO handover
    1. Team runs the cadence
    Handed over

Weekly rhythm

Mon
Production review with department heads
Wed
Order exceptions and decisions
Fri
Leadership dashboard, 30 minutes
Monthly
Plan review with the promoters

Measured at day 90

  • Enquiry to dispatch cycle time
  • On-time production, weekly
  • Decisions logged and closed
  • Reports built by hand: none

What will the 90 days put in place?

  • Named owners for every department, with a RACI and a weekly review.
  • The production order workflow redesigned and live in the company's system.
  • Department SOPs written with the department heads who use them.
  • Dashboards in place of reports built by hand, so leadership works from one set of numbers.
  • Day 90 is measured on four things: enquiry-to-dispatch cycle time, on-time production week by week, decisions logged and closed, and no reports built by hand.

What stays after we leave?

The last workstream hands the cadence to an internal PMO: the company's own people run the Monday, Wednesday and Friday meetings and the monthly review with the promoters, from the same dashboards.

Is this relevant to you?

It is if:

  • You are taking over a family business and the way it runs still lives with the founding generation.
  • Production orders, approvals and reports depend on a few people remembering them.
  • You want a weekly rhythm your own team can run.

Where would we start with you?

With the PPS Backbone Review: four weeks, a fixed fee of ₹1,50,000 to ₹3,50,000 plus GST and expenses, one fix working by the end, and a plan with owners and measures that is yours to keep, whether or not we build it with you.

How the Review works

9 workstreams, one cadence

nine project managers reporting in one format, with a one-page status for the CFO every week

Global finance transformation: nine workstreams on one plan

Relevant if you are running several initiatives at once and each one reports differently.

Professional and business services · Global

All results

What have we written about this problem?

Our newest articles on the problem this case shows.

  • The Hidden Game of Taking Over · part 1

    The Hidden Game of Taking Over

    A new leader inherits an equilibrium, not just a business. How to read the unwritten rules of a legacy company before you change them.

    Rahul Kulkarni · · 5 min read

  • 100+ engagements
  • 62,000+ delivery hours
  • Top 1% Expert-Vetted on Upwork
  • 100% job success, independently verified

Across Upwork and direct contracts, including the people on our project teams.

  • MIT MicroMasters, Supply Chain
  • Six Sigma Black Belt
  • PRINCE2 Practitioner

Questions about this case

How long does it take to set up a PMO in a family business?

This one is planned for 90 days: owners and a weekly review first, then the production order workflow, SOPs and dashboards, and last the handover to an internal team. How long yours takes depends on how many workstreams it needs, which the first four weeks, the PPS Backbone Review, work out before anything else is built.

Does a PMO slow a family business down?

It should not. Here it is three weekly meetings, the Friday one 30 minutes, a monthly review with the promoters, and dashboards in place of reports built by hand. The aim is fewer follow-ups, not more meetings.

What happens to the founders' role?

The promoters review the plan every month and see the same dashboards as everyone else. The plan puts day-to-day decisions with named owners, so the business stops waiting on one person.

By Rahul Kulkarni, MIT MicroMasters (Supply Chain) · Last updated

Tell us two things.

What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.

Book a discovery call

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