Multinational Manufacturer Reduces Data Loss with Roadmaps

This global manufacturing giant, with over 70 years of success, produces and sells motorized products including vehicles, generators, and aircraft. Employing over 200,000 people and supporting 400 affiliated companies, the organization sold more than 25 million units and processed over 100 million sales in 2021.

Despite its global scale and thriving business, the company relied heavily on Excel for project budgeting. Manual data entry consumed countless resource hours, leading to data errors, inconsistency, and inefficiency. Errors such as typos or uncommunicated changes created inaccuracies in budgeting reports and caused significant delays, leaving teams scrambling to meet deadlines in a high-pressure environment.

Rego Consulting collaborated with the company to implement Clarity Roadmaps and transition the organization from outdated project-based processes to dynamic portfolio management. Key initiatives included:

• Adopting Portfolio Thinking: Shifted focus from product- or project-based goals to value-driven portfolio planning.
• Fiscal Year and Multi-Year Roadmaps: Developed initial fiscal year roadmaps, evolving into detailed three-year plans.
• Value Stream Alignment: Focused on value streams and customer-centric goals rather than traditional product objectives.
• Ongoing Training: Conducted monthly topic-based training sessions and implemented a train-the-trainer program for onboarding and knowledge sharing.
• Advocacy Groups: Established advocate groups from five divisions to drive engagement and support for new practices.
• Quarterly Forecasting Events: Hosted regular forecasting sessions to streamline decision-making and provide additional training.

Moving budgeting processes out of Excel and into Clarity Roadmaps delivered transformative benefits:

• Enhanced Accuracy: Eliminated data inconsistencies and errors, such as typos or lost information.
• Real-Time Reporting: Enabled live updates during meetings, saving time and improving decision-making.
• Improved Accountability: Tracked development hours, leadership efforts, and team progress with greater transparency.
• Reduced Workload: Freed up time for training, process improvements, and value-driven initiatives.
• Streamlined Onboarding: Simplified onboarding with structured training and recorded PMO sessions.
• Dynamic Planning: Leveraged roadmaps for forecasting up to three years ahead, improving workflows and planning capabilities.
• Value Stream Transformation: Transitioned from hierarchical budgeting to cross-silo value streams, paving the way for Project-to-Product planning.

With Rego’s expertise and Clarity Roadmaps, this multinational manufacturer achieved greater operational efficiency, improved data accuracy, and a stronger focus on delivering value to its customers.