Transforming PMO Operations Through Data-Driven Accountability and Executive Visibility
Senior PMO Consultant & Strategy Reporting Designer
Regulated Fintech Company (Series B, 150+ employees)
Q2-Q4 2025 (6 months)
Strategic PMO Implementation
A regulated fintech company faced critical operational inefficiencies that hindered strategic decision-making and accountability.
KPI ownership unclear and inconsistently tracked across departments
Lack of synchronized review cycles across teams and leadership levels
Executive dashboards fragmented with insufficient strategic oversight
Manual reporting processes causing 3-week delays in critical decisions
A comprehensive methodology to transform PMO operations through systematic framework implementation.
Designed comprehensive top-down KPI/OKR stack with named ownership across all organizational levels
Implemented ClickUp-based weekly/monthly reporting cadences with automated workflows
Built strategic executive dashboards aligned to key business objectives and compliance requirements
Created structured review packs with trend insights, action logs, and strategic recommendations
Quantifiable improvements in operational efficiency and strategic alignment.
Reduced from 3 weeks to 1.2 weeks
Enhanced decision velocity and strategic oversight
Clear metric ownership across all levels
Team activities aligned with strategic goals
Key artifacts and frameworks developed during the engagement.
Hierarchical structure showing Strategic Objectives → Department KPIs → Team OKRs → Individual Metrics with clear ownership tiers
Timeline visualization: Weekly Team Check-ins → Bi-weekly Department Reviews → Monthly Executive Updates → Quarterly Strategy Reviews
Mock layout featuring Revenue Growth, Customer Acquisition, Compliance Score, and Team Performance metrics with trend analysis
Structured format including Executive Summary, Key Metrics, Trend Analysis, Action Items, and Risk Assessment sections
Let's discuss how strategic KPI frameworks and executive visibility can accelerate your fintech operations.