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Case Study

Successful Transformation Led by the Head of Portfolio Management

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Challenges and Goals in the Construction Machinery Sector

The Head of Portfolio Management in the construction machinery company led a comprehensive realignment of product and software strategies. Significant improvements and strategic transformations were achieved through new processes, team evaluations, and a global roadmap.

q

Company

  • Robot manufacturer with an industry focus on automotive, electronics, logistics, healthcare and consumer goods ​
  • Product Range: Automation solutions, industrial robots, software solutions​
p

Challenge

  • Historically, R&D and automotive customers have dominated product requirements​
  • Product management was mainly operational and marketing-oriented​
  • Cultural challenges due to company takeover and intensified competition​
m

Goals

  • Redefine product management: operating model, governance, processes and culture​
  • Transform the organization into a product-oriented unit​
  • Realign hardware and software strategy​
  • Restructure and develop teams, better harmonize company divisions​
n

Measures

  • Formulate work packages with leads and goals, redefine the RACI​
  • Setting up a communications team for change management, involving an external consultancy​
  • Simplification of the hardware and software strategy, ABC analysis of the portfolio ​
  • Team evaluations, new appointments, approximation of the business units through regular meetings​
x

Results

  • First global roadmap for all HW/SW products​
  • Product management reports directly to CEO​
  • Corporate strategy process initiated​
  • Portfolio simplification by –35% initiated​
  • Changes in staff, new hires of high potentials​

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