Standardisation of Technology Policies Across Multiple Countries

Standardisation of Technology Policies Across Multiple Countries

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Delivery of a Technology Policy and Standards Framework

Case study: A large multi-region organisation

The Challenge

Growth had outpaced governance. Technology requirements were understood, documented, and applied differently across entities. Leadership needed one consistent framework that every directorate and shared service could follow, one that would hold up to audit, align with recognised governance practice, and remain practical for teams to apply day to day.

The organisation needed more than a policy. It needed clear ownership, a foundation for ongoing monitoring, and a way to bring every directorate along rather than impose a standard from the centre.

Alxemy was engaged to provide project management and change management support for the development and rollout of the framework, working with a cross-directorate steering group of around eight stakeholders alongside departmental and CCO leads.

Engagement at a glance:

  • Four entities and multiple business units under one governance umbrella
  • 56 workshops completed
  • An organisation supporting over 5,000 employees
  • Average leadership time commitment: approximately 4 hours per week
  • Programme duration: 18 months

What Changed

One governance framework, consistently applied.

A structured policy and standards framework was delivered across all four entities and every business unit, replacing fragmented, locally interpreted practice with one clear standard.

Genuine stakeholder alignment, not sign-off.

The steering group and departmental leads shaped the framework directly. Their regional and operational realities were built into the final document, not retrofitted afterwards.

Full visibility for leadership.

Structured planning, reporting, and action tracking gave leaders a live view of progress, responsibilities, risks, dependencies, and outstanding decisions throughout the 18 months.

Nothing fell through the cracks.

Every review, piece of feedback, gap, and action was tracked to completion, reducing the risk that a departmental or operational requirement was missed.

One place for governance information.

Reports, findings, and supporting materials were consolidated centrally, giving the organisation a single accessible source for ongoing monitoring and future review.

A living framework, not a static document.

The organisation was left with clearer governance expectations, stronger cross-directorate alignment, and a practical foundation for improving compliance and ownership over time, not a policy that sits on a shelf.

How We Delivered the Change

We managed the work through four connected stages, combining project management discipline with a people-focused approach to change.

1. Understand

We supported the organisation in reviewing its existing arrangements. The review covered:

  • Existing policies
  • Standards
  • Governance arrangements
  • Regional ways of working
  • Documentation and expectations
  • Controls

Discovery activities and gap analysis identified where these needed to be clarified or strengthened, creating a shared understanding of the current environment and the work required to reach the desired future state.

3. Implement

A structured delivery plan was established to manage the development and rollout of the framework. The plan covered:

  • Governance and decision-making
  • Stakeholder engagement and change communications
  • Document development and review
  • Gap analysis, risks, actions and dependencies
  • Progress reporting
  • Final consolidation and handover

Feedback, decisions and outstanding actions were tracked through to completion. Regular reporting maintained visibility and allowed issues to be raised and addressed early.

2. Engage

We worked closely with a core project team of approximately eight stakeholders and coordinated input from regional technology leaders and other contributors.

Stakeholders were engaged through:

  • Working sessions
  • Regular project communications
  • Document review cycles
  • Progress updates
  • Follow-up discussions
  • Decision and action tracking

This gave stakeholders an opportunity to provide input, raise regional considerations and understand their role in the change.

4. Embed

This stage is planned to follow. Handover will provide the organisation with a structured foundation for:

  • Maintaining its policies
  • Monitoring compliance
  • Clarifying control ownership
  • Supporting future reviews
  • Continuing to improve technology governance
  • Maintaining its standards

 

Alxemy’s Role

 

A dedicated Project Manager led the day-to-day work, including planning, stakeholder engagement, communications, working sessions, reporting, document reviews, and risk and action management. Alxemy’s PMO and Operations Director provided senior oversight, supporting governance, stakeholder alignment, and visibility across the engagement.

This gave the organisation hands-on delivery support backed by senior governance and change management oversight, a combination that matters most when change spans multiple departments or entities with different priorities.

Alxemy’s Contribution:

  • Change management
  • Project management
  • Stakeholder engagement across multiple entities
  • Change communications
  • Governance and reporting
  • Gap analysis coordination
  • Risk and action management
  • Delivery coordination

More Than Policy Development

This was not a document development exercise. We brought the right people into the process, coordinated input across four countries including the third party vendor, maintained delivery momentum and gave leadership clear visibility of progress, risks and decisions.

By combining project management with change management, we helped the organisation build a consistent governance framework while preparing its stakeholders to understand, support and keep using it.

Why This Is Relevant to Your Council

Councils face the same structural challenge this engagement solved: multiple directorates, departments, or CCOs, each with its own history, priorities, and interpretation of shared policy. Getting everyone aligned to one governance standard, without alienating any part of the organisation, requires more than a well-written document.

Our approach is built for exactly this kind of complexity. It depends on:

  • Clear governance and accountability from the outset
  • Genuine engagement with every affected department or entity
  • Transparent reporting and decision-making throughout
  • Careful management of risks and dependencies
  • One consistent policy and standards framework
  • Practical, workable ownership arrangements once the project ends
  • A controlled handover from project delivery into business-as-usual operation

We bring project management and change management together so that new policies, standards, and governance arrangements are delivered in a structured way, with the right people involved at every step, and a clear foundation left behind for ongoing use.

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How Alxemy Gets the Most Out of Kantata PSA

How Alxemy Gets the Most Out of Kantata PSA

Why Financial Year-End Exposes Payroll Risk Banner

Kantata is a powerful Professional Services Automation platform. But like any tool, its value depends entirely on how well it is configured, adopted, and used. Here is how Alxemy helps organisations unlock everything it has to offer, from the first opportunity through to project completion.

“Modern PMOs cannot rely on spreadsheets alone. Delivery visibility across projects, people, and financials is what turns governance into real operational control.”

What Is Kantata and Why Does It Matter?

Without the right systems, project delivery quickly becomes reactive.

Kantata is a purpose-built PSA platform designed specifically for professional services organisations. It brings together project management, resource planning, financial tracking, and business intelligence into one connected system.

For organisations running complex, client-facing delivery — consulting firms, agencies, PMOs — it replaces the fragmented mix of spreadsheets, project tools, and finance systems that slow teams down and create blind spots.

What makes it different:

  • Built specifically for professional services — not adapted from a generic tool
  • Connects sales, delivery, and finance in a single platform
  • AI-powered insights that surface risks and opportunities before they become problems
  • Real-time visibility across every project and resource

The result is an organisation that can make faster, more confident decisions at every stage of delivery.

From Opportunity to Completion: How Kantata Works in Practice

Most PSA platforms promise end-to-end visibility. Kantata delivers it, but only when it is set up and used correctly. Here is how Alxemy works with organisations across the full project lifecycle.

1. Opportunities and Project Setup

Every project starts with an opportunity. In Kantata, that means:

  • Creating the project from the opportunity record
  • Setting up rates, budgets, PO numbers, and GST from the start
  • Allocating resources on a tentative basis before the project is confirmed
  • Building the proposal directly within the platform

Getting this right at the start means the data that flows through the rest of the project is clean, consistent, and reliable.

2. Project Management and Delivery

Once a project is live, Kantata gives delivery teams everything they need to stay on track:

  • Gantt charts and smart scheduling visual project plans that update automatically
  • Task management clear ownership, deadlines, and dependencies across the team
  • Risk register issues logged, tracked, and escalated before they become problems
  • Change requests – scope changes captured formally and tied to financial impact
  • Financial reporting budget vs actual at every stage of delivery

How it helps our PMO team: Alxemy uses these tools to maintain delivery discipline across every engagement, ensuring teams are not just using Kantata, but getting the governance and reporting rigour that makes a real difference to outcomes.

3. Resource Management

Resource planning is where many organisations struggle most. Kantata makes it manageable:

  • Team calendar a live view of who is working on what and when
  • Capacity overview spot overallocation and gaps before they impact delivery
  • Drag-and-drop planning adjust allocations quickly as priorities shift
  • Auto-calculations utilisation and capacity figures updated in real time

How it helps our PMO team: Alxemy builds resource management frameworks that make the most of Kantata’s planning tools, so leaders always have a clear, accurate picture of capacity.

4. Timesheets and Budget Tracking

Timesheets are only useful if people complete them accurately and on time. Kantata makes this easier:

  • Web and mobile access for teams in the field or working remotely
  • Auto-timesheet functionality reduces manual entry
  • Budget vs actual tracked automatically as time is logged
  • Direct integration with Xero for seamless financial reconciliation

How it helps our PMO team: Alxemy establishes timesheet discipline across delivery teams, ensuring the data flowing into Kantata is accurate, complete, and ready for reporting and invoicing.

 5. Client Portal and Stakeholder Visibility

One of Kantata’s most powerful features is its customer-facing portal. It gives clients:

  • A live portfolio summary of all active projects
  • Gantt chart visibility without needing a Kantata licence
  • A shared space for issue management and project charter sign-off
  • Transparency that builds trust and reduces the volume of status update requests

How it helps our PMO team: Alxemy configures the portal to reflect the right level of detail for each client, professional, clear, and aligned to how the relationship is managed.

Going from 30% to 95% utilisation is not about working harder. It is about finally being able to see where the work actually is.

Dashboards, Reporting, and Business Intelligence

Data is only valuable if it is presented in a way that drives decisions. Kantata’s reporting capability is one of its strongest features, and one of the most underutilised.

What is available out of the box:

  • Utilisation dashboards across teams and individuals
  • Portfolio reporting at a programme and project level
  • Billable vs non-billable analysis
  • Custom dashboards tailored to leadership, delivery, and finance views

How it helps our PMO team: Alxemy builds reporting frameworks that give every stakeholder the view they need, from project managers tracking delivery to executives making portfolio decisions.

Invoicing Made Simple

Kantata connects delivery directly to billing. Once time is logged and approved:

  • Invoices are generated directly from timesheet data
  • Travel and expenses are captured and included automatically
  • Xero integration means invoices flow straight into the finance system
  • No manual reconciliation. No missed billing. No delays.

This is one of the areas where organisations see the most immediate return on investment from Kantata, and where a well-configured setup makes the biggest difference.

What Alxemy Delivers With Kantata

The platform is only part of the story. The organisations that get the most from Kantata are the ones that have the right configuration, the right adoption, and the right processes wrapped around it.

Results Alxemy has achieved using Kantata:

  • 500% increase in utilisation visibility
  • 100% of projects delivered on budget
  • Real-time forecasting across the full portfolio
  • Seamless Xero integration with zero manual reconciliation

These are not features. They are outcomes, and they are what Alxemy focuses on delivering for every organisation it works with.

Is Kantata Right for Your Organisation?

Kantata is purpose-built for professional services organisations running complex, client-facing delivery. It is particularly well-suited for:

  • Consulting firms managing multiple concurrent engagements
  • PMO functions needing portfolio-level visibility
  • Agencies balancing resource capacity across client work
  • Organisations moving away from spreadsheets and disconnected tools

If your organisation is evaluating PSA platforms, or already using Kantata but not getting full value from it, Alxemy can help.

Getting the most from Kantata starts with the right partner.

Alxemy works with professional services organisations to configure, adopt, and maximise Kantata, so the platform delivers real results, not just reports.

Contact Us   View PMO Services

Frequently Asked Questions

What is a modern PMO?
A modern Project Management Office (PMO) focuses on delivery visibility, resource optimisation, and operational performance. It connects projects, people, and financial data to help organisations deliver work more efficiently.
What is a professional services automation platform?
Professional services automation (PSA) platforms help consulting firms manage project delivery, resourcing, financials, and reporting in a single integrated system.
How does Kantata support project delivery?
Kantata supports project delivery by providing integrated project planning, resource management, financial tracking, and reporting. This enables PMO teams to manage projects more efficiently while maintaining clear visibility into delivery performance.

Key Takeaways:

  • 500% increase in utilisation visibility — Know exactly where your team is and what they are delivering at any point in time
  • 100% of projects delivered on budget — Real-time financial tracking makes budget control a discipline, not a deadline scramble
  • 30% to 95% consultant utilisation — The right resource planning framework changes what your team is capable of
  • Zero manual reconciliation — Xero integration means invoices flow from timesheets without a single manual step
  • Faster, cleaner delivery — One connected platform removes the friction that slows professional services organisations down
Why Organisations Choose Flexible Project Management

Why Organisations Choose Flexible Project Management

Why Organisations Choose Flexible Project
Projects Don’t All Need the Same Thing

Projects vary widely in scope, complexity, and pace. Some require a steady, full-time project manager from initiation through to close. Others reach a point where momentum stalls, decisions slow, or delivery becomes fragmented, not because teams lack capability, but because structure and visibility are missing.

Flexible project management recognises this reality. It allows organisations to bring in experienced project leadership at the moments it matters most, whether that is to establish governance, stabilise delivery, support a critical phase, or provide oversight during periods of change.

Rather than adding permanent headcount or forcing a one size fits all model, flexible engagement gives teams access to the right level of leadership, at the right time, while keeping ownership and accountability firmly within the business.

Why Flexible Models Work

Flexible project management works because it aligns delivery support with how work actually happens.

Projects rarely move at a constant speed. Priorities shift, dependencies change, and resource demand fluctuates over time. A flexible model allows support to scale up when delivery intensity is high, then scale back once structure is in place and teams are moving confidently.

Flexible project management brings control without constraint:

  • Fits your pace: Scale support up or down as delivery intensity changes.
  • Pay for what you use: Engage by hours or phases, not long-term overhead.
  • Immediate capability: Experienced project managers who can embed quickly and deliver with confidence.
  • Clear control: Consistent governance, reporting, and accountability remain in place.
  • Better outcomes: Fewer surprises, faster decisions, and improved time to value.

How We Support Flexible Delivery

At Alxemy, we offer flexible project management through two engagement models. They can be used independently or combined as your needs evolve, giving you structure that scales alongside your organisation.

Project Management Pro

Dedicated leadership for defined delivery

Project Management Pro is designed for initiatives that require clear ownership and end to end leadership. It suits small to mid sized projects where coordination across teams, vendors, and stakeholders is critical to success.

With a dedicated project manager in place, delivery is actively driven rather than passively monitored. Scope, risks, budgets, and timelines are managed as part of a cohesive plan, supported by clear reporting and regular cadence.

Organisations using this model benefit from stronger alignment, earlier risk identification, and decision ready insight throughout the project lifecycle, ensuring delivery remains on track and outcomes are achieved with confidence.

Project Management On Demand

Flexible support, sized to your needs

Project Management On Demand provides access to experienced project leadership without fixed resourcing. It is ideal for organisations managing multiple initiatives, internal change, or delivery peaks where additional structure is needed temporarily.

Support can be used to stabilise delivery, improve reporting, manage vendors, or support internal teams through critical phases. The same disciplined PMO approach is applied, but scaled to the level of effort required.

Engagements can be remote or hybrid, with hours used as needed or aligned to a fixed monthly budget. This model allows organisations to remain agile while maintaining visibility, accountability, and delivery momentum.

Typical engagement options include:

  • Starter, 20 to 40 hours per month
  • Standard, approximately 80 hours per month
  • Dedicated resource, full time allocation

What You Can Expect with Alxemy

Regardless of engagement model, our focus remains consistent, creating clarity, control, and confidence in delivery.

We bring predictable delivery through stage gates, RAID management, and benefits tracking, without introducing red tape. Financial visibility is maintained through clear budget tracking, forecasts, and invoice summaries. Teams stay aligned around a single plan that connects IT, vendors, and the business.

Just as importantly, we leave organisations stronger than we found them. Templates, dashboards, and delivery rhythms are designed to be reused, helping teams build a right sized PMO capability that lasts beyond individual projects.

Flexibility isn’t a shortcut.
It’s how work keeps moving when business priorities continue to change.

Ready to Keep Your Projects Moving, Your Way?

We’ll help you choose the lightest weight model that delivers results now, and scale it when you’re ready.

Book a discovery call