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StudioBE

Agile Consulting & Training

Your portfolio isn’t the problem. Your operating system is.

PPM4Agile is a portfolio operating system for organizations whose strategy and delivery have come apart. It runs on four connected practices, Align, Focus, Deliver, and Learn: Align decides what matters, Focus proves you can deliver it, Deliver executes the committed slice, and Learn measures what shipped and feeds the next decision. Six operational drivers carry the practices: workflow, meetings, people, metrics, artifacts, and the tools pipeline.

Led by B. Eric Fullerton, creator of PPM4Agile, with more than 20 years across IT operations, project and portfolio management, consulting, and agile coaching. Organizations he has worked with, as an employee or through client engagements:

  • Bank of America
  • PIMCO
  • Pfizer
  • Grainger
  • Deloitte
  • Centene
From a pile of projects to a ranked system. Align ranks the work, Focus fits it to capacity, Deliver keeps it moving, and Learn feeds the next decision.

The pattern

Sound familiar?

  • Business and IT blame each other

    The business says IT is always late. IT says the business is unclear, unavailable, or keeps changing its mind.

  • Late, over budget, and scope that won’t sit still

    Timelines slip, budgets overrun, and the scope never settles long enough to plan against. The trouble sits somewhere in that triangle of scope, schedule, and budget.

  • Execution takes the blame

    “The developers are too slow.” “QA misses things.” The real cause runs end to end: which projects get picked, whether anyone sticks to them, and the extra work that slips in.

  • Tools that don’t talk to each other

    One group works in one tool and the next group in another. Someone syncs them by hand, errors creep in, and nobody can see the whole pipeline.

  • No record of what was asked for

    Everyone documents requests their own way, with no standard and no common source of record. Months later the blue widget ships, and nobody can say what was asked for, or what wasn’t.

Free self-assessment

How healthy is your portfolio? 2-minute check.

Answer 10 plain-language questions about how work really gets chosen, planned, delivered, and measured. You get a score for each PPM4Agile practice and the one change most likely to help first.

  • About two minutes
  • No email, no sign-up
  • Answers stay in your browser
Take the 2-minute check
Sample resultBiggest lever: Focus

Preview of the results view: an overall score out of 100, a bar for each of the four practices, and the practice to improve first.

The shift

What changes when you manage the system, not the projects?

The shift from managing projects to managing the system that produces them.
The old wayThe shift
Manage projectsManage the system that produces them
Plans built on assumptionsPlans validated against real capacity
Status by activityStatus by outcome
Every request acceptedExplicit intake and deferrals
Framework complianceDecisions that hold

The system

How does PPM4Agile connect strategy to delivery?

Read the full framework
  1. 1Portfolio Development

    Align

    Turn ideas and requests into an approved, prioritized portfolio, with the reasons written down.

    The question it answers: How do we decide what actually belongs in the portfolio?

    A ranked portfolio your leaders can defendA written list of what you’re not starting, and whyYour operating system, set up for how you actually workExplore Align →
  2. 2Planning

    Focus

    Turn one approved project into a plan someone can actually execute.

    The question it answers: Can this plan survive reality?

    A plan built on the people you actually haveAn MVP everyone agreed toDependencies with owners before work startsExplore Focus →
  3. 3Execution

    Deliver

    Execute the committed slice and finish it, with a real hand-off to operations.

    The question it answers: Why is everyone busy and nothing is finishing?

    Work that finishes, in slices small enough to measureA release decision made on evidence, not the calendarA release operations can actually support, with a named ownerExplore Deliver →
  4. 4Evaluation, Value & Learning

    Learn

    Measure what shipped against the goals it was funded for, then scale, sustain, or retire it.

    The question it answers: How do we know any of this worked?

    A clear call on what to scale, sustain, or retireValue measured against what the work was funded to doEvidence that makes the next Align decision easierExplore Learn →

What is a portfolio operating system?

A presenter walking leaders through outcome dashboards

Why StudioBE

Why does PPM4Agile hold up?

  1. We fix how the whole system works, not one part of it

    The trouble usually starts upstream of the projects, in how work is chosen and planned. We work the pipeline end to end, teams included.
  2. Framework-neutral

    PPM4Agile works with SAFe, Scrum, Kanban, or none of them.
  3. Built for organizations running many projects

    Public or private, the industry matters less than how many IT projects you have to coordinate. Procurement, oversight, and mandates are inputs, not excuses.
  4. Decisions leaders can defend

    Every prioritization call has a visible rationale.
  5. No big program, one shared framework

    You don’t need a big transformation program to start. You do need one end-to-end framework that everyone works from.

Who you work with

Who leads a StudioBE engagement?

B. Eric Fullerton

Principal, StudioBE

Eric Fullerton created PPM4Agile after more than 20 years in IT operations, project and program management, consulting at Deloitte, and agile coaching. He works with leaders of public and private organizations that run a lot of IT projects at once, and he leads every engagement himself.

across IT operations, project and portfolio management, consulting, and agile coaching
20+ years
created by the principal, from the framework he built at Centene
PPM4Agile
Eric leads every engagement; big programs add coaches he trains on the same framework
Principal-led
Read the full profile
connected practices in one PPM4Agile loop
4
lessons in the self-paced course
79
one Clarity Session, the place to start
60 min

Organizations Eric has worked with, as an employee or through client engagements

Cisco
Bank of America
PIMCO
American Express
Grainger
Centene
Mitchell 1
Pfizer
AT&T
LPL Financial
Deloitte
California Department of Public Health

PPM4Agile Course

Can your team learn PPM4Agile on its own?

A self-paced course on the PPM4Agile framework, in four phases from portfolio development to evaluation and learning. Each lesson pairs the material with an example of it done well in a case study, then has you apply it to your own organization and build a playbook to bring back.

  • 5 modules
  • 79 lessons
  • 8-block canvas
  • $497
Explore the course →

Start here

Where should you start?

60-Minute Portfolio Clarity Session

One paid conversation over Zoom about your portfolio and your constraints. You leave knowing what Eric thinks is going on and what fits next.

What you get

  • A structured set of questions about your portfolio and its challenges
  • Eric’s read on what is going on, and where strategy and delivery have come apart
  • What fits next: a consulting engagement, the course, or both
  • $197 for the hour, and more time if you need it