Overview

Ivy Energy, a pioneering clean-energy company, is reshaping how multi-tenant properties access and benefit from solar power. As momentum grew, so did operational complexity: more teams, more concurrent initiatives, and higher expectations from customers and partners. Ivy recognized that sustaining growth would require more than “good effort”—it needed a consistent, scalable project management engine that aligned people, process, and data.

Kolme Group partnered with Ivy Energy to design and implement a customized, tool-agnostic project management framework—one that standardized execution, improved visibility, and accelerated decision-making across the organization.
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Building a Scalable,
Cross-Functional Project Management Engine

Challenge

Rapid growth exposed the limits of ad-hoc practices and disconnected tools. Ivy Energy faced:

• Inconsistent ways of working across departments—each team managed tasks differently, making cross-functional projects hard to coordinate.
• Limited visibility into portfolio progress, dependencies, and resource load, making it difficult to prioritize and forecast realistically.
• Communication gaps that created rework, delayed decisions, and eroded stakeholder confidence.
• Scalability concerns—the existing approach didn’t support the volume and complexity of new initiatives on the horizon.

Ivy needed a unified framework that would:

1. standardize project practices
2. surface real-time portfolio insights
3. enable smooth collaboration, and
4. scale with the business.

Kolme Group’s Approach

Kolme Group deployed a practical, phased program that met Ivy where they were—and brought the organization forward without disruption.

1) Rapid Assessment & Alignment

We began with stakeholder interviews and a light-touch process audit to map how work actually flowed—from intake to delivery. Together we identified bottlenecks (unclear handoffs, opaque priorities, siloed reporting) and defined success criteria: predictable delivery, portfolio transparency, and faster decision cycles.

2) Right-Sized Operating Model

Rather than impose heavy process, Kolme introduced a lean PMO framework tailored to Ivy’s culture. Key elements included:

• Intake & Prioritization: A single, guided intake for new requests with business case basics, scoring, and capacity checks—so the right work starts at the right time.
• Standard Lifecycle: Consistent stage gates (Initiate → Plan → Execute → Close) with clear exit criteria and lightweight governance to keep momentum without bureaucracy.
• Playbooks & Templates: Reusable plans, RACI charts, and communication cadences to eliminate reinvention and speed kickoff.
• RAID Discipline: A simple, shared model for Risks, Actions, Issues, and Decisions, ensuring accountability and traceability across teams.
• Health & Escalation: A standard green/amber/red rubric and weekly triage to unblock dependencies quickly.

3) Tool Configuration

Kolme configured Ivy’s chosen platform, ClickUp to reflect the new operating model—no proprietary lock-in, no over-engineering. We implemented:

• Portfolio & Program dashboards for executives and team leads.
• Resource visibility at the role level to support planning and trade-offs.
• Automations & notifications to reduce manual status chasing.
• Self-serve reporting so teams could answer “How are we doing?” in seconds, not meetings.

4) Change Management & Enablement

Adoption is where outcomes happen. Kolme delivered role-based training, office hours, and “train-the-trainer” coaching. Quick-reference guides and short loom-style videos helped busy teams adopt the essentials without slowing down live projects. Feedback loops allowed us to tune workflows in real time.

What Changed for Ivy Energy

Within the first project cycle under the new model, Ivy gained:

• Predictability: Standard plans and stage gates reduced variation, making timelines more credible and outcomes more consistent.
• Clarity: Leaders could see portfolio health, risks, and resource constraints at a glance—enabling earlier, better decisions.
• Speed: Clear ownership and a weekly unblock cadence cut idle time between tasks and reduced decision latency.
• Collaboration: Shared RAID, playbooks, and status rhythms aligned engineering, operations, CX, and finance
  around the same facts.
• Scalability: The framework supports additional programs, new markets, and partner implementations without re-inventing process each time.

Client Testimonial

“Kolme Group’s expertise was instrumental in transforming our project management approach. Their tailored solutions and dedicated support have empowered our teams to work more efficiently and collaboratively.”— Tanya Kuhn, Head of CX, Ivy Energy

Consultant’s Perspective

“Working with Ivy Energy was a rewarding experience. We co-created a solution that solved immediate pain—visibility and handoffs—while laying the foundation for scale. Their commitment to innovation and

sustainability made every improvement meaningful.”— Sofai Faumuina, Lead Expert, Kolme Group

Why This Works (and Sticks)

Many transformations fail because they add process without removing friction. Kolme’s philosophy is different: reduce noise, standardize what matters, automate the routine, and keep humans focused on decisions. By grounding the framework in Ivy’s real workflows—and giving teams clear, minimal guardrails—we made the right way the easy way. That’s why the model held under pressure and continued to improve with feedback.

What’s Next

With governance, visibility, and collaboration now consistent, Ivy can accelerate strategic initiatives—new deployments, partner programs, and product enhancements—on a repeatable, reliable cadence. The operating model is built for iterative maturity: add advanced forecasting, portfolio scenario planning, and deeper financial insights as needs evolve.

Ready to See Similar Results?

Kolme Group helped Ivy Energy move faster, gain clarity, and scale with confidence—proof that the right strategy, tailored workflows, and hands-on enablement turn PMO goals into measurable outcomes.

Want the same momentum? Chat with Sales and we’ll quickly assess your current setup, pinpoint the 2–3 highest-impact improvements, and outline a practical 90-day action plan—no heavy lift, just progress.

Next steps:

• Talk with Sales now (bottom-right chat) to discuss your goals, or

• Book a 30-minute strategy session to get your roadmap started.