# Workload for IT Advisory Firms & CIO Office Consultants

> Workload helps CIO office and PMO advisory firms standardize capacity planning and portfolio delivery on every IT engagement — with a repeatable stack that complements Jira and Azure DevOps, migration in hours, and executive-ready CODIR outputs.

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## Workload for IT Advisory Firms & CIO Office Consultants

Standardize capacity planning and IT portfolio delivery across all your IT engagements. Workload complements Jira and ADO — deploy in days, not months.

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## IT Advisory Firms

Why do CIO office firms use Workload?

Workload helps CIO office and PMO advisory firms standardize capacity planning and portfolio delivery on every IT engagement — with a repeatable stack that complements Jira and Azure DevOps, migration in hours, and executive-ready CODIR outputs.

Workload for IT Advisory Firms

- Repeatable PMO delivery stack
- Complements Jira / Azure DevOps
- 2-hour migration from Excel or Sciforma
- Portfolio + capacity in one tool
- Partner commission 15–25%

Standardize your

PMO delivery stack

One capacity + portfolio platform for every IT engagement. Deploy in days, bill advisory hours — not spreadsheet setup.

Jira runs agile execution. Workload gives the CIO capacity, portfolio, and CODIR visibility — your clients keep both.

Explore

portfolio management

IT capacity planning

, and

migration kits

— the building blocks of your delivery methodology.

Become a partner

Partner program overview

5 missions where Workload accelerates billing

Repeatable engagement types where advisory firms win and deliver faster with a standardized tool.

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### PMO setup (30 days)

Deploy portfolio structure, prioritization criteria, and capacity views for a new or maturing IT PMO — without a 6-month Planview rollout.

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### Portfolio rationalization

Run what-if scenarios, Impact vs Effort matrices, and CODIR-ready dashboards to help the CIO cut or reprioritize the project backlog.

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### Capacity diagnostic

Audit team utilization, conflicts, and net capacity. Deliver a data-backed recommendation before the next investment committee.

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### Post-Jira deployment

Add the missing capacity and portfolio layer after Jira or ADO rollout: sync epics read-only, link capacity to delivery, report predictability to executives.

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### Sciforma / Excel migration

Migrate from spreadsheets or legacy PPM in hours using Workload migration kits — keep the engagement focused on advisory, not data entry.

Why advisory firms choose Workload

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### Repeatable delivery stack

Same Workload configuration pattern on every client: org setup, portfolios, teams, allocation rules, timesheet, executive reports.

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### Complementary to Jira / ADO

No rip-and-replace. Clients keep agile tools; you deliver the capacity and PPM layer the CIO actually needs for arbitration.

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### 2-hour migration path

Excel, Sciforma, MS Project migration kits let you prove value in the first week of the engagement.

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### Executive-ready outputs

PDF/Excel/PPT exports from portfolio dashboards — what CIO office firms need for steering committees.

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### Multi-client scalability

Train junior consultants on one tool. Reduce dependency on senior partners for every capacity spreadsheet.

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### Higher mission margin

Less custom setup per client means more billable advisory hours and faster time-to-invoice on fixed-price missions.

Complementary stack

Client keeps (execution)

- Jira / Azure DevOps — backlog, sprints, delivery
- Tempo / timesheet sources — time tracking
- SSO / identity — Azure AD, Okta

You add with Workload (governance)

- Capacity planning & allocation
- Portfolio prioritization & what-if
- Budget, PvA & CODIR reporting

See how Workload compares to legacy PPM on the

Sciforma comparison page

Frequently Asked Questions

### Why should a CIO office firm standardize on Workload?

Every mission starts with the same capacity + portfolio foundation instead of rebuilding Excel models. You deliver faster, train juniors more easily, and present a consistent executive narrative to the CIO.

### Which client profile fits best?

IT departments with 50–500 FTE, an existing or emerging PMO, and pain around capacity visibility, portfolio prioritization, or post-Jira governance gaps.

### Can we white-label Workload?

Workload is co-branded, not white-labeled. Certified and Premier partners use co-branded audit grids, slides, and one-pagers. The product remains Workload — which preserves support and product updates.

### How does Workload fit with Sciforma or Planview?

For clients who need full enterprise PPM, those tools may still fit. Workload wins when the problem is IT capacity + portfolio at a fraction of the cost and deployment time — often as a first step before or instead of heavy PPM.

### Do you support RFP responses?

Certified and Premier partners receive RFP boilerplate, security overview, integration documentation, and joint review on qualified opportunities.

### What training do our consultants need?

Registered onboarding is 2 hours. Full certification (recommended for client-facing consultants) is 1 day: methodology, demo scenarios, and objection handling.

### Can we deploy Workload on multiple clients simultaneously?

Yes. Each client is a separate organization. Partners typically maintain a master sandbox plus one demo org per active engagement.

### How do we register a client opportunity?

From Partner space (/dashboard/partner), use Register opportunity — recommended before the first demo. Certified and Premier partners also get co-selling support from the channel manager.

Ready to standardize your delivery?

Join the Workload partner program and deploy capacity + portfolio on your next IT engagement.

Apply to become a partner

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