Engagement narrative — Avalara · 2015–2016

Forming a PPMO during acquisition-driven hypergrowth

Sixfold growth in three years, 500–700 initiatives in motion, and no unified capital view. A CIO/CFO-sponsored governance overlay created the first enterprise portfolio baseline.

CIO / CFO sponsorship Hypergrowth SaaS PPMO formation
500–700initiatives brought under one governance view
6xcompany growth in three years
1stenterprise portfolio baseline
Bi-weeklycross-department governance cadence

The operating problem

What leadership was facing.

Avalara had grown roughly sixfold in three years through acquisitions and rapid market expansion. IT investment spanned BI, platform services, Salesforce, security, engineering, and product development, with 500–700 initiatives active or proposed at any time. Delivery velocity existed; portfolio clarity did not. Departments prioritized locally, capital allocation lacked a unified view, and executive leadership needed financial accountability without slowing growth.

Options on the table

The decision, framed honestly.

Considered

Maintain decentralized governance

Preserves autonomy and speed; duplication persists and capital allocation stays opaque.

Considered

Mandate a centralized overhaul

Immediate standardization, but likely cultural resistance and slower delivery during hypergrowth.

Chosen

Hybrid governance overlay

CIO/CFO-sponsored portfolio governance with standardized qualification — while preserving team-level execution autonomy.

What I put in place

The structure behind the outcome.

  • Helped establish a CIO/CFO-sponsored IT governance council and formal project portfolio management office
  • Consolidated initiative data into enterprise dashboards governing 500–700 initiatives per quarter
  • Standardized qualification criteria and required explicit executive sponsorship before initiation
  • Instituted bi-weekly governance forums across departments and a durable decision log capturing tradeoffs and sequencing rationale
  • Supported cross-functional delivery teams of up to 24 contributors inside the new model

What changed

The operating difference.

Duplicate and low-value work was pruned and capacity realigned to realistic commitments. Executive conversations moved from anecdotal updates to structured capital sequencing, projects entered delivery with named sponsors and explicit value alignment, and the company gained its first enterprise portfolio baseline ahead of IPO-readiness work.

Why it mattered

The executive read.

Hypergrowth requires governance that scales without strangling innovation. The PPMO enabled disciplined integration of acquired products, protected financial controls during expansion, and restored executive decision architecture under hypergrowth conditions.