PgMP Practice Question

A financial services firm is launching a program to enhance its digital customer experience. The program includes two major components: deploying a new AI-powered wealth management platform to attract high-net-worth clients and upgrading the legacy, enterprise-wide CRM system to improve data consistency. The Head of Wealth Management is advocating for prioritizing the AI platform to meet aggressive market-share growth targets. In contrast, the Chief Technology Officer argues that upgrading the unstable CRM is a prerequisite, as its failure would impact all business lines. As the program manager, you are asked by the executive sponsor to recommend the best path forward to ensure long-term strategic coherence. Which action is most appropriate?

  • Create a detailed, integrated resource and dependency plan for both initiatives to present the execution complexities to the sponsor before making a decision.

  • Prioritize the CTO's request to upgrade the CRM system first, as foundational stability is a prerequisite for any new technology deployment.

  • Facilitate a review with the program governance board to re-evaluate the alignment of both initiatives against the organization's documented strategic objectives and value commitments.

  • Develop a business case that focuses on the AI platform, since it has the highest potential for revenue growth and directly supports the goal of capturing new market share.

PgMP
Strategic Program Alignment
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