Overcoming Project Management Headaches with Strategic Portfolio Management

How and Why SPM provides practical ways to address the daily chaos of AV Project Management
Overcoming Project Management Headaches with Strategic Portfolio Management
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In the world of AV integration—where AVIXA and NSCA members navigate highly technical, custom, and often high-stakes installations—project management can feel like a maze. These firms face a unique confluence of challenges: evolving hardware requirements, multi-vendor systems, changing client needs, and the dual pressures of tight timelines and scarce skilled labor. Without a strategic approach, integrators often find themselves reacting to problems rather than executing with precision.

Visibility is often the first casualty. Project schedules get tangled, technician workloads collide, and deadlines slip unnoticed—only to surface when critical milestones are missed. This leads to frustrated clients, increased change orders, and shrinking margins¹. Meanwhile, many integrators struggle to demonstrate their value early in the design process, especially when they’re brought in too late to influence scope or spec decisions². And inside the firm, project coordination becomes chaotic as trades like engineering, installation, programming, and commissioning operate in silos, often without a single source of truth³.

When Custom Gets Complicated

These issues are amplified in custom integration projects. A client may request user interface changes after sign-off, or site conditions may shift mid-install. The traditional tools many firms rely on—Gantt charts, static spreadsheets, or standalone PM software—weren’t built for this level of complexity⁴. And with software-defined AV environments becoming more common, the gap between the design phase and the commissioning phase is getting harder to bridge,

The SPM Shift: From Firefighting to Foresight

Managing Projects as a Strategic Ecosystem

That’s where Strategic Portfolio Management (SPM) steps in. SPM isn’t just project tracking—it’s a method of aligning all your projects, resources, and goals within a strategic framework. It brings clarity to chaos. With SPM, AV leaders can monitor how all active projects impact resource availability, cash flow, and long-term business outcomes. You can see which deals align with your profitability goals, which require your most senior techs, and where you’re vulnerable to overextension.

Most importantly, SPM enables intentional decision-making. It helps firms shift from reacting to delays to planning for success. Instead of viewing each project in isolation, SPM lets integrators manage their entire workload as a dynamic ecosystem. When bottlenecks emerge—say, too many installations scheduled in the same week—SPM makes it easy to adjust timelines, reassign resources, or delay less strategic work.

The Payoff: Clarity, Control, and Competitive Edge

Results You Can Measure—and Feel

The benefits of this shift are measurable. AV firms that implement SPM practices have reduced project delays, improved client satisfaction, and seen margin gains across their portfolios. Some have trimmed the number of active projects to focus on high-value clients and recurring revenue opportunities—resulting in better staff utilization and improved work quality. Teams gain confidence knowing they’re operating within a structure designed for success, not just survival⁵.

Stronger Market Positioning

Beyond the operational wins, SPM helps AV integrators stand out in the marketplace. By aligning their project execution with broader business goals, firms can better position themselves as partners—not just providers—in the design and delivery process. That means stronger relationships with architects, consultants, and construction managers. And internally, it means more clarity on hiring needs, training priorities, and scalable growth.

Solving the Labor Crunch

SPM also addresses one of the industry’s most significant pain points: the technician talent shortage. When project planning is more strategic and predictable, firms can better allocate their top talent where it matters most. This creates a more sustainable work environment, reduces burnout, and improves retention—all critical advantages when labor is hard to find⁶.

Lead the Integration, Not Just the Installation

Today’s AV environment is moving fast. IP-based systems, remote monitoring, and hybrid work experiences are no longer the future—they’re here. SPM gives integration firms the framework to adapt, compete, and lead. It’s not about adopting one more tool—it’s about evolving how you plan, prioritize, and perform.

Start small. Choose a vertical market, a region, or a recurring system type as a pilot. Track your results. Refine your approach. As you grow, SPM becomes a strategic asset—helping you orchestrate complex AV solutions with the confidence and clarity your clients expect.

Interested in learning more. Connect with me at CatalystFactor Consulting to start the conversation on how I can help you implement SPM in your practice.

Endnotes

  1. D-Tools. "5 Biggest Challenges AV Integrators Face (And How to Solve Them)."
    https://www.d-tools.com/resource-center/5-biggest-challenges-av-integrators-face-and-how-to-solve-them

  2. AVIXA Xchange. "Train Your Team on AEC Design Processes: The Key to Seamless AV Integration."
    https://xchange.avixa.org/posts/train-your-team-on-aec-design-processes-the-key-to-seamless-av-integration

  3. InfoComm. “Project Management for AV.”
    https://www.infocomm.org/filestore/egraphics/documents/ProjectManagementforAV_Malone.pdf

  4. Coordinate HQ. "How the AV Industry Struggles with Project Management."
    https://www.coordinatehq.com/video-testimonials/how-the-av-industry-struggles-with-project-management

  5. Planview. “Strategic Portfolio Management for Complex Project Environments.”
    https://www.planview.com/resources/articles/what-is-strategic-portfolio-management/

  6. Field Nation. “Addressing the AV Labor Crisis.”
    https://fieldnation.com/resources/addressing-the-av-labor-crisis

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Great perspective!
SPM clearly helps AV integrators streamline projects, optimize resources and deliver high-quality results with confidence and strategic foresight.

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