Case Studies
Financial system parallels, corporate R&D innovation, project management practices, project management examples — Connecting theory to reality.
4
Documents
4
PM Practice Principles
90%
High-Performance Success Rate
6
Automation Levels
Documents
Four case studies connecting theory to reality.
Doc 08-1
Financial Parallels
Understanding task management through financial system analogies — OMS, EMS, matching engine.
Finance to Task Management Mapping
6 Automation Levels
Progressive automation from goal setting to full evaluation. Human involvement adjusted at each level.
6/6 levels defined
TPG PE 3-Layer Model
Mapping Firm → Fund → Deal structure to Organization → Portfolio → Project.
Why Financial Analogies
Financial systems have optimized efficient resource allocation for decades. We apply those patterns to task management.
Doc 08-2
Corporate R&D
Innovation investment via PE model — Applying TPG, Apollo, KKR methods to corporate R&D.
Leveraging PE Models
Apply private equity methods from TPG, Apollo, and KKR to innovation investment. Redefine large corporations like Panasonic as "investment companies."
Portfolio Transformation Model
Problem discovery → Hypothesis building → Value-up → Exit. Apply PE portfolio company transformation methods to internal R&D projects.
R&D Budget Innovation
Convert idle R&D budgets into VC-style investments. Maximize success probability through diversified investment in small projects.
10x
Portfolio diversification multiplier
Senior Advisor Model
Introduce PE firm senior advisor system. Industry veterans provide strategic advice to projects.
Doc 08-3
Project Management Practices
Quantification discipline, alignment of economic rationality and social value, phased scale-up, unmet needs discovery.
Quantification Discipline
Measure all project outcomes with quantitative metrics. Manage progress with specific numerical targets and KPIs, not vague "improvements."
KPI
Metrics-driven
3x
Phased Scale
Economic Rationality + Social Value
Project design that balances business impact and user value. Include not just ROI, but also the social significance the product creates as an evaluation axis.
Phased Scale-Up
3 phases: MVP → PMF → Growth. Start small, validate, confirm success patterns, then scale. Accelerate growth while minimizing risk.
Unmet Needs Discovery
Methods to structurally discover needs unmet by existing solutions. Extract insights by combining user interviews and data analysis.
Doc 08-4
Project Examples
PMBOK 7th + Project Sprint, 4 project types, success rate data.
Framework
Hybrid of PMBOK 7th edition + Project Sprint. Combining standardized project management with agile sprint methods.
4 Project Types
Transformation: Organizational change
Event: Event planning & execution
Development: Product development
Research: Investigation & research
Mindset Shift
Microsoft: "Know-it-all → Learn-it-all." Learning ability is the key to project success.