A Scalable Foundation for Innovation: Natera and Prodactive’s PPM Partnership

The Client

Natera

Natera is a global biotechnology company specialising in cell-free DNA (cfDNA) testing and advanced genetic diagnostics. Operating across reproductive health, oncology, and organ transplantation, the organisation develops highly sensitive molecular tests that enable clinicians to make earlier and more informed medical decisions without invasive procedures.

As a research-driven company, Natera manages a large and continually evolving pipeline of research and development initiatives. Despite operating at enterprise scale, the business retains a fast-moving, innovation-led culture. This creates a dynamic project environment, with many concurrent initiatives, cross-functional stakeholders, and frequently evolving priorities — all of which require reliable visibility and coordinated oversight to support effective decision-making.

The Challenge

Due to the volume and complexity of its R&D portfolio, Natera lacked consistent governance around how projects were managed and reported. Individual teams worked effectively within their own areas, but there was no standardised way to monitor progress across the organisation.

Key challenges included:

  • No consistent reporting framework across projects or business units

  • Limited portfolio-level visibility for leadership

  • Frequently shifting project milestones, often resulting in extended timelines

  • Difficulty understanding the scale and impact of milestone changes

  • A need to improve decision-making and planning based on reliable data

Leadership wanted to better understand how projects were actually progressing and how plans were evolving over time, so that meaningful improvements to project delivery processes could be made.

The Solution

Smartsheet designed a Project Portfolio Management (PPM) framework and engaged Prodactive to implement it, leveraging their experience in structured portfolio delivery and their methodology for tracking milestone evolution.

The solution was built as a multi-tier PPM architecture using Smartsheet Control Center, structured around two blueprints. This allowed Natera to view project data at both the business-unit level and across the full enterprise portfolio.

Key elements of the solution included:

  • Standardised project templates and governance structures

  • Turn-key reporting for business units

  • Portfolio-level dashboards and roll-up reporting

  • A specialised method for tracking and analysing milestone changes over time

  • Superuser training to support internal ownership and long-term sustainability

A structured weekly cadence of working sessions maintained delivery momentum, and after a temporary project pause due to commercial considerations, the solution was refined and validated with stakeholders through walkthroughs and hands-on sessions before handover.

The Outcome

Natera has learned a significant amount about its own needs and current process state as a result of working with Prodactive. The extended delivery timeline has had some advantages, as it has led to periods of reflection and exploration with stakeholders, allowing the business’s needs to be refined. With new management also now engaged with the solution, further refinements will doubtless be made. 

I haven’t found too many people in my career who have the detailed level of business understanding as the Prodactive team. It’s not only at a strategic level, whether it’s program governance or financial, but also the tactical stuff – it was really easy for me to discuss or brainstorm ideas with them, as they just ‘got’ what was on my mind. Coupled with their technical knowledge of Smartsheet, they were able to react to changes on the fly and raise potential issues before they arose.

I am very much looking forward to working with them further as we look to take our Smartsheet implementation and connect it across the business more widely. I trust them to give us the advice and insight we need to make the right decisions.

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