the resource-driven enterprise · gain real-time visibility into strategic objectives ... •...
TRANSCRIPT
copy 2014 Planview Inc | 1 | Confidential
The Resource-Driven Enterprise Resource and Work Management ndash No Matter How You WorkTM
Patrick Tickle
Chief Product Officer
copy 2014 Planview Inc | 2 | Confidential
At The Core of Your Business
copy 2014 Planview Inc | 3 | Confidential
Solutions From Small Teams to the Enterprise
copy 2014 Planview Inc | 4 | Confidential
Integrating the Portfolios at the Core of Your Business
copy 2014 Planview Inc | 5 | Confidential
Resource and Work Management ndash No Matter How You WorkTM
copy 2014 Planview Inc | 6 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 2 | Confidential
At The Core of Your Business
copy 2014 Planview Inc | 3 | Confidential
Solutions From Small Teams to the Enterprise
copy 2014 Planview Inc | 4 | Confidential
Integrating the Portfolios at the Core of Your Business
copy 2014 Planview Inc | 5 | Confidential
Resource and Work Management ndash No Matter How You WorkTM
copy 2014 Planview Inc | 6 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 3 | Confidential
Solutions From Small Teams to the Enterprise
copy 2014 Planview Inc | 4 | Confidential
Integrating the Portfolios at the Core of Your Business
copy 2014 Planview Inc | 5 | Confidential
Resource and Work Management ndash No Matter How You WorkTM
copy 2014 Planview Inc | 6 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 4 | Confidential
Integrating the Portfolios at the Core of Your Business
copy 2014 Planview Inc | 5 | Confidential
Resource and Work Management ndash No Matter How You WorkTM
copy 2014 Planview Inc | 6 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 5 | Confidential
Resource and Work Management ndash No Matter How You WorkTM
copy 2014 Planview Inc | 6 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 6 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 7 | Confidential
bull Best-of-breed focus that drives innovation and customer success
bull Recognized leader by premier analyst firms
bull The industryrsquos leading cloud product line
bull Unique combination of scale and access
ldquoLeaderrdquo
ldquoStrong Positiverdquo
ldquoLeaderrdquo
The Market Leader in Portfolio Management
Planview
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 8 | Confidential
Life Sciences Healthcare Other
Financial Services Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 9 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 10 | Confidential
The Enterprise Cloud for Portfolio Management The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 11 | Confidential
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 12 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 13 | Confidential
Idea Funnel
Integrated Demand
Investment Analysis
Portfolio Alignment
Project Portfolio
Resource Utilization
Product Pipeline
Application Portfolio
Better business decisions with industry leading Insight Analytics
Cloud-based analytics spanning big-data through reporting
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 14 | Confidential
Innovative user experience accelerates value
Portfolio ribbon single-click metrics
Intuitive navigation promotes adoption
Integrated analytics visualizes data
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 15 | Confidential
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 16 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 17 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 18 | Confidential
Customer Community Planview Horizons Events and online communities
Platinum Service Premium care and services 93 customer sat
Inner Circle Program Customer-driven development process
Company Culture Focus on portfolio management and customer success
Partnership Model Comprehensive commitment to success
The industryrsquos premier user conference focused entirely on portfolio management
Unique programs that establish long-term relationships ensure mutual success and lower risk
CRM Program Customer advocate and single point-of- contact
Committed to Your Success
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 19 | Confidential
excellence in collaboration
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 20 | Confidential
155271
registered users since the start
1001981
Founded as one of the worldrsquos first
SaaS offerings
1998
2000+
total projects managed
in people-centric collaboration
customers from enterprises to teams
Pioneer
Uptime 9998 average service
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 21 | Confidential
Project Collaboration - All the tools in One Place
Project management amp
execution
Team amp task collaboration
Document collaboration
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 22 | Confidential
Team Collaboration Project Management
Kanban Task Management
Project Collaboration - All tools in one place
Document Sharing
Mobile
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 23 | Confidential
Project Collaboration - All tools in one place
Planning amp coordination with integrated Gantt charts and Kanban boards
Holistic view of collaboration from planning to execution
Implement best practice and shortcuts from previous projects
Create customized templates to fast-track collaboration
Intuitive visual management and workflows
Kanban-enabled self-organizing teams
Messaging reporting and notification
Integrated conferencing and communication
Task member and meeting management
Team Collaboration Project Management
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 24 | Confidential
Drive Customer Success
Enterprise Enablement for Project Collaboration
bull Account Administrator(s) will be trained as a super user
bull All topics from PM and user training plus the administration of the Projectplace account (usage projects creating and management of user rights portfolios and templates)
bull Project Managers will be trained how to set up a project and use a pre-defined template
bull Set up the planning (timeline Gantt activities Boards amp Cards)
bull Create user groups with different access rights
bull Set up a document structure with access rights and version management
bull Start and join online meetings
bull Accessing the service
bull Personal settings
bull Working with documents
bull How to communicate in the service
bull Working with boards amp cards
bull Meetings online meetings
Project Manager Workshop
End User Workshop
Administration Workshop
Fixed Pricing ndash Low-Risk Deployment
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 25 | Confidential
Thank You
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 26 | Confidential
Back-Up Slides
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 27 | Confidential
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 28 | Confidential
bull Capture enterprise demand
bull Optimize investment and capacity planning
bull Integrate project and resource execution
bull Mature financial transparency
bull Decision-driven analytics and reporting
bull Enterprise integration with Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 29 | Confidential
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 30 | Confidential
Planview Enterprise Portfolio Management
Planview Enterprise Project and Resource
Management
Projectplace Project
Collaboration
One portfolio multiple execution solutions
One Integrated Portfolio
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 31 | Confidential
Planview Enterprise ProjectResource Management
Projectplace Project Collaboration
Agile Tools eg Rally Jira
Planview Enterprise Portfolio Management
One Integrated Portfolio ndash with Agile
One portfolio multiple execution solutions
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 32 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 33 | Confidential
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 34 | Confidential
bull Portfolio optimization against risk tolerance
bull Strategic Buckets
bull Portfolio analysis from idea through end of life
bull Integrated strategic product and project portfolios
Portfolio Management
bull Graphics comparing innovation versus incremental enhancements
bull Analytics revealing the cost of maintaining declining products
bull KPIrsquos covering risk versus reward
Analytics and Reporting
bull Executive dashboards show the product pipeline
bull Reports on projected product PampL
bull Metrics detailing gate deliverables and status
Process and Best Practices
Innovation Front-End
Product and Capacity Planning
Product Development
Product Lifecycle Management
New Product Ideas
Product Enhancements
Maintenance and Support
Research and Development
LAUNCH bull Product marketing bull Release Management bull Cross-functional readiness
IN-MARKET ANALYSIS bull Product Performance bull Market Analysis
END-OF-LIFE bull Post mortem bull Close-out workflow bull Financial transition
PIPELINE PRIORTIZATION bull Strategic alignment bull Brand impact bull Competitive comparison bull Sustainability analysis
CAPACITY PLANNING bull Organizational resource
capacity planning bull Financial planning amp analysis bull Efficient Frontier optimization
ROADMAPPING bull Product amp technical roadmaps bull Product Dependencies
EXECUTION bull Product development bull Project execution bull Resource management bull Time reporting bull Change Risk and Issue
management
IDEATION bull Voice of the customer bull Idea capture amp collaboration bull Idea source tracking for IP bull Idea alignment status and
scorecarding
bull PRISMS best practices amp enablement
bull Nova for PPM leading practices
bull Stage-Gatereg process management
bull Deliverables processes
bull Workflow amp lifecycle management
bull Process assessments and reviews
Financial Management bull Top down amp bottom up product financial planning bull Total cost of development
Portfolio Management Innovation Solution
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 35 | Confidential
bull Operationalize strategy and initiatives into programs and projects
bull Optimize Strategic Investments
Strategic Planning
bull Tracking auditing and control of key processes
bull Analyze services assets applications and service level agreements
Analytics and Reporting
bull Gain Real-Time Visibility into Strategic Objectives
bull Executive dashboards KPIs
Process Automation and Best Practices
Integrated IT Portfolio Management
Projects
Ideas
Support and Maintenance
Service Requests
APPLICATIONS bull Total Cost of Ownership bull Application Rationalization bull Application Roadmap
PLANNING bull Capacity Planning bull Prioritization bull Scenario analysis bull Sourcing decisions
PROJECT MANAGEMENT
DEMAND MANAGEMENT bull Request work bull Check status bull Dispatch requests
bull PRISMS provides thousands of predefined process and procedural steps
bull Automated Lifecycle Management bull Configurable approval processes
bull Rapid Portfolio Management Enablement strategy
Financial Management
bull Align IT spending with enterprise strategies and objectives
bull Visibility into the cost of developing an product providing a service andor supporting an application
bull Justify or explain internal costs
bull Accurately manage chargebacks
bull Meet financial regulatory compliance
Integrated IT Portfolio Management Solution
SERVICES bull Service Portfolio Management bull Total cost of services bull Application and services topology
RESOURCE MANAGEMENT
bull Visibility into performance and strategic objectives
bull Changes Risks Issues Management bull Project execution bull Scheduling
bull Assign work efficiently bull Manage Skills and Competency bull Right Resources on right work bull Internal Vs External Resources
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 36 | Confidential
Resource Management
Analytics and Reporting
bull Executive Dashboards
bull Analyze Service Revenue
Process Automation and Best Practices
Demand and Capacity Planning Engagement Management Service Delivery
Management
New Business
Repeat Business
Strategic Business
Scope change
bullStatements of Work details bullActivity amp Milestone Scheduling
bullResource Assignment bullFinancial Planning
bullPipeline Monitoring bullWhat if Scenarios bullUtilization Planning bullFuture Capacity Planning
bull Adoption Monitoring
bull Time Approval
bull Enablement Strategy
bull Project Workflows
bull Notifications
bull Methodology Support
Service Resource Planning Solution bull Analyze Service Margins
bull Utilization Tracking
bull Project Status
bull Ad hoc Reporting
bull Roles Skills amp Competencies
bull Cost amp Billing Rates
bull Effort Profiling
bull Permanents Contractors amp Partners
bull Resource Capacity
bull Global Resource Pools
Financial Management
bull Forecast Revenue and Margins by Service Line Region Customer and Project
bull Track Revenue by Billable Resources
bull Monitor Project Expenditure
bull Monitor Work in Progress
bull Plan Billable Milestones
bullChanges Issues amp Risks Management
bullProgress Tracking amp Re-planning
bullStatus Reporting bullFinancial Re-Forecasting bullClient Deliverables
Billing Data
Client Satisfaction
CRM ERP and
Corporate Dashboards
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 37 | Confidential
Transformational Spend
Analytics and Reporting
bull Focus on large capital initiatives that expand the business
bull Analyze Strategic Alignment
Process Automation and Best Practices
Long-Range Planning
bull Automate capital and long-range planning process
bull Control versions and planning scenarios
Strategic CPM Solution bull Executive Dashboards
bull Visibility into Business Driven Investments
bull Focus on Business based financials
bull Understand trends for revenue and margin
BUDGET PROPOSALS
Strategic Planning Capital Planning
Actuals
Re-Planning
Re-Forecasting
Budgets
bull Integrate planning process with traditional budgeting systems
bull Integrate GL-based actuals with portfolio to track performance
Run-Rate Spend
Initiative Planning
Annual Planning
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 38 | Confidential
ldquoPlanview provides project portfolio management solutions for capital initiatives and long-range planning for business-driven investments Planview supports top-down strategic planning and multiyear capital planning with integration to financial budgeting and ERP systemsrdquo
Planview Strategic CPM Solution
Corporate Performance Management
Strategic CPM Office of Finance
Strategic Planning Initiative amp Goal Management
Strategic PMampO
Budgeting Costing
bull Creation of higher-level business plans to evaluate the impact of strategic alternatives
bull Long-term financial planning
bull High-level perspective of revenue expenses cash
Project-management-like tools to enable managers to execute tasks related to strategy
bull Activity-based costing bull Products and customer
profitability bull Model the impact on
profitability of different cost and resource allocation strategies
Scorecards and Strategy Maps
Dashboards Financial Planning amp Forecasting
Financial Consolidation amp
Close Management
Financial amp Management Reporting amp Disclosure
bull Records strategies objectives and tasks
bull Monitor performance amp KPIs
bull Aggregate and display metrics and KPIs
bull Filters and drill-downs
bull Integrated PampL balance sheet and cash flow forecasting
bull Creation review and approval of financial plans and forecasts
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 39 | Confidential
APM Best Practices bull What do we have bull What does it do For whom bull How critical is it bull What is the health status bull What are the dependencies bull Where are the redundancies bull What is the true TCO picture bull Which projects and work items are affecting it bull Where should we invest Eliminate
bull What benefits and impacts did we provide
1 Application Inventory
bull How do we communicate and implement these changes over time
2 Analysis amp Identification
3 Roadmap Proposed Changes
4 Communicate Results
Application Portfolio Management Solution
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 40 | Confidential
Gain enterprise-wide insight into your application portfolio
Lower IT costs through reduction and elimination of redundant outdated and low-value applications
Shift the balance of IT investment back to strategic activities versus maintenance and keeping the lights on
Enable business agility with a streamlined application portfolio
Application Portfolio Management Solution
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 41 | Confidential
Planview Enterprise supports all Gartner classes of EPMO
bull Single enterprise wide portfolio management platform
bull One instance spans enterprise organizations
bull Industry leading portfolio analytics
bull Strategic CPM platform ties corporate strategy to financial planning
bull Brings Operating Units and CFO together
bull Industry leading portfolio analytics
bull Integrated planning and execution platform
bull Proven enterprise-class portfolio management
bull Capabilities support range of maturity levels
bull Scope demands an integrated portfolio management solution ndash eg Strategy Programs Applications Products
bull Robust analytics
Enterprise Portfolio Management Solution
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 42 | Confidential
Prioritize demand against limited resources
Understand resource utilization
Strengthen project and program execution
Transparency into the cost of marketing services
Brand Impact - Optimize product roadmap for
brand and sustainability
Sharpen Your Marketing Execution
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 43 | Confidential
Integrations that enable an enterprise-wide view of work and resources
Integrated planning and execution that can drive your business forward
Project Management
Agile
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 44 | Confidential
Forrester Wave Above-the-Line ProjectProgram Portfolio Management Q4 2012
Forrester Wave Below-the-Line ProjectProgram Portfolio Management Q4 2012
ldquoAbove-the-Linerdquo Planning ldquoBelow-the-Linerdquo Execution
Leader in Integrated Planning and Execution
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 45 | Confidential
RPM Enterprise ndash Proven implementation approach for Enterprise PPM
Focus on the business drivers
demanding improved insight
Integrated Enablement Built in to ensure successful adoption
Joint organizational commitment
Rapid Deployment Model
+ Accelerated
Time-to-Value
Fixed Price Options - Low-Risk Deployment
Identify Business
Objectives Analytics Driven
Capability Focused
Deploy capabilities that drive analytics
Defined analytics that deliver
business insight
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-
copy 2014 Planview Inc | 46 | Confidential
Fixed Price 30-day Deployment Prescriptive Approach
Optimized PPM Configuration
Out-of-the-box
Accelerated On-Ramp
Leverage your knowledge
Virtual Rollout Team
Pre-packaged
Demand Management
Project Management
Resource Management
Prioritization
Live product training
Rollout templates
E-Learning
Discovery workshop
Self-paced solution profile
Capability definition
Readiness tools
RPM Essentials ndash Lean implementation optimized for the cloud
- The Resource-Driven EnterpriseResource and Work Management ndash No Matter How You WorkTM
- At The Core of Your Business
- Solutions From Small Teams to the Enterprise
- Integrating the Portfolios at the Core of Your Business
- Resource and Work Management ndashNo Matter How You WorkTM
- Resource and Work Management ndashNo Matter How You WorkTM
- The Market Leader in Portfolio Management
- Premier Customers Worldwide
- Serving the Needs of Todayrsquos Enterprise
- Slide Number 10
- Comprehensive Approach to Your Success
- Slide Number 12
- Slide Number 13
- Slide Number 14
- The Enterprise Cloud for Portfolio Management
- Slide Number 16
- Slide Number 17
- Committed to Your Success
- Slide Number 19
- Slide Number 20
- Project Collaboration - All the tools in One Place
- Project Collaboration - All tools in one place
- Project Collaboration - All tools in one place
- Slide Number 24
- Thank You
- Back-Up Slides
- Serving the Needs of Todayrsquos Enterprise
- Resource and Work Management ndashNo Matter How You WorkTM
- Slide Number 29
- One Integrated Portfolio
- One Integrated Portfolio ndash with Agile
- One Solution ndash Department to Enterprise
- One Solution ndash Department to Enterprise
- Portfolio Management Innovation Solution
- Integrated IT Portfolio Management Solution
- Service Resource Planning Solution
- Strategic CPM Solution
- Planview Strategic CPM Solution
- Application Portfolio Management Solution
- Application Portfolio Management Solution
- Enterprise Portfolio Management Solution
- Sharpen Your Marketing Execution
- Slide Number 43
- Leader in Integrated Planning and Execution
- Slide Number 45
- RPM Essentials ndash Lean implementation optimized for the cloud
-