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October 6-8, 2009

Registration Now Open!

If you have any questions please contact:
horizons@planview.com

Horizons On-Demand

Compelling content just a click away

Horizons On-Demand Customer Presentations

Featuring 24 dynamic customer presentations, Horizons On-Demand will allow attendees to gain immediate access to diverse conference content. With presentations consisting of user-best practices and customer case studies, Horizons On-Demand is sure to provide your organization with the tips and tricks you need to reach new levels. Available on-demand, 24/7, throughout the conference and until the end of 2009, Horizons On-Demand will provide the content you need, when you need it.

Horizons On-Demand Sessions

A Migration Story: Migrating from Planview 7.4 on SQL to Planview Enterprise 9.2 on Oracle
Denise Douglas, Aetna

Show abstractAbstract: In order to boost reporting performance and response times while maintaining software currency, Aetna originally designed a two-stage approach to migrate from SQL to Oracle and upgrade Planview 7.4 to Planview Enterprise 9.2. Yet challenges provoked Aetna to rethink its plan in order to more readily meet end user demand. What resulted was an efficient single-stage strategy that not only provided end users with immediate relief, but betterpositioned the company for the future. This presentation will highlight Aetna's revamped migration strategy and keys to its success.

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A Planview Enterprise Implementation Success Story
Denise Sellar & Lindy van der Wagen, CIBC Mellon

Show abstractAbstract: In 2008, CIBC Mellon began the process of implementing an integrated portfolio and project management solution in an effort to achieve project management excellence. Within the first two months of the project, the company realized more than 20% of the anticipated cost savings. This presentation provides an overview of the phased approach it took and lessons learned for the successful implementation of Planview Enterprise for reporting, automation, and overall resource management.

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Adopting An Enterprise Approach To Project And Resource Management
Michelle Stronach & Hanu Karavadi, Toronto Police Service

Show abstractAbstract: As project demand increases in IT and other areas, organizations must be able to respond quickly to customers and provide measurable value to business leaders. Toronto Police has found the best way to do both is with a unified project management framework and an efficient project prioritization process. This presentation will elaborate on the department's experience in establishing PMO and adopting enterprise Project and Resource portfolio management using Planview Enterprise.

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Agile Methodology Support
Audrey Montgomery, Planview

Show abstractAbstract: Agile Development promotes development iterations, open collaboration, and process adaptability throughout the lifecycle of a project. This presentation will dive deeper into the characteristics of Agile and will provide the Planview roadmap for enhancing Planview Enterprise to better compliment its use with Agile methodologies.

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Best Practices for Supporting and Modifying Planview Universes
Alice Rivera, Planview

Show abstractAbstract: The purpose of a universe is to simplify reporting by translating database objects into business terms. This presentation will walk you through the best practices to consider when modifying the Planview Universe and key tips on how to support and maintain them.

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Custom Reporting Best Practices And Tips
Sheri Millar & Karen Gleason, U.S. Central Credit Union

Show abstractAbstract: With custom reporting, there are a few areas where a little upfront, proactive effort can save time and frustration while providing a higher level of accuracy in report data. In this presentation, U.S. Central Credit Union will discuss its best practices that have proven themselves to be worth the effort, and share helpful tips to simplify custom report writing.

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Doing the Right Projects Right within Allianz Retail
Julie Barrett, Allianz Retail

Show abstractAbstract: Allianz Retail PMO defines project management as "doing things right" and portfolio management as "doing the right things." Join Allianz to learn exactly what Portfolio Management is within retail and how Planview Enterprise is used as part of this company's proven Management Maturing Model to build and maintain project, program, and portfolio infrastructure.

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Executive Dashboards -- What's Going On!
Kimball Lovin, The University of Utah

Show abstractAbstract: Transparency is only effective when leadership values and understands the metrics reported. Communication of these metrics does not occur unless the intended recipient is able to view and understand the measurements. This presentation will demonstrate proven practices in dashboard methodology such as, what measurements are most important, how to present the material and how to get leadership to use the dashboard.

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Gaining Transparency Into Asset And Service Costs Using SPM
Bob Miller, Compassion International & John Sims, Planview

Show abstractAbstract: Before implementing Planview Enterprise, Compassion International was in need of better project management and greater visibility into overall asset and services costs. This presentation will summarize the organization's initial pain points and illustrate how it uses Planview Enterprise as the common platform for managing all IT costs and resources.

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How Planview Enterprise Supports The Zurich NA Project Contingency Process
Kathleen Cavanaugh, Zurich North America

Show abstractAbstract: Zurich North America defines "contingency reserves" as estimated costs to be used at the discretion of the project manager to deal with anticipated, but not certain, events that are part of the project scope and cost baselines. To help project managers quantify and justify the need for contingency, the organization implemented a Project Contingency Process which is supported in Planview Enterprise. This presentation will discuss steps to plan for and manage contingency for improved Enterprise Portfolio Management.

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How To Use Prompts And Alerters In Your Scoreboard Deski Reports
Lenore Caudle, Baylor Health Care System

Show abstractAbstract: When utilized correctly, report tools can help your reports deliver appropriate and usable information more effectively throughout your organization. This presentation will focus on creating reports for Scoreboard using BOXI Desktop Intelligence. Highlights include: 1) using alerters for conditional formatting; 2) report prompts; 3) hiding blocks; and 4) turning crosstabs into colored charts.

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IT Demand and Project Portfolio Management
Patrick Leroy, Allianz

Show abstractAbstract: Allianz France believes demand management to be an essential element of IT strategy in securing savings while delivering required investments. The company utilizes Planview Enterprise to address such needs by providing automation, transparency, prioritization, and centralization. This presentation will provide an overview of the implementation of Planview Enterprise, as well as the benefits realized, next steps, and lessons learned.

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Leveraging Basic Resource Management Techniques in a Tough Economy to Plan the Work and Get IT Done
Annette Blankenship, Synovus Financial Corp

Show abstractAbstract: How do you define resource capacity management? Do you have the necessary resources to complete current and future projects? Whether you are new to resource management or interested in comparing your process with a highly successful model, this presentation will guide you through the Synovus Process and its use of Planview Enterprise for resource management.

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Maturity of a Portfolio Process
Mark Kleinle, Shure

Show abstractAbstract: Mark Kleinle at Shure, the global leader in microphones and audio electronics, will present a case study on the organization's successful use of portfolio management for demands of new product development and resource management.

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Operational and Financial Benefits of Migration to Planview Enterprise 10
Fritzi Brocklebank, American Red Cross

Show abstractAbstract: Version upgrades can often bring hesitation and uncertainty to many IT departments. But when the American Red Cross determined the benefits of upgrading from Planview Enterprise 9.0.1 to 10.0.1 was worth the challenge, it developed a three-phased approach that proved to be highly beneficial. The presentation will detail these phases, discuss its new capabilities from the upgrade, and provide valuable lessons learned.

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Planview Process Builder and Process Accelerators
Carrie Nauyalis, Planview

Show abstractAbstract: Formerly known as Business Process Manager (BPM), the Planview Process Builder is the third product line added to Planview's offerings, alongside Planview Enterprise and Planview OpenSuite. Planview Process Builder with associated Process Accelerators around Requirements Management, Gate Management, and Assessment Management offers the ability to automate, track, control, and audit processes across the enterprise, thus increasing process adoption, speeding delivery time, and driving revenue. Join us to further understand the potential uses and benefits associated with Planview Process Builder.

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Portfolio Management: How to Create Successful Portfolios
Kimball Lovin, The University of Utah

Show abstractAbstract: The University of Utah believes in order to have effective project management; there must also be a focus on the portfolio as a whole. It views portfolio management an essential partner to project management, in part because portfolios are the governance arm to projects with the charge to prioritize and balance. This presentation will demonstrate the unique relationship between portfolio management and project management and illustrate the University's methodology in developing and governing its strategic portfolios.

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Process Automation: Lifecycles for IT Governance and Audit Requirements
Dennis Harvey, Navistar

Show abstractAbstract: The goal of IT process automation at Navistar is to move its IT organization from a cost center to a value center by aligning IT to the company's overall business objectives, managing project spend, and using resources more efficiently. The presentation will discuss aspects and phases of IT process automation that can decrease the likelihood of an audit or at least reduce the time required for auditors to review IT processes, and lower operational overhead.

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Project Portfolio Management: Identifying Key Metrics
Mohamad Safa, Baylor Health Care System

Show abstractAbstract: This presentation provides insight into the Baylor Health Care System approach to portfolio management planning, practices, and techniques that have enhanced its project management and processes. Points of focus include: 1) Strategic alignment and senior management support; 2) using a tool such as Planview Enterprise for capturing project data; 3) project sizing and ranking (prioritization); 4) project/portfolio performance metrics; 5) creating reports that align with key metrics; 6) communication of metrics importance; and 7) monitoring, assessment, and improvement.

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Project Portfolio Management -- Project Scope and Status
Wolfgang Hueskens, Deutsche Bank

Show abstractAbstract: In today's uncertain economic environment, managing costs while promoting corporate growth can be especially challenging. Deutsche Bank faces this common hurdle with powerful portfolio management solutions found in Planview Enterprise. This presentation will provide an overview of the bank's vision, strategy, and implementation of Planview Enterprise in PCBIT, along with its integration with other enterprise tools and the maintenance/support model.

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Rapid Deployment with the Planview SaaS Delivery Model
Theresa Boesler, Yellowbook

Show abstractAbstract: To improve productivity and efficiency, Yellowbook wanted a single system of record for comprehensive portfolio management. However, like many organizations, it lacked necessary time and resources to support the application and infrastructure. In this presentation, Yellowbook will provide an overview of why it chose Planview Enterprise On Demand and the benefits of leveraging the Planview SaaS (Software as a Service) approach to portfolio management.

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Strategic Portfolio Analysis Using EPM
Alan Uthman, Carestream Health, Inc.

Show abstractAbstract: The purpose of the PMO within the IT organization at Carestream Health is to implement common processes and integrated tools that deliver execution excellence in portfolio, project, resource, and financial management. Further, it ensures optimal delivery of IT projects aligned with business need. This presentation will outline the company's use of Planview Enterprise to realize its vision, and present the business benefits and the new processes which were developed as part of this effort.

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The Benefits of Pipeline and Portfolio Management
Sumit Misra, Boost Mobile

Show abstractAbstract: When Boost Mobile conducted an assessment of its pipeline and portfolio management, it found it was unable to track the alignment of strategic priorities with investments. It also lacked a mechanism for managing the portfolio at a more strategic level. This presentation will discuss the company's issues and their impacts uncovered in the assessment as well as the benefits of Planview Enterprise PPM.

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The Current State of Product Portfolio Management -- Issues, Risks, Tools and Takeaways
Linda Roach, Planview & Maureen Carlson, Appleseed Partners

Show abstractAbstract: When Planview heard from customers that they wanted to know more about the needs, drivers and perceptions around product portfolio management, it commissioned Appleseed Partners and OpenSky Research to conduct a benchmark survey. With more than 400 respondents from a variety of industries, the results revealed a unique perspective into the challenges many face in the product development market, and the processes and tools currently used to manage the product portfolio. This presentation will provide you with the interesting results and key takeaways of the survey.

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The PRISMS Portfolio Management Community: Transforming Best Practices and Learning from Libraries to a Community
Jeff Durbin, Planview

Show abstractAbstract: This presentation introduces the roadmap for the PRISMS Portfolio Management Community. It will illustrate how Planview is bringing together PRISMS Best Practices with the PRISMS E-Learning program to deliver ongoing enablement through a single social learning platform. We will explore how this platform will interconnect valuable content (such as PRISMS Best Practices, E-Learning modules, Virtual Instructor-Led classes, documentation, discussion threads, and blogs) and allow for contribution from our customer base. We will highlight the extensibility and adaptability of the platform which will allow your organization to transform your Planview users from novice to expert. Additionally, we will discuss the content-rich roadmap for developing the PRISMS Best Practice and E-Learning programs.

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Understanding The Progression Engine And Using Portlets And Watchlists
Warick Pond, The University of Utah

Show abstractAbstract: The Planview Enterprise Progression Engine can be an extremely important tool in effectively managing projects if you understand how to leverage it. This presentation will explain how the progression engine functions so you can begin to anticipate what progression will do given different scenarios, and learn what Portlets and Watchlists to utilize within Planview Enterprise in order to manage progression and maintain your project plan schedule. These powerful tools, when used effectively, keep project managers informed and ahead of any changes made within their plan.

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Using Planview Enterprise For Release Management With Agile
Debbie Wiese, Discount Tire Company

Show abstractAbstract: Learn more about Agile Methodology and see how Discount Tire uses Planview Enterprise for its Release Management process using this method.

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Working with Planview Enterprise Insight Analytics
Darius Sitzman, Planview

Show abstractAbstract: Planview Enterprise Insight Analytics extends rich portfolio management data throughout your organization. This presentation will walk you through how to build views of project data in Insight Analytics as well as how you analyze project and resource data using Excel.

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Working with Table Portlets in Planview Enterprise
Darius Sitzman, Planview

Show abstractAbstract: Table Portlets provide a quick access to your data needs as well as access to other screens and functionality within Planview Enterprise. This presentation will provide a basic overview of the table portlet system and show you how you can work with them to achieve customized views of data that meet your organization's specific requirements.

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