Agenda

The Planview Horizons 2012 Annual User Conference was the premier event for Planview customers focused on topics related to portfolio management and Planview. The agenda was packed with exclusive customer stories with sessions featuring best practices, proven successes, and executable tips.

11:30 am - 2:00 pm	Workshop: Integrated Innovation: Making Innovation Everyone's Job Lunch provided; Integrated Innovation: Making Innovation Everyone's Job Carrie Nauyalis, NPD Solutions Marketing Manager, Planview Pamela Soin, Portfolio and Pipeline Management Practice Lead, Kalypso In this workshop Carrie Nauyalis of Planview and Pamela Soin of Kalypso share leading practices to extract the maximum value from innovation investments. Attendees will leave with a clear understanding of the components of an integrated innovation system, leading practices from experts and experienced practitioners, practical recommendations to get started and get better at innovation process management. Watch sample innovation portfolio scenarios, metrics, and reports demonstrated in Planview Enterprise and network and collaborate with peers on innovation challenges you're facing.
2:00 pm - 5:30 pm	Conference Registration & Material Pick-up
Pre-Conference Optional Sessions
3:00 pm - 3:55 pm	Meet The Experts Sessions	Product Demo: Planview Enterprise 10.4 Planview Enterprise 10.4 Damien Cunningham, Solution Consultant Manager, Planview This presentation and demonstration will showcase Planview Enterprise 10.4 enhancements and its capabilities including Microsoft Outlook plug-in, iPad integration, Analytics and Reporting, Ideation Management, Application Portfolio Management, Product Portfolio Management, Investment Planning and much more.	Workshop: Investment and Capacity Planning Investment and Capacity Planning Marcus Klein, Product Manager, Planview Are you thinking about implementing capacity and investment planning in your organization? Bring your questions and participate in this interactive workshop to learn how Planview Enterprise can enable your organization to match available resources to organizational capacity while systematically aligning budgets with corporate strategy, risks, and other factors to achieve financial growth. Collaborate with your peers and listen to customer stories, best practices, and benefits achieved during their capacity and investment planning roll out.
4:00 pm - 5:00 pm		Product Demo: Planview Enterprise 10.4 Planview Enterprise 10.4 Damien Cunningham, Solution Consultant Manager, Planview This presentation and demonstration will showcase Planview Enterprise 10.4 enhancements and its capabilities including Microsoft Outlook plug-in, iPad integration, Analytics and Reporting, Ideation Management, Application Portfolio Management, Product Portfolio Management, Investment Planning and much more.	Workshop: Resource Management Resource Management Scott Townsend, Product Manager, Planview Resource Management is often considered one of the major challenges organizations face due to the complexity and ever-changing nature of priorities. This interactive workshop will focus on understanding common resource management challenges and how to address them using tools, processes, and best practices. Participants are encouraged to share their existing challenges and experiences.
5:30 pm - 7:30 pm	Conference Registration & Material Pick-up Welcome Reception at the AT&T Executive Education and Conference Center

7:30 am	Conference Registration & Material Pick-up Breakfast
8:30 am	Welcome to the Planview Horizons 2012 User Conference Greg Gilmore, President and COO, Planview
8:50 am	Driving Global Consistency through Project Management Citi Driving Global Consistency through Project Management Joanna Durand, Managing Director, Citi Joanna Durand provides an overview of how project management tools are leveraged at Citi to drive global consistency with respect to project management standards, taxonomy, and quality assurance. As the leading global bank, Citi operates in over 160 countries. With thousands of global project management professionals at Citi, project management is at the core of Citi's most strategic business imperatives helping to deliver cutting edge offerings to an ever evolving customer base.
9:30 am	Break
9:45 am	Driving Innovation and Hitting Holiday Launch Windows Hallmark Driving Innovation and Hitting Holiday Launch Windows Monica Alderson, Project Management Director for Consumer Solutions, Hallmark Cards For more than 100 years, Hallmark has helped people connect with one another and given a voice to their feelings through innovative, new products. Recently, the company has taken a new product development journey that marries consumer insights with a stage gate process and a product portfolio management solution to build a robust innovation pipeline. Monica Alderson will share her experiences from this journey and the products that have been launched as a result of these changes. You'll discover the key questions they ask at each gate review and the valuable metrics used to make proactive business decisions. Learn how Planview Enterprise provides visibility into the product pipeline, resource capacity, the product roadmap, and the roadmap's alignment to the corporate strategy to support the entire product lifecycle.
10:30 am	Planview Enterprise Product Roadmap 2013 Planview Enterprise Product Roadmap 2013 Join Patrick Tickle as he reveals the plans for moving forward the discipline of portfolio management and the Planview Enterprise platform. Patrick will introduce future capabilities of the user interface, Analytics and Reporting Portal, and more. Patrick Tickle, Executive Vice President of Products, Planview
11:15 am	Announcements
11:30 am	Lunch Break Birds of a Feather Lunch;
	Breakout 1	Breakout 2	Breakout 3	Breakout 4
1:00 pm	Go Deep or Go Wide -- Shifting Plans to Deliver Maximum Value in Times of Change Tribune Company Go Deep or Go Wide -- Shifting Plans to Deliver Maximum Value in Times of Change Erik Burns, Managing Director, Technology PMO, Tribune Company Erik Burns will present an engaging story about the lessons learned and value realized less than one year after the implementation of Planview Enterprise. Learn how he and his constituents dealt with extraordinary organizational change and leveraged Planview Enterprise to provide insight and educate new leadership on the business to help drive better decisions. Erik provides recommendations on how to effectively communicate to stakeholders to gain buy-in of the Planview solution and provides tips to help meet your corporate objectives.	Gain Visibility into the "Magic Box" of IT using Portfolio Management Arizona State University Gain Visibility into the "Magic Box" of IT using Portfolio Management Deborah Whitten, Assistant Vice President for Planning and Programs, Arizona State University Patricia Schneider, Project Director, University Technology Office Katie Ranes, Project Director, University Technology Office The view of information technology projects from outside the IT organization is often cloudy and incomplete. The perception is that the IT organization is a process box with an input stream and an output stream of programs and projects. Inside the box, a process framework exists that must rank and prioritize the work, manage projects, and allocate and alleviate resource needs across the entire portfolio. In this presentation, members from the Arizona State University Planning and Program Management team will present their experiences implementing Planview for portfolio planning, project management, and resource management across the central University Technology Office. They will present the issues and problems that drove the need and business case for enterprise planning and resource management, as well as provide an overview of their implementation, live use cases, and the lessons learned from practical experience.	Assembling the PPM Pie -- One Step at a Time: A Proven Recipe for Implementation ADP Assembling the PPM Pie -- One Step at a Time: A Proven Recipe for Implementation Katherine Olsen, Lead Technology Services Analyst, PMP, ADP Like baking your favorite pie, changing an existing system is not a one step process; instead, it takes place in stages. During this presentation, Katherine Olsen will share how ADP National Accounts used Planview Enterprise during their phased rollout and the use of relevant features and functionality including datamart reporting. Katherine will explain key aspects to their phased approach including how to segment user groups from each other, how to reduce unexpected impacts to reporting, and how to minimize disruptions to existing users when introducing new configuration components.	Bringing It All Together to Transform the Business Operations of Business Technology The College Board Bringing It All Together to Transform the Business Operations of Business Technology Steffi Wheeler, Senior Director in the office of the CIO, The College Board In this session, discover how College Board is advancing business operations in the business technology (BT) group. Steffi Wheeler discusses the group's fragmented processes, lack of visibility into financial breakdowns, manually intensive reporting, and the steps they took to mature processes and achieve business objectives with the implementation of Planview Enterprise rebranded SMARTView. Steffi will share key accomplishments and benefits to date, how they effectively dealt with organizational change using different communication strategies.	Meet The Experts Sessions
1:45 pm	EPMO Best Practices in Gaining User Adoption Green Mountain Coffee Roasters EPMO Best Practices in Gaining User Adoption Stuart Morigeau, Enterprise Program Manager, Green Mountain Coffee Roasters Kevin Campbell, Enterprise Program Manager, Green Mountain Coffee Roasters A PMO should consider how to align new technology with current methodologies and best practices to promote adoption among stakeholders. Discover how the world's second-fastest growing company, Green Mountain Coffee Roasters, Inc., promotes application adoption within their PMO. Kevin Campbell and Stuart Morigeau provide insight into their training programs, training materials, and address how Planview Consulting Services enabled a successful and positive rollout experience.	Automating a Stage Gate Process for Improved Product Development Central Garden & Pet Automating a Stage Gate Process for Improved Product Development Eric Robinson, BIO Project Manager for New Product Development, Central Garden & Pet In this presentation, Eric Robinson discusses how Central Garden & Pet overcame their product development challenges through the implementation of a stage-gate process and Planview Enterprise to automate their processes. Learn how the Garden segment streamlined project timeline tracking, established task accountability, implemented shared templates, and how that success fueled the expansion of Planview Enterprise into other areas of the company.	Streamlining Support Requests Across the Enterprise NASCO Streamlining Support Requests Across the Enterprise Heather Westmoreland, Planview Systems Team Lead, NASCO How are you currently managing your work intake process? Learn how NASCO is successfully using the Work Request functionality as an enterprise-wide work intake system. Heather Westmoreland presents the complete story, from pilot to present, detailing how Planview Enterprise addresses NASCO's needs for a single source intake system, providing clear audit trails, versatile workflows, connections to new and existing projects, and much more.	One Source of Truth for Financial Management Robert Half International One Source of Truth for Financial Management Rajesh Gantla (HQP) Supervisor, Methods & Practices, Robert Half International Do you have financial transparency into your IT organization? For many organizations, IT is their largest cost center but most lack visibility into how and where money is spent. In this presentation, Rajesh Gantla discuss (HQP) discusses how Robert Half International moved from using error-prone, manual spreadsheets to implementing Planview Enterprise PPM financial module to provide transparency into spend for project financials in IT resource utilization, and capacity management to better provide accurate projections of head count and related funding. Learn how the portfolio and project managers are involved in process, get a look at the reports available, and learn best practices for using time tracking and resource management. Discover how Planview Enterprise can be the one source of truth for your organization.
2:30 pm	Break
2:45 pm	No Magic Bullets: Practical Tips for Successful Adoption Planview No Magic Bullets: Practical Tips for Successful Adoption Colin Harris, Independent Consultant Deploying a portfolio management solution is the easy part: getting people to commit to it, rather than just use it, is the true mark of success. In this presentation Colin Harris will address the relationship between business value, adoption and maturity -- as well as the symptoms of success (and failure!). He will also provide practical ideas for driving the right behaviors, with a particular focus on the ever-topical subject of data quality. An iterative cycle of education, measurement, feedback and behavior will be presented as the foundation for driving data improvements and as a broader technique for improving adoption.	Why Agile Needs the PMO Gear Stream Why Agile Needs the PMO Brad Murphy, CEO, Gear Stream In this presentation, Brad Murphy will highlight the critical role of the PMO in leading and facilitating Agile transformation across the entire enterprise, highlight current trends, and share proven roadmaps other PMO's have used with success to unlock the full business impact of Agile. The Agile movement has in recent years moved from start-ups and rouge development teams to mainstream adoption. Nearly every company today that relies on software to support delivery of new products and services is pursuing some level of investment in Agile engineering and IT development capabilities. While these investments re-tool development and are a positive step in the right direction, there remains a huge gap in how Agile development teams collaborate and interoperate with the rest of the organization.	Planview Administrators: Winning the Game for the Team and Becoming the MVP Robert Half International Planview Administrators: Winning the Game for the Team and Becoming the MVP Tom Lahey, IT Project and Portfolio Management, Robert Half International Software administrators have a long list of to-dos. From adding new accounts, troubleshooting scripts, database issues, to tickets tracking -- the day in the life of an administrator is never a dull moment. In this presentation, Tom Lahey will provide best practices on how to prioritize your administrative efforts to improve efficiency and get the most out of Planview Enterprise to successfully hit the home run and win the game for your organization. He provides different monitoring techniques, provides tips to stay organized, gives recommendations on how to improve communication with stakeholders, and shares best practices for supporting internal customers. He also discusses the importance of upgrading to latest Planview Enterprise versions. Don't miss the opportunity to learn new ways to become an administrative MVP in your organization.	Analytics & Reporting Portal -- Unleashing Planview's Mega Power Tool Quantum Logic Analytics & Reporting Portal -- Unleashing Planview's Mega Power Tool Dean Makarita Founder, Quantum Logic/Consultant, College Board From executive-level dashboards, production reports and system interfaces to workflow and team collaboration, the Analytics and Reporting Portal in Planview Enterprise can do it all. In this session, discover what the portal is, what it is capable of doing, and how to harness its power for your organization. Topics will include an overview of the platform, real-life examples of its capabilities, and an overview of best practices.
3:30 pm	Smart Strategies for Successful Adoption of Planview Enterprise Planview Smart Strategies for Successful Adoption of Planview Enterprise Karen Nichols, Planview Senior Manager of Enablement Strategy, Planview Looking for new ways to improve user adoption within your organization? Whether you are a long-time customer or brand new to Planview, join Karen Nichols as she provides an overview of Planview's Enablement Strategy Program.	New User Experience Planview Enterprise Roadmap New User Experience Marcus Klein, Product Manager, Planview Scott Townsend, Product Manager, Planview What is it about the new user experience everyone keeps talking about? Planview Enterprise includes a new user experience (UX) that provides easier navigation. Come get a deeper look into what's new.	Accelerate Time-To-Value Planview Rapid Portfolio Management (RPM) Accelerate Time-To-Value Steve Alexander, Senior Vice President of Consulting, Planview Are you looking to advance and mature your current capabilities within Planview Enterprise? Learn how to quickly drive incremental value from Planview Enterprise with Planview's new Business Capability Model. Discover how it is leveraged in our updated Rapid Portfolio Management (RPM) implementation approach. Steve Alexander will discuss implementation best practices and how an existing solution can leverage the RPM model to extend its current functionality, integrate key analytics and reporting to address business outcomes, and enable the organization's user community for rapid adoption of new capabilities.	Analytics and Reporting Portal featuring Insight Analytics Planview Analytics and Reporting Portal featuring Insight Analytics Paul Jacobs, Consulting Practice Leader, Planview You need the right information to anticipate and respond to changes, balance conflicting needs, and map new priorities to make fact-based business decisions. The Analytics and Reporting Portal in Planview Enterprise is a unified environment that brings together all of Planview Enterprise's powerful reporting assets in one place, for instant access to its many data sources. In this session, Paul Jacobs, explores ways you can take advantage of the different features and functionality in the portal and how Insight Analytics can support critical decisions in your organization. Learn how to create and generate reports, get sample customer analytics that are relevant to your business, and learn new ways to improve the quality of business-critical decisions across your enterprise.
4:15 pm	Break
4:30 pm - 5:15 pm	Planning, Selling, Engaging: How to Get Any Initiative Off on the Right Foot Planview Planning, Selling, Engaging: How to Get Any Initiative Off on the Right Foot Jerry Manas, Program Manager, PRISMS Best Practices, Planview In this engaging presentation, Planview senior editor Jerry Manas, bestselling author of Napoleon on Project Management and Managing the Gray Areas, reveals breakthrough techniques for increasing adoption and engagement, whether for recently implemented software and processes; established implementations that need another kick start; or simply for addressing resistance before it happens. Learn vital strategies for getting your initiative off on the right foot; insightful tips for communicating in a way that grabs people's attention and interest; and practical tools for getting people involved and engaged.	Discover the Latest Capabilities in Planview Enterprise Planview Enterprise Roadmap Planview Enterprise Roadmap: Discover the Latest Capabilities in Planview Enterprise Scott Townsend, Product Manager, Planview Erica Martindale, Product Manager, Planview Planview product managers Scott Townsend and Erica Martindale discuss the exciting enhancements in Planview Enterprise. Check out several of new features in action via an interactive demonstration.	Augmenting Planview Enterprise Application Administration Planview Augmenting Planview Enterprise Application Administration Robert Webb, Vice President Global Customer Care Wesley Warnke, Program Manager, Managed Services, SaaS Every Planview customer relies on resources to effectively administrate and maintain Planview Enterprise. But what happens when those resources become overloaded, depart, or are needed to focus on other important functions within the business? Join Robert Webb and Wesley Warnke as they discuss how Planview's newest Managed Service offering helps avoid the impact of Planview Enterprise admin turnover or rapid growth to maintain the operational efficiency of your Planview investment. Learn about this cost-effective service that relieves understaffed teams and offloads the day-to-day application administration of Planview Enterprise.	Analytics and Reporting Planview Enterprise Roadmap Planview Enterprise Roadmap: Analytics and Reporting John Sims, Product Manager, Planview Come see the upcoming capabilities for the Analytics and Reporting Portal, Insight Analytics, Business Objects, mobile analytics, portlets, and plans for future functionality.
6:30 pm	Group Event - Unplug in the Live Music Capital of the World! The Rattle Inn; transportation will be provided

7:30 am	Breakfast & Planview User Group Breakfast
8:30 am	Welcome Scott Hardey, Executive Vice President of Customer Service, Planview
8:40 am	*Keynote Presentation:* No Commercial Interruptions for 38 Years Austin City Limits No Commercial Interruptions for 38 Years Tom Gimbel, General Manager, Austin City Limits In any business or creative endeavor, it's important to stick to your mission -- even if it doesn't deliver an immediate financial impact. Long-term success comes to those individuals and organizations that stay true to their vision. This is certainly true of Austin City Limits, the longest-running music program in American television history, and the only television show to have been awarded the Presidential Medal of the Arts. Come relive music history with behind-the-scenes videos and first-hand anecdotes of how Austin City Limits has stayed true to its mission and achieved great success -- the show was recently recognized by Time magazine as one of the 10 most influential music programs of all time. Door prizes and other surprise giveaways will add to the fun. This is sure to be one keynote presentation you won't want to miss.
9:45 am	Break
10:00 am	A Bold Path Forward, Transforming Innovation in a Global Business Abbott Nutrition A Bold Path Forward, Transforming Innovation in a Global Business Michelle Pokorny, Senior Business Systems Manager for Global R&D and Regulatory Affairs, Abbott Nutrition Devoted to discovering nutritional products, new technologies and new ways to manage health, Abbott Nutrition is transforming innovation in their global business environment. Michelle Pokorny speaks about the comprehensive approach IT is taking to collaborate with the business in addressing the speed, quality, and creativity of innovation using Planview Enterprise, business intelligence, and best practices. Learn Abbott Nutrition's secrets to success and other insights on tackling a global end-to-end solution.
10:45 am	Optimizing Vital Resources Pat Durbin, Chief Executive Officer and Founder, Planview
11:15 am	Closing
11:30 am	Conference Concludes; Lunch
Post Conference Optional Sessions
12:15 pm - 1:45 pm	Deep Dive: Planview Enterprise Add-in for Microsoft Project Planview Enterprise Add-in for Microsoft Project Scott Townsend, Product Manager, Planview Learn about the best practices and approaches to handling the business rule disparities between Planview Enterprise and Microsoft Project. This session will highlight why scheduling/date changes may occur along with recommendations to minimize these differences. After attending, users should understand the commonalities between the tools, facilitating ongoing usage of the add-in.	Deep Dive: PlanviewPRISMS.com -- An Agent of Successful Change PlanviewPRISMS.com -- An Agent of Successful Change Mike Yager, Senior Manager, Social Learning, Planview Today's knowledge workers demand immediate access to information they need without their having to search multiple sources. PlanviewPRISMS.com provides this single-source access to documentation, PRISMS Best Practices, PRISMS E-Learning, and social learning tools empowering your users to take action to get the job done, the right way. Join Mike Yager for an overview of PlanviewPRISMS.com during which he will demonstrate the features available to your organization and discover new ways help your employees deliver value leveraging other Planview users, continuing education courses, best practices, and more.	Deep Dive: Ideation and Roadmapping in Planview Enterprise Ideation and Roadmapping in Planview Enterprise Carrie Nauyalis, NPD Solutions Marketing Manager, Planview At the end of the day, the output of the planning process is a roadmap -- whether it be a technology, product or application roadmap. In this session, learn how to automate your ideation and roadmapping process using Planview Enterprise. Carrie Nauyalis will discuss how to streamline the ideation process to collect ideas from stakeholders on new offerings and application and product enhancements, then take what was learned and incorporate the best ideas into the plan and roadmap. This session will also provide insight on how to manage your roadmap in Planview Enterprise and demo key capabilities.	Training Course: Planview Progression Engine Planview Progression Engine Dana LeBlanc, Senior Training Consultant, Planview This course includes hands-on exercises and guided discussions regarding the Progression Engine in Planview Enterprise. This course is intended to provide organizations with an understanding of the effects the Progressing Engine has on projects and resources. At the conclusion of this course, participants will have a working understanding of the following: • How progression works • Progression business rules • Concept of time now • Understanding the schedule button • 100% utilization • Early finish • Predecessor early finish • Missing timesheet • Activity not worked • Multiple resources on one task • Progress as planned • Manually status with percent complete
1:45 pm - 5:00 pm

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