You’ve achieved executive alignment and strategic coordination success with Planview. Now unlock the full capabilities you already own—AgilePlace, OKRs & Roadmaps are included in your license and ready to scale that success across your 1,600+ stores.
Maximize Your Planview Investment with AgilePlace, OKRs & Roadmaps
Your Planview success speaks for itself: executive alignment across technology and transformation leadership, strategic coordination enabling complex transformation initiatives, and established single source of truth for portfolio management. AgilePlace, OKRs & Roadmaps capabilities are already included in your platform and ready to activate across your retail operations.
You’ve demonstrated the value of strategic coordination at the portfolio level. The capabilities to extend that same executive confidence and operational visibility across your entire organization are already in your Planview platform—AgilePlace for store-level coordination, OKRs for strategic alignment across 128,000 employees, and Roadmaps for visualizing your multi-billion dollar transformation initiatives.
Activate Your AgilePlace Capabilities
Book NowUnlock the Full Value of Your Planview Investment
Your portfolio coordination success proves strategic alignment works. The capabilities to scale that success across store operations, digital transformation, and supply chain execution are already included in your Planview platform—here’s how to activate them.
Store Renovation & Real Estate Teams
Challenge: Store renovation teams managing 300-400 concurrent projects need visibility into cross-team dependencies and coordination with corporate initiatives to execute on schedule
Key Capabilities:
- Multi-project Kanban boards showing renovation dependencies across construction, IT, and merchandising
- Roadmaps connecting store-level milestones to strategic transformation objectives
- OKRs tracking renovation outcomes against business goals and customer experience targets
- Real-time progress metrics identifying bottlenecks before they impact schedules
Potential Outcomes: 112% improvement in on-time delivery (33% to 70% completion rates) with coordinated execution across construction, IT, and merchandising teams—matching Matisa’s proven transformation results in complex project environments
Digital Transformation & Technology Teams
Challenge: Technology teams executing Voilà e-commerce expansion and Scene+ loyalty rollouts need unified visibility into progress and interdependencies across multiple banners
Key Capabilities:
- Unified Kanban visualization across technology, business, and operations teams
- OKR cascades connecting digital initiative objectives to customer satisfaction outcomes
- Roadmaps showing technology rollout progress against strategic milestones
- Integration tracking preventing coordination delays across 36+ platform ecosystem
Potential Outcomes: 13x organic user growth enabling Scene+ loyalty program acceleration and Voilà e-commerce coordination across multiple fulfillment centers—similar to how BECU achieved viral adoption from 30 to 400 users through demonstrated value
Supply Chain & Distribution Operations
Challenge: Supply chain teams managing 28 distribution centers with complex automation projects need to coordinate vendor dependencies while maintaining service levels
Key Capabilities:
- Supply chain roadmaps linking automation milestones to operational capacity targets
- OKRs measuring distribution efficiency and service level outcomes
- Vendor coordination boards tracking automation deployment across multiple sites
- Resource allocation visibility across distribution network modernization
Potential Outcomes: Coordinated automation deployment across 28 distribution centers with streamlined vendor management—similar to Endress+Hauser’s €3 million savings achieved through strategic execution alignment across 70 global projects
Multi-Banner Operations Coordination
Challenge: Operations teams coordinating across Sobeys, Safeway, IGA, FreshCo, and Farm Boy need to maintain brand differentiation while achieving operational excellence
Key Capabilities:
- Cross-banner Kanban boards tracking operational initiatives across different formats
- OKRs measuring banner-specific performance while maintaining enterprise alignment
- Roadmaps showing operational improvement initiatives across all store formats
- Best practice sharing and standardization tracking across banner operations
Potential Outcomes: Viral adoption across Sobeys, Safeway, IGA, FreshCo, and Farm Boy operations—leveraging the same organic expansion pattern that drove BECU from 30 to 400 users (13x growth) with 50% adoption outside original IT department
Finance & Resource Management Teams
Challenge: Finance teams managing $700M annual capex need real-time visibility into resource allocation and project performance across complex transformation portfolio
Key Capabilities:
- Financial tracking Kanban boards connecting budget allocation to project delivery stages
- OKRs measuring ROI outcomes and resource utilization efficiency across initiatives
- Portfolio roadmaps showing capital deployment progress against strategic objectives
- Real-time financial metrics supporting investment decision-making and reallocation
Potential Outcomes: Faster transformation initiative funding decisions and resource reallocation—similar to Tractor Supply’s transformation from days to minutes for VP-level financial data access during critical decision periods
Category Management & Merchandising Teams
Challenge: Merchandising teams launching 1,000+ new private label products need to coordinate category resets with store renovations and technology deployments
Key Capabilities:
- Category roadmaps linking product launches to store renovation schedules
- OKRs tracking merchandising outcomes and customer satisfaction metrics
- Cross-functional boards coordinating category management with operations and technology
- Promotional planning visibility across banner-specific merchandising strategies
Potential Outcomes: Improved private label rollout coordination enabling successful launch across multiple banners while synchronizing with store renovation schedules—matching Blue Cross NC’s 10% release velocity increase through coordinated execution
Maximize ROI from Capabilities You Already Own
Your Planview license includes powerful capabilities beyond portfolio management. Here’s how activating AgilePlace, OKRs & Roadmaps transforms your existing investment into enterprise-wide competitive advantage.
The Natural Growth Pattern:
It Starts With Recognizing Untapped Value
Your teams are already seeing portfolio results—better strategic alignment, clearer investment priorities, faster decision-making. Your platform includes powerful coordination capabilities beyond what you’re currently using. Other teams managing store renovations, digital transformation, and supply chain modernization need similar coordination capabilities.
Value Multiplication Through Activation
Teams notice the portfolio coordination difference and want similar capabilities for their operations. They see transformation initiatives that stay connected to strategy and ask about accessing the same coordination tools. Your existing Planview investment can deliver exponentially more value through broader activation.
ROI Acceleration Through Full Utilization
When teams activate AgilePlace, OKRs & Roadmaps capabilities already in your license, coordination value multiplies across your operations. Strategic success creates momentum for even broader utilization across transformation initiatives and daily operations.
Real Expansion Stories:
Canadian Tire: Complete Portfolio Coordination Across 1,000+ Projects
“Having all our real estate and transformation initiatives in one place fundamentally changed how we execute strategy. We manage over 1,000 projects with complete visibility and objective investment comparison across our entire retail portfolio.”
Started with portfolio management, expanded to 700+ trained employees
What made it work: Started with portfolio success, demonstrated clear coordination value, let retail operations teams see the benefits and request access organically.
NatWest Group: Teams Started Requesting Access
“Teams saw the coordination benefits and wanted in. Different business areas started configuring AgilePlace for their specific needs while maintaining enterprise visibility and strategic alignment.”
Started with 200 users, grew to 5.000+ through organic demand
What made it work: Started with willing teams, demonstrated clear value through financial portfolio coordination, let success drive adoption rather than mandating change.
Huntington Bank: Transformed How We Deliver Value
“We shifted from traditional project delivery to continuous value streams. Revenue grew 32% to $6 billion within two years due to faster market response and coordinated strategic execution.”
Went from 2-year delivery cycles to monthly releases
What made it work: Connected execution to business outcomes, transformed coordination alongside delivery methods, built confidence through measurable transformation wins.
Why This Works at Sobeys:
- You Already Have Success: Teams currently using Planview have strategic coordination results to share across the organization
- Natural Connections: Departments already collaborate on initiatives like store renovations, digital transformation, and supply chain modernization
- Proven Platform Value: Your current results provide concrete evidence that strategic coordination works at enterprise scale
- Included Capabilities: AgilePlace, OKRs & Roadmaps are already part of your Planview investment and ready to activate
Activate More Value from Your Existing Investment
You’ve already invested in the platform. We’ll help you unlock the full capabilities you own to drive maximum ROI across your transformation portfolio.
- Audit your current Planview utilization and identify unused capabilities already in your license
- Activate AgilePlace boards for store renovation teams and digital transformation coordination using existing access
- Configure OKRs to connect strategic objectives to operational execution across current transformation initiatives
- Set up Roadmaps for portfolio visibility using capabilities already included in your platform
- Scale successful AgilePlace patterns across banner operations using your available license capacity
- Deploy OKR cascades connecting strategic transformation objectives to daily work across all 8,600 unused licenses
- Implement Roadmaps for cross-functional visibility into supply chain modernization and digital initiatives
- Leverage existing platform capabilities to coordinate complex transformation portfolio execution
- Activate enterprise-wide coordination capabilities across all Sobeys operations using your full license allocation
- Implement advanced analytics and executive dashboards already included in your Planview platform
- Establish continuous improvement processes maximizing ROI from your existing technology investment
- Plan additional capability activation supporting future transformation initiatives and strategic growth
Your Expansion Team:
- James Dwyer, Customer Success Manager – Your dedicated point person for Dell’s expansion strategy and success measurement
- Product Management Specialist – Expert guidance on AgilePlace feature optimization for AI development workflows and multi-divisional coordination
- Executive Sponsor – Senior leadership engagement to ensure strategic alignment with Sobey’s initiatives and OKRs
Comprehensive Expansion Support:
- Champion Development: Training current successful users to become internal advocates for AI development coordination
- Change Management: Expert guidance for overcoming adoption resistance across global technology operations
- Success Amplification: Help document and communicate AI coordination wins to drive organic expansion demand
- ROI Validation: Regular measurement and reporting to justify continued investment and demonstrate AI strategy acceleration
Schedule Your Sobeys Value Strategy Session
60-minute consultation with Planview product and success teams
Receive custom expansion analysis, ROI projections, and success plans
Start Immediate Capability Activation
- Begin activating AgilePlace for store renovation coordination using existing license capacity
- Configure OKRs connecting transformation strategy to operational execution within current platform
- Set up Roadmaps for portfolio visibility using capabilities already included in your investment
- Value demonstration within 2 weeks through improved coordination using tools you already own
Get Your Planview Utilization Assessment
- Complete analysis of current platform usage and available capabilities
- Identification of unused features already included in your license
- Custom activation roadmap for store operations, supply chain, and digital transformation coordination
- ROI projection from maximizing your existing Planview investment across all transformation initiatives
Sobeys Planview utilization: 1,400 active users of 10.000 available licenses, executive alignment across technology and transformation leadership, proven strategic coordination success (Sobeys platform analysis)
Canadian Tire retail portfolio management: 1,000+ projects coordinated, 700+ trained employees, complete real estate portfolio visibility (Planview Canadian Tire case study)
NatWest Group viral adoption: 200 to 5.000+ users through organic demand, £1B strategic investment management (AgilePlace ROI Analysis Guide)
Huntington Bank delivery transformation: 2-year to monthly delivery cycles, 32% revenue growth to $6B (AgilePlace ROI Analysis Guide)
Retail coordination outcomes: 33% to 70% on-time delivery improvement, €3M efficiency savings, 50x delivery acceleration (AgilePlace ROI Analysis Guide)