{"id":18271,"date":"2019-03-20T14:35:42","date_gmt":"2019-03-20T19:35:42","guid":{"rendered":"https:\/\/planview1s.wpengine.com\/?post_type=solution&#038;p=18271"},"modified":"2026-04-29T15:03:54","modified_gmt":"2026-04-29T20:03:54","slug":"strategic-portfolio-management","status":"publish","type":"solution","link":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/","title":{"rendered":"Strategic Portfolio Management"},"content":{"rendered":"<section class=\"generic \">\n  <section class=\"hero spm\">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <h1 class=\"lead\">Strategic Portfolio Management<\/h1>\n            <h2 class=\"l1-heading\">Manage project and product portfolios enterprise-wide<\/h2>\n            <p>Planview\u2019s strategic portfolio management solution with embedded AI enables executives, finance, and EPMOs to drive their organizations\u2019 transformation and initiatives, adapt with change, and accelerate on-strategy delivery.<\/p>\n            <a class=\"button primary has-subtext\" href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html\">\n                Watch Demo\n                <span class=\"subtext\">Drive strategy. See how.<\/span>\n            <\/a>\n        <\/div>\n    <\/div>\n<\/section> \n<\/section>\n\n<section class=\"generic why-planview\">\n  <div class=\"small-container\">\n  <h2 class=\"l2-heading\">Why Planview?<\/h2>\n  <div class=\"blast\">Transform operations, foster change, and drive business value with Planview\u2019s AI-powered strategic portfolio management software <\/div>\n  <p>What is your organization&#8217;s readiness to adapt to disruptions and deliver the right business outcomes? With Planview&#8217;s strategic portfolio management solution, executives, finance, and EPMOs can drive success in strategy execution and transformation by improving speed-to-value and market responsiveness, increase confidence in strategic investments, and unlock organizational capacity for priority initiatives.<\/p>\n  <p>Combining decades of strategic portfolio management experience with contextual enterprise data,  \n\n    Planview\u2019s embedded AI delivers expert guidance for faster, more confident decisions. <\/p>\n<\/div>\n\n<div class=\"container\">\n  <div class=\"box-3\">\n    <div class=\"box\">\n       <span class=\"logo-improve-speed\"><\/span>\n      <h3 class=\"l4-heading\">Improve speed-to-value and market responsiveness<\/h3>\n      <div class=\"hover\">Adapt strategic initiatives and use AI-driven insights to assess the impact of changes on investments, staffing, and outcomes.<\/div>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"logo-increase-confidence\"><\/span>\n      <h3 class=\"l4-heading\">Increase confidence in strategic investments<\/h3>\n      <div class=\"hover\">Make informed investment decisions with AI-powered analysis based on complete, actionable data and a shared view of dependencies and risks.<\/div>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"logo-stay-modern\"><\/span>\n      <h3 class=\"l4-heading\">Unlock organizational capacity for priority initiatives<\/h3>\n      <div class=\"hover\">Reprioritize and shift capacity with AI assistance to meet the organization\u2019s demands, make trade-offs, and ensure teams remain focused on strategic goals. <\/div>\n    <\/div>\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"generic common-6\">\n  <div class=\"container\">\n\n  <h2 class=\"l2-heading\">Planview&#8217;s strategic portfolio management solution helps overcome 6 common obstacles to strategic portfolio success<\/h2>\n  <div class=\"boxes\">\n    <div class=\"box\">\n      <span class=\"number\">1<\/span>\n      <p>Differing ideas on how to define value and attain shared visibility<\/p>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"number\">2<\/span>\n      <p>Siloed functional areas, tools, and information<\/p>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"number\">3<\/span>\n      <p>Limited or delayed funding<\/p>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"number\">4<\/span>\n      <p>Inability to pivot, adjust, and\/or replan quickly<\/p>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"number\">5<\/span>\n      <p>Insufficient understanding of risks, staffing, and execution requirements<\/p>\n    <\/div>\n    <div class=\"box\">\n      <span class=\"number\">6<\/span>\n      <p>Investments and capacity are not focused on the most important initiatives<\/p>\n    <\/div>\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"generic bs-image-callout\">\n  <div class=\"container\">\n <div class=\"right\">\n  <div class=\"image-holder active\">\n    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/Frame-4738-1.png\" \/>\n  <\/div>\n  <div class=\"text-holder\">\n    <h3 class=\"l2-heading\">See Planview in action<\/h3>\n    <p>Watch an on-demand demo and see how Planview&#8217;s strategic portfolio management solution can help you:<\/p>\n    <ul>\n      <li>Create a single line of sight into value and alignment &#8211; no matter your operating model: project, hybrid, or product and agile<\/li>\n      <li>Identify opportunities and balance tradeoffs with scenario planning<\/li>\n      <li>Visualize, prioritize, and adjust initiatives, programs, and product plans with roadmaps<\/li>\n      <li>Unlock your data and speed up your decision-making with Planview Anvi<\/li>\n      <li>Connect enterprise business and technical architecture to your strategic initiative planning process<\/li>\n    <\/ul>\n    <a class=\"button primary has-subtext\" href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html\">\n      Watch Demo\n      <span class=\"subtext\">Drive strategy. See how.<\/span>\n    <\/a>\n   <\/div>\n <\/div>\n<\/div> \n<\/section>\n\n<section class=\"generic leader-wrap\">\n  <div class=\"container\">\n  <h2 class=\"l2-heading\">Planview is a leader<\/h2>\n  <p>You can count on Planview to drive strategic portfolio management innovation and deliver an exceptional solution. But don\u2019t just take our word for it. See what industry analysts have to say.<\/p>\n  <div class=\"awards-flex\">\n        <div class=\"award-item\">\n      <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/08\/forrester-greyscale.png\" \/>\n      <p>Named a Leader in The Forrester Wave\u2122: Strategic Portfolio Management Tools, Q2 2026<\/p>\n      <a href=\"https:\/\/info.planview.com\/forrester-strategic-portfolio-management-tools-_report_sp_en_reg.html\" class=\"tertiary\">Get the report<\/a>\n    <\/div>\n    <div class=\"award-item\">\n      <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/08\/gartner-greyscale.png\" \/>\n      <p>Named a Leader in the 2025 Gartner\u00ae Magic Quadrant\u2122 for Strategic Portfolio Management*<\/p>\n      <a href=\"https:\/\/info.planview.com\/gartner-spm-mq-_report_sp_en_reg.html\" class=\"tertiary\">Get the report<\/a>\n    <\/div>\n    <div class=\"award-item\">\n      <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/08\/gartner-greyscale.png\" \/>\n      <p>Named a Leader in the 2024 Gartner\u00ae Magic Quadrant\u2122 for Adaptive Project Management and Reporting*<\/p>\n      <a href=\"https:\/\/info.planview.com\/gartner-adaptive-pm-reporting-mq-_report_prm_en_reg.html\" class=\"tertiary\">Get the report<\/a>\n    <\/div>\n\n  <\/div>\n  <div class=\"below\">\n    <a href=\"\/lp\/analyst-recognition\" class=\"tertiary\">Browse all analyst reports<\/a>\n    <div class=\"sub-desc\">\n      <small>Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner\u2019s Research &#038; Advisory organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.<\/small>\n      <small>GARTNER is a registered trademark and service mark of Gartner, Inc. and\/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and\/or its affiliates and are used herein with permission. All rights reserved.<\/small>\n    <\/div>\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"bs-slider-single solution-page-slider\">\n  <div class=\"container\">\n                  <h2 class=\"l3-heading\">Planview is a trusted technology partner<\/h2>\n            <p class=\"subheading\">We\u2019ve helped organizations like yours realize the benefits of strategic portfolio management. See how.<\/p>\n        <div class=\"inner\">\n      <div class=\"nav\">\n                <div class=\"button-holder\">\n          <button class=\"bs-prev\" type=\"button\"><\/button>\n          <button class=\"bs-next\" type=\"button\"><\/button>\n        <\/div>\n      <\/div>\n      <div class=\"slide-cards\">\n          <div class=\"card-holder\">\n                      <div class=\"card  card1\"  style=\"background-image:url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/hero-natwest-min.jpg)\">\n              <div class=\"text-holder\">\n                <div class=\"image-container\">\n                <img decoding=\"async\" class=\"\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/natwest-cropped.png\" alt=' logo'\/>\n                <\/div>\n                <hr class=\"stubby\"\/>\n                <p>Learn how Planview is empowering NatWest to connect strategy to delivery using OKRs.<\/p>\n                <a class=\"tertiary\" href=\"\/resources\/case-study\/okrs-at-natwest-connecting-strategic-objectives-to-measurable-outcomes\/ \">Read case study<\/a>\n                              <\/div>\n            <\/div>\n                        <div class=\"card  card2\"  style=\"background-image:url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/hero-canadian_card.jpg)\">\n              <div class=\"text-holder\">\n                <div class=\"image-container\">\n                <img decoding=\"async\" class=\"\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/Canadian_Tire-Logo-icon-compressed.png\" alt=' logo'\/>\n                <\/div>\n                <hr class=\"stubby\"\/>\n                <p>Learn how Canadian Tire advanced strategic portfolio investment planning to select the right priorities.<\/p>\n                <a class=\"tertiary\" href=\"\/resources\/case-study\/canadian-tire\/ \">Read case study<\/a>\n                              <\/div>\n            <\/div>\n                        <div class=\"card  card3\"  style=\"background-image:url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/07\/hero-ups-min-2.jpg)\">\n              <div class=\"text-holder\">\n                <div class=\"image-container\">\n                <img decoding=\"async\" class=\"\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/ups-icon-compressed.png\" alt=' logo'\/>\n                <\/div>\n                <hr class=\"stubby\"\/>\n                <p>Learn how UPS increased efficiency, aligning decision-making and funding across the organization.<\/p>\n                <a class=\"tertiary\" href=\"\/resources\/case-study\/ups\/ \">Read case study<\/a>\n                              <\/div>\n            <\/div>\n                      <\/div>\n      <\/div>\n              <div class=\"text-center\">\n                      <a href=\"\/our-customers\/\" class=\"tertiary\">Browse more case studies<\/a>\n                  <\/div>\n          <\/div>\n  <\/div>\n<\/section>\n\n<section class=\"generic solution-wrap slider\">\n  <div class=\"container\">\n  <h2 class=\"l2-heading\">Take a quick solution tour<\/h2>\n  <p>The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.<\/p>\n  <ul class=\"solutions\">\n    <!-- Slide 1: Strategic Roadmapping -->\n    <li class=\"item active\">\n      <span class=\"lead\">Strategic Roadmapping<\/span>\n      <h4>Translate your strategic plan into actionable roadmaps<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Strategic-Roadmapping-1.jpg\" alt=\"Strategic Roadmapping\" \/>\n      <\/div>\n      <figurecaption>Strategic roadmapping with enterprise roadmaps connect strategy with investments, products, and applications.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Build roadmaps that connect strategy to the investments and outcomes that drive transformation, innovation, and customer experiences. With an enterprise roadmap, lead transformational change, measure progress, understand impacts from decisions and adjust dynamically.<\/p>\n          <ul>\n            <li>Visualize dependencies, mitigate risks, set clear vision, and confirm priorities to successfully deliver products and services<\/li>\n            <li>Identify and address impacts on existing business capabilities, applications, products, and services<\/li>\n          <\/ul>\n          <h3>Support the Project to Product Shift<\/h3>\n          <p>Shift your organization to focus on products, customer experiences, and value streams. Set and communicate direction with roadmaps that combine programs with outcomes, products, projects, epics, applications, technologies, and key business events.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 2: Generative AI Assistant -->\n    <li class=\"item next\">\n      <span class=\"lead\">GENERATIVE AI ASSISTANT<\/span>\n      <h4>Unlock your inner data scientist<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/06\/carousel-copilot.png\" alt=\"Planview Copilot\" \/>\n      <\/div>\n      <figurecaption>Use Planview\u2019s Conversational AI to easily converse with and question your data using natural language to glean insights, derive recommendations, and inform strategic decisions.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Planview Anvi empowers employees from the team room to the board room with access, connection, and visibility into your organization&#8217;s data and the insights hidden within.<\/p>\n          <ul>\n            <li>Converse with and question your data using natural language to glean insights, derive recommendations based on best practices, and inform strategic decisions<\/li>\n            <li>Tap into decades of Planview knowledge, best practices and key learnings instantly<\/li>\n            <li>Surface hidden insights and delivery risks across multiple initiatives, value streams, products, or projects<\/li>\n            <li>Increase productivity by analyzing and synthesizing vast amounts of data in seconds<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 3: Planview.me Platform Experience -->\n    <li class=\"item\">\n      <span class=\"lead\">Planview.Me\u00ae PLATFORM EXPERIENCE<\/span>\n      <h4>Redefine how work gets done<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/06\/planviewme-carousel.png\" alt=\"Planview.me Platform Experience\" \/>\n      <\/div>\n      <figurecaption>Break down organizational data silos with comprehensive visibility across your strategy, planning, and delivery data.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Engage in a visually immersive, easy-to-use, streamlined Planview Platform user experience, tailored to you and the information you need to see.<\/p>\n          <ul>\n            <li>Create unique views based on status, progress, and other data-oriented use cases needed to pinpoint where to focus<\/li>\n            <li>Bring data and insight transparency into all decisions and to all decision-makers within your organization<\/li>\n            <li>Power-up your productivity with the ability to action, investigate, respond, and react from a single screen<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 4: Scenario Planning And What-if Analysis -->\n    <li class=\"item\">\n      <span class=\"lead\">Scenario Planning And What-if Analysis<\/span>\n      <h4>Embrace an adaptive approach to portfolio funding<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Strategic-Scenario-Planning-and-WhatIf-Analysis.jpg\" alt=\"Scenario Planning\" \/>\n      <\/div>\n      <figurecaption>Fund across different types of portfolios and align to strategic initiatives by analyzing tradeoffs and comparing scenarios.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Fund what matters most. Prioritize investments within initiatives that will best deliver strategic objectives, while understanding the impact of trade-offs and decisions.<\/p>\n          <ul>\n            <li>Allocate funds and budgets to achieve objectives<\/li>\n            <li>Reprioritize regularly, reallocate funding, and analyze trade-offs with continuous planning<\/li>\n            <li>Adjust funding across portfolios to reflect changes in priorities and desired outcomes<\/li>\n          <\/ul>\n          <p>Adapt how you fund major investments with strategic portfolio management, making the move from approving specific projects to broader programs and products that drive measurable business outcomes.<\/p>\n          <h3>Enterprise-Wide Funding of Strategic Programs<\/h3>\n          <p>Prioritize and fund program investments based on quantifiable business benefits \u2013 ROI, NPV, customer retention metrics, etc.<\/p>\n          <h3>Product-Based Funding<\/h3>\n          <p>Accelerate digital transformation by funding roadmaps for internal products, such as a platform, application, or set of business capabilities.<\/p>\n          <h3>Value Stream Funding<\/h3>\n          <p>Drive a culture focused on outcomes by funding value streams and the desired outcomes, rather than specific investments.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 5: Capability Impact Analysis -->\n    <li class=\"item\">\n      <span class=\"lead\">Capability Impact Analysis<\/span>\n      <h4>Adapt business capabilities to deliver new strategies<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Business-Capabilities-EA-1.jpg\" alt=\"Capability Impact Analysis\" \/>\n      <\/div>\n      <figurecaption>Link strategic initiatives to a future state business context using node visualizations that allow you to map across business capabilities and enterprise architecture models.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Creating new digital products and services requires evolving business capabilities and investing in enabling technology. As your organization shifts to a product-centric approach, business capabilities are often the basis for internal products.<\/p>\n          <p>Use Planview&#8217;s strategic portfolio management solution to assess impact of strategies on business capabilities and develop a roadmap to enhance or create capabilities that enable strategic outcomes.<\/p>\n          <ul>\n            <li>Visualize capability maps with associated technology, processes, suppliers, products, and services to identify gaps and required investments<\/li>\n            <li>Ensure investment into technologies that will create or support the right business capabilities<\/li>\n            <li>Assess impact of strategic portfolio investment decisions on capabilities<\/li>\n          <\/ul>\n          <h3>Optimize Your Application Portfolio Across New Investments and Existing Software<\/h3>\n          <p>Consolidate the current application portfolio to reduce risks, technical debt, and costs in non-compliant, legacy, or redundant applications. Accelerate new applications and technology for digital transformation.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 6: Manage Capacity And Demand -->\n    <li class=\"item\">\n      <span class=\"lead\">Manage Capacity And Demand<\/span>\n      <h4>Advance new ideas to progress strategic initiatives and product delivery<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Demand-Management-Prioritization.jpg\" alt=\"Capacity and Demand Management\" \/>\n      <\/div>\n      <figurecaption>Ability to perform what-if scenario modeling, so decision-makers can model and apply changes to strategic priorities across the demand pipeline with strategic demand management capabilities.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Capture ideas for planned and new strategic initiatives \u2013 products, services, programs, projects \u2013 with associated information for evaluation. Assess proposals based on impact to business outcomes, the funding and capacity required, and risk involved. Prioritize and model trade-offs.<\/p>\n          <h3>Manage Demand and Capacity<\/h3>\n          <p>Leverage flexible capacity planning capabilities based on specialized skills, as well as types and variety of teams across the enterprise.<\/p>\n          <h3>Demand Prioritization<\/h3>\n          <p>Rapidly reprioritize competing investments for achieving outcomes. Use objective, repeatable scoring criteria comprised of quantitative factors such as ROI, and qualitative factors such as strategic fit, impact, or risk.<\/p>\n          <h3>What-if Scenario Planning<\/h3>\n          <p>Shift priorities by evaluating multiple scenarios to ensure the best portfolio mix. Create and compare scenarios to evaluate the impact of new investments on in-flight programs and products. Assess trade-offs of accelerating, descoping, delaying, rejecting, or canceling each investment.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 7: Objectives And Key Results -->\n    <li class=\"item\">\n      <span class=\"lead\">Objectives And Key Results (OKRs)<\/span>\n      <h4>Connect and align strategy to key organizational goals and objectives<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/OKRs.jpg\" alt=\"Objectives and Key Results\" \/>\n      <\/div>\n      <figurecaption>Visualize strategic business outcomes and deliverables that set direction for scheduling and define milestones to meet cross-enterprise objectives.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Promote an outcome-driven approach by harnessing the power of connected Objectives and Key Results (OKRs). Enhance visibility and alignment to realize business outcomes at every level \u2013 portfolio, value stream, program, and team \u2013 by enabling an OKR framework within the context of strategy, financials, and work. Streamline processes and unlock your organization&#8217;s potential by ensuring everyone is aligned with the right priorities.<\/p>\n          <ul>\n            <li>Align objectives from the portfolio to the teams.<\/li>\n            <li>Prioritize work, funding, and capacity with desired outcomes.<\/li>\n            <li>Shift focus from outputs to measurable outcomes.<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 8: Hybrid Work Execution -->\n    <li class=\"item\">\n      <span class=\"lead\">Hybrid Work Execution<\/span>\n      <h4>Bring cross-organizational focus to execute on strategy<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Hybrid-Execution-scaled.jpg\" alt=\"Hybrid Work Execution\" \/>\n      <\/div>\n      <figurecaption>Enable teams to plan and deliver using the software, methodology and processes that work the way they work best \u2013 traditional projects, Agile, or collaborative.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Bring teams together from across the enterprise to deliver on strategic initiatives and transformation programs. Embrace the different ways they work and create a common understanding of priorities, status, spend, and progress.<\/p>\n          <p>Planview&#8217;s strategic portfolio management solution supports multiple work methods \u2013 waterfall, collaborative, and Agile, or a hybrid mix of work approaches best suited for the teams.<\/p>\n          <h3>Gain Insights Into Delivery No Matter How Your Teams Execute<\/h3>\n          <p>Seamlessly connect strategy to delivery for top to bottom line of sight into progress, status and risk. Whether teams are delivering traditional projects, collaborative work, or leveraging lean-agile methods, you gain complete visibility.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 9: Adaptive Program Management -->\n    <li class=\"item\">\n      <span class=\"lead\">Adaptive Program Management<\/span>\n      <h4>Execute strategic initiatives successfully<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Strategic-Program-Mgmt-1.jpg\" alt=\"Adaptive Program Management\" \/>\n      <\/div>\n      <figurecaption>Deliver the programs that drive innovation and transformational change with strategic program management software.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Plan and manage programs that span departments to support strategic outcomes. Understand relationships, visualize constraints, and mitigate risk to ensure successful program delivery and value creation. Drive performance measurement from individual initiatives to the overall strategic plan.<\/p>\n          <!-- Continuing Slide 9's back-side content -->\n          <h3>Plan Program-Defined Timeframes<\/h3>\n          <p>Program managers can create plans that define delivery timeframes, set key milestones, and establish releases dates. Develop realistic plans based on the financial and resource constraints of the organization.<\/p>\n          <h3>Top-Down, Integrated Financial Planning<\/h3>\n          <p>Define expected costs and benefits for strategies, programs, and projects. Remedy variances with the plan as actual costs and forecasts change.<\/p>\n          <h3>Develop and Share Roadmaps<\/h3>\n          <p>Synchronize and communicate schedule, milestones, releases and financials of each application, capability, and product with key information about the associated programs, projects, and technology.<\/p>\n          <h3>Visualize and Manage Dependencies<\/h3>\n          <p>Proactively manage dependencies by capturing and visualizing the relationships across programs and technology so you can mitigate risk, resolve issues, and optimize delivery.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 10: Governance and Visibility -->\n    <li class=\"item\">\n      <span class=\"lead\">Governance and Visibility<\/span>\n      <h4>Increase speed with streamlined governance and enhanced visibility<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Governance-and-Visibility.jpg\" alt=\"Governance and Visibility\" \/>\n      <\/div>\n      <figurecaption>Streamline workflow and gated processes with enhanced oversight of strategic portfolios, programs, products, and products.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Enable effective governance with &#8220;just enough&#8221; oversight of strategic portfolios, programs, products, and products with Planview strategic portfolio management technology.<\/p>\n          <ul>\n            <li>Establish process consistency and ownership of deliverables<\/li>\n            <li>Set guardrails that indicate what and when to escalate<\/li>\n            <li>Gain efficiency with faster approvals via automated notifications<\/li>\n            <li>Drive quicker, informed decisions with insights, real-time reports, and interactive dashboards<\/li>\n          <\/ul>\n          <h3>Enable Compliance With a Focus on Outcomes, Not Activities<\/h3>\n          <ul>\n            <li>Ensure corporate resources are well spent by measuring outcomes, not controlling specific execution approaches<\/li>\n            <li>Outline goals and measure progress with OKRs<\/li>\n          <\/ul>\n          <h3>Automate Phased- and Stage-Gated Processes<\/h3>\n          <p>Fail fast, deliver faster with improved efficiency and consistent, informed go\/no-go decisions.<\/p>\n          <ul>\n            <li>Gain visibility into gate deliverables and status<\/li>\n            <li>Visualize trends with configurable gate status fields and dashboards<\/li>\n          <\/ul>\n          <h3>Provide &#8220;Just Enough&#8221; Governance for Value-based Delivery<\/h3>\n          <p>Lean governance offers flexibility for team autonomy, learning, and speed<\/p>\n          <ul>\n            <li>Introduce Lean guardrails as structure for budgetary governance, spending policies, and practices for values streams within a portfolio<\/li>\n            <li>Support teams prioritizing work in relationship to desired strategic outcomes<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 11: Business Capabilities and Enterprise Architecture -->\n    <li class=\"item\">\n      <span class=\"lead\">Business Capabilities and Enterprise Architecture<\/span>\n      <h4>Adapt business capabilities to deliver new strategies<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Business-Capabilities-EA.jpg\" alt=\"Business Capabilities and Enterprise Architecture\" \/>\n      <\/div>\n      <figurecaption>Link strategic initiatives to a future state business context using node visualizations that allow you to map across business capabilities and enterprise architecture models.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Creating new digital products and services requires evolving business capabilities and investing in enabling technology. Additionally, as your organization shifts to a product-centric approach, business capabilities are often the basis for internal products.<\/p>\n          <p>Use Planview&#8217;s strategic portfolio management solution to assess impact of strategies on business capabilities and develop a roadmap to enhance or create capabilities that enable strategic outcomes.<\/p>\n          <ul>\n            <li>Visualize capability maps with associated technology, processes, suppliers, products, and services to identify gaps and required investments<\/li>\n            <li>Ensure investment into technologies that will create or support the right business capabilities<\/li>\n            <li>Assess impact of strategic portfolio investment decisions on capabilities<\/li>\n          <\/ul>\n          <h3>Optimize Your Application Portfolio Across New Investments and Existing Software<\/h3>\n          <p>Consolidate the current application portfolio to reduce risks, technical debt, and costs in non-compliant, legacy, or redundant applications. Accelerate new applications and technology for digital transformation.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 12: Capacity Planning -->\n    <li class=\"item\">\n      <span class=\"lead\">Capacity Planning<\/span>\n      <h4>Analyze capacity across portfolios<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Capacity-Planning.jpg\" alt=\"Capacity Planning\" \/>\n      <\/div>\n      <figurecaption>Leverage capacity planning capabilities that allow you the flexibility to plan capacity based on types and variety of teams.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Planview&#8217;s strategic portfolio management software lets you perform investment and capacity planning in a dynamic, what-if environment without impacting execution.<\/p>\n          <h3>Forecast Capacity Requirements<\/h3>\n          <ul>\n            <li>Enter anticipated staffing required by role, team, skill, and\/or location, to deliver the strategic roadmap<\/li>\n            <li>Identify and address gaps by role, team, location, and other factors<\/li>\n            <li>Adjust staffing levels and shift sequencing of programs and investments to balance against capacity<\/li>\n            <li>Ensure dependencies are considered as part of prioritization of investments to avoid costly decisions<\/li>\n            <li>Avoid redundant decisions across large portfolios prevent duplicate efforts<\/li>\n          <\/ul>\n          <h3>What-if Analysis<\/h3>\n          <ul>\n            <li>Model reallocation of teams, groups, and associated funding across the portfolio to understand impacts to program timelines<\/li>\n            <li>Capture dependencies between programs to understand how shifting people may impact more than just the specific investment<\/li>\n          <\/ul>\n          <h3>Scenario Planning<\/h3>\n          <ul>\n            <li>Create and compare scenarios to evaluate alternative staffing and funding approaches for achieving portfolio objectives<\/li>\n            <li>See impacts of moving resource pools on overall costs and ROI with automatic re-costing<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 13: Strategic Demand Management -->\n    <li class=\"item\">\n      <span class=\"lead\">Strategic Demand Management<\/span>\n      <h4>Advance new ideas to progress strategic initiatives and product delivery<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Demand-Management.jpg\" alt=\"Strategic Demand Management\" \/>\n      <\/div>\n      <figurecaption>Capture work and manage its progress across the demand pipeline with strategic demand management capabilities.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Capture ideas for planned and new strategic initiatives \u2013 products, services, programs, projects \u2013 with associated information for evaluation. Assess proposals based on impact to business outcomes, the funding and capacity required, and risk involved. Prioritize and model trade-offs with Planview&#8217;s strategic portfolio management solution.<\/p>\n          <h3>Demand Pipeline<\/h3>\n          <p>Automate demand workflow with gates to organize, evaluate, and define decision points. Make decisions based on value and fit to determine which ideas can be killed, put on hold, or advance for further consideration.<\/p>\n          <h3>All Strategic Demand<\/h3>\n          <p>Capture and manage ideas that tie to your strategy. Define processes for different types of demand, whether for planned initiatives, unplanned new ideas, or product innovation.<\/p>\n          <h3>Demand Prioritization<\/h3>\n          <p>Rapidly reprioritize competing investments for achieving outcomes. Use objective, repeatable scoring criteria comprised of quantitative factors such as ROI, and qualitative factors such as strategic fit, impact, or risk.<\/p>\n          <h3>What-if Scenario Planning<\/h3>\n          <p>Shift priorities by evaluating multiple scenarios to ensure the best portfolio mix. Create and compare scenarios to evaluate the impact of new investments on in-flight programs and products. Assess trade-offs of accelerating, descoping, delaying, rejecting, or canceling each investment.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 14: Connectivity for Visibility and Insights -->\n    <li class=\"item\">\n      <span class=\"lead\">Connectivity for Visibility and Insights<\/span>\n      <h4>Bring cross-organizational focus to execute on strategy<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Work-Mgmt-with-Flex.jpg\" alt=\"Connectivity for Visibility and Insights\" \/>\n      <\/div>\n      <figurecaption>Get visibility and insights into all work that ties to strategy. Capture the information needed to make critical decisions and keep the business focused on delivering strategic initiatives, at speed.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Effective decision-making and timely course corrections require access to enterprise-wide status, spend, interdependencies, KPIs, and other leading business performance indicators.<\/p>\n          <p>The Planview&#8217;s strategic portfolio management solution offers connectivity to work management and enterprise applications to automate information flow for advanced reporting, analysis, and performance management.<\/p>\n          <h3>Gain Insights Into Delivery No Matter How Your Teams Execute<\/h3>\n          <p>The strategic portfolio management solution seamless connects with Planview&#8217;s work management solutions for top to bottom line of sight into progress, status and risk. Whether teams are delivering traditional projects, collaborative work, or leveraging lean-agile methods, you gain complete visibility.<\/p>\n          <h3>Integration With Your Application Ecosystem<\/h3>\n          <p>Automate information flow between strategic portfolios and any other application, be it cloud or on-premises, off-the-shelf, or homegrown. Planview&#8217;s proven integration approach speeds delivery, reduces costs, and de-risks implementation. Seamlessly integrate with apps your business relies on every day:<\/p>\n          <ul>\n            <li>Financial and enterprise resource planning (ERP) systems<\/li>\n            <li>Reporting and data warehousing<\/li>\n            <li>Agile development tools<\/li>\n            <li>Spreadsheets and other office productivity tools<\/li>\n            <li>IT service management (ITSM)<\/li>\n            <li>Configuration management database tools (CMDB)<\/li>\n            <li>Customer-developed tools via APIs<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n\n    <!-- Slide 15: Benefits Realization -->\n    <li class=\"item\">\n      <span class=\"lead\">Benefits Realization<\/span>\n      <h4>Drive change, increase benefits, and maximize ROI of the portfolio<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Benefits-Realization.jpg\" alt=\"Benefits Realization\" \/>\n      <\/div>\n      <figurecaption>Coordinate delivery and ensure benefits realization from products, services, and other outcomes that achieve strategic objectives.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Capture the benefits of strategic programs by how they add value and contribute to the strategic objectives of the organization. Create clear benefit realization plans that drive change and activities of the program to effectively maximize the ROI of your portfolio.<\/p>\n          <p>Track benefits over time and automatically calculate financial metrics such as IRR, NPV, ROI, and Payback Period. Dashboards offer visual performance measurement across the portfolio.<\/p>\n          <p>With strategic portfolio management software from Planview:<\/p>\n          <ul>\n            <li>Identify both financial and non-financial benefits to be achieved to create value<\/li>\n            <li>Capture benefits over time at a portfolio level and\/or rollup from strategic initiatives to objective to measure portfolio performance<\/li>\n            <li>Define metrics (KPIs) to measure the benefits to ensure that the activities of the program will result in the change needed to realize desired benefits<\/li>\n            <li>Monitor KPIs providing the foresight to make decisions and act judiciously<\/li>\n          <\/ul>\n          <p>Benefit realization with an outcome-first approach to determine what actions and changes need to occur in the organization. Use benefits realization to elevate programs from an investment in change management to a means to achieve tangible value for the business.<\/p>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n       <!-- Slide 16: Ai Insights Widget -->\n    <li class=\"item\">\n      <span class=\"lead\">AI Insights Widget<\/span>\n      <h4>Receive personalized, real-time insights <\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2025\/10\/ai-insights.png\" alt=\"AI Insights\" \/>\n      <\/div>\n      <figurecaption>The AI Insights Widget highlights emerging risks, schedule variances, and key portfolio trends.<\/figurecaption>\n      <div class=\"button-wrapper\">\n      \n      <\/div>\n    <\/li>\n   \n      <li class=\"item\">\n      <span class=\"lead\">Automated Workflows<\/span>\n      <h4>Connect insights to action with AI-powered agentic workflows<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2025\/10\/automated-workflows.png\" alt=\"Automated Workflows\" \/>\n      <\/div>\n      <figurecaption>Automatically generate summaries, send updates, and trigger next steps. <\/figurecaption>\n      <div class=\"button-wrapper\">\n      \n      <\/div>\n      \n    <\/li>\n\n      <li class=\"item\">\n      <span class=\"lead\">Cross-portfolio Strategic Insights   <\/span>\n      <h4>Identify systemic issues that span teams, projects, and investments<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2025\/10\/cross-portfolio-insights.png\" alt=\"AI Insights\" \/>\n      <\/div>\n      <figurecaption>Gain continuous visibility into cross-portfolio risks and dependencies with intelligence powered by our Connected Work Graph.<\/figurecaption>\n      <div class=\"button-wrapper\">\n      \n      <\/div>\n      \n    <\/li>\n    <!-- Slide 17: Digital Product Insights Dashboard -->\n    <li class=\"item prev\">\n      <span class=\"lead\">Digital Product Insights Dashboard<\/span>\n      <h4>Connect software delivery to the business outcomes<\/h4>\n      <div class=\"img-holder\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/Digital_Product_Insights_revised.jpg\" alt=\"Digital Product Insights Dashboard\" \/>\n      <\/div>\n      <figurecaption>Connect software delivery to business outcomes with visibility across the lifecycle of your strategy \u2013 from planning to delivery to business impact. Use proactive and predictive value stream management insights to pivot plans and drive on-time delivery.<\/figurecaption>\n      <div class=\"button-wrapper\">\n        <a href=\"#\" class=\"tertiary btn-flip\">Learn more<\/a>\n      <\/div>\n      <div class=\"back-side\">\n        <div class=\"inner\">\n          <p>Connect portfolio management and agile planning to your delivery engine with value stream management. Get a single consolidated view into the health of your strategy, outcomes and execution.<\/p>\n          <ul>\n            <li>Gain access to visibility across the lifecycle of a strategy and plan<\/li>\n            <li>Understand the flow of business with outcome attainment, budget health, capacity and workflow issue details at your fingertips<\/li>\n            <li>Create faster feedback loops and enable plan pivots with proactive and predictive insights into delivery as work is happening<\/li>\n            <li>Flow delivery insights (like constraints, dependencies, handoff delays) back into plans to inform capacity and funding changes<\/li>\n            <li>Leverage AI approaches to bring sentiment data into a holistic view of plan performance and the need for change<\/li>\n            <li>Use the embedded and connected OKRs to drive prioritization and focus across all levels of the organization<\/li>\n          <\/ul>\n        <\/div>\n        <a class=\"tertiary back btn-card-back\" href=\"#\">Back<\/a>\n      <\/div>\n    <\/li>\n  <\/ul>\n  \n  <!-- Navigation Controls -->\n  <div class=\"nav-wrap\">\n    <a href=\"#\" class=\"btn-prev\"><i class=\"icon-long-arrow-left-regular\"><\/i><\/a>\n    <span id=\"pos\">1 \/ 19<\/span>\n    <a href=\"#\" class=\"btn-next active\"><i class=\"icon-long-arrow-right-regular\"><\/i><\/a>\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"products-feature-list \">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Strategic portfolio management software capabilities<\/h2>\n    <div class=\"tab-container fade-right\">\n      <ul class=\"tabs\">\n              <li class=\"active\">\n          <a href=\"#tabContent-1\" class=\"tab\">Strategy Visualization<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-2\" class=\"tab\">Planning &amp; Funding<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-3\" class=\"tab\">Demand &amp; Capacity<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-4\" class=\"tab\">Performance Analytics<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-5\" class=\"tab\">Enterprise Architecture<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-6\" class=\"tab\">Program Management<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-7\" class=\"tab\">Team Delivery<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-8\" class=\"tab\">Artificial Intelligence<\/a>\n        <\/li>\n                  <\/ul>\n\n    <\/div>\n\n    <div class=\"tabs-content-wrapper\">\n      <ul class=\"tabs-content\">\n                <li id=\"tabContent-1\" class=\"tabContent-item active\">\n          <p>Translate and visualize strategic initiatives into a timeline of business outcomes and deliverables that set direction for scheduling and define milestones to meet cross-enterprise objectives.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-access-experts\"><\/span>\n              <h3>Planview.Me<\/h3>\n              <p>Engage in a visually immersive, actionable, and personalized Planview Platform experience. Create unique views based on status, progress, and other data-oriented use cases you need to pinpoint where to focus, issues to address, and risks to mitigate. Take action, investigate, respond, and react with a single click inside a single curated view.\r\n<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-strategic-planning-grey\"><\/span>\n              <h3><a href=\"https:\/\/info.planview.com\/okrs-in-planview-portfolios-_demo-on-demand_lad_en_reg.html\" target=\"_blank\">Align OKRs to Strategy<\/a><\/h3>\n              <p>Connect and align vision to key organizational goals and objectives.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-multicurrency-and-taxation\"><\/span>\n              <h3>Financial Initiative Planning<\/h3>\n              <p>Cascade financials (capital, expense, revenue, burn rate) by mission, strategy, and organization across functional areas and on an enterprise-wide scale.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-predictive-portfolio-analysis-white\"><\/span>\n              <h3>Strategic Roadmapping<\/h3>\n              <p>Translate strategy into a timeline of business outcomes and deliverables that can be used to set direction and expectations, as well as maintain clear communication throughout delivery.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-project-management-dashboards-and-reports-white\"><\/span>\n              <h3>Digital Product Insights Dashboard<\/h3>\n              <p>Connect software delivery to business outcomes with visibility across the lifecycle of your strategy \u2013 from planning to delivery to business impact. Use proactive and predictive value stream management insights to pivot plans and drive on-time delivery.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-visible-process-policies-grey\"><\/span>\n              <h3>Visualize Dependencies and Mitigate Risks<\/h3>\n              <p>Visualize dependencies, mitigate risks, set clear vision, and confirm priorities to successfully deliver products and services.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-2\" class=\"tabContent-item \">\n          <p>Prioritize investments within initiatives and understand the impact of trade-offs and decisions across the portfolio.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-idea-evaluation-expert-reviews-grey\"><\/span>\n              <h3>Adaptive Portfolio Governance<\/h3>\n              <p>Balance speed and accountability by providing the right amount of governance.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-financial-visibility\"><\/span>\n              <h3>Strategic Program Funding<\/h3>\n              <p>Prioritize and fund program investments based on quantifiable business benefits \u2013 ROI, NPV, customer retention metrics, etc.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-product-value-and-stream-funding\"><\/span>\n              <h3>Product-Based Funding<\/h3>\n              <p>Drive a culture focused on outcomes by funding products or value streams rather than specific project or program investments.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-portfolio-financials\"><\/span>\n              <h3>Strategic Portfolio Analysis<\/h3>\n              <p>Evaluate, adjust funding, and prioritize based on strategic objectives against resource and risk constraints.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-process-and-work-visualization-grey\"><\/span>\n              <h3>Scenario Planning and What-If Analysis<\/h3>\n              <p>Create scenarios to model the impact of potential changes, balance trade-offs, and visualize the impacts of adjusting investment priorities.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-forecast-and-actuals-grey\"><\/span>\n              <h3>Incremental Funding<\/h3>\n              <p>Fund portfolios incrementally based on timeframe or stage gate to evaluate investment progress and make course corrections easier.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-cross-team-work-connections-grey\"><\/span>\n              <h3>Investment and Capacity Planning<\/h3>\n              <p>Balance strategic demand and priority with organizational and product capacity. Analyze across portfolios to optimize your organization&#8217;s resources based on specialized skill, as well as types and varieties of teams.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-time-and-expense-tracking\"><\/span>\n              <h3>Adaptive Funding<\/h3>\n              <p>Capture changes over time to assess and manage funding changes at both the investment and portfolio level.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-3\" class=\"tabContent-item \">\n          <p>Leverage flexible capacity planning capabilities based on specialized skills, as well as types and variety of teams across the enterprise.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-project-plan-templates-grey\"><\/span>\n              <h3><a href=\"\/products-solutions\/solutions\/im-innovation-management\/\">Innovation Management<\/a><\/h3>\n              <p>Capture and manage business requests that tie to your strategy. Define processes for different types of demand, whether for planned initiatives, unplanned new ideas, or product innovation.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-process-automation-and-management-grey\"><\/span>\n              <h3>What-If Scenario Planning<\/h3>\n              <p>Create and compare scenarios to evaluate alternative prioritization, staffing and timing approaches for achieving portfolio objectives. Visualize the impacts of different scenarios on overall strategies, capabilities and products.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-advanced-reporting-capabilities-grey\"><\/span>\n              <h3>Strategic Demand Management<\/h3>\n              <p>Capture business requests and manage their progress across the demand pipeline; advancing new ideas to progress strategic initiatives and product delivery.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-capacity-planning-grey\"><\/span>\n              <h3>Forecast Capacity Requirements<\/h3>\n              <p>Ensure programs, investments, and staffing levels are balanced against capacity, taking dependencies into account to avoid costly decisions resulting in duplicate efforts or rework.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-gantt-charts-white\"><\/span>\n              <h3>Demand Prioritization<\/h3>\n              <p>Score competing investments with objective, repeatable criteria based on quantitative factors such as ROI and qualitative factors such as strategic fit, impact, and risk to reprioritize quickly.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-4\" class=\"tabContent-item \">\n          <p>Measure success of strategic initiatives with key performance indicators (KPIs); make timely decisions to ensure outcome realization and goal attainment.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-flow-analytics-grey\"><\/span>\n              <h3>Digital Product Insights Dashboard<\/h3>\n              <p>Connect software delivery to business outcomes with visibility across the lifecycle of your strategy \u2013 from planning to delivery to business impact. Use proactive and predictive value stream management insights to pivot plans and drive on-time delivery.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-project-dashboards-and-reporting-templates-grey\"><\/span>\n              <h3>Executive Dashboards and Data Visualizations<\/h3>\n              <p>Create customized dashboards to help measure and communicate performance and progress, track and balance financials, and understand strategic initiative obstacles with high-impact visualizations.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-analytics-and-reporting-grey\"><\/span>\n              <h3>Outcome Benefits Realization<\/h3>\n              <p>Capture portfolio level value rolled up from strategic initiatives to objectives that measure financial and non-financial benefits achieved against plan.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-impact-analysis-grey\"><\/span>\n              <h3>Initiative and Program Performance Analysis<\/h3>\n              <p>Analyze performance data (such as planned\/target, forecast, and actual dates) from the underlying investments across multiple dimensions, including business capabilities, applications, products, services, organizations and technologies.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-project-prioritization-alignment-white\"><\/span>\n              <h3>Capex\/Opex Categorization<\/h3>\n              <p>Plan, identify and track CapEx and OpEx work costs for each strategy, program and\/or product in the portfolio.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-costs-and-actuals-grey\"><\/span>\n              <h3>Financial Actuals<\/h3>\n              <p>Track actuals and variances against what was planned or budgeted.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-5\" class=\"tabContent-item \">\n          <p>Visualize how technology plays a role in achieving digital transformation success by linking strategic initiatives to a future state business context.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-lean-business-cases-and-demand-intake\"><\/span>\n              <h3><a href=\"\/products-solutions\/solutions\/technology-application-portfolio-management\/\">Capability Impact Analysis<\/a><\/h3>\n              <p>Planning and analysis to align investment and technology portfolios with enterprise strategic priorities to drive optimal performance and advance business capability maturity.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-application-portfolio-management\"><\/span>\n              <h3><a href=\"\/products-solutions\/solutions\/technology-application-portfolio-management\/\">Optimize the Application Portfolio<\/a><\/h3>\n              <p>Gain insight into impact of application changes, business demand, and strategic priorities on your application portfolio while increasing business value through optimization to reduce cost, technical debt, and security risk.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-technology-portfolio-management\"><\/span>\n              <h3><a href=\"\/products-solutions\/solutions\/technology-application-portfolio-management\/\">Technology Impact Analysis<\/a><\/h3>\n              <p>Proactively understand and address business impact and risk of aging technologies and improve compliance to meet preferred standards.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-technology-investment-roadmap\"><\/span>\n              <h3><a href=\"\/products-solutions\/solutions\/technology-application-portfolio-management\/\">Technology Investment Roadmap<\/a><\/h3>\n              <p>Connect technology investments to strategic initiatives by integrating technology investment plans and roadmaps.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-6\" class=\"tabContent-item \">\n          <p>Deliver the cross-enterprise programs that drive innovation and transformational change.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-identfiy-risks-to-delivery-grey\"><\/span>\n              <h3>Plan Program-Defined Timeframes<\/h3>\n              <p>Develop plans and milestones that balance business objectives with the financial and resource constraints of the organization.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-collaborative-project-planning-and-workstreams-grey\"><\/span>\n              <h3>Top-Down, Integrated Financial Planning<\/h3>\n              <p>Define expected costs and benefits, highlighting variances for strategies, programs, projects and epics.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-complex-process-mapping-grey\"><\/span>\n              <h3>Develop and Share Roadmaps<\/h3>\n              <p>Synchronize and communicate schedule, milestones, releases and financials of each application, capability, and product with key information about the associated programs, projects, epics and technology.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-process-workflows\"><\/span>\n              <h3>Visualize and Manage Dependencies<\/h3>\n              <p>Proactively manage dependencies by capturing and visualizing the relationships across programs, products, epics, and technology so you can mitigate risk, resolve issues, and optimize delivery.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-financial-forecasting\"><\/span>\n              <h3>Financial Forecasting<\/h3>\n              <p>Manage forecasts against baseline performance; view variances between the original business case and current progress.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-7\" class=\"tabContent-item \">\n          <p>Connect work with strategy to align to priorities and deliver what&#8217;s most important.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-hybrid-and-agile-work-delivery\"><\/span>\n              <h3>Hybrid Execution<\/h3>\n              <p>Enable teams to plan and deliver using the solution, methodology and processes that work the way they work best &#8211; traditional projects, Agile, or collaborative.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-work-planning-and-delivery-grey\"><\/span>\n              <h3>Project Team Delivery<\/h3>\n              <p>Enable project team members to work the way they work best with productivity-focused workspaces that include document management and integrated communication tools.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-agile-team-analytics-grey\"><\/span>\n              <h3>Agile Team Delivery<\/h3>\n              <p>Empower Agile teams to visualize, prioritize and plan their work activities aligned to strategic priorities using Kanban boards that match their preferred work methodology and processes.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-enterprise-integrations-grey\"><\/span>\n              <h3>Agile Integrations<\/h3>\n              <p>Connect multiple Agile team tools to visualize, plan, coordinate, and deliver their work together no matter where their work is tracked or how it&#8217;s managed.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-8\" class=\"tabContent-item \">\n          <p>Get expert guidance and data-driven execution powered by decades of experience and enterprise-grade intelligence.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-planview-copilot-badge-dark\"><\/span>\n              <h3>Conversational AI<\/h3>\n              <p>Ask questions in natural language to uncover insights, get best-practice recommendations, and inform strategic decisions. Planview\u2019s conversational AI gives everyone\u2014from teams to executives\u2014easy access to organizational data and the intelligence hidden within.\r\n<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-lean-business-cases-and-demand-intake\"><\/span>\n              <h3><a href=\"\/ai\/connected-work-graph\/\" title=\"Connected Work Graph Information\"\/>Intelligent Dependency Management <\/a><\/h3>\n              <p>Connected Work Graph uses AI to continuously map all work relationships across teams, projects, and tools, automatically identifying hidden blockers, recommending data-driven optimizations, and significantly reducing coordination overhead for faster execution.\r\n<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-idea-consolidation-with-machine-learning-grey\"><\/span>\n              <h3>Sentiment Analysis<\/h3>\n              <p>Go beyond status scores to understand if a product, project, or work item is truly on track by analyzing the tone and sentiment of comments and status updates. Identify positive, neutral, or negative trends early and act before delivery is affected.\r\n<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-design-patterns-grey\"><\/span>\n              <h3>Optimizations &#038; Simulations<\/h3>\n              <p>Unlock scenario planning and dive into a realm of &#8216;what-if&#8217; scenarios and trade-off analyses. Explore multiple avenues to pinpoint the most efficient and effective allocation of your capital and capacity for peak performance and strategic success.\r\n<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-resource-management-tools-white\"><\/span>\n              <h3>Personalized Insights<\/h3>\n              <p>Receive personalized, real-time insights directly within your workspace. The AI Insights Widget highlights emerging risks, schedule variances, and key portfolio trends\u2014so you can focus on what matters most and take action faster.\r\n<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-question\"><\/span>\n              <h3>AI Help<\/h3>\n              <p>Unlock assistance on-demand with AI Help. Transform your Planview Platform experience with the AI Help in-app interface, providing plain text answers to your questions. Access thousands of pages of customer success center help articles and other product- or solution-specific documentation without ever leaving your screen.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n              <\/ul>\n    <\/div>\n    \n          <a class=\"solution_brief_link\" href=https:\/\/info.planview.com\/rs\/456-QCH-520\/images\/Planview-Strategic-Portfolio-Management-SB-EN.pdf target=\"_blank\">Download Solution Brief<\/a>\n        \n      <\/div>\n<\/section>\n\n\n\n\n<section class=\"bs-resource-grid \">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">More to explore<\/h2>\n    <div class=\"card-grid\">\n              <a class=\"card\" href=https:\/\/info.planview.com\/forrester-strategic-portfolio-management-tools-_report_sp_en_reg.html target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/yellow-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">ANALYST REPORT<\/p>\n          <l2 class=\"l2-heading\">The Forrester Wave\u2122: Strategic Portfolio Management Tools, Q2 2026<\/l2>\n          <p class=\"subheading\">How Forrester evaluates top SPM solutions\u2014and determines the leaders<\/p>\n          <\/div>\n          <p class=\"tertiary\">Get the report<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/gartner-spm-mq-_report_sp_en_reg.html target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/blue-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">ANALYST REPORT<\/p>\n          <l2 class=\"l2-heading\">2025 Gartner\u00ae Magic Quadrant\u2122 for Strategic Portfolio Management<\/l2>\n          <p class=\"subheading\">Planview Recognized as a Leader for the Fourth Consecutive Year<\/p>\n          <\/div>\n          <p class=\"tertiary\">Get the report<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/okr-spm-_ebook_sp_en_reg.html target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/light-blue-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">EBOOK<\/p>\n          <l2 class=\"l2-heading\">Connecting the Dots Between Strategy and Delivery<\/l2>\n          <p class=\"subheading\">Why OKRs are essential for strategic portfolio management<\/p>\n          <\/div>\n          <p class=\"tertiary\">Get the eBook<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/www.planview.com\/lp\/strategy-execution-benchmark-prm\/ target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/orange-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">BENCHMARK REPORT<\/p>\n          <l2 class=\"l2-heading\">The State of Strategy Execution: Balancing Speed, Adaptation, and Control<\/l2>\n          <p class=\"subheading\">Global benchmark study reveals how leading companies find the sweet spot between execution speed, responsiveness, and effective governance.<\/p>\n          <\/div>\n          <p class=\"tertiary\">Get the report<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/rs\/456-QCH-520\/images\/Planview-Anvi-for-Portfolio-Management-SB-EN.pdf target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/test-2.png)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">SOLUTION BRIEF<\/p>\n          <l2 class=\"l2-heading\">Planview Anvi\u2122 for Portfolio Management: AI that Accelerates Strategic Outcomes<\/l2>\n          <p class=\"subheading\">Anvi helps portfolio teams prioritize work, optimize resources, and deliver outcomes with confidence.<\/p>\n          <\/div>\n          <p class=\"tertiary\">Learn more<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/plan-smarter-_ebook_sp_en_reg.html target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/dark-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">EBOOK<\/p>\n          <l2 class=\"l2-heading\">Plan Smarter: A Leader\u2019s Guide to Strategic Portfolio Planning<\/l2>\n          <p class=\"subheading\">With a solid strategic portfolio plan, you\u2019ll not only reach your long-term vision but also achieve sustained growth and success\u2014on your terms.<\/p>\n          <\/div>\n          <p class=\"tertiary\">Get the eBook<\/p>\n        <\/a>\n          <\/div>\n    <a href=\"\/resource-center\/?resource_language%5b%5d=english&#038;resource_solution%5b%5d=strategic-planning\" class=\"button secondary large\">Browse more resources<\/a>\n  <\/div>\n       <\/section>\n\n<section class=\"bs-company-scroller \">\n  <div class=\"container\">\n    <div><h2 class=\"l2-heading\">Transforming how businesses work globally<\/h2>  <p>Planview\u2019s connected platform of solutions underpins the business and digital transformations of more than 2.7 million users globally, including 45 of the Fortune 100. Headquartered in Austin, Texas, Planview has over 1,300 employees worldwide..\u00a0 <\/p><\/div>\n    <div class=\"scroller\" data-direction=forwards>\n      <ul class=\"items\">\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerNatWest-ColorNo.png class=natwest><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerFannie-Mae-ColorNo.png class=fannie><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerJPMorgan-Chase-Co.-ColorNo.png class=jpmorgan><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerHSBC-ColorNo.png class=hsbc><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerProcterGamble-ColorNo.png class=proctor><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/Unilever_text_logo-min.png class=unilever><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerIKEA-ColorNo.png class=ikea><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerConagra-ColorNo.png class=conagra><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerIMB-ColorNo.png class=ibm><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerDell-ColorNo.png class=dell><\/img><\/li>\n              <\/ul>\n    <\/div>\n          <div class=\"scroller\" data-direction=reverse>\n         <ul class=\"items\">\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2023\/09\/volvo-black.png class=volvo><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerDow-ColorNo.png class=dow><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2014\/02\/siemens-122x19.jpg class=siemens><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/fluor-min.png class=fluor><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerJaguar-ColorNo.png class=jaguar><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerDHL-ColorNo.png class=dhl><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerCargill-ColorNo.png class=cargill><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/ups_white.png class=ups><\/img><\/li>\n                  <li><img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerBlue-Cross-Blue-Shield-of-Michigan-ColorNo.png class=bluecross><\/img><\/li>\n              <\/ul>\n        \n      <\/div>\n                <div class=\"scroller\" data-direction=forwards>\n           <ul class=\"items\">\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2019\/03\/abbott-180x100.png class=abbott><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerNovartis-ColorNo.png class=novartis><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerAbbvie-ColorNo.png class=abbvie><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerSanofi-ColorNo.png class=sonofi><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerThermo-Fisher-ColorNo.png class=thermo><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/exxon-min.png class=exxon><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerChevron-ColorNo.png class=chevron><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerNationwide-ColorNo.png class=nationwide><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/metlife-min.png class=metlife><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/allianz-2.png class=allianz><\/img><\/li>\n                  <li><img  src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/CustomerZurich-ColorNo.png class=zurich><\/img><\/li>\n              <\/ul>\n        <\/div>\n      <\/div>\n<\/section>\n\n<section class=\"bs-footer \">\n  <div class=\"container\">\n    <div class=\"card-grid\">\n              <div class=\"card\">\n                    <img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/circle-play.png loading=\"lazy\" class=\"icon\"><\/img>\n                    <h2 class=\"l2-heading\">See Planview in action<\/h2>\n          <hr class=\"stubby\"\/>\n                    <p class=\"text\">Browse our library of on-demand demos and free trials and see how Planview can help you drive the work that matters most.<\/p>\n                    <a href=\"\/demos\/\" class=\"button primary large\" target=\"_blank\" rel=\"noopener noreferrer\">Browse Demos and Free Trials<\/a>\n        <\/div>\n              <div class=\"card\">\n                    <img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/user-headset.png loading=\"lazy\" class=\"icon\"><\/img>\n                    <h2 class=\"l2-heading\">Contact us<\/h2>\n          <hr class=\"stubby\"\/>\n                    <p class=\"text\">We&#8217;re here to answer your questions and help you take the next step. Reach out and let us know how we can help.<\/p>\n                    <a href=\"\/contact-us\/\" class=\"button primary large\" target=\"_blank\" rel=\"noopener noreferrer\">Contact Us<\/a>\n        <\/div>\n          <\/div>\n  <\/div>\n<svg width=\"2026\" height=\"343.5\" viewBox=\"0 0 2026 343.5\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n    <g clip-path=\"url(#clip0_9810_1538)\">\n        <path d=\"M1013 687C1572.46 687 2026 536.792 2026 351.5C2026 166.208 1572.46 16 1013 16C453.536 16 0 166.208 0 351.5C0 536.792 453.536 687 1013 687Z\" fill=\"#CCCCCC\"\/>\n        <path d=\"M2025.5 335.5C2025.5 381.603 1997.29 425.604 1946.09 465.698C1894.89 505.788 1820.77 541.912 1729.14 572.26C1545.89 632.952 1292.69 670.5 1013 670.5C733.306 670.5 480.112 632.952 296.858 572.26C205.228 541.912 131.113 505.788 79.9148 465.698C28.7108 425.604 0.5 381.603 0.5 335.5C0.5 289.397 28.7108 245.396 79.9148 205.302C131.113 165.212 205.228 129.088 296.858 98.7403C480.112 38.0477 733.306 0.5 1013 0.5C1292.69 0.5 1545.89 38.0477 1729.14 98.7403C1820.77 129.088 1894.89 165.212 1946.09 205.302C1997.29 245.396 2025.5 289.397 2025.5 335.5Z\" stroke=\"#E2251B\"\/>\n    <\/g>\n    <defs>\n        <clipPath id=\"clip0_9810_1538\">\n            <rect width=\"2026\" height=\"343.5\" fill=\"white\"\/>\n        <\/clipPath>\n    <\/defs>\n<\/svg>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","class_list":["post-18271","solution","type-solution","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Strategic Portfolio Management - Planview<\/title>\n<meta name=\"description\" content=\"Strategic Planning Software enables organizations to build roadmaps, model tradeoffs, execute programs, and manage funding and capital investments.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strategic Portfolio Management - Planview\" \/>\n<meta property=\"og:description\" content=\"Strategic Planning Software enables organizations to build roadmaps, model tradeoffs, execute programs, and manage funding and capital investments.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/PlanviewCo\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-29T20:03:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/01\/social-planview-rebrand-min.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"400\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/01\/social-planview-rebrand-min.jpg\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/\",\"url\":\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/\",\"name\":\"Strategic Portfolio Management - Planview\",\"isPartOf\":{\"@id\":\"https:\/\/www.planview.com\/#website\"},\"datePublished\":\"2019-03-20T19:35:42+00:00\",\"dateModified\":\"2026-04-29T20:03:54+00:00\",\"description\":\"Strategic Planning Software enables organizations to build roadmaps, model tradeoffs, execute programs, and manage funding and capital investments.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.planview.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Strategic Portfolio Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.planview.com\/#website\",\"url\":\"https:\/\/www.planview.com\/\",\"name\":\"Planview\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.planview.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Strategic Portfolio Management - Planview","description":"Strategic Planning Software enables organizations to build roadmaps, model tradeoffs, execute programs, and manage funding and capital investments.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/","og_locale":"en_US","og_type":"article","og_title":"Strategic Portfolio Management - Planview","og_description":"Strategic Planning Software enables organizations to build roadmaps, model tradeoffs, execute programs, and manage funding and capital investments.","og_url":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/","og_site_name":"Planview","article_publisher":"https:\/\/www.facebook.com\/PlanviewCo\/","article_modified_time":"2026-04-29T20:03:54+00:00","og_image":[{"width":400,"height":400,"url":"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/01\/social-planview-rebrand-min.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_image":"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/01\/social-planview-rebrand-min.jpg","twitter_site":"@Planview","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/","url":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/","name":"Strategic Portfolio Management - Planview","isPartOf":{"@id":"https:\/\/www.planview.com\/#website"},"datePublished":"2019-03-20T19:35:42+00:00","dateModified":"2026-04-29T20:03:54+00:00","description":"Strategic Planning Software enables organizations to build roadmaps, model tradeoffs, execute programs, and manage funding and capital investments.","breadcrumb":{"@id":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.planview.com\/products-solutions\/solutions\/strategic-portfolio-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.planview.com\/"},{"@type":"ListItem","position":2,"name":"Strategic Portfolio Management"}]},{"@type":"WebSite","@id":"https:\/\/www.planview.com\/#website","url":"https:\/\/www.planview.com\/","name":"Planview","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.planview.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.planview.com\/wp-json\/wp\/v2\/solution\/18271","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.planview.com\/wp-json\/wp\/v2\/solution"}],"about":[{"href":"https:\/\/www.planview.com\/wp-json\/wp\/v2\/types\/solution"}],"version-history":[{"count":0,"href":"https:\/\/www.planview.com\/wp-json\/wp\/v2\/solution\/18271\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.planview.com\/wp-json\/wp\/v2\/media?parent=18271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}