Strategic Portfolio Management

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The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.

• Strategic Roadmapping

  Translate your strategic plan into actionable roadmaps

  
  Strategic roadmapping with enterprise roadmaps connect strategy with investments, products, and applications.
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  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.

  • Visualize dependencies, mitigate risks, set clear vision, and confirm priorities to successfully deliver products and services
  • Identify and address impacts on existing business capabilities, applications, products, and services

  Support the Project to Product Shift

  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.

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• GENERATIVE AI ASSISTANT

  Unlock your inner data scientist

  
  Use Planview Copilot to easily converse with and question your data using natural language to glean insights, derive recommendations, and inform strategic decisions.
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  Planview Copilot empowers employees from the team room to the board room with access, connection, and visibility into your organization’s data and the insights hidden within.

  • Converse with and question your data using natural language to glean insights, derive recommendations based on best practices, and inform strategic decisions
  • Tap into decades of Planview knowledge, best practices and key learnings instantly
  • Surface hidden insights and delivery risks across multiple initiatives, value streams, products, or projects
  • Increase productivity by analyzing and synthesizing vast amounts of data in seconds

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• Planview.Me® PLATFORM EXPERIENCE

  Redefine how work gets done

  
  Break down organizational data silos with comprehensive visibility across your strategy, planning, and delivery data.
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  Engage in a visually immersive, easy-to-use, streamlined Planview Platform user experience, tailored to you and the information you need to see.

  • Create unique views based on status, progress, and other data-oriented use cases needed to pinpoint where to focus
  • Bring data and insight transparency into all decisions and to all decision-makers within your organization
  • Power-up your productivity with the ability to action, investigate, respond, and react from a single screen

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• Scenario Planning And What-if Analysis

  Embrace an adaptive approach to portfolio funding

  
  Fund across different types of portfolios and align to strategic initiatives by analyzing tradeoffs and comparing scenarios.
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  Fund what matters most. Prioritize investments within initiatives that will best deliver strategic objectives, while understanding the impact of trade-offs and decisions.

  • Allocate funds and budgets to achieve objectives
  • Reprioritize regularly, reallocate funding, and analyze trade-offs with continuous planning
  • Adjust funding across portfolios to reflect changes in priorities and desired outcomes

  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.

  Enterprise-Wide Funding of Strategic Programs

  Prioritize and fund program investments based on quantifiable business benefits – ROI, NPV, customer retention metrics, etc.

  Product-Based Funding

  Accelerate digital transformation by funding roadmaps for internal products, such as a platform, application, or set of business capabilities.

  Value Stream Funding

  Drive a culture focused on outcomes by funding value streams and the desired outcomes, rather than specific investments.

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• Capability Impact Analysis

  Adapt business capabilities to deliver new strategies

  
  Link strategic initiatives to a future state business context using node visualizations that allow you to map across business capabilities and enterprise architecture models.
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  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.

  Use Planview’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.

  • Visualize capability maps with associated technology, processes, suppliers, products, and services to identify gaps and required investments
  • Ensure investment into technologies that will create or support the right business capabilities
  • Assess impact of strategic portfolio investment decisions on capabilities

  Optimize Your Application Portfolio Across New Investments and Existing Software

  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.

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• Manage Capacity And Demand

  Advance new ideas to progress strategic initiatives and product delivery

  
  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.
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  Capture ideas for planned and new strategic initiatives – products, services, programs, projects – 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.

  Manage Demand and Capacity

  Leverage flexible capacity planning capabilities based on specialized skills, as well as types and variety of teams across the enterprise.

  Demand Prioritization

  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.

  What-if Scenario Planning

  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.

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• Objectives And Key Results (OKRs)

  Connect and align strategy to key organizational goals and objectives

  
  Visualize strategic business outcomes and deliverables that set direction for scheduling and define milestones to meet cross-enterprise objectives.
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  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 – portfolio, value stream, program, and team – by enabling an OKR framework within the context of strategy, financials, and work. Streamline processes and unlock your organization’s potential by ensuring everyone is aligned with the right priorities.

  • Align objectives from the portfolio to the teams.
  • Prioritize work, funding, and capacity with desired outcomes.
  • Shift focus from outputs to measurable outcomes.

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• Hybrid Work Execution

  Bring cross-organizational focus to execute on strategy

  
  Enable teams to plan and deliver using the software, methodology and processes that work the way they work best – traditional projects, Agile, or collaborative.
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  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.

  Planview’s strategic portfolio management solution supports multiple work methods – waterfall, collaborative, and Agile, or a hybrid mix of work approaches best suited for the teams.

  Gain Insights Into Delivery No Matter How Your Teams Execute

  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.

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• Adaptive Program Management

  Execute strategic initiatives successfully

  
  Deliver the programs that drive innovation and transformational change with strategic program management software.
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  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.

  Plan Program-Defined Timeframes

  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.

  Top-Down, Integrated Financial Planning

  Define expected costs and benefits for strategies, programs, and projects. Remedy variances with the plan as actual costs and forecasts change.

  Develop and Share Roadmaps

  Synchronize and communicate schedule, milestones, releases and financials of each application, capability, and product with key information about the associated programs, projects, and technology.

  Visualize and Manage Dependencies

  Proactively manage dependencies by capturing and visualizing the relationships across programs and technology so you can mitigate risk, resolve issues, and optimize delivery.

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• Governance and Visibility

  Increase speed with streamlined governance and enhanced visibility

  
  Streamline workflow and gated processes with enhanced oversight of strategic portfolios, programs, products, and products.
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  Enable effective governance with “just enough” oversight of strategic portfolios, programs, products, and products with Planview strategic portfolio management technology.

  • Establish process consistency and ownership of deliverables
  • Set guardrails that indicate what and when to escalate
  • Gain efficiency with faster approvals via automated notifications
  • Drive quicker, informed decisions with insights, real-time reports, and interactive dashboards

  Enable Compliance With a Focus on Outcomes, Not Activities

  • Ensure corporate resources are well spent by measuring outcomes, not controlling specific execution approaches
  • Outline goals and measure progress with OKRs

  Automate Phased- and Stage-Gated Processes

  Fail fast, deliver faster with improved efficiency and consistent, informed go/no-go decisions.

  • Gain visibility into gate deliverables and status
  • Visualize trends with configurable gate status fields and dashboards

  Provide “Just Enough” Governance for Value-based Delivery

  Lean governance offers flexibility for team autonomy, learning, and speed

  • Introduce Lean guardrails as structure for budgetary governance, spending policies, and practices for values streams within a portfolio
  • Support teams prioritizing work in relationship to desired strategic outcomes

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• Business Capabilities and Enterprise Architecture

  Adapt business capabilities to deliver new strategies

  
  Link strategic initiatives to a future state business context using node visualizations that allow you to map across business capabilities and enterprise architecture models.
  Learn more

  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.

  Use Planview’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.

  • Visualize capability maps with associated technology, processes, suppliers, products, and services to identify gaps and required investments
  • Ensure investment into technologies that will create or support the right business capabilities
  • Assess impact of strategic portfolio investment decisions on capabilities

  Optimize Your Application Portfolio Across New Investments and Existing Software

  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.

  Back
• Capacity Planning

  Analyze capacity across portfolios

  
  Leverage capacity planning capabilities that allow you the flexibility to plan capacity based on types and variety of teams.
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  Planview’s strategic portfolio management software lets you perform investment and capacity planning in a dynamic, what-if environment without impacting execution.

  Forecast Capacity Requirements

  • Enter anticipated staffing required by role, team, skill, and/or location, to deliver the strategic roadmap
  • Identify and address gaps by role, team, location, and other factors
  • Adjust staffing levels and shift sequencing of programs and investments to balance against capacity
  • Ensure dependencies are considered as part of prioritization of investments to avoid costly decisions
  • Avoid redundant decisions across large portfolios prevent duplicate efforts

  What-if Analysis

  • Model reallocation of teams, groups, and associated funding across the portfolio to understand impacts to program timelines
  • Capture dependencies between programs to understand how shifting people may impact more than just the specific investment

  Scenario Planning

  • Create and compare scenarios to evaluate alternative staffing and funding approaches for achieving portfolio objectives
  • See impacts of moving resource pools on overall costs and ROI with automatic re-costing

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• Strategic Demand Management

  Advance new ideas to progress strategic initiatives and product delivery

  
  Capture work and manage its progress across the demand pipeline with strategic demand management capabilities.
  Learn more

  Capture ideas for planned and new strategic initiatives – products, services, programs, projects – 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’s strategic portfolio management solution.

  Demand Pipeline

  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.

  All Strategic Demand

  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.

  Demand Prioritization

  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.

  What-if Scenario Planning

  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.

  Back
• Connectivity for Visibility and Insights

  Bring cross-organizational focus to execute on strategy

  
  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.
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  Effective decision-making and timely course corrections require access to enterprise-wide status, spend, interdependencies, KPIs, and other leading business performance indicators.

  The Planview’s strategic portfolio management solution offers connectivity to work management and enterprise applications to automate information flow for advanced reporting, analysis, and performance management.

  Gain Insights Into Delivery No Matter How Your Teams Execute

  The strategic portfolio management solution seamless connects with Planview’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.

  Integration With Your Application Ecosystem

  Automate information flow between strategic portfolios and any other application, be it cloud or on-premises, off-the-shelf, or homegrown. Planview’s proven integration approach speeds delivery, reduces costs, and de-risks implementation. Seamlessly integrate with apps your business relies on every day:

  • Financial and enterprise resource planning (ERP) systems
  • Reporting and data warehousing
  • Agile development tools
  • Spreadsheets and other office productivity tools
  • IT service management (ITSM)
  • Configuration management database tools (CMDB)
  • Customer-developed tools via APIs

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• Benefits Realization

  Drive change, increase benefits, and maximize ROI of the portfolio

  
  Coordinate delivery and ensure benefits realization from products, services, and other outcomes that achieve strategic objectives.
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  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.

  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.

  With strategic portfolio management software from Planview:

  • Identify both financial and non-financial benefits to be achieved to create value
  • Capture benefits over time at a portfolio level and/or rollup from strategic initiatives to objective to measure portfolio performance
  • 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
  • Monitor KPIs providing the foresight to make decisions and act judiciously

  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.

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• Digital Product Insights Dashboard

  Connect software delivery to the business outcomes

  
  Connect software delivery to business outcomes with visibility across the lifecycle of your strategy – from planning to delivery to business impact. Use proactive and predictive value stream management insights to pivot plans and drive on-time delivery.
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  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.

  • Gain access to visibility across the lifecycle of a strategy and plan
  • Understand the flow of business with outcome attainment, budget health, capacity and workflow issue details at your fingertips
  • Create faster feedback loops and enable plan pivots with proactive and predictive insights into delivery as work is happening
  • Flow delivery insights (like constraints, dependencies, handoff delays) back into plans to inform capacity and funding changes
  • Leverage AI approaches to bring sentiment data into a holistic view of plan performance and the need for change
  • Use the embedded and connected OKRs to drive prioritization and focus across all levels of the organization

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