Maximize Portfolio Value
with Planview® Advisor software
Planview Advisor provides a comprehensive view of your complex portfolio’s health, including uncertainty, trade-offs, and opportunity costs to help organizations overcome:
- Inconsistent valuation standards to determine which investments to fund, adjust, or abandon
- Inadequate approach to consider comprehensive cost, timing, and value impacts on portfolio performance
- Inability to incorporate uncertainty into both short-term and long-term forecasts
- Ineffective portfolio prioritization based on inaccurate and incomplete investment analysis
- Delayed decision-making; leaving low-value initiatives in the portfolio mix for too long
- Failure to consider alternative scenarios for new investments, or underinvestment in new or innovative initiatives
Turn uncertainty into opportunity with Planview Advisor
How you allocate investments within your portfolio has a sizeable impact on overall company performance. To successfully balance strategic investments between long-term and short-term opportunities, portfolio leaders must evaluate risk across various assumptions, scenarios, and interdependencies. Planview Advisor enables comprehensive valuation while incorporating uncertainty to inform big bets and deliver on the strategic goals of your organization.
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Standardize valuation
Consistent, comprehensive valuations allow apples-to-apples comparisons across initiatives. -
Develop contingency plans
Powerful what-if analysis enables you to prepare multiple investment and portfolio scenarios to plan responses to adverse events. -
Optimize portfolio value
Explore complex initiative and portfolio trade-offs with real-time strategic scenario planning. -
Actively manage risk
Leverage powerful simulation tools to select the best mix of risk and reward for your organization. -
Make real-time decisions
Best-in-class reporting uses the latest data to communicate portfolio status, variance, and forecasts with real-time visual exploration.
Planview Advisor features
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Ensure executives make decisions based on true business insights including cost, risk, and opportunity, enabling funding priorities to reflect corporate strategy.
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Portfolio Prioritization
Rank initiatives according to a wide range of flexible criteria that best match your business goals and objectives.
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Portfolio Optimization
Employ the built-in optimization engine to recommend which initiatives best meet competing sets of objectives without exceeding available funding.
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Meeting-ready Analysis
Advisor is designed to respond to real-time feedback from executives and drive decision-making in portfolio meetings.
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Drill-down Support
Stop creating back-up slides filled with meta data; Advisor’s drill-down capability offers quick access to all data to respond to in-meeting questions.
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Generate business case valuations with calculations tailored to your methods, bolstered by a complete set of categorical, cost, schedule, risk, and value data.
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Powerful Analytics
Leave Excel behind with multi-dimensional array analytics and built-in simulation, tailored to the way you value products within your business.
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Comprehensive Valuations
Assess all the factors that drive your business decisions before you make critical strategic investment decisions.
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Workflow Management
Optional workflow management assures that data is approved before going live to the portfolio.
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Audit History
Advisor’s publication feature tracks who changed what when, allowing you a full audit trail of changes to initiative data.
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Variance Analysis
Built-in variance analysis lets you compare current thinking with alternative scenarios or historical data.
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Communicate portfolio status, variance, and forecast with real-time visual exploration and reporting to leaders and stakeholders.
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Portfolio-focused Visualizations
Go beyond bars and bubbles to support your decision-making with bullseye, flag, treemap, waterfall, and brick charts.
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Automated Reporting
Eliminate spreadsheets and time-consuming manual processes. Get configurable portfolio review and out-of-the-box reports.
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Saved Views
Save your go-to visualizations for yourself, share with others, or make them available to everyone.
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On-the-fly Dashboard Creation
Configure dashboards to answer your critical portfolio questions in a single view to expedite executive decisions.
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One-click Exports
Export entire PowerPoint presentations in a single click, or individual visualizations as images or PDFs.
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Efficiently determine long-range planning of funded initiatives against strategic objectives to strengthen the portfolio’s resilience to risk and uncertainty over time.
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Capture Forecast Uncertainty
Explicitly capture the cost, schedule, and value risks of each product by building uncertainty into the genesis of your forecasts.
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Monte Carlo Simulation
Fully understand the impact of uncertainty on the entire portfolio through embedded Monte Carlo and other simulation techniques.
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Sensitivity Analysis
Understand the key drivers of portfolio risk through sensitivity analysis and tornado diagrams.
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Risk Aggregation
Understand how individual risks impact the entire portfolio, including dependencies across all initiatives.
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Broad Probabilistic Support
Advisor supports dozens of common probability distributions, ensuring your data can be forecasted the way you need it.
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Effectively visualize the impact of both real and potential disruptions on your overall portfolio to uncover the greatest value.
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Flexible Scenarios
Create multiple development and value scenarios for each initiative to understand which combinations work best within your portfolio.
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Portfolio Trade-offs
Create alternative portfolios with built-in tools, visualize trade-offs, and select which portfolio best meets your organization’s objectives.
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Portfolio What-if Analysis
Effectively visualize the impact of value reductions, cost overruns, and delays on portfolio value.
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Portfolio Waterfalls
Dive deep into the differences among portfolio scenarios, highlighting which investments drive the greatest differences in value.
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Forward-looking Planning
Layer in existing initiatives, future projects, and potential investments such as partnerships or acquisitions to develop a complete picture of your organization’s future.
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Seamless integrations provide an easy and secure pathway to connect to your internal spreadsheets, databases, and applications for a single source of truth.
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Excel Uploads
Upload data for individual initiatives from your existing Excel spreadsheets, or from a single spreadsheet containing data about your entire portfolio.
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Data Shuttle
Based on inputs you select, quickly generate Excel files that can be used to export and import data.
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CSV Imports and Exports
Leverage CSV files to provide secure, simple data transfer both to and from your internal data repositories.
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RESTful Services
Built-in secure pathway to connect to your internal databases and applications.
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Planview Advisor provides comprehensive business case valuation, strategic decision-making, and scenario analysis for portfolios of real investments
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Product Development
Allows R&D organizations to identify underperforming projects, shift funding to products that will drive value, and balance short- and long-term strategic objectives across the portfolio. -
Capital Expenditures
Empowers Finance leaders to incorporate multi-year costs and long-term benefits of capital projects to optimize performance within available budget levels. -
Marketing Investments
Enables Marketing strategy leaders to prioritize high-value campaigns across product categories, geographies, and time, driving the most impactful business outcomes to maximize investment ROI. -
Oil & Gas
Combines comprehensive asset valuations, external impacts, and powerful visualizations to optimize portfolios of upstream, low-carbon, CapEx, and/or environmental remediation initiatives. -
Life Sciences
Unlocks the value of Pharma, Biotech, and MedTech R&D portfolios by incorporating technical and regulatory risk, loss of exclusivity, and multiple development scenarios to inform better portfolio management and drive effective decision-making. -
Automotive
Provides advanced data analytics and scenario planning to help Automotive leaders reduce risk, accelerate innovation, cut costs, and align investments with market demands.
Take a product tour
See how Planview Advisor can help you understand your portfolio and make clear its potential in this on-demand demo.
Take Product Tour See Planview Advisor in action • Take a product tourPlanview delivers award-winning products
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Hear what our customers say about Planview Advisor
Top 10 Pharmaceuticals Company
“Planview Advisor has brought a positive cultural change to the organization. We have much more discipline, quality, and accountability for our governance and portfolio reviews, and more engagement from the people involved.”
Multinational Pharmaceutical and Biotechnology Company
“Our previous solution was so backward-looking. Planview Advisor was forward-looking, giving us deep insights into where we could go and needed to be, rather than just where we had been up until now.”
Anonymous
Strategy Office Leader
Read case study • Multinational Pharmaceutical and Biotechnology Company
75%
Reduction in lead time for governance and portfolio review preparation period.
Global Life Sciences Company
50%
Reduction in time to configure financial and market analytics for the entire portfolio.
Top 10 Pharmaceutical Company
Planview keeps your data private and secure
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Security
Planview adopts a culture of security and holds confidentiality of customer information as its highest priority. -
Compliance
Planview adheres to stringent standards and regulations and undergoes independent validation of compliance. -
Privacy
Planview’s commitment to privacy extends to every facet of the organization to ensure customer data is managed with the utmost of care. -
Reliability
Planview® SaaS solutions are built on highly available, performant infrastructure to deliver our world class product line whenever it’s needed.
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FEATURED
Planview Advisor Demo
With a host of strategic portfolio management capabilities, Planview Advisor enables you to turn uncertainty into opportunity by providing the intelligence you need to uncover funding and refine your R&D portfolio. See firsthand how Planview Advisor creates a pathway from strategy to delivery.
Watch the demo • Planview Advisor Demo -
Planview Advisor Product Brief
Maximize product portfolio value with Planview Advisor
Get the product brief • Planview Advisor Product Brief -
Energy Case Study
American multinational energy corporation gains effective portfolio management with Planview Advisor
Read the case study • Energy Case Study