Adapt for disruptions with Planview’s product portfolio management solution

Economic headwinds, supply chain constraints, and customer demands are causing significant disruptions to product planning and development processes. Empower your organization to accelerate innovation, optimize cycle time, pivot and adapt quickly.

Planview’s product portfolio management solution enables R&D and product leaders to prioritize high-value products, proactively identify risks and dependencies, and optimize product development processes to achieve target revenue and profitability.

Planview empowers R&D and product leaders to reduce inefficiencies and minimize impact from disruptions

  • Loss of revenue, market share, and competitive advantage due to lack of visibility to make informed decisions
  • Inflated costs due to siloed development, costly rework, and lack of collaboration
  • Reduced growth caused by an inability to prioritize strategic investments or develop innovative products
  • Increased risk exposure due to fragmented portfolio visibility and unaddressed dependencies
  • Ineffective business decisions based on inaccurate and manual reporting
  • Loss of brand loyalty caused by delayed releases and poor customer experiences

Speed product development and achieve strategic growth

  • Accelerate innovation

    Innovate and impact revenue faster with advanced data analytics and product prioritization that aligns the portfolio to strategic initiatives.
  • Reduce cycle time

    Streamline product development processes and reduce costs with cross-functional collaboration, better insights into dependencies, and automated reporting.
  • Adapt for disruptions

    Mitigate risks, address evolving uncertainty, and pivot your product mix with dynamic planning, what-if analysis, and scenario modeling.

Product portfolio management software capabilities

  • Rank, analyze, shift, and balance the product mix, optimizing resources and improving profitability.

    • R&D Project Ranking

      Increase R&D productivity by scoring competing investments with objective, repeatable criteria based on quantitative factors such as ROI and qualitative factors such as strategic fit, impact, and risk.

    • What-If Scenarios

      Evaluate multiple scenarios reflecting different business conditions to respond quickly and take advantage of market shifts.

    • Product Portfolio Valuation

      Determine the most profitable product portfolio that delivers the highest ROI throughout the product lifecycle.

    • Revenue Optimization

      Increase revenue by consistently selecting winning products, eliminating time wasted on lower value initiatives.

    • Portfolio Visualization

      Get complete visibility into the product portfolio and easily deliver executive reports needed to run the business.

  • Create and communicate complex product and technical roadmaps with the push of a button.

    • Product Roadmaps

      Visualize and communicate the outcomes and understand impacts for key launch dates – increasing awareness and improving proactive decision-making for all stakeholders in the product commercialization process.

    • Component Roadmaps

      Connect product component roadmaps to cross-functional resources, investments, outcomes, milestones, and financials required to realize strategies.

    • Technology Roadmap

      Connect technology investment plans to outcomes; Visualize dependencies, mitigate risks, and confirm priorities to successfully deliver smart, connected products and associated services.

    • Integrated Roadmaps

      Examine the dependencies between the product roadmap and the technology, platform, project, and services components required to enable, launch, and evolve smart, connected products.

  • Centralize all the data and processes you use to identify, prioritize, and manage products and projects to gain a competitive advantage.

    • Planview.Me

      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.

    • Product Portfolio Mix

      Achieve your financial and strategic targets by evaluating and comparing multiple scenarios to ensure the best portfolio mix.

    • Portfolio Risk Analysis

      Visualize the portfolio mix and balance to determine what changes, if any, should be made to properly align with risk tolerance.

    • R&D Financials

      Increase R&D productivity and financial impact by assessing actuals and variances against what was planned or budgeted via an integrated system.

    • Capex/Opex Categorization

      Plan, identify and track CapEx and OpEx work costs for each program, project, or product in the portfolio.

    • Reporting & Analytics

      Eliminate spreadsheets, manual processes, and bad data. Get configurable workflows plus out-of-the-box reports and KPIs.

  • Generate and collaborate on innovative ideas for new products.

    • Product Ideation

      Quickly and efficiently evaluate, score, prioritize, and advance the most promising ideas.

    • Voice of Customer

      Capture the voice of the customer and collaborate on the most innovative ideas.

    • Customer Requirements

      Capture customer requirements to fuel innovative ways to improve customer experience.

    • Market Insights

      Map your product portfolio toward success using insights into product development industry trends, challenges, and risks.

    • Mobile-Enabled Innovation

      Capture inspiration in real-time, access challenges, post ideas, vote, comment, collaborate, or perform other user activities on the go.

  • Ensure you have the right people with the right skills available when they are needed.

    • Role-Based Planning

      Forecast resource availability to guarantee the right resources with the right skills are available.

    • Multi-Project Allocation

      Track and manage aspects that impact potential allocation to projects (role, skill, region, cost rate, certification, and area of interest) to grow resource experience and improve employee retention.

    • Resource Utilization

      Resolve resource overloads before they delay product launches using effective resource management tools.

    • Forecast Capacity Requirements

      Ensure programs, investments, and staffing levels are balanced against capacity, taking dependencies into account to avoid costly decisions resulting in duplicate efforts or rework.

    • Real-Time Resource Views

      Spot potential resource conflicts and gaps where human and production resources are needed to ensure that what matters most can be completed.

  • Embrace multiple ways of working to speed time-to-market and ensure on-time product delivery.

    • Gated Process Automation

      Accelerate development projects and rapidly deliver the most innovative, profitable, and differentiated products – on time and on budget. Decrease cost by killing projects earlier in the commercialization process.

    • Project Management

      Deliver new product development projects, on time and on budget, with gated project management software.

    • Agile Stage Gate Model

      Support team working preferences with hybrid execution, combined with the project and portfolio visibility needed to synchronize delivery of what is most important.

    • Project Team Delivery

      Enable project team members to work the way they work best with productivity-focused workspaces that include document management and integrated communication tools.

    • Agile Team Delivery

      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.

    • Project Risks and Changes

      Catalog and manage all changes, risks, and issues that arise during the lifetime of a project via configurable approval lifecycles for scope management, auditing, and continuous improvement purposes.

    • Stage Gate Process Dashboards

      Clearly visualize the stage of every project and utilize embedded dashboards to simplify and speed gate meetings.

  • Streamline key lifecycle stage processes with access to the right data and collaboration.

    • Product Launch Planning

      Consistently hit product launch windows by ensuring everyone from marketing to legal and from sales to supply chain has completed their part of the process.

    • Product Catalog

      Analyze performance data to make trade-off decisions regarding which products to develop, enhance, or sunset.

    • Product End of Life

      Streamline end-of-life processes including product post-mortems, financial transitions, and other workflow tools required to pull a product from market and apply lessons learned.

    • Planview Copilot

      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.

    • Optimizations & Simulations

      Unlock scenario planning and dive into a realm of ‘what-if’ 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.

    • AI Help

      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.

    • Sentiment Analysis

      Understand whether a product, project, or work item is truly on track by analyzing the emotional tone and sentiments of comment and status text as well as computational linguistics behind aggregated comments over time. Use the sentiment scores to reveal positive, neutral, or negative insights and make plan or work pivots before delivery is impacted.

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Product portfolio management software for product development organizations

Whether your organization is looking to graduate from spreadsheets into a centralized system or you want to automate your entire product development process from strategy to delivery, Planview has a product portfolio management solution for you. Reach out and we will help you find the best fit for your unique requirements.

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Get up and running fast with our product portfolio management experts

From solution implementation to ongoing operational support, Planview offers professional services, training, and support that maximize the value of your technology investment.

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“Planview® is more a partner to us than our supplier. We get from them advice on ways of working and how to make the most of our solution.”

Joaquim Cols

Director of Operations, Santander Technology UK

Connect the applications you use every day

Integrate Planview product portfolio management software with your existing tools and applications to centralize the information needed to optimize your product portfolio and speed time to market.

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Planview is a recognized innovator and industry leader

Planview has been recognized time and time again for our contributions to Portfolio and Work Management innovation, making us a unique partner for accelerating transformation. See what industry analysts have to say.

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’s Research & 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.

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Take a tour of our product portfolio management software for R&D organizations

See how Planview’s product portfolio management software can help you take your product development organization to the next level in this on-demand demo.

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The best product portfolio management software for R&D and product leaders


“Value can be measured in a lot of different ways. We want it to be about executing work, innovating products, and renovating our portfolio. Having a Planview dashboard that’s objective and based in reality – that is tremendously exciting!”


Mark Evans

VP of R&D Product Readiness

Read case study • Conagra


“We increased our employee engagement in innovation tremendously. We were able to go from implementing something in three to six months to implementing something in a matter of weeks.”


Kristopher Ireland

Technology and Innovation Strategist

Read case study • Guardian

ABB Electrification

“During our decision-making process, one crucial point in favor of Planview was the specific expansion capability of the solution. The solution has a broad base and covers essential processes, which is what we need for successful product management now and in the future.”


Kornel Scherrer

Global Product Management Manager

Read case study • ABB Electrification


“We are really pleased with Planview and how it is helping us grow together and inspire each other every day. And, because of the success of our Carbon Efficiency challenge, many other groups and project teams within the organization are now using Planview to launch their own challenges.”


Stalin Ramirez Valenzuela

Executive Portfolio & Strategic Program Manager

Planview’s product portfolio management solution delivers results

  • 50%

    Life Sciences company reduced gate-to-gate cycle time by 50%

    Source: Accelerating Innovation: Post-Pandemic Lessons with Stage-Gate® Creator, Dr. Robert Cooper Watch the webinar
  • 38%

    Medical Device company increased on-time product launches by 38% (from 60% to 98%)

    Source: The Essential Buyer’s Guide for Product Portfolio Management Solutions Read the guide
  • 70%

    CPG company reduced time to analyze, graduate, and bring sustainable products to market by 70%

    Source: Building Sustainability into Your Product Development Strategy Read the whitepaper

Our solutions empower over 4500 customers and 2.6 million users worldwide

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