how not to hate project portfolio planning

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anview, Inc. | 1 | Confidential anview, Inc. | 1 | Confidential anview, Inc. | 1 | Confidential anview, Inc. | 1 | Confidential We will begin shortly… How NOT to Hate Project Portfolio Planning

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Page 1: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 1 | Confidential © 2016 Planview, Inc. | 1 | Confidential © 2014 Planview, Inc. | 1 | Confidential © 2016 Planview, Inc. | 1 | Confidential

We will begin shortly…

How NOT to Hate Project Portfolio Planning

Page 2: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 2 | Confidential © 2016 Planview, Inc. | 2 | Confidential © 2014 Planview, Inc. | 2 | Confidential © 2016 Planview, Inc. | 2 | Confidential

November 16, 2016Dial in: (866) 740-1260 Access Code: 263 9786

How NOT to Hate Project Portfolio Planning

Page 3: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 3 | Confidential © 2016 Planview, Inc. | 3 | Confidential

• 45 minutes of presentation / demonstration• 15 minutes of live Q&A - Please enter your

questions in the “Chat” box • All lines are on mute• Webinar is being recorded - Slides &

recording will be available after the session

Housekeeping Items

Page 4: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 4 | Confidential © 2016 Planview, Inc. | 4 | Confidential

• Kevin Kern• EVP of Innotas, 8 years with the company• Over 20 years of operational experience with high-growth

software companies• Prior to Innotas, Kevin was at TIBCO Corp, and before that

held several senior sales management roles at Oracle

• Kristen Davis• VP Solutions Consulting, 9 years with Innotas• Over 12 years PPM experience

Presenters

Page 5: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 5 | Confidential © 2016 Planview, Inc. | 5 | Confidential

• Current Market Trends / Challenges for IT• How Predictive Analytics Changes the Game• Product Demo & Vision• Q & A• Closing Remarks

Agenda

Page 6: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 6 | Confidential © 2016 Planview, Inc. | 6 | Confidential

Our Thinking

• We are in the post PC era so focus isn’t on hardware or operating systems, it’s all about applications

• Predictive anything is a game changer

• Over 35% of IT work is handled by joint teams comprised of technology and business personnel

• Increased collaboration is a trend

Page 7: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 7 | Confidential © 2016 Planview, Inc. | 7 | Confidential

Speed is Today’s Currency

Opportunity for today’s CIO to…• Focus on innovation that creates sustainable

competitive advantage.• Enable project teams to deliberate less and plan in

real-time more.• Empower and mentor more and push decision-

making to the edges of the organization. Reference: CIO Insights, 2016, http://www.cioinsight.com/it-management/inside-the-c-suite/slideshows/ten-strategic-execution-trends-for-2016.html

"As business continues to accelerate, flexibility and speed of strategic execution become ever more important"

- Tim Wasserman, Program Director of the Stanford Advanced Project Management (SAPM) program

Page 8: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 8 | Confidential © 2016 Planview, Inc. | 8 | Confidential

Portfolio Adoption Maturity Curve

CaptureImportInventoryReporting

CatalogClassifyRationalizeDependencies

ManageLifecycleMetricsCost/Benefit

PlanAlignmentRoadmapResource PlanOptimize

ControlMonitorAlertAdjust

Page 9: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 9 | Confidential © 2016 Planview, Inc. | 9 | Confidential

• Targets the fundamental requirements of why PPM tools are purchased: “the management of resources and project the pipeline”

• This offering supports all maturity levels ancillary to our top-down approach of Portfolio Management.

Why is Planning Important to You?

• Intuitively adds an analytical layer to Innotas’ core product for better optics into cost / benefits, planning and re-planning.

Page 10: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 10 | Confidential © 2016 Planview, Inc. | 10 | Confidential

Alignment + Planning + Agility = Successof CIOs state aligning IT initiatives with business goals is the #1 priority

of companies blame project management failure primarily on “poor estimation during the planning phase”

CIO priority is business transformation and helping the business perform. Focus is tying the business with IT strategy

55%53%

more successful projects & strategic initiatives for enterprises with organizational agility

#1

32%

Page 11: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 11 | Confidential © 2016 Planview, Inc. | 11 | Confidential

• Situation: Portfolio selection & resource planning is exceptionally manual & labor intensive – have to account for a myriad of variables.

• Challenge: Insufficient time and resources to plan effectively with maximum accuracy.

• Result: Flawed information and imprecise planning producing improper expectations for management

• Need: Automatically align and predict the best project roadmap that can be accomplished with the available resources

The Challenge of Portfolio Planning

Page 12: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 12 | Confidential © 2016 Planview, Inc. | 12 | Confidential

• Maximize Your Resources • Sophisticated utilization of current resources• Initiate the right work and invest appropriately

• Improve Stakeholder Relationships • Alignment coupled with realistic and accurate forecasting • Confirm and manage proper expectations with the business• Rapidly adapt to market and environment changes

• Save Time & Money• Using fully automated predictive engine• Reduce planning from months to minutes

Predictive Portfolio Analysis (PPA) - Benefits

$

Page 13: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 13 | Confidential © 2016 Planview, Inc. | 13 | Confidential

Demo

Page 14: How NOT to Hate Project Portfolio Planning

© 2016 Planview, Inc. | 14 | Confidential © 2016 Planview, Inc. | 14 | Confidential

Contact The Innotas Team!• Phone: +1 866-692-7362• Email: [email protected]• Follow Us:• Twitter: @Innotas• LinkedIn:

http://www.linkedin.com/company/innotas• Blog: blog.innotas.com

Learn More: www.innotas.com/resources