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White Papers

Below are highlighted white papers on portfolio and resource management that can help you stay up to date on the latest trends and best practices, and gain further insight into your Planview solutions. For additional white papers, videos, data sheets, and more, visit the Planview Resource Center!  

How Top Customers Achieve Success with Planview Enterprise: The Top 10 Practices

Planview’s most successful customers span the world, industries, and sizes. They speak different languages and have different goals. But they share a unique way of approaching their goals. Discover the foundation of their success in the top 10 practices that have helped them fully maximize investments in Planview Enterprise and realize their resource potential within their organizations.

In this paper, Dr. Suna Polat & Dr. Ken Versprille of CIMdata, a leading independent global strategic management consulting and research authority focused on the PLM market, delve into the emerging market of Enterprise Innovation Management (EIM) solutions as a means to address existing and emerging concerns as well as potential value for product companies.

Through a series of thought leadership interviews with representatives from sponsoring solution providers and chief innovation executives from Electrolux, Givaudan, GOJO Industries, Henkel, Honeywell, Procter & Gamble, and Sanofi, Polat & Versprille define and socialize a common framework surrounding EIM.

Co-sponsors of the research include eZassi, Planview, Siemens PLM Software, and Sopheon.

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A Seat at the Table: Keeping Your PMO Relevant

The PMO can be integral to an organization’s ability to overcome the common challenges of innovation and business agility; a crucial and indisputable partner in any leadership circle. Indeed, with the right focus, the PMO can not only serve as the glue that can keep the ship aligned in times of change; it can serve as a rudder that will keep it sailing in the right direction.

This white paper proposes that the PMO’s role is threefold:

  • To serve as a change agent across a wide array of strategic and operational elements, including investment strategies, products, programs, services, and assets
  • To improve the organization’s portfolio management capabilities as a way to manage innovation and change events and to drive alignment
  • To refocus the organization on outcomes, customers, benefits and value, thus ensuring the best use of limited resources
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The Capacity Quadrant: 4 Keys to Demystifying Resource Management

As organizations in this dynamic economy race to bring innovative products and services to market, they face a common challenge: How do we make the best use of our limited resources and focus them on work that creates value? Indeed, for many leaders, resource management presents the greatest challenge to achieving superior organizational performance. It’s been cited as a primary source of pain in industries such as healthcare, life sciences, products, services, banking, government, retain, nonprofits, and more.

​There are four dynamics at play when managing capacity and demand. Together they make up what we can call The Capacity Quadrant, and they include: visibility, prioritization, optimization, and integration. This white paper outlines the Capacity Quadrant model, and offers guidelines for leveraging it to boost your organization's capabilities in the areas of resource management and capacity planning.

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Bigger Than a Breadbox: 10 Tips for Better Project Estimates

Accurate estimates have long been considered a key success factor for individual projects, yet little is written on the downstream effects of poor estimates.  Over half of the respondents of a recent Planview-sponsored benchmark study cited poor estimation ability as a leading cause of project delays, continued crisis mode operation, resources being shifted around haphazardly, and other common business risks. This leads to missed market windows, profit loss, and “invisible killers” such as employee apathy and stress.

This paper will explore a variety of factors around improving estimates, including:

  • Estimation methods and timing considerations;
  • Addressing risk during planning;
  • Estimating mega-projects;
  • Special considerations for Agile;
  • And more

An Action Plan to Improve Your Product Portfolio

Product Portfolio Management has become mission critical for today’s product development companies. It helps companies drive strategic value by filling the pipeline with the right ideas, selecting the right projects and products, applying the right resources, and providing the right level of visibility to manage and make good decisions.

Product Portfolio Management brings double-digit improvements in efficiency, product cycle times, and innovation capacity. These improvements drive top line growth, expand margins, improve corporate agility, and reduce overhead costs.

This informative e-book from Tech-Clarity offers insights to help companies get started on the path to improve their product portfolios and what to look for when selecting a solution and vendor partner, including:

• Identifying the need for Product Portfolio Management

• Preparing for the Product Portfolio Management journey (and making the business case)

• Selecting a solution and vendor partner

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Improving Portfolio Decision Making - Marrying PPM Best Practice Processes and Technology to Drive ROI 

In today’s unsure economy, nobody has resources to waste. Companies have to make the right decisions on where to invest their precious product development people and budgets. They have to focus on the right innovations and excel at new product development (NPD) to get the right products to market quickly to take advantage of market opportunities. The Manager of Quality Management, R&D, and Legal Applications for a large medical device company says, “The consequences in R&D are huge – you have to get it right.” Product Portfolio Management (PPM) is an important enabler. “We need to know we are doing the right projects, that we have the right balance in our portfolio, and that we are executing to effectively commercialize innovations,” the medical device manufacturer explains.

PPM is a discipline that helps companies optimize their product development investments and increase product profitability. PPM practices and tools deliver proven ROI, as explained in Tech-Clarity’s Issue in Focus: The ROI of Product Portfolio Management. PPM helps companies develop high-value, strategically aligned portfolios, ensure they are resourced properly, and then execute them effectively to drive profitable revenue. PPM tools also help improve efficiency. Ian McKenna, IT Business Partner for Infineum UK Ltd., explains, “Our planning process is a lot easier with PPM.” To enjoy these benefits, companies need to put in place the right PPM processes, metrics, and tools to improve portfolio decision-making and execution. Getting processes right is important in any systems implementation, but this is even more true in PPM where the goal is to make critical business decisions. 

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This white paper sets point by exploring three major trends which underscore reasons why improved ideation is a requirement for future competitiveness. Further, this paper shows how ideation fits into the product pipeline and that it is not just limited to ideas for new products and services. Finally, this paper highlights research showing the common problems with idea management, so that organizations can avoid them. This discussion is intended to motivate smart managers and employees to improve their company’s ideation processes. 

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Agile Project Management: What's the Story?

As with any disruptive force, as organizations make the shift to Agile project management methods, there remains confusion, skepticism, and rampant misconceptions about Agile. And like any methodology, Agile requires organizations to look at the triple foundation of people, process, and technology. To underplay any of those is to sabotage success.

This white paper will explore Agile from all three perspectives, and will offer guidelines for effective Agile project management. It will expose common myths, offer tips on the cultural shift to Agile, and address concerns about mixed environments where some departments use Agile and others do not. Finally, it will show how Agile is implemented in Planview Enterprise®—with and without adjacent Agile specialty tools. 

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Resolving the Time Tracking Dilemma: 8 Tips for Success

When it comes to implementing Resource Management, many companies get stuck in a philosophical battle over whether and how to track people’s time.  This white paper addresses the issue head on, and offers valuable advice for setting a path forward and achieving success.

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Uncommon-Sense Resource Planning: 11 Tips

Resource capacity planning is a struggle for many organizations, and sometimes success is found by taking the road less traveled. This white paper offers suggestions for moving away from common practices that lead to inefficiencies and chaos.

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Ten Proven Military Strategies for Better Resource Management: Avoiding Custer's Last Stand

Though many insightful books and articles have been written on management lessons from history’s greatest leaders, it is also true that not all military lessons apply to business. After all, business and war have much different stakes. Yet, some lessons and principles ring equally true across both domains.
Nowhere is there a richer source of strategies and tactics for how to apply limited human resources than in military history. With that in mind, this white paper explores 10 timeless military strategies—tried and tested over thousands of years—that can be effectively applied toward modern day resource planning.
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Duration-Based Scheduling and Planview Enterprise

This white paper explores Planview’s philosophy on duration-based scheduling, as well as the impacts of the progressing and scheduling engines on effort and utilization percent. In addition, it explores the roles of the Project Manager and Resource Manager and highlights the differences in approach from common tools such as Microsoft® Project (MS Project).

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Nine Key Ingredients for PMO Success - Driving Strategic Value Beyond Project Execution 

When it comes to organizational strategy and excellence, PMOs are often too narrowly focused on project execution. Beyond facilitating portfolio management capabilities, which is itself an important piece of the puzzle, there are other elements that contribute to a successful PMO. Here is a list of nine key ingredients that contribute to PMO success. 

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Using the New Progressing Engine

This technical white paper examines the Planview Enterprise Progressing Engine, which is a process that progresses unfinished work forward in the project schedule, applies reported timesheets, expires past resource reserves, and more. The latest updates to the system are explored as well. This paper covers everything you'll need to know about how to use and configure the Progressing Engine.