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Planview Customer Success Center

Planview Portfolios capability adoption package: investment and capacity planning

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Need help with investment and capacity planning?

Annual Planning season is fast approaching. Are you still managing the process in “spreadsheet hell”? Want to join all of our other Portfolios customers who are using Investment & Capacity Planning (ICP) to manage their annual planning process and make the shift to dynamic planning and business agility? Or maybe you need to iterate and improve on your use of Investment Planning and achieve better adoption and value. Our Professional Services Capability Adoption Package for Investment Planning is designed specifically to get you to value quickly and effectively. 

Investment and capacity planning

Planning is the key to focusing on what matters. Planview Portfolios Investment and Capacity Planning capabilities enable organizations to balance demand (potential and in-flight investments) against capacity constraints (people, money, time, effort) to create an investment plan that maximizes value. It  helps our customers to answer these questions and drive business agility in planning:  

  • What is the best mix of investments to meet our portfolio targets and goals? 

  • Do we have the resources to meet this demand in the requested timeframe? 

  • What is the impact or tradeoff of making certain decisions? 

Watch these videos to learn more about Investment and Capacity Planning and how it supports Strategic Portfolio Management. 

 

Planview capability adoption package: Portfolios investment and capacity planning

Get help from the experts in the Planview Professional Services team to add, or improve, Investment Planning in your Planview Portfolios solution. This package quickly enables the capability (production-ready in one month) and works with you over an extended period to learn, iterate, improve, and truly embed and operationalize for value. To find out more about the package please contact your Customer Success Manager or Account Executive.

Elements of Capability Adoption Package

STAGE 1:
SOLUTION VISIONING
STAGE 2:
CAPABILITY AND PROCESS ALIGNMENT
STAGE 3:
OPERATIONALIZE, OPTIMIZE, AND EXTEND

  • Deep dive hands-on demonstration with core team, guided by the Planview Adoption Framework.

  • Review customer use cases and business outcomes to define and prioritize the MVP scope and future roadmap releases.

  • Scope and prioritize activities and actions to prepare MVP, releasable capability.

  • Define success criteria for the adoption of investment planning (KPIs or OKRs).

  • Build out solution, utilizing best practice processes and recommend solution configuration, aligning to customer processes and data.

  • Align template portfolio management reports and dashboards with customer specific data.

  • Develop end user materials including process and quick reference guides.

  • Roll out and operate weekly/monthly/ quarterly/annual portfolio management processes.

  • End users able to utilize Planview experts to provide coaching, mentoring, and practical tool guidance.

  • Track achievement of capability adoption with KPIs and OKRs.

  • Identify, prioritize, and iteratively deliver incremental improvements and additions