Adoption package for Investment and Capacity Planning

De-risk your strategic bets with planning

With Planview’s portfolio planning capability you can: ​ 

  • Evaluate alternate plans and scenarios to help you make stronger strategic decisions​ 
  • Learn what to fund and where to allocate your capacity​ 
  • Accurately forecast and estimate the real value of your investments​ 
  • Bring visibility to your portfolio plans, funding, capacity and work​ 
  • Gain clear strategic objective alignment and understandable tracking, status and progress​ 

Whether you are looking to get started, optimize your process or struggling to scale, Planview Professional Services has an Investment & Capacity Planning Adoption Package designed to get you to value quickly and effectively.  Reach out to your Account Executive or Customer Success Manager and get started today! 

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Portfolio Planning Solution Adoption Package 

Get up and running in as little as one month with help from the Planview Professional Services team.​ 

Add, or improve your use of, Portfolio Planning in your Planview Portfolios solution with packages to quickly help you learn, iterate, refresh, or truly embed and operationalize this capability for strategic value:

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Program that quickly enables the capability and works with you over an extended period to learn, iterate, improve and truly embed and operationalize for value  Includes process best-practice design, tool configuration and usage, reporting/analytics, and end-user enablement that will get you to value quickly Builds end-user confidence and solidifies adoption with guided coaching through actual production execution cycle scenarios (annual planning, portfolio reviews, etc.)

What’s included?

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

Interested? Please reach out to your Account Executive or Customer Success Manager today!