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Planview Customer Success Center

Agile Project Delivery

Solution Definition

By combining portfolio management and agile team delivery tools, organizations are provided with a foundation upon which to start their agile transformation journey. Key strategic items can continue to be governed and planned at the portfolio level and agile teams are empowered with the right tools to get work done. Customizable kanban boards provide teams with the flexibility to define the right process for them whilst reporting and analytics help them to identify opportunities to continually improve. Teams can see all their work in one place, can break down larger work items into smaller, more manageable chunks and can control the flow of work to ensure quicker delivery. This work can then be tied back into the integrated strategy and portfolio plans, enabling stakeholder visibility and organizational alignment.

The connected Planview Enterprise One – PRM and LeanKit solution supports a number of different use cases along the transformation journey - whether organizations are introducing stable, persistent teams who require process-driven team tools; whether they want to deliver work faster and see results quicker; or whether they are looking to introduce agility into their portfolio planning processes.

This page shows how the connected solution can support hybrid organizations; specifically those who organize their portfolio around projects but are looking to deliver these in an agile way.

Agile Project Delivery solution overview

           

What challenges does this solution address?

          

           

What value does this solution provide?

         

           

Unlocking the value of this solution

What do we need to achieve?

At the Portfolio Level At the Work Delivery Level 
  • Investment planning at the project level
  • Projects to be costed and managed to financial budgets
  • Commitment of named resources to work 
  • Timesheets to capture actual costs
  • Understanding of the status and health of work being delivered, to provide accurate data to inform portfolio prioritization and decisions
  • Provide teams with the right tools to help them get work done
  • Easy time reporting
  • Upward flow of information on work status and progress

How do we achieve this?

The connector for Planview Enterprise One and Planview LeanKit allows you to synchronize between Enterprise One and LeanKit as follows:

  • Enable a work item or a strategy in Enterprise One to synchronize with boards and cards in LeanKit, manage the work in LeanKit through child cards, and monitor that work or strategy in an Enterprise One portfolio.
  • Enable a work item in Enterprise One with children to synchronize with LeanKit, which automatically creates a connected LeanKit card for the work item and connected child cards for any synchronized tasks or activities that are immediate children of the work item.
  • Enable a card on a LeanKit board to automatically create a connected work item in Enterprise One.

Enterprise One and connected LeanKit - data flow

Using this functionality, there are two main use cases within the Agile Project Delivery solution:

 Use Case 1: Project deliverables sent to agile teams

In this use case, project deliverables/work in the project schedule are selected to "Sync with LeanKit" and are sent to the relevant team board to flow through their self-defined process. The board provides the team with visibility of all their current work and backlog in one place. Card status metrics flow back into Enterprise One at the project and portfolio levels. 

Agile Project Delivery: use case 1

Use Case 2: Agile projects 

This use case supports the delivery of agile projects within a hybrid portfolio. Portfolio planning, financial management and resource planning are carried out in Enterprise One, after which projects are selected to "Sync with LeanKit" and are sent to a portfolio board. From the portfolio board, teams are able to plan out the project deliverables/features (which can be set to automatically sync back to the Enterprise One schedule) before further breaking down the work for delivery on their individual team boards. Card status metrics flow back into Enterprise One at the project and portfolio levels, providing visibility into the progress of work. 

Agile Project Delivery: use case 2

Team-centric Resource Management

To support the above use cases, we recommend utilizing the team-centric functionality in Enterprise One to modernize approaches to resource management. This includes:

  • The ability to assign resources to one or more teams, ensuring that the capacity for each team can be accurately captured.  
  • The ability to create team-based requirements and select team on reserves and allocations. This ensures that demand can be accurately captured against the correct team, especially for those organizations where resources may be shared and/or on multiple teams.
  • The ability to create team authorizations, streamlining the time reporting process. 

Team-based planning process

Agile Costing

Agile costing can also be used to support the Agile Project Delivery use cases. This allows organizations to track the work being done by Agile teams and use that data to automatically create timesheet entries for financial planning, including categorizing the work into capitalization (CAPEX) or operational expenses (OPEX), all without requiring team members to manually fill out timesheets.

Aagile costing uses the Enterprise One and Planview LeanKit connector to automate time reporting. When an organization uses the connector to synchronize Enterprise One projects with LeanKit, agile team members use cards on Kanban boardsto track their own work as they normally would for those projects. The connector then uses the position of those cards and how recently each card was modified to create timesheet entries in Enterprise One. Managers can then use the data from the Enterprise One timesheets as if each team member had manually filled out a timesheet themselves.

           

  

           

Outputs, reports and analytics

Coming soon!

           

           

More information

Enterprise One & Connected LeanKit: Supporting Agile Project Delivery in a Hybrid World - a detailed webinar over the connected use-case with real-world demos and examples of best-case use of an E1+LK connected solution.