Planview PPM Modernization Journey
Today’s PMOs need a modern PPM approach to address new challenges and support all of the ways organizations and teams work today. Taking the journey from traditional to modern PPM offers agility and adaptability. There are five major phases with distinct areas of focus that have been progressively ordered to make the process as efficient as possible. The information and tools provided in the sections below are designed to help you understand and navigate this journey with your organization.
Planview PPM Modernization Journey
This webinar walks through each section of this page, adding additional context and explaining how to leverage these resources most effectively.
A Journey for Every Enterprise
Organizations – and PMOs specifically – are having to respond to change and uncertainty in ways they never have before. The role of the PMO has also grown beyond an exclusively IT-based function. As strategic drivers of the organization, they ensure alignment, mentoring, and continuous improvement.
Planview's PPM solutions enable the trend of the industry, which is a modernized approach to PPM. In doing so, organizations empower their teams to take on more of the planning and the execution around the work. That shifts the focus of the PMO to the portfolio level, ensuring the right teams are working on the right work at the right time, and orchestrating across teams to deliver value to the organization.
Being adaptive is the answer to the question, "why modernize?" The next step is understanding how to get an organization on a journey from traditional to modern PPM.
- Commit to the journey from traditional to modern. As with any change, it will take time to see the benefits.
- Empower your teams to increase process automation and agility. One-size-fits-all no longer works. Organizations must embrace differences as the new norm to allow teams to use the delivery methods that best fit the work and desired outcome.
- Increase agility at the portfolio level. Empower leaders to translate strategy into outcomes that drive business value.
- Update existing processes to accept change as a constant. Become adaptive – it’s more than just a mindset. It modernizes how organizations carry out portfolio and work management.
Your Path to Modern PPM
Users have a one-size-fits-all PPM tool, while different areas of the organization might be using other methods or tools.
Status is communicated via meetings, manual updates, and varied reporting from all the separate tools.
The modern approach to work leverages modern tools and understands there can be a right tool for a specific type of work.
Team foundation is focused on understanding the tools available and the proper use-cases for those tools. This allows leaders to empower teams with the right tool for the right situation while retaining a portfolio-centric view and appropriate guardrails.
Connecting all the tools to the PPM provides access to real-time status reporting across the platform.
The connected delivery step brings in dashboards to inform portfolio-level decision-making and align strategy to delivery.
Strategic portfolio management translates strategy into outcomes that drive business value. It empowers leaders to prioritize and fund what matters most by comparing scenarios that balance different outcomes and building roadmaps to guide investments.
This enables the effective communication of plans and helps reveal dependencies, gaining line of sight into strategic progress across the organization.
The goal of adaptive portfolio planning is to develop dynamic, inclusive plans that are continually informed by delivery status and key results.
Over time this leads to increased customer satisfaction and enhanced responsiveness to change, improves time-to-market, and aligns funding and governance to priorities.
Achieve Business Value
To derive the full business value from your capabilities, employ the business processes and best practices aligned to your capabilities while putting in place analytics and reporting to quickly analyze information. This will prevent over-engineering and ensure you're optimizing business value and user experience.
When you’re ready to implement or mature your capabilities to maximize business value, visit the Planview Capability Framework for more information.
Modernization Journey Map
The modernization journey map lays out all of Planview's PPM capabilities and shows their evolution from traditional to modern. This is where you can find how the capabilities evolve and change as you mature along your journey.
Planview's interactive PPM Journey Mapping Tool provides all the additional information you will need about individual capabilities. Utilizing this tool will help ensure you have the knowledge you need to maximize business value for each one.
Journey Mapping Example
Everyone has their own distinct path to modernize. Next you need to understand where you are and what will be the next steps on your journey. The map below is an example of one customer's modernization journey, showing where they are today and the next steps they plan to take. Beneath the map is a link to download a blank version of this PowerPoint slide to mark the capabilities you're using today and what your next steps will be. The accompanying journey assessment in the next section asks questions about how your organization is working today, which will help as you fill out your map.
Download the Planivew PPM Journey Map to highlight the PPM capabilities you're currently using along with the capabilities you'll strive to adopt as you map your own modernization journey.
Customer Journey Assessment
The customer journey assessment is a tool that will help you map out your journey and understand other areas you'd like to modernize. The assessment questions point to the main areas that will evolve as you modernize, where you are today, and what you want to focus on modernizing in the near future. Once your answers are marked, you'll have a visualization to foster discussion around where you are on your modernization journey and which areas can be prioritized to move the needle forward.
In addition to the image below, we've created an interactive survey to take the assessment and create a PDF visualization of the questions and answers to help roadmap your journey:
PPM Customer Journey Assessment Survey
The Right Tool for the Work
When it comes to empowering teams, having the right tool for the work is key. Understanding the benefits of each tool while establishing their use cases – in contrast to only using the traditional work breakdown structure – is crucial to modernizing how your teams are empowered to work. This section compares the basic features of ProjectPlace and AgilePlace in a cross-reference grid, followed by additional resources for diving deeper into each tool.
Connected ProjectPlace in the Planview Capability Framework
- Planview Capability Framework
A full list of Planview's capabilities and how they connect
- Planview PPM Journey Mapping Tool
Use this interactive tool to define your modern project portfolio management journey
- Project Team Delivery
This capability describes the Planview Portfolios and ProjectPlace connector
Demonstrations and Webinars
- Planview Portfolios and Connected ProjectPlace – the Best of Both Worlds
This webinar details best use cases for the Portfolios and ProjectPlace connector
ProjectPlace Enablement Webinars and Training Materials (Free and Recorded)
- Planview Enablement Webinars
A free monthly series of training courses delivered on an open-enrollment basis
- Planview Webinar Recordings
Recordings of all previous enablement webinars
- ProjectPlace Training Center
ProjectPlace product help, including training content
- Embrace New Ways of Working with FLEX
Persona-driven content on using ProjectPlace as part of a modernization journey
- ProjectPlace Enablement and Adoption
Focused content on enabling and using ProjectPlace
Product Help in the Customer Success Center
- Planview Portfolios ProjectPlace Connector Help
Product help documentation on the Portfolios and ProjectPlace connector
- ProjectPlace (Standalone)
Product help and technical documentation for ProjectPlace
- ProjectPlace Video Library
Video tutorials on getting started with ProjectPlace, including setup, use, and administration
Get Help Along the Way
If you need additional support as you make this transition, Planview offers several services to help you throughout the process.
Planview Premium Support Program
The Planview Premium Support program offers customers extra support from a Customer Care Consultant to expedite care issues, a sandbox environment to test new features and configurations, and a Customer Success Manager to help you plan, prioritize and optimize your ongoing Planview solution journey.
Remote Advisory Service (RAS) hours
These are specialized hours designed to help address specific customer needs, bridging the gap between Customer Care and on-site Planview Consulting, allowing you to receive quick and cost-effective enablement.
Evolve Advisory Services
We partner with you, get to know your business, and apply our knowledge of best practices to help you achieve your strategic business outcomes.