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The Resource-Driven Enterprise Speaker Jason White Company Planview Website wwwPlanviewcom Welcome to the PMI Houston Conference amp Expo and Annual Job Fair 2015
bull Please put your phone on silent mode
bull QampA will be taken at the close of this presentation
bull There will be time at the end of this presentation for you to take a few moments to complete the session survey We value your feedback which allows us to improve this annual event
At The Core of Your Business
Solutions From Small Teams to the Enterprise
Integrating the Portfolios at the Core of Your Business
Resource and Work Management ndash No Matter How You WorkTM
bull Capture enterprise demand bull Optimize investment and
capacity planning bull Integrate project and
resource execution bull Mature financial
transparency bull Decision-driven analytics
and reporting bull Enterprise integration with
Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
At The Core of Your Business
Solutions From Small Teams to the Enterprise
Integrating the Portfolios at the Core of Your Business
Resource and Work Management ndash No Matter How You WorkTM
bull Capture enterprise demand bull Optimize investment and
capacity planning bull Integrate project and
resource execution bull Mature financial
transparency bull Decision-driven analytics
and reporting bull Enterprise integration with
Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Solutions From Small Teams to the Enterprise
Integrating the Portfolios at the Core of Your Business
Resource and Work Management ndash No Matter How You WorkTM
bull Capture enterprise demand bull Optimize investment and
capacity planning bull Integrate project and
resource execution bull Mature financial
transparency bull Decision-driven analytics
and reporting bull Enterprise integration with
Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Integrating the Portfolios at the Core of Your Business
Resource and Work Management ndash No Matter How You WorkTM
bull Capture enterprise demand bull Optimize investment and
capacity planning bull Integrate project and
resource execution bull Mature financial
transparency bull Decision-driven analytics
and reporting bull Enterprise integration with
Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Resource and Work Management ndash No Matter How You WorkTM
bull Capture enterprise demand bull Optimize investment and
capacity planning bull Integrate project and
resource execution bull Mature financial
transparency bull Decision-driven analytics
and reporting bull Enterprise integration with
Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
bull Capture enterprise demand bull Optimize investment and
capacity planning bull Integrate project and
resource execution bull Mature financial
transparency bull Decision-driven analytics
and reporting bull Enterprise integration with
Planview OpenSuite
Project Collaboration that Empowers Teams bull Execute projects with
integrated Gantt planning and Kanban boards
bull Visualize progress of day-to-day tasks
bull Streamline document collaboration
bull Collaborate seamlessly with external stakeholders
bull Empower your teams to self-organize
Independent solutions or integrated into one portfolio
Resource and Work Management ndash No Matter How You WorkTM
End-to-End Portfolio and Resource Management
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Analyst Recognition of Market Leadership IT Portfolio BT Portfolio
Strategic Planning - BT Strategic Planning - EA Strategic Planning - PM
Leader Leader
Leader Leader Leader
Leader
IIPA Magic Quadrant IT PPM Marketscape
Award-Winning Products
Strong Positive
From The Forrester Wavetrade Portfolio Management For The Tech Management Agenda Q1 2015 and The Forrester Wavetrade Portfolio Management For The BT Agenda Q1 2015
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Life Sciences Healthcare Other
Financial Services
Technology Energy and Utilities
Manufacturing Insurance
Public Sector Consumer Retail
Premier Customers Worldwide
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Dynamic Portfolio Level PPM Tools
Mature Execution-Level PPM Tools
General Purpose PSA PPM Tools
Project Collaboration Tools
Enterprise
Number of employees accessing tool
Serving the Needs of Todayrsquos Enterprise
PPM Product Usage Reference Model
ldquoMature execution-level PPM tools are employed to optimize the selection planning execution and tracking capabilities of a
distinct project organizationhelliprdquo
ldquoMany small groups of teams need to collaborate share information and discuss issues as they are executing on a
project or are engaged in an orchestrated work effortrdquo
Daniel B Stang ldquoMaximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterpriserdquo (November 2013)
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2015 Planview Inc | 10 | Confidential
End-to-end Portfolio and Resource Management
Cloud-based integrated planning and execution
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
MARKET-LEADING APPLICATIONS
INNOVATIVE ENABLEMENT
CUSTOMER PARTNERSHIP MODEL
PORTFOLIO-DRIVEN ANALYTICS
RAPID TIME TO VALUE
Comprehensive Approach to Your Success
The Planview Difference
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Market-leading solution with SaaS economics
Scalable and secure cloud infrastructure
Planview virtual cloud provides unique
flexibility and control
World-Class Cloud Infrastructure
The Enterprise Cloud for Portfolio Management
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2015 Planview Inc | 13 | Confidential
Rapid Portfolio Management optimized for cloud delivery
Drive Customer Success
Accelerated Results
Scalable Solutions
Best Practices
Adoption Ready
Flexible Delivery
Proven to deliver Rapid Time to Value
Predefined for organizations of all sizes and maturities
Integrated enablement that fuels adoption
Based on years of implementation experience
Virtual self service and on-site options
Analytics-Driven Decision making outputs guide the implementation
Fixed Pricing ndash Low-Risk Deployment
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
copy 2015 Planview Inc | 14 | Confidential
An integrated approach to drive adoption through enablement
bull Classroom training bull Virtual courses bull E-Learning
Role-based paths maximize learning for professionals
Education amp Training
bull Knowledge base bull Process tools bull Live Process Expertise
Portfolio Management knowledge and expertise
Best Practices
bull Discussions bull Professional networking bull Groups
Social Learning Platform Community-based content that accelerates adoption
Role-based process-centric approach drives effective usage and provides measurable results
bull Enablement strategy workshop bull Communications amp launch plan bull Integrated education plan
Approaches that combine to enable organizational change
Adoption Strategy
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Thank You
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
16
Contact Information bull Speaker Jason White bull Company Planview bull Website Planviewcom bull Phone 512-349-8214 bull E-mail JWhiteplanviewcom
Thank You
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
IT Division
IT Organization
Product Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
Choose the starting point based on your business needs
Departmental Enterprise Function
Enterprise Wide
Start small
Refine processes
Prepare to
scale
Address key business need
Drive a high-impact ROI One platform enterprise-wide resource view
One unified scalable user experience
Product Development
Team
Product Development Organization Product
Development Organization
IT Organization
Services Business
Corporate Finance
One rapidly-scalable cloud application
Marketing
One Solution ndash Department to Enterprise
