Enterprise Portfolio Management

Align your initiatives across the enterprise

The Enterprise Portfolio Management module of Planview Enterprise adds rigor to your strategic management process, delivering the visibility you need to align strategies with resource capacities and funding across the organization. With Planview Enterprise, you can dynamically manage money and resources to support high value initiatives and make better decisions around your investments, synchronizing top-down strategic planning with bottom-up execution, and integrating decision making with a cohesive business strategy.

Optimize Investment Opportunities

With Enterprise Portfolio Management, you can analyze and manage risks, prioritize strategies, and use scenario planning to prepare for economic and business uncertainty. Use Planview's Enterprise Portfolio Management to:

• Properly align and commit IT financial and human resources based on strategic business objectives
• Optimize strategic, program, service and project investments to maximize financial return and business impact — Learn more
• Relate strategic plans to work execution through a flexible link that ties strategic and project planning together
• Accurately allocate funding and staffing capacities when planning new strategies and initiatives
• Provide your business users with visibility into performance according to strategic objectives
• Balance innovative initiatives with sustaining work
• Add structure to your strategic planning process by defining your strategic planning continuum in terms of missions, objectives, strategies, and tactics

Improve ROI with Better Management

Planview Enterprise Portfolio Management uses investment models within portfolios, making it simpler for executives to determine long-term plans based on strategic business objectives and priorities that are aligned with the IT organization.

Align Resources with Business Demands

Organizational Capacity Planning allows you to balance IT resources with business demands, ensuring that your resource capacities support your business strategies. You can perform top-down planning on high-level factors such as FTEs (Full Time Equivalents) and organizational units, aligning these efforts with the bottom-up planning performed by project managers. In addition, resource-capacity forecasting can be improved by using a framework based on roles rather than individuals, ensuring that strategic goals arent limited by short-term changes in personnel.

Make Informed Investment Decisions

The Planview Investment Optimization Engine utilizes predictive modeling and scenario planning to automate the process of evaluating limitless portfolio optimization strategies. This powerful tool considers both financial costs and resource capacities to enable practical, informed investment portfolio decisions that will deliver the highest overall business value across the enterprise.

Support Your Business Objectives

Planview Enterprise Portfolio Management includes the following key components designed specifically to align your IT strategy with your business objectives:

• Automate and manage the strategic process with built-in lifecycles that span the entire business strategy continuum
• Forecast resource capacity within a framework based on roles rather than individuals
• Identify the key criteria to evaluate initiatives
• Eliminate low-value initiatives
• Effectively manage change
• Assess trade-offs before selecting a specific strategic course
• Evaluate performance with comprehensive benefits realization
• Integrate with Planview PRISMS® business process expertise and best practices