Product Portfolio Management

Optimize your product pipeline

Planview’s product portfolio management solution empowers R&D and product leaders to enable dynamic product portfolio prioritization & investment planning for on-strategy delivery.

Watch DemoOptimize your product pipeline. See how.

Why Planview?

Adapt for disruptions with Planview’s product portfolio management solution

Economic headwinds, supply chain constraints, and customer demands are causing significant disruptions to product planning and development processes. Empower your organization to accelerate innovation, optimize cycle time, pivot, and adapt quickly.

Planview’s product portfolio management solution enables R&D and product leaders to prioritize high-value products, proactively identify risks and dependencies, and optimize product development processes to achieve target revenue and profitability.

Accelerate innovation

Innovate and impact revenue faster with advanced data analytics and product prioritization that aligns the portfolio to strategic initiatives.

Reduce cycle time

Streamline product development processes and reduce costs with cross-functional collaboration, better insights into dependencies, and automated reporting.

Adapt for disruptions

Mitigate risks, address evolving uncertainty, and pivot your product mix with dynamic planning, what-if analysis, and scenario modeling.

Planview’s product portfolio management solution helps overcome 6 common obstacles to product innovation success:

1

Loss of revenue, market share, and competitive advantage due to lack of visibility to make informed decisions

2

Inflated costs due to siloed development, costly rework, and lack of collaboration

3

Reduced growth caused by an inability to prioritize strategic investments or develop innovative products

4

Increased risk exposure due to fragmented portfolio visibility and unaddressed dependencies

5

Ineffective business decisions based on inaccurate and manual reporting

6

Loss of brand loyalty caused by delayed releases and poor customer experiences

See Planview in action

Watch an on-demand demo and see how Planview’s product portfolio management solution can help you:

  • Leverage dynamic product portfolio prioritization
  • Forecast resource capacity and investment planning
  • Improve cross-functional team collaboration
  • Ensure efficiency required to drive on-time, on-budget product delivery
Watch DemoOptimize your product pipeline. See how.

Planview is a trusted technology partner

We’ve helped organizations like yours realize the benefits of product portfolio management. See how.

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Learn how Planview is helping Conagra improve efficiency to speed global product delivery.

Read case study
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Learn how Planview is helping Guardian leverage ideation to drive Agile innovation.

Read case study
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Learn how Planview is helping Cargill align global sustainability initiatives in portfolio management processes.

Read case study

Take a quick solution tour

The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.

  • What-if Scenario Modeling

    Maximize revenue and margin with “what-if” investment and capacity scenario models

    Scenario Modeling
    Understand the revenue impact of each scenario over time.

    Streamline your prioritization process and increase portfolio value by simplifying analysis of products and projects against criteria such as technical viability, financial impact, resource capacity, complexity, risk, and commercialization success.

    • Compare What-If Scenarios. Evaluate multiple scenarios reflecting different business conditions to respond quickly and take advantage of market shifts.
    • Reduce Portfolio Risk. Visually illustrate portfolio mix and balance to determine what changes, if any, should be made to properly align with risk tolerance.
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  • PLANVIEW.ME PLATFORM EXPERIENCE

    Redefine how work gets done

    Planview.me Platform Interface
    Break down organizational data silos with comprehensive visibility across your strategy, planning, and delivery data. Redefine how work gets done with personalized views that highlight insights, performance, and potential risks.

    Engage in a visually immersive, easy-to-use, streamlined Planview Platform user experience, tailored to you and the information you need to see.

    • Create unique views based on status, progress, and other data-oriented use cases needed to pinpoint where to focus, issues to address, and risks to mitigate
    • Bring data and insight transparency into all decisions and to all decision-makers within your organization
    • Power-up your productivity with the ability to action, investigate, respond, and react from a single screen and with a single click
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  • Strategic Roadmapping

    Measure and communicate progress across multiple product roadmaps and project plans

    Portfolio Timeline
    Use product roadmapping to communicate complex product and technical roadmaps with the push of a button.

    Empower your organization to easily visualize and communicate roadmaps and key launch dates – increasing awareness and improving proactive decision-making for all stakeholders in the product commercialization process.

    • Prevent Product Delays. Utilize out-of-the-box performance indicators for instant visibility to track status and address issues.
    • Understand Dependencies. Examine the dependency between products and technology, platform, project, and service components required to launch and evolve smart, connected products.
    • Share the Roadmap Vision. Eliminate the manual struggle of developing roadmaps via slideware. Instead, quickly slice the portfolio roadmap into exportable views for engineers, executives, supply chain, and even customers.
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  • Resource Capacity Planning

    Apply resources to the most profitable products; ensure availability prior to approval

    Resource Capacity Planning
    Generate greater ROI from your product portfolio by leveraging the right resources.

    Identify gaps, manage dependencies, and balance resource capacity across the entire product portfolio.

    • Focus Resources on Higher Value Work. Shift resource time and effort from low-value, below-the-radar sustaining projects to strategic breakthrough innovations to drive revenue growth.
    • Predict Resource Bottlenecks. Forecast resource availability to guarantee the right resources with the right skills are available at the right time and at the correct rate for on-time and on-budget product delivery.
    • Reduce Cost Through Improved Estimating. Leverage historical actuals to better assess when resources will be needed to avoid underutilization of expensive resources.
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  • Product Portfolio Dashboard

    Powerful analytics to understand performance across your entire portfolio

    Stage Gate Dashboard
    Stay in sync across every stage of your product portfolio performance.

    Take advantage of hundreds of out-of-the-box analytics, reports, and dashboards proven to drive positive product portfolio outcomes. Get industry-tested product analytics and metrics to manage every aspect of the product development process and drive business outcomes.

    • Measure Business Outcomes Easily. Pick from more than 200 out-of-the-box reports and in-product dashboards specifically designed to help calculate and improve product pipeline performance.
    • Enjoy Reporting Your Way. Generate highly configurable reports online, via mobile devices, or in Microsoft® applications through Planview’s flexible reporting options tailored to each user’s preference. Choose from simple out-of-the-box reports or build your own to key stakeholder questions – no report development skills required.
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Product portfolio management software capabilities

  • Rank, analyze, shift, and balance the product mix, optimizing resources and improving profitability.

    • R&D Project Ranking

      Increase R&D productivity by scoring competing investments with objective, repeatable criteria based on quantitative factors such as ROI and qualitative factors such as strategic fit, impact, and risk.

    • What-If Scenarios

      Evaluate multiple scenarios reflecting different business conditions to respond quickly and take advantage of market shifts.

    • Product Portfolio Valuation

      Determine the most profitable product portfolio that delivers the highest ROI throughout the product lifecycle.

    • Revenue Optimization

      Increase revenue by consistently selecting winning products, eliminating time wasted on lower value initiatives.

    • Portfolio Visualization

      Get complete visibility into the product portfolio and easily deliver executive reports needed to run the business.

  • Create and communicate complex product and technical roadmaps with the push of a button.

    • Product Roadmaps

      Visualize and communicate the outcomes and understand impacts for key launch dates – increasing awareness and improving proactive decision-making for all stakeholders in the product commercialization process.

    • Component Roadmaps

      Connect product component roadmaps to cross-functional resources, investments, outcomes, milestones, and financials required to realize strategies.

    • Technology Roadmap

      Connect technology investment plans to outcomes; Visualize dependencies, mitigate risks, and confirm priorities to successfully deliver smart, connected products and associated services.

    • Integrated Roadmaps

      Examine the dependencies between the product roadmap and the technology, platform, project, and services components required to enable, launch, and evolve smart, connected products.

  • Centralize all the data and processes you use to identify, prioritize, and manage products and projects to gain a competitive advantage.

    • Planview.Me

      Engage in a visually immersive, actionable, and personalized Planview Platform experience. Create unique views based on status, progress, and other data-oriented use cases you need to pinpoint where to focus, issues to address, and risks to mitigate. Take action, investigate, respond, and react with a single click inside a single curated view.

    • Product Portfolio Mix

      Achieve your financial and strategic targets by evaluating and comparing multiple scenarios to ensure the best portfolio mix.

    • Portfolio Risk Analysis

      Visualize the portfolio mix and balance to determine what changes, if any, should be made to properly align with risk tolerance.

    • R&D Financials

      Increase R&D productivity and financial impact by assessing actuals and variances against what was planned or budgeted via an integrated system.

    • Capex/Opex Categorization

      Plan, identify and track CapEx and OpEx work costs for each program, project, or product in the portfolio.

    • Reporting & Analytics

      Eliminate spreadsheets, manual processes, and bad data. Get configurable workflows plus out-of-the-box reports and KPIs.

  • Generate and collaborate on innovative ideas for new products.

    • Product Ideation

      Quickly and efficiently evaluate, score, prioritize, and advance the most promising ideas.

    • Voice of Customer

      Capture the voice of the customer and collaborate on the most innovative ideas.

    • Customer Requirements

      Capture customer requirements to fuel innovative ways to improve customer experience.

    • Market Insights

      Map your product portfolio toward success using insights into product development industry trends, challenges, and risks.

    • Mobile-Enabled Innovation

      Capture inspiration in real-time, access challenges, post ideas, vote, comment, collaborate, or perform other user activities on the go.

  • Ensure you have the right people with the right skills available when they are needed.

    • Role-Based Planning

      Forecast resource availability to guarantee the right resources with the right skills are available.

    • Multi-Project Allocation

      Track and manage aspects that impact potential allocation to projects (role, skill, region, cost rate, certification, and area of interest) to grow resource experience and improve employee retention.

    • Resource Utilization

      Resolve resource overloads before they delay product launches using effective resource management tools.

    • Forecast Capacity Requirements

      Ensure programs, investments, and staffing levels are balanced against capacity, taking dependencies into account to avoid costly decisions resulting in duplicate efforts or rework.

    • Real-Time Resource Views

      Spot potential resource conflicts and gaps where human and production resources are needed to ensure that what matters most can be completed.

  • Embrace multiple ways of working to speed time-to-market and ensure on-time product delivery.

    • Gated Process Automation

      Accelerate development projects and rapidly deliver the most innovative, profitable, and differentiated products – on time and on budget. Decrease cost by killing projects earlier in the commercialization process.

    • Project Management

      Deliver new product development projects, on time and on budget, with gated project management software.

    • Agile Stage Gate Model

      Support team working preferences with hybrid execution, combined with the project and portfolio visibility needed to synchronize delivery of what is most important.

    • Project Team Delivery

      Enable project team members to work the way they work best with productivity-focused workspaces that include document management and integrated communication tools.

    • Agile Team Delivery

      Empower Agile teams to visualize, prioritize and plan their work activities aligned to strategic priorities using Kanban boards that match their preferred work methodology and processes.

    • Project Risks and Changes

      Catalog and manage all changes, risks, and issues that arise during the lifetime of a project via configurable approval lifecycles for scope management, auditing, and continuous improvement purposes.

    • Stage Gate Process Dashboards

      Clearly visualize the stage of every project and utilize embedded dashboards to simplify and speed gate meetings.

  • Streamline key lifecycle stage processes with access to the right data and collaboration.

    • Product Launch Planning

      Consistently hit product launch windows by ensuring everyone from marketing to legal and from sales to supply chain has completed their part of the process.

    • Product Catalog

      Analyze performance data to make trade-off decisions regarding which products to develop, enhance, or sunset.

    • Product End of Life

      Streamline end-of-life processes including product post-mortems, financial transitions, and other workflow tools required to pull a product from market and apply lessons learned.

    • Planview Copilot

      Planview Copilot empowers employees from the team room to the board room with access, connection, and visibility into your organization’s data and the insights hidden within. Converse with and question your data using natural language to glean insights, derive recommendations based on best practices, and inform strategic decisions.

    • Optimizations & Simulations

      Unlock scenario planning and dive into a realm of ‘what-if’ scenarios and trade-off analyses. Explore multiple avenues to pinpoint the most efficient and effective allocation of your capital and capacity for peak performance and strategic success.

    • AI Help

      Unlock assistance on-demand with AI Help. Transform your Planview Platform experience with the AI Help in-app interface, providing plain text answers to your questions. Access thousands of pages of customer success center help articles and other product- or solution-specific documentation without ever leaving your screen.

    • Sentiment Analysis

      Understand whether a product, project, or work item is truly on track by analyzing the emotional tone and sentiments of comment and status text as well as computational linguistics behind aggregated comments over time. Use the sentiment scores to reveal positive, neutral, or negative insights and make plan or work pivots before delivery is impacted.

Download Solution Brief

Planview solutions empower over 4500 customers and 2.6 million users worldwide