Your path to business agility
Dr. Sonnenblick, Planview’s Chief Data Scientist, holds years of experience working with some of the largest pharmaceutical and life sciences companies in the world. Through this in-depth study and application, he has successfully formulated insightful prioritization and portfolio review processes, scoring systems, and financial valuation and forecasting methods for enhancing both product forecasting and portfolio analysis. Dr. Sonnenblick holds a Ph.D. and MS from Carnegie Mellon University in Engineering and Public Policy and a BA in Physics from the University of California, Santa Cruz.
We’re often asked for a 35,000 foot view of portfolio management, something that doesn’t delve into every detail, but helps explain to newcomers what portfolio management is about when distilled to its essence. In this blog post we offer up a response to that common question: a one-page flow chart that summarizes the activities of...
Conferences provide an opportunity to network with your peers, learn about best-practices, and realize that we all face common challenges when making tough portfolio decisions. Once upon a time, portfolio and resource planning conferences were a seasonal affair, with options available throughout the fall. Now there are events year-round; even if they are all on...
Variance analysis is a common tool in financial analysis, helping teams compare the cost forecasts and schedules to actual values. In portfolio management, variance analysis is used not only for cost and schedule comparison, but also to track changes in project and portfolio forecasts of value over time. We’ve written about these features in the...
In our latest video, we showcase how easy it is to compare projects and portfolios with Enrich Viewport and the Enrich Analytics Platform. The video covers: When scenario analysis should be used How to compare projects head-to-head How to compare portfolios head-to-head Using a waterfall diagram to summarize differences between two portfolios Tricks for selecting...
A CEO for a large, established, infrastructure company announces a new “strategy,” called Win 21. Under this strategy, the CEO says, revenue in 2021 will be double what it is today, even though growth rates in the last five years have averaged just 2%. To support this goal, the CEO defines three priorities: Defend the...
In previous posts, I’ve discussed how to prioritize your portfolio of R&D investments in great detail. Today, I want to focus on prioritization’s flashy sibling, optimization. Unlike simple prioritization schemes, optimization methods can handle multiple constraints to address competing portfolio objectives. So where a prioritization result may unduly favor later stage, less innovative projects, an...
We’ve offered Pareto charts within both Viewport and the Enrich Analytics Platform for some time now, but haven’t had a chance to pull together a video overview until recently. Clients who build Pareto charts regularly in Excel love the option to build them, with one click, inside Enrich. Pareto charts are very useful for understanding the...
This is the fifth and final post in our series on doing more portfolio management with less project data. You’ll find the whole series here. Data needed at each level of portfolio management. The only required data are the three items in the orange Beginner box. How much further you go depends on your people,...
This is the fourth post in our series on doing more portfolio management with less project data. You’ll find the whole series here. Data needed at each level of portfolio management. The only required data are the three items in the orange Beginner box. How much further you go depends on your people, your portfolio,...
This is the third post in our series on doing more portfolio management with less project data. You’ll find the whole series here. Data needed at each level of portfolio management. The only required data are the three items in the orange Beginner box. How much further you go depends on your people, your portfolio,...
