Release 22nd October 2013 – Swim Lanes, Card History and Card Comments

Board – swim lanes Activity – history Activity – comments Project overview – custom tab name New documents – improvements in the new document management: @-referencing when commenting Share document by e-mail Search – more accounts added for cross-project search What’s up next? This has been an interesting month. We are working hard on many things...

Portfolio Management Can Be a Six Year Journey, Here’s Why – Enrich Consulting

The September-October 2013 issue of Research Technology Management Journal includes a case study on portfolio management written by our own Dan Smith and yours truly: “From Budget-Based to Strategy-Based Portfolio Management: A Six-Year Case Study”. In it, we describe the journey of a life sciences company as it transitioned from a conservative, somewhat disordered investment...

Connecting Portfolio and Resource Management in an Agile Environment

In a recent Rally blog, How to Adopt Rally’s Agile Portfolio Management solution when you already have a PPM tool, I introduced Rally’s recent integration with Planview Enterprise. Now it’s time to tackle connecting portfolio and resource management in an agile environment. I’d like to share with Portfolio Perspectives readers how we decided to strengthen our...

Turning Your Conference Takeaways into Action Items

Attending IT events this fall? The ideas are plentiful, but what will you do with them? Learn how to turn conference takeaways into action items. Fall, time for pumpkin spice flavored everything and packing your bags to get to your much anticipated conferences and symposiums of the season. For me, it’s Gartner Symposium/ITxpo taking place...

Improve Time to Market with the Resources You Have Today

Earlier this year, Planview sponsored the Resource Management and Capacity Planning Benchmark Study 2013, where more than 280 globally-based product development executives shared their top pain points, business risks, pain causes, software impacts, and process improvements for resource management and capacity planning. In the latest edition of the PDMA Visions Magazine is the article Improve Time...

How Mature Organizations Handle Capacity Planning and Resource Management

#2 and #3 Characteristics of Mature Organizations in the Areas of Capacity Planning and Resource Management Last time in part 1, I provided an overview of the six characteristics of mature organizations based on a new research study into the state of capacity planning and resource management as well as detail on the first characteristic...

Talking Innovation at the Texas PDMA Inaugural Event

We were excited to participate in the inaugural PDMA Texas chapter event last week in Dallas. It was an enthusiastic group of business leaders focused on connecting innovation with marketing and product development professionals at Texas-based companies to network, learn, and grow. In addition to talking about the development and growth of the new Texas chapter, we spent...

7 Critical Capabilities Professional Services Must Master

Critical Capabilities for Professional Services According to the recent paper by the Technology Services Industry Association (TSIA), The State of Professional Services: 2013, recent trends in cloud computing and managed service models are changing what professional services firms are willing to pay and how they are willing to pay for solutions delivered in the cloud,...

Lean Project Planning Just Got Easier

When practicing Lean Project Planning with Planview AgilePlace, have you ever created cards on a board and then realized that they belong on a card’s taskboard? Or, conversely, have you ever created cards on a taskboard that really belong on a board? Well, we have good news for you: Now you can move cards in and out of a...

2 Cures for FP&A That Have Succumbed To “Big F, Little P, and No A”

In most companies, the financial component of FP&A has clearly-defined processes and roles. Although the process varies from company to company, each will have regular and repeatable processes by which to accommodate tasks, responsibilities, and deliverables. But what about the other attributes of “FP&A”? Has your organization established a repeatable process and expectation for using...