Rapid Portfolio Management (RPM) - sales.planview.com · Under Armour (Prod) ... Right resources,...
Transcript of Rapid Portfolio Management (RPM) - sales.planview.com · Under Armour (Prod) ... Right resources,...
© 2014 Planview, Inc. | 1 | Confidential © 2015 Planview, Inc. | 1 | Confidential
Rapid Portfolio Management (RPM) Differentiating Between Promises and Value
Steve Alexander Executive Vice President, Global Consulting
© 2015 Planview, Inc. | 2 | Confidential
Planview Consulting Snapshot
Regional Operations
86 Planview Consultants Globally
United States United Kingdom Germany France Italy Australia New Zealand
Global Shared Services
26 Shared Services Consultants Globally
Global Consulting Partners (30%)
Reporting Services Enablement Services Interface Services Technical Services RPM Products
2015 Revenue: $29M
© 2015 Planview, Inc. | 3 | Confidential
RPM is…
• A scalable methodology for delivering solutions that is: • Driven by key analytics
• Business outcome oriented
• PRISMS integrated to drive adoption
RPM Enterprise RPM Essentials RPM ProjectPlace
© 2015 Planview, Inc. | 4 | Confidential
RPM Methodology Phases
• Align prepares the customer with for the implementation by ensuring vision, process, and expectations are aligned
• Deliver provides the solution, the analytics, interfaces, and data necessary to rollout
• Launch provides support to get to a rapid rollout along with operations and end user enablement needed to get to value
• Validate ensures that the business outcomes projected have been met and adjusts to any organizational changes since they were set to determine the next steps
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
Align Deliver Launch Validate
© 2015 Planview, Inc. | 5 | Confidential
Successes – RPM Essentials
Under Armour (Prod) • Value
• Identify, prioritize, and cost of pipeline for season and strategic alignment
• Governance over funding to control spend rates
• They liked
• Tiles support ease of design
• Reports are used daily
• Why successful
• Implemented with a value-added focus – no frills
• All data is entered is consumed in output – no frills
• Eight week implementation cycle
salesforce.com (IT) • Value
• Understand and maintain balance of FTEs/Contractors
• Alignment of budget to the portfolio
• They liked
• Key in mission: Leader of data excellence in SFDC
• All reporting– project to exec – is from one tool
• Why successful
• Blended Essentials and Virtual support
• Grew capability as they matured
• Six week implementation cycle
© 2015 Planview, Inc. | 6 | Confidential
Successes – RPM Enterprise
Blue Shield of California (IT) • Value
• Long-term financial planning with changing dynamics
• Right resources, right time ensures strategic objectives
• They liked
• Transparency of financial, project, resource information
• Best practice analytics and reports out of the box
• Why successful
• Targeted only value-added capabilities
• One platform for standardization and normalization
• Twelve week implementation cycle
Cengage (IT) • Value
• Manage the health of the pipeline
• Manage the risk to key launch milestones
• They liked
• Workflow enables necessary governance
• Insight Analytics provides active analysis of financials
• Why successful
• Strong sponsorship
• Single source of reporting
• Eleven week implementation cycle
© 2015 Planview, Inc. | 7 | Confidential
RPM Continued Investment Goals
• Better prepare customers for the implementation
• Continue to drive prescriptive capabilities
• Focus on adaptation of pre-defined deliverables
• Close the uncertainty gap and get to value faster
• Validate the results
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
Align Deliver Launch Validate
© 2015 Planview, Inc. | 8 | Confidential
2014 Investments to RPM
What we did
Based on Essentials experiences, we deliver a complete set of customer preparation materials
Why
Materials help the customer define their expectations, outcomes, and environment
Result
Allows us to be more prescriptive in the High Level Solution in a way that the customer can relate it to their business environment
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
© 2015 Planview, Inc. | 9 | Confidential
2014 Investments to RPM
What we did
Developed the RPM Outputs Catalog that provides a full representation of available analytics that can be demonstrated in the Showcase Solution
Why
To ensure that alignment to analytics is established early and that configuration choices are targeted toward relevant data that can be consumed
Result
Allows us to be more prescriptive in the High Level Solution and focus on value added configuration choices vs. a blank slate
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
© 2015 Planview, Inc. | 10 | Confidential
RPM Enterprise Outputs Catalog
73 Pre-Defined Reports, Tiles
Screens
Update Service Annual Fee for Updates
& New Outputs Twice Annually
© 2015 Planview, Inc. | 11 | Confidential
2014 Investments to RPM
What we did
Developed the RPM Analytics Framework that directly links the configuration to the predefined analytics components
Why
Enables analytics to be delivered in the field with no development required so that they can be immediately implemented and demonstrated
Result
Creates a default go-to, defined source for customer reporting and reduces our delivery cost and time
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
© 2015 Planview, Inc. | 12 | Confidential
2015 Investments to RPM
What we are doing
Refining the approach to better prepare customers to launch including data preparation, checklist completion, and key readiness activities
Why
To minimize the risk of the customer entering an uncertainty period of deciding whether they’re ready to launch
Result
Decrease the amount of time and work the customer needs to complete after the solution is ready to launch and decrease time to value
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
© 2015 Planview, Inc. | 13 | Confidential
11.4 - 2015 Investments to RPM
What we are doing
Broadly investing in enablement approaches to ensure that we’re providing all of the assets and the structured learning approaches to create product experts within our customers
Why
Our current assets and delivery approaches are being challenged by a rapidly changing market and expectations of what is required to effectively use the product to achieve results
Result
Competitive differentiator for cost, service level, and impact while moving to a better trained Administration team and user community
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
© 2015 Planview, Inc. | 14 | Confidential
Enablement is a Constant
Customer Prep
High Level Solution
Process Alignment Planning Solution Alignment
& Solution Review Launch Preparation
& Enablement V
Orientation Videos, Capability Maps, Best Practices, How-Tos, E-learning Modules, Process Maps, FAQs, Discussions
© 2014 Planview, Inc. | 15 | Confidential © 2015 Planview, Inc. | 15 | Confidential
Innovative Enablement and Customer Experience: Five Key Overarching Strategies
1. Just-in-time, omni-channel learning (Make it EASY)
2. More online content, more video 3. Optimized/integrated content 4. Better alignment with consulting and
product development 5. More localization
© 2014 Planview, Inc. | 16 | Confidential © 2015 Planview, Inc. | 16 | Confidential
Turning Customers into Product Experts C
usto
mer
Exp
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nce
Product Expertise
Documentation Narrative, reference, and compliance
Product - R&D
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Knowledge Base Break/Fix
Customer Support
Rea
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Cus
tom
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xper
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Documentation Narrative, reference, and compliance
Product - R&D
Product Expertise
Turning Customers into Product Experts
© 2014 Planview, Inc. | 18 | Confidential © 2015 Planview, Inc. | 18 | Confidential
Best Practices Experiential
Training / Implementation / Subject Matter Experts
Knowledge Base Break/Fix
Customer Support
Rea
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Cus
tom
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xper
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Documentation Narrative, reference, and compliance
Product - R&D
Product Expertise
Turning Customers into Product Experts
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Contextual Just-in-time / Omni-Channel
Proa
ctiv
e Best Practices Experiential
Training / Implementation / Subject Matter Experts
Knowledge Base Break/Fix
Customer Support
Rea
ctiv
e
Cus
tom
er E
xper
ienc
e
Documentation Narrative, reference, and compliance
Product - R&D
Product Expertise
Turning Customers into Product Experts
© 2014 Planview, Inc. | 20 | Confidential © 2015 Planview, Inc. | 20 | Confidential
Machine Learning Adaptive and Personalized
Pred
ictiv
e
Contextual Just-in-time / Omni-Channel
Proa
ctiv
e Best Practices Experiential
Training / Implementation / Subject Matter Experts
Knowledge Base Break/Fix
Customer Support
Rea
ctiv
e
Cus
tom
er E
xper
ienc
e
Documentation Narrative, reference, and compliance
Product - R&D
Product Expertise
Turning Customers into Product Experts
© 2014 Planview, Inc. | 22 | Confidential © 2015 Planview, Inc. | 22 | Confidential
Spring 2015
A New Level of Innovative Enablement
Field Enablement Call
• Why Enablement? • Customer Testimonials • Prisms Tour • Competitive Landscape • The Prisms Advantage • Prisms as a Demand Generator • The NEW Prisms • 2015 Roadmap
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Enablement Launch Support
Operational Enablement Target: Customers PVA Team Service: Operational Training for Solution Timing: During Launch Preparation
User Enablement Target: Project and Resource Managers Service: Enablement for up to 60 users Timing: Within 3-Weeks of Launch Prep
Launch Preparation & Operational Enablement
Solution Alignment & Solution Review User Enablement
Timeline Week 9 Week 10 Week 12
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Enablement Launch Support
• Fixed Fee for a block for Week 1 of Launch
• Supports up to 60 RM/PM Users
• Includes instructor-led training for all users
• Includes virtual enablement follow-up sessions
• Includes Open Enrollment Training access for six months
• Includes on-site “office hours” for local support
• Pricing and specific details will be available mid-Q2
© 2015 Planview, Inc. | 25 | Confidential
Key Take Aways
• Help prospects care about implementation: • It ensures that they don’t spend time and money reaching for a solution
• Provides fast ROI by adopting best practices
• Help prospects understand the benefits we deliver: • RPM is a key differentiator that isn’t matched in the market
• Immediate access to best practice reports to drive adoption
• Help prospects understand: • Enablement investments are the key to success
• Our options and approaches fit their culture and minimize their costs