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Topic: Rapid Portfolio Management Analytics Customer Community Meeting: April 30th, 2015

Don Holden | Planview Malcolm Lea | Planview

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Agenda

• Welcome and housekeeping • New in the Planview Customer Community • Horizons Customer Conference – Oct 14-16 • Topic: Planview and Troux

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Audio Options

For those seeing this screen but not hearing me…

Select - Microphone and speakers - or -

Dial in using your telephone

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To Submit a Question • Using the meeting console

• Type your question any time • Hit “send” • Q&A at the end

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May Top PCC LinkedIn Contributors

Candice Ng, Process Consultant, RBC Bryant (“Rick”) Baker, PMP, Sr Portfolio Manager, State of Delaware Deborah Ferretti, Resource Planning Analyst, Information Technology, Texas Department of Public Safety

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Most Popular Discussions On

Horizons in Austin

http://horizons.planview.com

Registration is Open! Call for Presentations is Open!

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Welcome & Introductions

Patrick Tickle, Chief Product Officer Brandon Jockman, Sr Technical Sales Engineer

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Planview and Troux Advancing The Strategy and Business of IT

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Resources Are Core to Every Business

“Firms that actively reallocated capital expenditures achieved

an average shareholder return 30% higher than companies that

were slow to shift funds.”

“Resources are often trapped in unproductive uses… Only 20% of managers say their organizations do a good job of shifting people to support strategic priorities.”

“Only 11% of managers believe that all their company’s

strategic priorities have the financial and human resources

needed for success.”

“A company typically reallocates only a tiny fraction of its resources from year to year, thereby sentencing innovation to a stagnating march of incrementalism.”

Sources: McKinsey Quarterly, 8 Essentials of Innovation, April 2015 and and Harvard Business Review, Why Strategy Execution Unravels, March 2015

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Connecting Strategy and Execution

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Solutions From Small Teams to the Enterprise

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Integrating the Portfolios at the Core of Your Business

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Integrating the Portfolios at the Core of Your Business

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Who is Troux?

• Market leader in Enterprise Architecture

• Market leading Application and Services Portfolio Management

• Depth in architecture and technology

• Proven brand with Enterprise Architects

• Proven integration points with PPM

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New Picture - Going Deeper and Broader

Strategy and Investments

Projects

Products

Applications and Services

Business Capabilities

Technology

Optimize Your Portfolio and Resources

Enterprise Wide

• Market leader in Enterprise Architecture

• Market leading Application and Services Portfolio Management

• Depth in architecture and technology

• Proven brand with Enterprise Architects

• Proven integration points with PPM

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Supercharging Integrated IT Portfolio Management

Integrated IT Strategic Planning

and Portfolio Management

Technology and Architecture Planning and Management

Strategy and Investments

Products

Applications and Services

Projects Optimize Your

Portfolio and Resources Enterprise Wide

Technology

Business Capabilities

Independent solutions or Integrated into one portfolio

© 2015 Planview, Inc. | 18 | Confidential

The Forrester View of IT

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The Forrester View of IT – Troux Today

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The Forrester View of IT – Planview Enterprise Today

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Planview Enterprise + Troux

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• Capture enterprise demand

• Optimize investment and capacity planning

• Integrate project and resource execution

• Mature financial transparency

• Decision-driven analytics and reporting

• Enterprise integration with Planview OpenSuite

• Execute projects with integrated Gantt planning and Kanban boards

• Visualize progress of day-to-day tasks

• Streamline document collaboration

• Collaborate seamlessly with external stakeholders

• Empower your teams to self-organize

Independent solutions or Integrated into one portfolio

Resource and Work Management – No Matter How You WorkTM

End-to-End Portfolio and Resource Management

Project Collaboration that Empowers Teams

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Dynamic Portfolio Level PPM Tools

Mature, Execution-Level PPM Tools

General Purpose, PSA PPM Tools

Project Collaboration Tools

Enterprise

Number of employees accessing tool

Planview Enterprise + Projectplace

PPM Product Usage Reference Model

Daniel B. Stang, “Maximize Value and Avoid Waste by Managing PPM Tool Proliferation in Your Enterprise” (November 2013)

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Managing the Strategy and Business of IT

Technology, and Architecture Planning

Project Collaboration that Empowers Teams

Integrated Portfolio and Resource Management

Strategy and Investments

Projects

Products

Optimize Your Portfolio and Resources

Enterprise Wide

Applications and Services

Business Capabilities

Technology

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Demo

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Gartner “First Take” Highlights

“The deal creates an opportunity for enterprise architects’ to access integrated product suite that constitutes a digital business planning and execution platform,

facilitating business led, IT-enabled transformation. “

“Planview’s acquisition of Troux reflects its understanding of the evolving "digital business" design platform space. With this acquisition, Planview has the opportunity to expand its product offerings and make Troux more accessible to medium and smaller

organizations seeking to do business-outcome-driven EA.”

“Adding Troux to its portfolio, helps round out its EA tool offering. This could provide EA practitioners with a comprehensive tool that covers all the necessary facets

when developing a business-outcome-driven EA approach.”

© 2015 Planview, Inc. | 27 | Confidential

Latest Gartner IT PPM Magic Quadrant

Planview.info/MQ

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Analyst Recognition of Market Leadership IT Portfolio

Leader

BT Portfolio

Leader

Strategic Planning - EA

Leader

Strategic Planning - PM

Leader

Leader

IIPA Magic Quadrant

Award-Winning Products

From The Forrester Wave™: Portfolio Management For The Tech Management Agenda, Q1 2015 and The Forrester Wave™ Portfolio Management For The BT Agenda, Q1 2015

Strategic Planning - BT

Leader

Leader

IT PPM Magic Quadrant

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Questions

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Thank You for Joining Us! Next Meeting: June 25 2015