Planisware User Summit 2017
(North America)

Philadelphia, May 17th and 18th

Customer registration
(It's free!)


Planisware's largest annual customer meet-up in North America 

Planisware's North American User Summit brings together more than 200 PPM professionals from 70+ organizations, including leading product development and R&D organizations from around the world, for two days of case studies, best practice round table discussions, software-focused workshops, and a sneak peek at what's coming up in all things Planisware.  
Take advantage of this unique and exclusive opportunity to network, and learn from Planisware consultants, industry experts, and peers. Session topics cover how to elevate PPM business processes and ways to leverage the Planisware solution in order to better prioritize projects, programs, products, optimize resource usage, and improve project deliveries. Customer registration is free - save your seat today!


The Summit at a Glance


Pre-Conference Events (Elective)

May 16 (Tuesday)


9am - 5pm

Introduction to PEX Training ($) (Learn more and register.)



9am - 5pm

Advanced PEX Training ($) (Learn more and register.)



9am - 5pm

Level 1 Configuration ($) (Learn more and register.)



9am - 5pm

Best Practices Working Group (Pharma) - This session is for members only. For inquiries, please contact





Planisware User Summit Philadelphia 2017

May 16 (Tuesday)


6pm - 7pm

Welcome Reception


May 17 (Wednesday)


8am - 5pm

Planisware CEO presentation and Planisware demo, networking sessions, case study presentations, interactive group breakouts.




Customer Appreciation Dinner


May 18 (Thursday)


8am - 5pm

Planisware workshops (see descriptions below), case study presentations, interactive group breakouts.




Planisware Workshops


During the summit, there will be two rounds of Planisware Workshops. Options are described below.


Planisware V6.2 Showcase: What's in the Latest Planisware Release

This session will provide a step-by-step review of the new capabilities and enhancements that come with Planisware V6.2. Topics will include the new Activetab module (an interface with Excel models), updated end-user interface (including the hyper-documentation feature), improved Agile project management features, enhanced collaboration features (including the Workbox), new Planisware Explorer dynamic query options, and many new Level 1 configuration options.

Join this workshop for a feature-focused walk through of what's new in Planisware V6.2.

Audience: Business, IT, Support

Presented by: Pierre Hulin

Optimizing Product Portfolio Investments according to Business Strategy

Too often we see product portfolios that are misaligned with corporate strategy. Lack of transparency in the decision-making process and inaccurate data allow projects to be selected based on the popularity of project managers and their PowerPoint skills. It takes too much time to collect relevant information and organizations don't adjust their portfolios quickly enough to respond to market changes.

Join this workshop to learn how you can use Planisware to streamline your portfolio management processes and get the most out of your R&D investments. You'll see how a project manager can quickly prepare a new project candidate using qualitative and quantitative assessments. Then you'll see how to use value-driven portfolio selection techniques to find the portfolio that maximizes value while making sure you stay aligned with your strategy and within your resource constraints.

Audience: Business

Presented by: Gilles Almeras

Roadmapping and Program Management

Description pending.

Audience: Business

Presented by: Jerry Vermeulen

Collaboration and Communication: Using the Planisware Workbox to Close the Loop

Does project collaboration feel like herding cats?

Join this workshop to learn about Workflows, the new Workbox, and other Planisware 6.2 features that will help get your team back on the same page.

Audience: Business

Presented by: Doug Mandart

Incorporating Agile Concepts Across Your Streamlined Projects

Planisware V6.2 offers an enhanced approach to Agile, fully integrated within the project management module. With the latest updates, you can utilize key Agile concepts across your entire project portfolio.

Join this workshop to see how to use Planisware alongside Agile practices to tighten the feedback loop, increase a project's visibility, and improve your team's adaptability. This workshop will include a demonstration of Agile tools in Planisware including the Kanban board, burndown chart, and release planning dashboard.

Audience: Business, IT

Presented by: AJ Thomas

A Simple Approach to Assigning Named Resources

Named Resource Management, which has long been an integral and core component with Planisware's PPM solution, was revamped in Planisware V6.1. There's now a simpler option for allocating individual resources to your projects -- without a demand & supply workflow. Relying on predefined role-level resource estimations, this method enables users to substitute generic resources with named ones directly within the Projects module.

In this workshop, Greg will demonstrate this resource substitution method, discuss the business considerations, and showcase an implementation success story. Whether your name is "Resource Manager" or "John Smith," join this workshop to get the knowledge you need to consider this new approach!

Audience: Business

Presented by: Greg Chrzastek

From Estimation to Analysis: A Roadmap to Excellence in Resource Management for Pharma Organizations

In this workshop, you'll explore the ongoing journey to excellence in resource management. Leveraging Planisware's experience working with leading pharmaceutical organizations for 20+ years, Mark will outline proven methods to accurately and consistently estimate future resource needs, assess and address potential bottlenecks, and quickly see where resources have been allocated. This session will include discussion on frameworks for continual improvement, and you'll see the different capabilities demonstrated in Planisware V6.2.

Whether you're taking your first steps or you're looking for ways to refine current processes, join this workshop to learn resource management methodologies proven through decades of success.

Audience: Business

Presented by: Mark Miller

Planisware and Excel: How to Get the Best of Both Worlds using Activetab

Excel is a great tool of choice to assess and report key performance indicators such as the project NPV, IRR, and sales forecast. You might even use Excel for project scorecards. As a best-in-class PPM tool, Planisware was designed to consolidate project figures and to generate reports at the Portfolio level. However, the transition from Excel to an enterprise PPM tool like Planisware can be a challenge for many organizations. That was before Planisware's Activetab module.

In this workshop, Jeremy and William will present 3 use cases to demonstrate how the interface between Excel and Planisware works using Activetab's powerful capabilities and focusing on how to improve user adoption, flexibility and implementation time. Join this workshop to learn how to get the best out of Excel, within Planisware.

Audience: Business, IT, Support

Presented by: Jeremy Marinello, William Ramos

Driving Customer Success with Planisware Live (SaaS)

Planisware’s SaaS offering, Planisware Live, is more than simply outsourcing your IT infrastructure; it comes with a series of programs and policies to ensure you receive the value and benefits from your PPM solution that you expected from the start.

Please join Baptiste and Keith as they explain how Planisware Live supports you from "server" to "user" with application monitoring, regular upgrades, customer success programs, and client roadmaps to maximize the ROI of your PPM investment.

Audience: Business, IT, Support

Presented by: Baptiste Henriquez, Keith Duncan

Quick Wins in Level 1 Configuration

How do you kill your L2 birds with an L1 stone?

While Planisware V6 introduced significant changes in Planisware's solution architecture and administration capabilities, Planisware V6.2 provides system administrators even more control with additional options for Level 1 (L1) configuration.

In this workshop, Ashley will walk you through a series of typical business problems and demonstrate how to address them through L1 configuration. This session will cover common L1 options (e.g. user attributes, locks, alerts, symbolic fields) and highlight new or updated options now available in Planisware V6.2 (e.g. hyper-documentation, user traces).

Audience: Business, IT, Support

Presented by: Ashley Baldwin



Why attend?

  • Learn from PPM case studies. Hear how different organizations have been able to transform their PMO and portfolio, product, program, project and resource management challenges into successes.
  • Engage with industry thought leaders. Attend workshops and discussions to learn tactics and best practices that you can incorporate into your own business processes.
  • Exchange best practices with your peers. Meet other PPM professionals and Planisware users through interactive breakout sessions and networking opportunities.
  • Discover more about Planisware's solutions. Find out the latest product enhancements and participate in product workshops that show you how to maximize your experience with the tool.


Who's coming?

  • Actavis

  • Allergan

  • Astellas

  • Battelle

  • Beam Suntory

  • Biogen

  • Bristol-Myers Squibb

  • Daiichi Sankyo

  • Dr. Reddy's Laboratories

  • Eli Lilly

  • Ferring

  • Ford Motor Company

  • Grunenthal

  • GSK Pharma

  • GSK Vaccines

  • JNJ - Pharma

  • JNJ - Medical Device

  • MedImmune

  • Milliken

  • MSA Safety

  • Pfizer

  • Philips

  • Roche/Genentech

  • Sanofi

  • UCB

  • United Launch Alliance

  • Zodiac Aerospace




past attendees have

  • "Once a year is not enough."
    - Business Intelligence Specialist, Milliken
  • "Good tips, tricks and learning mixed in with functionality and demos."
    - Manager, Design to Value Analytics of Beam Suntory, on workshops
  • "It was my first experience and it was good to see other users, and share [and] talk with Planisware staff. The organization of the event was excellent."
    - Group Leader of Management Tools and Dashboards, CAE
  • "Being able to hear and learn from other companies' experiences implementing Planisware, and the opportunity to connect with the business community of users."
    - Project Manager, Amgen, on the most valuable thing about the event
  • "It was interesting to see the big additions and modifications [to Planisware] coming down the pipeline."
    - Project Manager, CAE




Wednesday, May 17th
Thursday, May 18th


Warwick Hotel Rittenhouse Square
220 S. 17th Street, Philadelphia 19103
(215) 735-6000

Hotel accommodations:

Planisware has reserved a block of rooms at a rate of $199 per room, per night. You can register here, via the code 170514PLAN.

Rooms at this rate are limited and are only available until April 14th, so book ASAP to ensure you can take advantage of this low price. 



Still not sure what to expect?
Get a glimpse into the 2016 User Summit in San Francisco.

Check out the Trip Report