Day 1 Agenda

Wednesday, May 17 at the Warwick Rittenhouse Square


(8:00am - 9:00am) 
Breakfast & Registration


(9:00am - 9:15am) 
Opening Remarks


Antoine Villata, Planisware North America's General Manager, and Dave Penndorf, Executive Consultant and Master of Ceremonies welcome all delegates, orient you to today's program, and introduce the Planisware team. 


Pierre Demonsant, CEO and founder of Planisware will begin this year's summit by presenting Planisware milestones from 2016 and presenting his vision and our product roadmap for the future.



(10:30am - 11:00am) 
Coffee Break


Network with Planisware executives and consultants, industry thought leaders, Planisware partners, and fellow PPM practitioners.


(11:00am - 12:15pm) 
Rapid-fire Company Introductions


We believe that getting to meet fellow Planisware users from other companies and learning about each other’s experiences is a valuable part of attending this summit. For several years, we’ve dedicated time to a Customer Introductions session for attendees to discover who’s there from which other companies and how they’re using the system, so they can better identify who they’d most like to meet.

However, with the audience growing each year, we’d like to change things up to make the session short(er) and sweet. As usual, we’ll post a slide about each company (provided by the company) -- but this year we’ll post it before the conference begins so that attendees can review this beforehand. During the conference we’ll have Planisware moderators briefly introduce each participating company in turn, asking the attendees from the company to please stand up.



(12:15pm - 1:30pm) 
Lunch Break


Use your newly-found information to better network with Planisware executives and consultants, industry thought leaders, Planisware partners, and fellow PPM practitioners.



(1:30pm - 2:15pm)
PPM Case Studies (Choose 1)


A Fast-Paced PPM Implementation for a Fast-Paced Commercialization Environment (AdvancePierre Foods)

For AdvancePierre Foods (APF), a leading national supplier of sandwich products and entrees, bringing new products to market at high speed – in a matter of weeks – is an imperative to meet customer demand. However, in 2016, after significant growth, it was becoming increasingly difficult for product development teams to coordinate work nimbly across a wide range of business channels, facilities and workstreams, while relying on a limited team of technical resources. This spurred AdvancePierre Foods to prioritize a companywide initiative to improve the commercialization process.

The objective was to reduce friction and speed things up by developing a new stage and gate process, now branded Product 2 Market (P2M), and then leverage the Planisware PPM solution to facilitate the process by enforcing key workflows and providing visibility into- and consistency across- the project portfolio. APF also upgraded their project prioritization and portfolio management, moving from a collection of Excel spreadsheets into Planisware, a dynamic business environment.

This presentation provides an overview of their 4-month best practice Planisware implementation, from strategy definition to new system and process go-live this past December. Debra Evans, Director of Project Management at APF will also discuss implementation highlights - including a unique workflow design linking a series of dependent deliverables and project activities - that’s now helping them to achieve program objectives in a fast-paced commercialization environment.

Presented by: Debra Evans (Director of Project Management)

Project Portfolio Management Integrator (PPMI) Case Study - 1 Year After Go-Live (Daiichi Sankyo)

Daiichi Sankyo launched its Planisware system, Project Portfolio Management Integrator (PPMI), just 8 months after the kickoff workshop. PPMI replaced MS Project, SharePoint, custom FTE estimation, and copious manual integration and data compilation; introduced the tight integration of schedule, cost, and FTEs; and enabled Probability of Success (POS) risk attribution and scenario planning. Since its launch, PPMI has been successfully used for project planning, project status reporting, and portfolio-level cost and FTE estimation and management.

In this presentation, Mike Connolley and Koko Cheng will present what worked well, challenges encountered, lessons learned, and current outcomes.

Presented by: Michael Connolley (Director, Project Coordination and Resource Management), KeYi Cheng (Manager, Project and Portfolio Management)




Planisware Center for Excellence workshops combine theory with practical applications to help evolve your PPM processes. Attendees may select a session to participate in. 


Factors that Impact Effective Stage-Gate Automation

There’s considerable practical evidence that PPM software automation of new product development (NPD) yields important efficiencies. To name just a few, these include enabling cross-functional teaming, transparency of knowledge sharing, and accelerating Gate decision-making. Organizations who have, or intend to automate their Stage-Gate process should consider taking a fresh look at process and cultural factors that impact PLM automation effectiveness to drive business outcomes. This interactive workshop will explore three key success factors:

  • Stage-Gate process effectiveness metrics
  • Gate deliverables compliance with best-practices
  • Cross-functional team empowerment and accountability

Presented by: Ken Huskins, Principal, Stage-Gate International, USA Inc.

Improving the Return on new product development

Getting a great return on NPD investments has been a topic of intense interest for many years. This workshop reviews four seminal contributions to our understanding of what makes NPD more productive:

  • The first major R&D productivity study was conducted by Dr. Robert M. Ranftl of Hughes Aircraft. It spanned 5 years, involved 59 government and commercial organizations and interviewed over 2000 R&D managers and senior technical personnel, identifying factors that enhance R&D productivity as well as factors that are counter-productive.
  • The IRI Sub-Committee on R&D productivity conducted an extensive study involving R&D managers from over 60 IRI member companies. They identified four key components of R&D/NPD return and prioritized 13 top activities for improving that return.
  • During the late 1980s and 1990s the consulting firm PRTM developed their PACE (Product and Cycle-Time Excellence) process which has helped a large number of NPD organizations greatly improve their return on NPD.
  • In the 1990s and 2000s SDG developed Strategic Portfolio Management and Optimization, which also enabled large gains in the return on NPD.

In this session, the basic framework and key suggestions and best practices that contribute to improving the NPD return will be summarized for each contributor.

Presented by: Dr. Michael Menke, Value Creation Associates

Staying Nimble - Adapting SME Innovation Practices into Big Companies

Has the pressure of life ever had you wishing you could be a kid again? Or that you could at least apply some of that “child-like simplicity” to your adult life? What about at work? Do you ever wish your big company could act more like the small company it once was – but with the all the advantages that come with being a big company? You can.

At the core, issues like risk management, prioritization of resources, teamwork and achieving strategic goals plague all companies that are looking to grow through new products and services. Big companies often build complex process and infrastructure to deal with these things – systems that take huge amounts of time and energy to manage, sometimes with limited success. Small, growing companies – as they mature - face these same issues, but deal with them differently. There are lessons to be learned from their success.

Until about five years ago, Mike Wiebe spent many years doing innovation consulting for large name brand corporations. More recently, Mike has turned his attention to helping smaller companies (typically less than $100M in revenue) to be successful in their growth aspirations. What he has learned about how winners achieve this (and what the missteps can be) is directly applicable to how large companies can rejuvenate their thinking. Spend some time hearing Mike’s experiences, and then brainstorm with your peers on how to apply this thinking back in your own company.

Presented by: Mike Wiebe, P. Eng. NPDP

Bigger, Better Bubbles: Why Product Line Strategies and Roadmaps are so important to Portfolio Management

Everyone wants to improve their development portfolio. Thank goodness for Planisware. Without good PPM software, the job would be impossible. Yet to improve portfolios appreciably, companies must also get great projects into it – and this means PPM needs to extend to the front end. It needs to tie into smart product line strategies and their roadmaps. Things change when this happens. It disrupts the notion of screening; portfolio risk “balancing” becomes meaningless; optimization moves beyond development projects; and, it recognizes that even great resource allocation cannot overcome bad strategies.

Portfolio management is much larger and more significant than most managers recognize. Portfolio management and product line strategies need to tie together. This requires companies to depict and govern key “objects” other than development projects and it calls for PPM to drive business growth portfolio governance. This session discusses how to make the major shift into strategy formation and execution.

Presented by: Paul O’Connor, The Adept Group

Ensuring NPD Best Practice

New product development (NPD) practitioners are keen to benchmark NPD practices because identifying practices that can more effectively deliver a new product could represent the difference between success and failure. Using a NPD practices framework, best and worse practices are presented across the areas of strategy and portfolio management, process, commercialization, research, company culture, project climate, metrics/performance measurement. Discussion will focus on company examples and the sharing of lessons. An NPD audit is also offered to help companies assess themselves and attain better, if not best, NPD practices.

Presented by: Kenneth B. Kahn, PhD, Professor and Senior Associate Dean, School of Business, Virginia Commonwealth University

Facilitating a Successful Portfolio Review

Portfolio reviews consume a tremendous amount of organizational time and energy and, despite the best efforts of several functions including Portfolio Management, Project Management, and Finance, the results can often be sub-optimal. Why? Several reasons include:

  • Failing to understand the needs and expectations of your decision-making Steering Committee.
  • Flawed stakeholder management by incorrectly distinguishing between those who need to be kept informed, monitored, kept satisfied, and managed closely.
  • Focusing too much on portfolio analysis and not enough on enabling portfolio decision-making.
  • Insufficient portfolio recommendations based on scenario analysis to the Steering Committee.
  • Presentations that talk around problems rather than solve problems.

It takes a keen eye to read body language, facial expression, and vocal intonation to prepare oneself for a successful portfolio review. This session will present tips on how to avoid such pitfalls and prepare for a successful review.

Presented by: Dr. Richard Bayney, Project & Portfolio Value Creation



(3:15pm - 3:45pm) 
Coffee Break


Network with Planisware executives and consultants, industry thought leaders, Planisware partners, and fellow PPM practitioners.


(3:45pm - 4:15pm) 
Modern-day PPM Trends and Solutions:
A Fireside Chat with Forrester Analyst, Margo Visitacion


What have been the overarching trends in the evolution of PPM in the past decade? What are the key challenge modern organizations are faced with and what are forward-thinking companies doing to stay ahead of the competition? How do you build agile-thinking into today's corporate environment?

In this session, we'll ask Forrester Research VP and Principal Analyst, Margo Visitacion the pressing challenges of today and hear her thoughts on current and future solutions in PPM


(4:15pm - 5:00pm) 
Real-Time Visibility & Accountability in Project Management:
A Beam Suntory Case Study


Between 2010 and today, Beam Suntory has grown immensely in people, brands and sales as a result of base brand growth, new product innovation, acquisitions and mergers. As now the World’s 3rd Largest Premium Spirits Company, it became clear that achieving growth and financial targets would not come the same way they did before. Right-sized business systems and processes would now be required to meet these new challenges. Increased scrutiny of strategic, financial, and resource positions across a global portfolio of brands, with regionally managed businesses, would be paramount to project and company success over the long-haul. Throughout a one year PMO timeline, the team redesigned the internal commercialization processes from front-to-back and built the Planisware implementation to bring them to life around the globe.

This presentation provides an overview of how their October 2016 Planisware go-live has driven transparency and accountability throughout 15+ active cross-functional departments and ultimately reframed the dialogue around data ownership & integrity, speed to market options and even the credibility of the Project Management team. The Beam Suntory team will present highlights of their journey and functionality being leveraged in Planisware to gain these early wins – ultimately setting them on a course for data-based continuous improvement initiatives in the months & years to come.

Presented by: Eric Schuetzler (Senior Director, Global Commercialization), Jennifer Biggs (Global Commercialization Senior Project Manager, Systems and Analytics), Nick Duncan (Global Commercialization Systems Lead)



(5:00pm - 5:10pm) 
Day 1 Wrap Up



(6:30pm - 10:00pm) 
Dinner with a Viewpoint


Meet at the lobby at 6:15 pm to walk over to the Hamilton Garden at the Kimmel Center (within walking distance to the conference venue). Enjoy dinner with a fantastic view of the city and continue your conversations with the Planisware community.



Dinner at the Hamilton Garden


Wednesday, May 17 (6:30pm - 10pm)


Hamilton Garden
(Top floor of the Kimmel Center)
300 South Broad Street, Philadelphia 19102

About the venue:

The Kimmel Center is a large performing arts venue located along Philadelphia's "Avenue of the Arts" in Center City. Hamilton Garden is located on the top floor of the Kimmel Center.

The Kimmel and Hamilton Garden is within walking distance to the summit venue. For those who are driving, you can find parking information here.