Wednesday, May 16

San Francisco - Hotel Nikko




Sign-in for the Summit, pick up your name badge and welcome packet, and grab breakfast while mingling with attendees.


Antoine Villata, CEO, Planisware North America


The Planisware CEO Vision

Pierre Demonsant, Chief Executive Officer, Planisware

Pierre Demonsant, CEO and co-founder of Planisware, discusses Planisware's achievements in 2017, the direction of the company, and his vision for the future.


Unveiling Planisware V6.3

Mark Miller, Director of Client Services, Planisware

In this session, we'll demonstrate exciting features from this upcoming release including easy-to-use features for report building, an updated user experience, how new cloud-based Extended Enterprise platform helps you exchange planning info with your suppliers, how you can use Activetab to scale Excel to the enterprise, and more!


Planisware Fireside Chat

Pierre Demonsant, CEO, Planisware

Moderator: Dave Penndorf, Planisware


AM BREAK: Meet the Experts & Innovation Stations

Meet the Experts
Meet Planisware experts at designated stations



Who's Who: Meet Your Peers

The goal of this session is to help you learn who's here from company to company and how they're using Planisware to help you make the most of networking breaks.

Moderators: David Gustafson and Dave Penndorf, Planisware


Panel Discussion: Strategic Portfolio Management Tips and Trends

In today’s fast-paced, every changing global market, effective strategic portfolio management is more instrumental to an organization’s success than ever before. But with the plethora of best practices and trends in PPM, it can be difficult to distinguish between valuable, proven processes and methods that might actually do more harm than good.

In this session, our panel of strategic portfolio management experts will discuss some of the best practices that organizations should employ to align portfolios to business strategies; guidelines and metrics; challenges faced during the process; and trends they see for the future. Audience polling via the ConnexMe application will provide attendees with an interactive experience.

Moderator: Keith Duncan, Planisware



Lunch will be served in the Carmel room AND the Nikko Grand Ballroom III (next to the general sessions).



Structured Innovation is not an Oxymoron

Richard Amori, Technology Integration Specialist

Ford’s technology and innovation process draws on the experience and creative ideas from many different sources within the company – from teams that at their core have different cultures and somewhat opposed value systems. Is it possible to develop a common process that can inspire and support individuals from all these disparate corporate cultures, and unite them in purpose, while still achieving the company’s specific, data-driven goals?

This presentation provides an insight into how Ford is doing just that – merging the best of their Research, Engineering, and Business management cultures into a single shared process, successfully managed via their customized Planisware application they call the ‘Technology Integrator.’


Interactive Group Breakouts - choose 1 to attend

Registered attendees can sign-up for these breakouts using our event app


Addressing the Challenge of New Product Forecasting

Dr. Kenneth B. Kahn, Ph.D, Professor of Marketing and Senior Associate Dean, School of Business at Virginia Commonwealth University

To address the ongoing challenge of new product forecasting, this breakout session reports findings of a recent (2018) survey of new product forecasting practices conducted by the SAS Institute Inc. and Virginia Commonwealth University’s School of Business. Included are overall findings, comparisons of final consumer versus business-to-business companies, product versus service companies, and satisfied versus non-satisfied companies. While the accuracy of new product forecasts is found to be commonly low across companies, “analytics” and “technology” distinguish more successful companies. Themes, benchmarks, and recommendations for better new product forecasting are provided.


Better Projects Boost Portfolios

Paul O'Connor, Founder, The Adept Group

Learn How Good Product Line Strategies make for Better Projects and Portfolio

Do you wish to help your company improve its product development portfolio? Thank goodness for Planisware. Without good PPM software, the job would be impossible. For major improvement, however, PPM also needs to oversee and help the front end of product development. And it needs to tie into smart product line strategies and their roadmaps.

Getting good projects into a portfolio has the greatest impact on its value. Yet it’s perhaps the least discussed topic in the field. To do it demands stellar product and idea generation. Plus companies must drive these ideas into new product line strategies, or use existing strategies to drive new ideas.

Portfolio management changes when it ties to smart strategy formation and idea generation. It disrupts the notion of screening. Portfolio risk “balancing” becomes meaningless. And, optimization becomes more than shifting money and people’s time on development projects.

Companies seeking greater gains should link portfolio management with product line strategies. This means management teams should govern key “objects” beyond just development projects. Plus, it calls for PPM to drive oversight of a business growth portfolio, of which product development is a part. This shift is major. It moves PPM to stress product line strategy and its execution, not just resource management of individual projects.


From “Target Identification” to “New Chemical Entity” in Planisware

Andrew Cheng, Business Capability Analyst, R&D Strategy and Planning, Bristol-Myers Squibb
Melquiades de Jesus, Director, Business Capabilities, R&D Strategy & Planning, Bristol-Myers Squibb

As of December 2016, all of the drug discovery programs at Bristol-Myers Squibb were being tracked in a home-grown database. The legacy system consisted of a collection of free text boxes and out-of-date fields that did not keep up with evolving business practices. Without logical checks and a well-defined structure, it was very difficult to control data integrity, asset traceability, and reliable portfolio reporting.

The Planisware capability team was then tasked with developing an enterprise solution that facilitated the planning and tracking of the drug discovery work from “Target Identification” to “New Chemical Entity.” The solution needed to support cycle-time analysis, benchmarking, and discovery portfolio reporting.

This presentation will cover how the Planisware solution provided the structure necessary to meet business needs. We will highlight design elements and strategies that allowed us to go from design to roll-out in 5 months. This laid the foundation for integration with drug development schedules, which provides a portfolio level perspective of asset lifecycles from target identification to filing.


Implementing Orchestra PPM for CMA-CGM's IT Department

Gilles Lavalou, VP, Planisware
Grégory Sabathé, Marketing Director, Planisware

CMA-CGM is one of the world's leading shipping organizations with 30,000 employees but its IT Department had difficulties getting a real-time and reliable view on its projects portfolio. They were using dozens of tools to manage projects with different information and processes. In 2016, the IT Governance Team decided to deploy an integrated PPM software with 3 objectives: fast implementation to get instant benefits, easy-to-use interface for the 1000 users and clearly-defined project management processes to share best practices.

This session will discuss the issues the IT Department faced and how they were solved using Orchestra (now Planisware Orchestra).

Gaining Ownership of your PPM System

Brian Beattie, Senior Manager, Business Technology, Pfizer
Laurie-Ann Difilippo, IPS, Portfolio Services, Pfizer

In this interactive session, Laurie and Brian will explain the V6 Upgrade project at Pfizer that was deployed to production on May 1, 2018. They’ll discuss the change management, training and testing approaches that Pfizer chose for this recent implementation, focusing on the importance of stakeholder and user engagement throughout the project.

Laurie and Brian will share their lessons learned and best practices and encourage participants to share their own experiences with V6 to foster a lively, interactive discussion. Customers planning the upgrade will gain some useful takeaways for their own implementations.


Purrfecting Resource Management in Animal Health

Aimee Rodrigues, Head R&D Resource Capabilities, Boehringer Ingelheim Animal Health

“What are my people doing?” “Where are they located?” “Do they have enough resources?” “Was their past planning accurate?” Whether you are part of a well-oiled machine or in the forming stage of a new organization, these questions are relevant to both those doing the work as well as those driving the work.

As a new R&D organization is created and a ‘best of both’ approach is being defined, what have we learned from previous experiences that can be applied to our future?

This highly interactive workshop will facilitate conversation beginning with a brief review of how resource management was handled at legacy Merial. A group discussion will then tackle: Who updates the resource plans? What level of detail is expected? When are internal resources updated? How do you decide what is in and out of scope for resource planning (i.e. people/cost/equipment)? Closing the loop – do you include TimeCard or not? What is the best approach for the future?


PM BREAK: What's Your Function Junctions

Stations focusing on functional interest, customer type and other specific topics will be set up during this break. Meet others with similar backgrounds or doing similar work.

Have a specific topic in mind you'd like to discuss?

Suggest a topic!


Planisware Solution Workshops - choose 1 to attend

Registered attendees can sign-up for these workshops using our event app


Level 1 Configuration: Own your Planisware Environment

It’s never been so easy for your business admins, system admins, and IT team to adjust your Planisware configuration to meet your evolving organizational needs. Level 1 (L1) configuration enables you to enhance the user experience, transform the user interface, apply data and security control mechanisms, create automated behaviors, and more.

This session provides a walk-through of how you can use Planisware’s Level 1 configuration to address a series of typical business system requests.

Audience: Super Users, Business Admins, IT


Making Your Organization’s Dreams Come True: Managing Your Portfolio Strategically

Is your project portfolio aligned with your corporate strategy?

Planisware provides the tools to help you analyze different investment scenarios with an eye on value, balance, and strategic alignment, so you can choose the right mix of projects that fit within your budget.

Join this live look at how to carry out strategic planning processes in Planisware. Topics will include strategy and budget definition, roadmapping, business case development, investment scenario testing, portfolio simulations, portfolio optimization, and more.

Audience: Business, particularly Portfolio Managers


Pharma Use Case Showcase: R&D and Beyond

If you’re a pharma organization using Planisware, are you making the most of what Planisware has to offer?

Join this session to take a look at different use cases for pharma organizations. This session will cover example scenarios of how pharma organizations are using Planisware to support the management of clinical studies, regulatory affairs, CMC, commercialization, alliance management, product variation, and more.

Audience: Pharma


What’s New in Planisware’s Latest Release?

Join us for a live look at what’s in store in this upcoming release to be launched at the Summit! This session will cover:

  • easy-to-use features for configuration and report building;
  • an updated user experience;
  • how our new cloud-based Extended Enterprise platform works to help you exchange planning information with your suppliers;
  • how you can use Activetab technology to scale Excel to the enterprise;
  • and cases for using Predictive Analytics.

Audience: All


Report on This! Building your own Insights in Planisware

Roadmaps, dashboards, and reports are a few of the popular tools you can use to express your company’s insights. Join this session to learn how our Planisware Explorer and Roadmap modules empower you to easily address a variety of reporting needs and get inspired from sample reports from our Best Practices database.

Audience: Portfolio Managers, Super Users, Business Admins, IT


Scaling Excel to the Enterprise with Planisware Activetab

Everyone knows how to use Excel. But Excel files are hard to collaborate on and build security around, difficult to share, notoriously prone to user errors (when cell-by-cell calculations are involved), and it’s painstakingly time-consuming to consolidate data across multiple files.

Planisware’s Activetab technology marries Excel’s strengths as a simple-to-use personal productivity tool with Planisware’s benefits as a single-source-of-truth, enterprise portfolio management solution. Join this session to see how Activetab can improve productivity and simplify data consolidation processes around strategic planning, investment planning, project selection, project definition, sales forecasting, and risk management. This session will include live demonstrations of use cases as well as what to consider when implementing it.

Audience: Business and IT


The Planisware Live SaaS Solution

Using an on-premise installation of Planisware but curious about Planisware Live, our cloud-hosted solution?

Planisware Live is more than just an outsourced IT infrastructure – it comes with programs and policies to support your PPM initiative from server to end user. Join this session to learn about the benefits and ROI of using Planisware Live, and how and how this compares to our on-premise offering.

Audience: All


Customer Presentation Breakouts - choose 1 to attend

no sign-up required


The Perfect is the Enemy of the Good: What Risks to Take – and Not Take – In an Accelerated PPM Implementation

Daniel Rosan, Director of R&D Resource and Performance Management
Jo James, Associate Director of R&D Business Operations


In 2016 Biogen initiated a comprehensive redesign of our project, resource, and portfolio management capabilities. This included an upgrade of service delivery, streamlined governance, re-alignment of research units, business process redesign, and technology upgrade. In 2017, Biogen selected Planisware as our PPM technology provider and CGI as implementation lead. Selection was based on ability to meet the requirements of the re-designed business process. Incumbency was not considered.

The combined Biogen R&D, Biogen IT, CGI, and Planisware team then implemented a SaaS Planisware V6.2 implementation using an accelerated, staged approach, with first go-live approximately one quarter after project launch and full implementation within two quarters. Implementation of additional reporting continues. The project relied on change strategies including an Executive Steering Committee & User Advisory Board. Technically, this project required integration with Master Data Management, HR systems, financial systems, and data hub architecture enabling comprehensive multi-system reporting via Tableau.

The result was an industry-leading implementation as measured by time- to- value, user acceptance, integration performance, and adherence to planned timelines & budgets. Biogen will share critical success factors in the implementation, areas where we struggled, and what we see as our next steps. We will provide our guidance for organizations undertaking PPM software implementations as to what to replicate and what to do differently.


It Can Be Done

Todd Hitt, Senior Program Manager

In early 2017, Battelle began implementing its first-ever PPM solution to provide a standardized project management solution for Battelle’s four business units: National Security, Health, CBRNE Defense and Infrastructure and Environment. The project’s overall goal was to achieve consistent, scalable project management throughout Battelle. Battelle’s overall approach included piloting Planisware in it’s National Security unit to learn how Planisware can best be used and determine how to adapt processes to Planisware or Planisware to our processes.

This presentation will discuss the implementation’s objectives, challenges and solutions. The team faced several technical challenges during the process, such as developing the ability to price proposals in real-time using Battelle’s overhead rates and implementing contract management; Battelle integrated PeopleSoft and Microsoft Dynamics CRM to provide actual costs and demographic data.

Planisware will support approximately 400 project managers who oversee 1,000 concurrent projects. Key functionalities include portfolio management, resource management, project management, cost management, earned value management and proposals management.

Battelle is a non-profit contract research organization providing R&D services for government and commercial clients in subjects ranging from life sciences research to cyber security, with the mission to “Translate scientific discovery and technology advances into societal benefits.”


5:30 PM


Day 1 Concludes

Join us for dinner at One Market Restaurant at 6:30pm




6:30 PM - 10:00 PM


One Market Restaurant

Join fellow attendees, speakers, thought leaders, partners and Planisware experts for dinner on San Francisco's Embarcadero.

Walking distance from Hotel Nikko and overlooking the Bay Bridge, One Market Restaurant is a fine-dining restaurant with a farm-to-table menu. Located at 1 Market Street, San Francisco, CA 94105. Phone: (415) 777-5577.


Cocktail hour is sponsored by PriceWaterhouseCoopers




Please note this agenda is still being finalized; times, locations and sessions could change.