2018 USER SUMMIT NORTH AMERICA AGENDA - DAY 2 Thursday, May 17 San Francisco - Hotel Nikko MORNING REGISTRATION AND PLENARY SESSIONS 8:00 AM Ballroom Foyer 3rd Floor REGISTRATION & BREAKFAST Sign-in for the Summit, pick up your name badge and welcome packet, and grab breakfast while mingling with attendees. 9:00 AM Nikko Grand Ballroom I & II The Heart of Innovation: Engaging People’s Strengths & Spirits to Deliver Impact Lori Lovens, Founder, Innovation Savvy When people thrive, innovation thrives…so how do we support people thriving so they are fully engaged, creative, collaborative...to drive innovation? When we build innovation teams, the first…and often only…element we consider is cognitive. This includes their functional expertise: their skills and education. We need R&D, engineering, supply chain, marketing…that’s how we build cross-functional teams. A growing number of studies, including Google’s evaluation of teams, highlight that the most important contributors to team success include Shared Purpose, Psychological Safety, and Meaning…knowing their work has an impact. These are effective elements, connecting people’s hearts to their work. When Larry Fink, Chairman & CEO of BlackRock, recently challenged CEOs to make social impact part of their vision and strategy, he was also pointing the way to engaging people more deeply in their work. Once their spirits are engaged, it’s time to leverage the final element…their instinctive strengths. By understanding innovators’ strengths, how they instinctively take action in each stage, we can identify risk factors for miscommunication, tension and conflict. We can determine where teams are likely to get stuck or have blind spots. These insights allow us to design teams, as well as effectively lead existing teams, and build their capacity to collaborate and innovate. Whether you’re utilizing Stage-Gate, Agile, Lean or other models, we can predict and significantly improve the performance and productivity of innovators and teams throughout each stage of the innovation process. 9:45 AM Nikko Grand Ballroom I & II Project Management in the World of Simulators CAE Raffi Shnorhokian, Manager, Project Management Department Daniel Normand, IT System expert CAE is a global leader in training for the civil aviation, defense and security, and healthcare markets. Backed by a 70-year record of industry firsts, CAE continues to help define global training standards with our innovative virtual-to-live training solutions to make flying safer, maintain defense force readiness and enhance patient safety. This presentation provides an overview of the different products offered by CAE and explains the project management principals and how Planisware supports the processes used in the company. It also highlights the daily challenges faced by the project manager in this fast-paced, high-tech global environment. 10:30 AM Ballroom Foyer 3rd Floor AM BREAK Customer Presentation Breakouts - choose 1 to attend no sign-up required 11:00 AM Nikko Grand Ballroom I & II Product and Portfolio Management Resource Forecasting AMGEN Chris Denove, Sr. Resource Forecasting Manager, Amgen Amy Huynh, Sr. Program Manager - Product & Portfolio Management, Amgen Disha Patel, Sr. Lead Information Systems – Commercialization and Product & Portfolio Management Services, Amgen Amgen is the largest global biotechnology company whose mission is to serve patients. Amgen's portfolio is robust — constant acumen in planning and prioritizing the portfolio and products is necessary. During this session, the Amgen team will provide insight into their multi-year journey of Planisware implementation which is an integral component to Amgen's Full Potential initiative transforming its commercialization capability. This cross-functional team, comprised of representation from global development, commercialization product and portfolio management, and information systems functions, will dive deeper into their recent implementation of resource forecasting for the global development function and share some key lessons learned through this effort. 11:00 AM Monterey I (3rd floor) Death, Taxes, Timeline Compression and Poor Prioritization: Life's Guarantees BEAM SUNTORY Jennifer Biggs, Operations Manager, Global Commercialization Nick Duncan, Global Commercialization Systems Lead Eric Schuetzler, Senior Director, Global Commercialization & Contract Manufacturing 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 with over 80 parent brands, Beam Suntory is facing increased competition and a slowing category growth trajectory in the North American market. This resulted in explosive project pipeline growth in 2017. It quickly became clear that an internal framework was not in place to discuss the end to end organizational impact of the ever growing and changing project pipeline. This presentation provides an overview of how Beam Suntory’s Global Commercialization team leveraged simplified resource planning and Planisware capabilities to measure organizational resource impact and project timeline compression. The team created a vocabulary framework within Beam Suntory and leveraged this data to ultimately change the discussion at the highest levels of the organization. They will show how utilizing Planisware data to highlight critical pipeline issues can enable long-term improved pipeline prioritization, a healthy project mix, and a sustainable way to resource the highest-value projects. Interactive Group Breakouts - choose 1 to attend Registered attendees can sign-up for these breakouts using our event app 11:45 AM Monterey II (3rd floor) Aligning Resource Effort with Strategy Hannah Everard, Program & Portfolio Manager, Ipreo Carefully defining strategy and ensuring that your portfolio is aligned to support them is only half the battle. How do we close the loop to understand whether enterprise resources are truly working on the right things? In this session we will discuss options for leveraging Planisware to provide insight into how effort is being spent and whether it is aligned to the strategic direction of the organization. We will consider several methods from the dreaded use of employee time tracking to using Agile Story Points and JIRA integration to validate where effort is being spent. 11:45 AM Monterey I (3rd floor) Agile + Stage Gate: “Step by Step, Ferociously” Colin Palombo, Co-founder of Innovation Framework Technologies LLC and Co-founder of Bizmotion LLC Chris Poole, Managing Partner, Bizmotion LLC The stage and gate process for physical new product development has had a great run: over the last 30 years, 80% of North American NPD organizations have adopted stage and gate to reduce time-to-market and increase product success rates. Yet in the digital innovation world of Silicon Valley, stage gate is rarely used (or even understood). Instead ‘agile development’ and ‘minimum viable product’ approaches are the norm. These two worlds are colliding, as products increasingly become physical plus digital. Perhaps the best proponent of this is Jeff Bezos, who built Amazon by relentlessly digitally innovating, and who is now building spaceships with his company Blue Origin, whose motto is: “Gradatim Ferociter,” Latin for “Step by Step, Ferociously.” Dr. Robert Cooper, originator of the stage gate process, has stated that “combining agile project management techniques with a full Stage-Gate lifecycle is the most important change to the product development process in 30 years.” 70 % of North American (physical product) companies now consider agile product development a high priority. In this session, we will discuss how agile plus stage gate can be combined to get the best from both, and show how Planisware can be used to support this combined NPD approach: Definitions: Being clear on the essential elements of agile and stage gate, and why they are complementary and not competing methods. Objectives: Why are organizations adopting hybrid stage-gate rather than using just one or the other? Implementation: How agile + stage gate can be implemented. Examples: Case studies of two organizations that have adopted variants of agile stage gate, enabled by Planisware. 11:45 AM Bay View (25th floor) Principles of a Successful Upgrade: Learnings from GSK's Upgrade Experience Mark Trevor, Head of Resource Management Foundation, GSK Systems are critical to the smooth running of an R&D enterprise. Effective maintenance and keeping software current is an ongoing requirement. Upgrades must therefore be slick, to minimize disruption to users, whilst evolving functionality and capability that will further progress the business. In this interactive session, Mark will provide an overview of GSK’s recent upgrade project, talking through the essential elements that made the process a success, as well as reviewing the areas that could have been further improved. Discussion will then be opened to the audience to invite questions and share experience in this space. The focus will be business-centric (not the technical specifics). Key themes will include: Leadership & Motivation Teamwork & Partnership across the business Strategy Communication Delivery 11:45 AM Mendocino I (2nd floor) Manage Your Innovation Process Mark Nelson, Director, Innovation & PPM Practices, Planisware One of the key benefits of an integrated PPM system is immediate access to a single source of project and portfolio data to support the management of your innovation processes. How do you ensure that your organization is taking full advantage of this benefit? In this session, we will discuss different techniques for improved monitoring of innovation processes, including: portfolio governance process; managing your gate process, managing your project execution and review process. What functionality, data, dashboards, and techniques can be leveraged to better support these processes. This is a highly interactive session where participants will share and discuss the techniques that they have employed to manage and improve the health of their innovation processes, and the strengths and weaknesses of those techniques. 11:45 AM Mendocino II (2nd floor) Organizational Change Management Tori Fleek, Senior Consultant, Pharmaceutical & Life Sciences R&D Advisory, PricewaterhouseCoopers (PwC) Anthony Di Stefano, Director, Pharmaceutical & Life Sciences R&D Advisory, PricewaterhouseCoopers (PwC) This session focuses on discussing a practical approach to organizational change management for science based organizations. 11:45 AM Golden Gate (25th floor) Schedule Visualization Michael Connolley, Director, Project Coordination and Resource Management, Daiichi Sankyo There is no faster way to lose an audience’s attention than trying to explain a Gantt chart. Yet, project managers frequently need to explain the intricacies of their project schedules to project team members and senior management. In this workshop, we will share best practices for using Planisware to create schedule visualizations that impart a deep understanding of the project. More specifically, we will explore the questions: What types of schedule visualizations are valuable? What characteristics make them valuable? How can Planisware help create these visualizations? 12:45 PM Carmel and Nikko Grand Ballroom III LUNCH Lunch will be served in the Carmel room AND the Nikko Grand Ballroom III (next to the general sessions). Planisware Solution Workshops - choose 1 to attend Registered attendees can sign-up for these workshops using our event app 1:45 PM Monterey I (3rd floor) 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 1:45 PM Mendocino I (2nd floor) What Does My Project Cost? Planisware’s project management module is more than just a scheduling tool. Its fully integrated scheduling engine ensures that resources and costs align with project timelines and supports best practices for composing project budgets. This session includes a simple demonstration of how to manage costs in Planisware and highlights a few real-life use cases - from tracking specific types of costs, to leveraging Planisware as a primary budget management tool, to establishing Planisware budgeting within the organization’s finance ecosystem. This session is ideal for project managers who are managing schedule timelines in Planisware but are not yet tracking costs / budgets. Audience: Business, particularly Project Managers 1:45 PM Golden Gate (25th floor) Pharma CAB - Part 1 (Members only) 1:45 PM Nikko Grand Ballroom I & II 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 1:45 PM Bay View (25th floor) Effective, Efficient Portfolio Analysis and Governance Which tools and techniques in Planisware are available to help you understand, analyze, and communicate the state of your Portfolio? In this session we’ll show sample dashboards and demonstrate methods to communicate both tactical and strategic imperatives. A walk-through will illustrate how process tools like the workbox, and meeting management are fully integrated with communication and reporting tools such as bookmarks and the presentations module, to provide a seamless portfolio analysis, governance, and communication experience. Audience: All 1:45 PM Mendocino II (2nd floor) Can you Kanban? – Managing Projects and Programs with Agility Whether you’re an Agile newcomer or an Agile scrummaster, join this session to learn when you might want to leverage Agile capabilities in Planisware to manage a project iteratively while improving team collaboration. Get an intro and live look at the simple yet effective Agile-inspired processes, tools, and reports within Planisware’s PM best practices suite to help expedite and simplify project execution. Integration with Jira will also be covered. Audience: Business, particularly Project Managers 1:45 PM Monterey II (3rd floor) 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 3:00 PM Ballroom Foyer 3rd Floor PM BREAK Planisware Solution Workshops - choose 1 to attend Registered attendees can sign-up for these workshops using our event app 3:30 PM Monterey I (3rd floor) Interfaces and Integrations with Planisware Enterprises of today rely on a diverse set of applications and tools to run their businesses, which entails a need for robustly integrated systems. This session focuses on new Planisware interfaces as well as integration tools. Topics will include a new document management interface that includes integrations with cloud-based productivity tools such as Microsoft Office 365 and G-Suite, as well as a new agile project management interface with JIRA. Additionally, interfaces such as OData (Open data protocol) and IMPEX (import-export module) will be discussed and use case examples will be presented. Audience: Super Users, Business Admin, IT 3:30 PM Mendocino I (2nd floor) What Does My Project Cost? Planisware’s project management module is more than just a scheduling tool. Its fully integrated scheduling engine ensures that resources and costs align with project timelines and supports best practices for composing project budgets. This session includes a simple demonstration of how to manage costs in Planisware and highlights a few real-life use cases - from tracking specific types of costs, to leveraging Planisware as a primary budget management tool, to establishing Planisware budgeting within the organization’s finance ecosystem. This session is ideal for project managers who are managing schedule timelines in Planisware but are not yet tracking costs / budgets. Audience: Business, particularly Project Managers 3:30 PM Golden Gate (25th floor) Pharma CAB - Part 2 (Members only) 3:30 PM Nikko Grand Ballroom I & II 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 3:30 PM Bay View (25th floor) Effective, Efficient Portfolio Analysis and Governance Which tools and techniques in Planisware are available to help you understand, analyze, and communicate the state of your Portfolio? In this session we’ll show sample dashboards and demonstrate methods to communicate both tactical and strategic imperatives. A walk-through will illustrate how process tools like the workbox, and meeting management are fully integrated with communication and reporting tools such as bookmarks and the presentations module, to provide a seamless portfolio analysis, governance, and communication experience. Audience: All 3:30 PM Mendocino II (2nd floor) Can you Kanban? – Managing Projects and Programs with Agility Whether you’re an Agile newcomer or an Agile scrummaster, join this session to learn when you might want to leverage Agile capabilities in Planisware to manage a project iteratively while improving team collaboration. Get an intro and live look at the simple yet effective Agile-inspired processes, tools, and reports within Planisware’s PM best practices suite to help expedite and simplify project execution. Integration with Jira will also be covered. Audience: Business, particularly Project Managers 3:30 PM Monterey II (3rd floor) 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 4:45 PM Nikko Grand Ballroom I & II Wrap-up and Day 2 Concludes Thank you for attending! Back to Wednesday's agenda or the User Summit page Please note this agenda is still being finalized; times, locations and sessions could change.