2014 Global Resource Management & Capacity Planning Benchmark Survey The Resource Dilemma Is Solvable….. Steve Beaumont Solutions Marketing Manager - Planview

© 2014 Planview, Inc. | 2 | Confidential  How can organizations be confident that they will have the capacity to meet strategic business goals with their current, finite resources?  And how can organizations ensure the right people are assigned to the right projects at the right time? The Dilemma

© 2014 Planview, Inc. | 3 | Confidential 2014 State of Resource Management and Capacity Planning 480 Global Participants from Professional Services, Product Development, IT, Enterprise PMOs etc. Ranked RM and CP on a maturity model from low to high maturity Top pain points, risks and unique practices Explore the data at RMCP.planview.com About the Study 3

© 2014 Planview, Inc. | 4 | Confidential Definitions 4 Assignment Tactical Execution/Operations Strategic Planning The ongoing assignment and maintenance of organizational resources as part of project operations and execution Assignment The assessment of available capacity during the demand prioritization and selection processes Capacity PlanningResource Management

© 2014 Planview, Inc. | 5 | Confidential Capacity Planning Pain Points Resource Management Pain Points The Business Risk of Not Addressing them The Top Five Practices of Top Performers The Resource Dilemma Is Solvable….. Key Takeaways And Finally…. Agenda

© 2014 Planview, Inc. | 6 | Confidential Capacity Planning Pain Points

© 2014 Planview, Inc. | 7 | Confidential Resource Management Pain Points

© 2014 Planview, Inc. | 8 | Confidential The Business Risks of NOT Addressing Resource Management and Capacity Planning

© 2014 Planview, Inc. | 9 | Confidential The 2014 benchmark research shows clear differences in the way best performing organizations approach resource management and capacity planning. The results point to a set of five practices that lower maturity organizations should model to realize bottom- line business benefits and improve resource efficiency The Top Five Practices of Top Performers

© 2014 Planview, Inc. | 10 | Confidential 5 Practices of the Top Performers Holistic view into BOTH pipeline demand and resource capacity 4. Continuous, iterative planning 3. Stop relying on spreadsheets and use the right software 2. Put in Resource Management functions 5. Granular and multi- dimensional in planning

© 2014 Planview, Inc. | 11 | Confidential 1. Holistic View The best performers are 53% more likely than their lower maturity peers to have this capability and the benefits resulting from it GAIN A HOLISTIC VIEW INTO RESOURCE CAPACITY AND PIPELINE DEMAND

© 2014 Planview, Inc. | 12 | Confidential 1. Holistic View 12 Into BOTH Pipeline Demand and Resource Capacity PIPELINE DEMAND Priorities Costs Rank Etc. PIPELINE DEMAND Priorities Costs Rank Etc. RESOURCE CAPACITY Roles Resource Type/Skills Outsource/FTE To make demand decisions with capacity in mind

© 2014 Planview, Inc. | 13 | Confidential 2. Resource Management Function Higher maturity organizations are 36% more likely than their lower maturity counterparts to have a resource management function in place PUT A RESOURCE MANAGEMENT FUNCTION IN PLACE

© 2014 Planview, Inc. | 14 | Confidential 2. Resource Management Function 14 “Exec leadership direction is key. We’ve been at PMO creation and administration for years and we have had starts and stops for years, but until we got executive support from the top down, we didn’t see any movement and activity. Now we are able to move the business units that once operated as separate ‘kingdoms’ all in the same direction, and they are excited about it.” - Project Manager, PMO, Global Manufacturer

© 2014 Planview, Inc. | 15 | Confidential 3. Stop Relying on Basic Tools Higher maturity organizations are 26% less likely than lower maturity organizations to rely on basic tools and spreadsheets STOP RELYING ON SPREADSHEETS AND BASIC TOOLS AND START USING THE RIGHT SOFTWARE

© 2014 Planview, Inc. | 16 | Confidential 4. Continuous, Iterative Capacity Planning The top performers are 40% more likely to have an iterative approach to capacity planning BE MORE ITERATIVE AND CONTINUOUS IN PLANNING

© 2014 Planview, Inc. | 17 | Confidential 5. Granular, Multi- Dimensional Planning GET MORE GRANULAR AND MULTI-DIMENSIONAL FOR RESOURCE PLANNING AND ASSIGNMENTS Mature organizations are 38% less likely to have insufficient detail in capacity or resource information..

© 2014 Planview, Inc. | 18 | Confidential The top performers are no longer in chaos. Instead, they are looking ahead to the true business multipliers:  how to reduce spare capacity;  how to speed innovation;  how to deliver exceptional quality products and services;  how to deliver complex projects on time – all with the resources they have today. The Resource Dilemma Is Solvable…..

© 2014 Planview, Inc. | 19 | Confidential Organizations that are solving the resource dilemma: 1.Understand that resource management and capacity planning are distinct but interrelated disciplines that require attention and improvement to advance resource efficiency and return on resource investments; 2.Have a holistic view into both resource capacity and pipeline demand; 3.Invest in the people, processes, and tools to improve in both areas with statistically significant reductions in pain points. Key Takeaways DEMAND CAPACITY

© 2014 Planview, Inc. | 20 | Confidential And finally - Use the right tools…. The top performers are achieving real business benefits from using the right tools…

© 2014 Planview, Inc. | 21 | Confidential Execution Strategy Financials At the Core of Your Business

© 2014 Planview, Inc. | 22 | Confidential Survey Infographic Available on the Planview stand 104/106

© 2014 Planview, Inc. | 23 | Confidential Next Steps  Assess your organizations & explore the data and get the full report to benchmark with your peers - RMCP.planview.com  Follow the Top 5 Practices of Top Performers  Visit Planview’s Stand 104/106 Visit Planview’s Stand 104/106  23