Exchange23

• 8:00 AM – 9:00AM: Breakfast (In-person)
• 9:00 AM – 4:00 PM: Enterprise Training: Discovery Path (In-person)
  • The discovery training is a session of an overview of key modules and functionalities with Planisware covering project, portfolio, resource and cost management. The intended audience would be a power user within your organization. 
  • Speakers: Lisa Melhem and Victoria Rance
• 9:00 AM – 11:00AM: Enterprise Customer Advisory Board Meeting* (In-person & Virtual)
• 9:00 AM – 10:00 AM: Orchestra Customer Advisory Board Meeting* (In-person & Virtual)
• 11:10 AM – 3:00 PM: Life Sciences BPWG Meeting*  (In-person & Virtual)
• 12:00 PM – 12:45 PM: Lunch (In-person)
• 01:00 PM – 03:00 PM: IT BPWG Meeting* (In-person & Virtual)
• 01:00 PM – 03:00 PM: NPD BPWG Meeting*  (In-person & Virtual)
• 01:00 PM– 03:00 PM: PC&E BPWG Meeting*  (In-person & Virtual)
• 01:00 PM – 04:00 PM: Partner Meeting* (In-person)
• 3:15 PM – 4:15 PM: Joint BPWG Meeting (LFS, NPD, PC&E, IT)* (In-person & Virtual)
• 3:15 PM – 4:15 PM: Orchestra User Group Meeting* (In-person & Virtual)
• 4:15 PM – 05:00 PM: Speed Networking  (In-person)
• 06:00 PM – 09:00 PM: Welcome Reception (In-person)

*by invitation only 

• 08:00 AM – 09:00 AM: Breakfast (In-person)
• 09:00 AM – 10:30 AM: Opening Keynote: Thriving in Uncertainty (In-person & Virtual) 
  • Exchange23 kicks off with exciting updates and insights. Join Antoine Villata, CEO North America, and Planisware leadership for an in-depth look at Planisware and our commitment to you, our community of customers and partners. We will share with you exciting news and announcements in our forward-looking statements, and cap it off with can't miss Enterprise and Orchestra product demonstrations.
• 10:30 AM – 11:15 AM: Break: Planisware Village Open Hours (In-person)
• 11:15 AM – 12:00 PM: Mastering Portfolio Agility: Thriving Amidst Uncertainty with ADM (In-person & Virtual)
  • In this keynote, Jen Ciolino from ADM will delve into the power of effective portfolio practices for balancing project investments across strategic drivers, ensuring organizations thrive amidst economic uncertainty. By prioritizing visibility into decision impacts for new initiatives, resource constraints, and sequencing dependencies, Jen will share how businesses can make informed decisions and optimize investments quickly. She will also discuss the significance of streamlined portfolio management processes and data, which provide invaluable insights into project execution and cross-project dependencies. Emphasizing the importance of standardizing ways of working, delivering projects, and reporting, Jen will showcase how these practices enhance collaboration among stakeholders and improve overall team performance. 
  • Speaker: Jen Ciolino, ADM
• 12:00 PM – 1:30 PM: Lunch (In-person)
• 12:00 PM – 1:30 PM: Orchestra lunch (In-person)
  • Join us for lunch and get the opportunity to meet members of our team, as well as other valued Orchestra customers! This is a great chance to exchange ideas, insights, and experiences, all while enjoying a delicious meal
  • Host: Maud Naveau
• 12:00 PM – 1:30 PM: Planisware Village Open Hours (In-person)
• 1:30 PM – 2:15 PM: Driving Change and Improving Data Quality: Implementing a Project Planning Center of Excellence with Bristol Myers Squibb (In-person)
  • In 2020 a "New” Bristol Myers Squibb was formed after the merger with Celgene. The larger company, with a more diverse portfolio and integrated systems, introduced data quality challenges. An initiative sponsored to assess core R&D Operations capabilities across Project Management, Resource Management, Financial Management, and Portfolio Management identified data quality improvement opportunities in Project Planning. A collaboration between Project Management, Project Planning, and Business Capabilities was created as the Project Planning Center of Excellence (PPCOE) to define good planning practices, standards, and definitions in order to utilize ePlan (BMS implementation of Planisware) as the “One Source of Truth” for the R&D Book of Work (BoW). A group of data quality queries and reports were created in ePlan to enable the project planners and reduced data quality errors by 60% and reached a target of 99.5% accuracy. 
  • Speaker: Andrew Cheng, BMS, Margery Davis-Leeman, BMS
• 1:30 PM – 2:15 PM: PG&E’s journey to power up Agile and Waterfall portfolios, plugged in by Planisware (In-person)
  • Derek Meisenhelder and colleagues from PG&E will discuss their two year journey to select and implement a new Project Portfolio Management application.  Multiple non-integrated legacy systems presented a number of business challenges which were holding back the organization.  Through the implementation of a new best-in-class application, delivery team efficiency was increased while simultaneously providing leadership with greatly improved visibility into the true status of the portfolio.  We will also discuss the challenges of integrating of both waterfall and agile delivery methodologies into a single unified PPM application as well as our goals for continued maturity grown over the next few years. 
  • You can read about PG&E’s data privacy practices here or at PGE.com/privacy.
  • Speaker: Derek Meisenhelder, PG&E, Marc Hartman, PG&E, Lakesha Smith, PG&E
• 1:30 PM – 2:15 PM: Knowledge Sharing: Process Mapping Basics (In-person & Virtual)
  • Process documentation comes in many forms - SOP, swimlane, Gantt, KBA, etc. Unfortunately, many staff rely on tribal knowledge, muscle memory, or a "best guess" to get through some processes. This session will introduce the fundamental concepts in creating flow chart & swimlane maps.
  • Speakers: Antonio Nava, UCSD 
• 1:30 PM – 2:15 PM: Training: BI Box (In-person)
  • Planisware is presenting the BiBox connector, which allows users to instantly connect to and leverage best-of-breed BI tools like Tableau and PowerBI. Learn how to export your Planisware dataset and unify it with data from other sources.
  • Speakers: William Ramos and Sam Nadjari   
• 2:15 PM – 3:00 PM: Break: Planisware Village Open Hours (In-person)
• 3:00 PM – 4:30 PM: Workshop: UNITE (Uncovering New and Innovative Techniques Event) (In-person)
  • Join Planisware experts and your peers across industries in a race to create the most creative PEX dashboard you can build. In this session, Planisware will provide mock data and customers will be paired up in teams. The teams will be given 45 minutes to showcase their PEX skills. A small prize will be awarded to the team with the most imaginative dashboard. This session will only be available in person. 
  • Facilitators: Aimee Rodrigues, Moussa Gherbi, Corentin Begoc and Doug Mandart 
• 3:15 PM – 4:00 PM: Product Session: Forecast with Confidence with Monte Carlo (In-person & Virtual)
  • KPIs, forecasts and planned milestones are the expected outcome of one of many possible scenarios. To support decision making, leaders need to know the level of confidence associated with this scenario. 
  • Planisware provides a Monte Carlo simulation engine that allows you to model uncertainty, capture its impact in project timelines and financials, and have confidence in the accuracy of your forecasts. 
  • In this session, you will learn how to use the Planisware Monte Carlo simulation tool for the following use cases: 
    • Schedule planning
    • Risk analysis and contingency planning
    • Financial forecasting
  • Speakers Xavier Pellarin & Mariana D'Apuzzo 
• 3:15 PM – 4:00 PM: Change Management: The Planisware toolkit to bolster user adoption (In-Person &Virtual)
  • Planisware is not “Build it and they will come” implementation. PPM implementations are multi-level, cross functional, complex, and impact the way people do their jobs. In this session, we will focus tools and techniques you should consider post-go live: what can be done in Planisware today that will improve adoption; what advanced tools you should be considering and the standard (and efficient) OCM techniques you must adopt.
  • Speakers: Caitlin Harril and Dan Sassi
• 3:15 PM – 4:00 PM: Training: PM Go (In-person)
  • The Planisware training team will provide an introduction and walkthrough of the PMGo module. Learn about the simplified approach to Project Management, and how you may leverage the module to onboard your project managers more quickly and get your data into the application sooner
  • Speaker: Victoria Rance
• 3:15 PM – 4:00 PM: Enabling Digitalization and Innovation in Healthcare: The Implementation of Planisware Orchestra by an IT PMO Department (In-Person) 
  • Join us in this session where we will discuss how one IT PMO department implemented Planisware Orchestra to prioritize their growing demand for digitalization and innovation within Healthcare.
  • Speaker: Lucy Bryant
• 4:30 PM – 5:15 PM: Optimizing ADNOC's Capital Projects Portfolio with the help of Planisware (In-person & Virtual)
  • ADNOC is a fast paced, diverse and complex business. With upstream and downstream operations spanning multiple group companies and subsidiaries, local and international shareholders and partners, ADNOC is at the forefront of delivering high value projects which form the cornerstone of the growth and investment strategy of the United Arab Emirates. Learn how Planisware and ADNOC work hand in hand in ensuring the capture and dissemination of accurate data in a timely manner, allowing informed decision-making and project intervention that ensures continued success of projects and a sustained ROI from its project portfolio.
  • Speaker: Moustafa Mahmoud Hefny, ADNOC
• 4:30 PM – 5:15 PM: Enterprise Training: Data Quality Audit (In-person)
  • Planisware is presenting our new DQA feature allowing you, in the Project module, to evaluate the health and status of any project schedules. Based on a customizable criteria set, these metrics provide a standardized way to assess the quality of a project schedule, identify potential problems or delays, and take corrective action to keep the project on track. 
  • Speaker: Dan Sassi
• 4:30 PM – 5:15 PM: Knowledge Sharing: Show and Tell (In-person)
  • Customers learn from sharing tips and tricks with each other. The information shared transcends industries and can be what moves the needle in bringing additional value to their organization. In this session, customers will share how they enhanced out of the box configuration to meet a business need. In the spirit of sharing we ask that no phones or laptops be out, unless you are the one sharing, to create an environment that everyone feels comfortable in. This session will only be available in person. 
  • Facilitators: Aimee Rodrigues, Elise Mascret 
• 4:30 PM – 5:15 PM: Bringing tangible value to your organization through AI and Machine Learning with Patch & Sparks (In-Person)
  •  Join Planisware and one of our sponsors, Patch & Sparks, as they speak to Planisware's AI and Machine Learning functionality. Andrew, Glen and Guillaume will walk you through what AI and ML means to Plansiware, review a real life use case and explain the value this brings to your organization.
• 6:30 PM – 09:30 PM: Appreciation Dinner & Excellence Awards Ceremony (In-person)

• 7:00 AM – 07:45 AM: Morning Water Aerobics, Hotel Nikko Indoor Pool (In-person)
  • Join Aimee Rodrigues for a fun, low impact workout. Exercises are performed to lively, motivating music and are effective and easy to follow. Don’t forget your swimsuit
• 07:00 AM – 07:45 AM: Fun Run | 5K or 8K (In-person), Meet in Hotel NIkko Lobby
  • Join us for an opportunity to take in some fresh air and see San Francisco. Don’t forget your sneakers! 
• 08:00 AM – 09:00 AM: Breakfast (In-person)
• 09:00 AM – 09:40 AM: Customer Keynote with PepsiCo: Optimizing Innovation in Uncertain Times (In-person & Virtual)
  • As a major player in the Beverages and Convenient Foods sector, innovation plays a key role at PepsiCo in driving positive growth through uncertain times. The challenge with CPG innovation is typically a combination of prioritization (“doing the right projects”) and then developing and executing with excellence (“doing the projects right”). In this customer keynote, Chris Mayson from PepsiCo will share insights about some of the key jobs to be done on innovation, how the company is looking to digitize its innovation processes, and provide some real examples of how his team is now working with Planisware to drive a step-change in user experience and functionality. 
  • Speaker: Chris Mayson, PepsiCo
• 09:45 AM – 10:25 AM: Knowledge Sharing: Lean Six Sigma Introduction (In-person & Virtual)
  • If you're starting a Continuous Improvement journey, this session will provide the foundational concepts and terminology you will need. Participants will learn about the Lean Six Sigma methodology and will be introduced to a few of the tools, while examining recent projects at UC San Diego. 
  • Speaker: Antonio Nava, UCSD 
• 09:45 AM – 10:25 AM: Orchestra, the first adventure in your PPM journey (In-person & Virtual)
  • How your businesses can effectively use Planisware Orchestra to enable cross-functional collaboration and streamline project management processes across smaller teams. We will cover topics such as portfolio prioritization, resource allocation, risk management, and project tracking.
  • Speakers: Moussa Gherbi, Parsa Mogharabin 
• 09:45 AM – 10:25 AM: Orchestra Roadmap: What Does v8 Hold for You? (In-person & Virtual)
  • Join us in this 40-minute session to get a deep-dive in our upcoming product roadmap. Get a firsthand look at the new features that are being developed to further enhance your end-user experience. We will also be discussing the future of the product and providing a sneak peek of our upcoming new features and find out how you could leverage them to get even more value out of the system. 
  • Speakers: Loic Martinot & Michael Heinzelmann 
• 10:25 AM – 11:00 AM: Break: Planisware Village Open Hours (In-person)
• 11:00 AM – 11:45 AM: Product Session: Post Go Live Offerings (In-person & Virtual)
  • Learn how Planisware can continue to support your implementation post go-live. In this session, we will touch on Academy, Engage, the CSM program and our managed services offering.
  • Speakers: Ryan Hill & Sandy Dinkins & Chris Milosevich 
• 11:00 AM – 11:45 AM: Mercury: Utilizing PPM Analytics to Unlock Value & Speed with Amgen (In-person & Virtual)
  • Two years ago, our executives needed to understand our key program milestones for the pharmaceutical portfolio, so we created the project ‘Mercury’ to create a single source of truth for all of Amgen. We connected our PPM and PPM-adjacent data from Planisware Enterprise to Tableau dashboards, which were made available to executive leadership. Project Mercury allows Amgen to monitor and identify delays, improve the speed of intervention and recovery, and take better advantage of accelerations 
  • Speakers: Vasant Nambiar, Amgen and Matt Decoteau, Amgen 
• 11:00 AM – 11:45 AM: Masterclass: Orchestra Analytics Box (In-person & Virtual)
  • Learn how to connect your BI tools to Orchestra to integrate your data into your internal processes. Take ownership of your Orchestra data and independently develop your own custom reports.
  • Speaker: Felix Madero 
• 11:00 AM – 11:45 AM: Workshop: A SAFe Place for Agility (In-person & Virtual)
  • If the past few years (even months) have shown us anything, it is that disruption IS the new normal.  Organizations that have thrived through disruption are those that can react immediately at both operational and strategic levels.  While Agile concepts and methodologies are far from new, their successful implementation is critical to advancement now more than ever. 
  • Speakers: Corentin Jardel & Caitlin Harril & Austin Thomas (AJ) 
• 11:45 AM – 12:00 PM: Closing remarks (In-person & Virtual)
• 12:00 PM – 12:45 PM: Lunch (In-person)
• 1:00 PM – 01:45 PM: Horizon Series: Leveraging Best Practices and Lessons Learned from Life Science Customers to Increase Value and ROI of Planisware within Other Industries (In-person)
  • Are you using all of the functionality within Planisware you can? Are algorithms helping you track samples, goods, components or define pricing for new markets? While you leverage stage and gate governance processes, are you taking the probability of technical and regulatory (or commercial) success into account (PTRS)? During this session, we will share how algorithms can be used for more than just resource management. We will also explore the topic of PTRS and how essential that is to a healthy pipeline.
  • Speakers: Aimee Rodrigues and Elise Mascret 
• 1:00 PM – 1:45 PM: Horizon Series: Horizon Series: Did You Know PPM Also Stands for Product Portfolio Management? (In-Person)
  • Your organization successfully uses Planisware for its IT projects, capital projects or compound development projects - but wait! Aren't you also launching products for your customers to buy? Bringing products to market take more than one project and involves many other functions and external contributors. Learn how organizations leverage capabilities of the Product Management module to offer a product-centric view of their portfolio. During this session, we will share how various projects ultimately contribute to product launches and how Planisware can help you tame the complexity of product project management needs.
  • Speakers: Vincent Batteur, Geoffrey Sibel, Pranav Dhir
• 1:00 PM – 1:45 PM: Horizon Series: Portfolio Management for All (In-Person)
  • Must-attend session if your organization currently uses more than just Planisware as portfolio management solution! Our team of experts will show you how to effortlessly manage projects, make data-informed portfolio decisions and best leverage stunning dashboards to support any function. Plus, we'll help you break free from the Agile/Waterfall debate by connecting data typically trapped in functional silos. Don't miss out on this opportunity to streamline your portfolio management. 
  • Speakers: Andre Hollingwortrh, Austin (AJ) Thomas, Corentin Jardel, Olivier Fleischmann
• 1:00 PM – 1:45 PM: Horizon Series: Streamlining Service Operations: How Planisware Can Revolutionize Your Services Organization! (In-Person)
  • Come and see how Planisware can be used to manage customer-facing projects with workflow collaboration, contractors, contracts and revenue recognition. Planisware provides a financially controlled, orders-to-cash process from opportunities tracked in your CRM system to invoicing and financial reporting. Our customer portal allows workflow collaboration with internal but also external stakeholders to accelerate projects and maximize customer satisfaction & revenues.  
  • Speakers: Larry Kading, Jennifer Castro and Gilles Almeras
• 2:00 PM – 2:45 PM: Horizon Series: Leveraging Best Practices and Lessons Learned from Life Science Customers to Increase Value and ROI of Planisware within Other Industries (In-person)
  • Are you using all of the functionality within Planisware you can? Are algorithms helping you track samples, goods, components or define pricing for new markets? While you leverage stage and gate governance processes, are you taking the probability of technical and regulatory (or commercial) success into account (PTRS)? During this session, we will share how algorithms can be used for more than just resource management. We will also explore the topic of PTRS and how essential that is to a healthy pipeline.
  • Speakers: Aimee Rodrigues and Elise Mascret
• 2:00 PM – 2:45 PM: Horizon Series: Horizon Series: Did You Know PPM Also Stands for Product Portfolio Management? (In-Person)
  • Your organization successfully uses Planisware for its IT projects, capital projects or compound development projects - but wait! Aren't you also launching products for your customers to buy? Bringing products to market take more than one project and involves many other functions and external contributors. Learn how organizations leverage capabilities of the Product Management module to offer a product-centric view of their portfolio. During this session, we will share how various projects ultimately contribute to product launches and how Planisware can help you tame the complexity of product project management needs.
  • Speakers: Vincent Batteur, Geoffrey Sibel, Pranav Dhir
• 2:00 PM – 2:45 PM: Horizon Series: Portfolio Management for All (In-Person)
  • Must-attend session if your organization currently uses more than just Planisware as portfolio management solution! Our team of experts will show you how to effortlessly manage projects, make data-informed portfolio decisions and best leverage stunning dashboards to support any function. Plus, we'll help you break free from the Agile/Waterfall debate by connecting data typically trapped in functional silos. Don't miss out on this opportunity to streamline your portfolio management. 
  • Speakers: Andre Hollingwortrh, Austin (AJ) Thomas, Corentin Jardel, Olivier Fleischmann
• 2:00 PM – 2:45 PM: Horizon Series: Streamlining Service Operations: How Planisware Can Revolutionize Your Services Organization! (In-Person)
  • Come and see how Planisware can be used to manage customer-facing projects with workflow collaboration, contractors, contracts and revenue recognition. Planisware provides a financially controlled, orders-to-cash process from opportunities tracked in your CRM system to invoicing and financial reporting. Our customer portal allows workflow collaboration with internal but also external stakeholders to accelerate projects and maximize customer satisfaction & revenues.  
  • Speakers: Larry Kading, Jennifer Castro and Gilles Almeras
• 1:00 PM – 3:00 PM: Planisware Village - Open Hours (In-Person)
• 1:00 PM – 3:00 PM: Advanced Algorithm training, Part One (In-person & Virtual)
  • During this session we will cover what equations are, best practices, how to build templates, how to execute and implement them. We will also discuss forecasting time frames, tips and tricks and formula writing. There will be plenty of time for Q&A. The intended audience is someone familiar with Planisware algorithms and anyone looking to increase their knowledge of this functionality.
• 3:00 PM – 5:00 PM: Advanced Algorithm training, Part Two (In-person & Virtual)

  • During this sessions we will cover what equations are, best practices, how to build templates, how to execute and implement them. We will also discuss forecasting time frames, tips and tricks and formula writing. There will be plenty of time for Q&A. The intended audience is someone familiar with Planisware algorithms and anyone looking to increase their knowledge of this functionality. 

• 5:00 PM: Conference Ends