[Virtual Presenter] Welcome everyone. Today we'll be discussing the power of leveraging artificial intelligence to drive business outcomes. We'll explore how AI is being used to reduce risk, improve decision accuracy, and help deliver projects more efficiently, leading to increased revenues and cost savings for the organization. Let's get started.. 

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LEVERAGING AI  TO ACCELERATE  BUSINESS OUTCOMES

[Audio] AI has the potential to revolutionize digital transformation, unlocking powerful business outcomes. Machine learning, natural language processing and predictive analytics are just some of the technologies that can help organizations improve efficiency and productivity, as well as reduce risk. Planview's AI solution opens the door to additional value from portfolio and project management, allowing you to identify data anomalies and make more accurate decisions, while still maintaining regulatory compliance.. 

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The Impact of AI Could Be Significant to Your Business

[Audio] AI has had a profound impact on businesses. It has enabled powerful insights and accelerated outcomes, making it a fundamental element for success. Planview Copilot takes this to the next level by leveraging experience and customer data to offer best practices and suggestions that can be employed to make timely decisions. Planview Copilot enables PMs to analyze thousands of data points quickly, meaning they can provide insights faster, increase productivity, and help ensure projects remain on track. Let’s look at how Planview Copilot works in practice.. 

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Planview Customer Data  Insights & Planview Expertise

Data is easily accessible Analyze data in secs Deliver instant insights & risks Supported by built-in expertise        & coaching

Data sources everywhere Lengthy, time-consuming searches May miss insights & risks Reliance on company & personal knowledge

undefined. [Audio] Planview Copilot is an AI Assistant for Connected Work which is easy to use and provides a conversational interface. It makes data intelligence achievable for everyone in the organization, saving time and bringing insights to the surface whenever they are required. Not only this, it provides clear suggestions from all ranks of the organization, enabling users to make smart and confident decisions. Planview Copilot allows individuals to communicate and assess data with natural language, uncovering insights, recommendations and work-oriented actions. Everyone, from executives to portfolio managers and team members, has the necessary knowledge to make the ideal decision for the business with Planview Copilot.. 

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Surface insights & risks instantly, get recommendations

[Audio] AI technology such as Planview Copilot can revolutionize the way portfolio managers and project managers access and utilize information. Rather than spending hours manually scouring through data, it can quickly and accurately answer a variety of questions. The technology can provide HELP by providing best practices, solutions and methodologies, as well as INFORM by providing lists, details, due dates and dependencies. By using the data that it gathers, Planview Copilot can also INTERPRET information to gain insight into delivery and compliance risks. Furthermore, it can even ADVISE on the best decisions and ACT on the user's behalf. Leveraging AI technology like Planview Copilot can free up time and allow portfolio and project managers to focus on other essential tasks.. 

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How to Use Planview Copilot for Portfolios

”Explain the best way to resource an initiative in Portfolios.”

“Give me a list of projects at risk, tasks    that are incomplete & resources that are over capacity.”

“Which of my initiatives show as “green” but are really at risk.  And why?”

“What should I do to get my strategic initiatives back on track?”

“Restructure my capacity plan applying a 10% budget cut.”

[Audio] Many businesses struggle with how to obtain answers to questions quickly to improve their business performance. Traditional data gathering and report compiling can be time consuming, but AI-powered solutions offer an alternative to accelerate outcomes. Planview Copilot is an ideal solution as it makes asking questions about projects and initiatives simple - just type in the query and you have a response in moments. Using this tool can save about 400 hours of manual labour. Leverage AI with Planview Copilot to enhance your business results.. 

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You are responsible for: 10 projects Working with ~100 resources
 You might need to: Open each project Look at risk level Look at each project plan Review work comments for risk details Review incomplete tasks Look for dependencies Determine cause for delay Ask project resources for details  Risk Capacity Draft a document summarizing the information

“Give me a list of projects at risk, tasks that are  incomplete and resources that are over capacity.”

[Audio] We are all aware of the difficulty in gathering the necessary data and resources to find the answer to a simple question. Copilot can provide fast and easy solutions to this problem, using Artificial Intelligence to interpret data and increase business success. It can analyse the data in seconds, sparing us time and giving us the ability to make decisions based on accurate information. With Copilot, we will save approximately 400 hours of work and be able to identify which projects are in doubt and why. This is only one example of how Copilot allows us to speed up tasks without sacrificing quality.. 

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You are responsible for: 3 Initiatives with 3 projects per initiative Managed by 9 Project Managers Working with ~90 resources
 You might need to: Open each initiative Look at each project plan Review work comments for details Analysis sentiment Talk to each Project Manager to learn more Project managers ask resources for details Draft a document summarizing the information

[image] A screenshot of a cellphone Description automatically generated

“Which of my initiatives show as “green”  but are really at risk. And why?”

[Audio] AI can help save a lot of time and energy. Instead of spending 300 hours going through data, examining it and writing a document, you can simply type your query into Copilot and get the advice you require. Such efficiency, aided by AI, can give you a competitive advantage and speed up your business results.. 

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“What should I do to get my  strategic initiatives back on track?”

You are responsible for: 1 Initiative That includes 5 Projects Managed by 5 Project Managers Working with 95 resources
 You might need to: Open the initiative Look at each project plan Review the uncompleted work Look at causes of delay Review the capacity allocations Talk to each Project Manager to learn more Draft alternative scenarios  Increase capacity, and budget Shut down 3 projects and distribute resources Compare options, weigh benefits Draft a document summarizing the information

[Audio] power" users Reduce time to mastery AI can help your portfolio and project managers make better decisions faster and improve their productivity. By leveraging AI, you can quickly identify risks and accelerate project delivery, while reducing the manual tasks with everyday language interactions. This can have a material business impact, leading to improved product engagement and usage, faster answers to complex questions and reducing time to mastery.. 

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Accelerate Project Delivery. Boost Productivity. Reduce Business Risk. 30%  Delivery Speed

 40% Productivity
  31% Risk

Productivity Sample Use Cases Potential Hours Saved per Wk* Generate a report that summarizes my portfolio & its project statuses – include major risks, delivery delays and financial changes. 
 400 hours Run a detailed analysis of what it would take to get my current initiatives (or projects) back on track. 
 300 hours Show me, explain to me, teach me how to do something in a solution or about a methodology | best practice.
 200 hours Restructure my capacity plan assuming a 10% budget cut.
 300 hours Generate a list of projects that are at risk, have incomplete tasks and resources that are over capacity.
 Provide me with a list of initiatives & projects that look green but are really at risk. 400 hours

Planview Copilot Potential Productivity Benefits

[Audio] By leveraging AI, organizations can realize significant returns and create value in multiple ways. Based on the key learnings and research of various thought-leaders, Planview Copilot has the potential to generate up to $7 million in ROI by boosting productivity, delivering projects faster, and reducing risk. This is just one example of how AI can support an organization, so let's discuss how AI can enhance your business outcomes and create additional value for you. Let's take a look at the next slide to understand the key financial assumptions underpinning this ROI.. 

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Strategic Value Financial Benefit Accelerate Project Delivery Assumes $5M project(s) delivered 30% faster $1,550,000 Boost Productivity Assumes 100 portfolio/project mgrs., 80,000 hrs. saved annually $4,000,000 Reduced Risk Assumes $5M in compliance or delivery risk, reduced by 31% $1,550,000
 ~ $7,000,000

[Audio] AI has some amazing potential in the business world. It can help us open up new opportunities and significantly accelerate our progress towards our goals. With the right strategy and implementation, AI solutions can deliver impressive results quickly. Now, when it comes to leveraging AI to optimize business outcomes, I'd recommend one of two paths. We can get together to discuss your use cases and map out your Return on Investment potential. Alternatively, you can also participate in the Early Access Program and try Planview Copilot now. Which way are you leaning? Thank you. Now, let's take the next steps together and see how we can make the most of this powerful technology.. 

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Let’s Work  Together to  Discuss Your  Use Cases and  ROI Potential

Become  part of the  Early Access Program  and try it now.

[image] Early access rubber stamp Royalty Free Vector Image

[Audio] We will discuss how AI can be utilized to hasten business outcomes. This presentation contains use cases and ROI worksheets which I will be focusing on. AI offers a plethora of applications that can assist in achieving targets faster, while also providing cost advantages. We should investigate how to employ this technology to heighten our revenue.. 

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APPENDIx:

DO NOT SHARE!!!


Use cases & roi
worksheets

[Audio] AI and machine learning can be utilized to facilitate and expedite business results. Utilizing our AI technology, intricate use cases can be instantly and precisely assessed to produce complete insights. From event analysis and briefing, to requests on the solution, making use of approaches and correct practices, and even tasks within the solution, AI lessens the amount of time and effort needed to refine and maximize the business process. Furthermore, AI can also alert to potential problems with cards, projects, pursuits, tasks, and personnel to guarantee successful outcomes.. 

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Use Case Examples Details Priority Comments 1 Comprehensive insights on the status of my plans, projects, portfolios. Generate a summary report to communicate with leadership Are my plans realistic given past performance - cost & scheduling – identify risks to $$ or delivery due dates? Material changes in risk, costs, schedule since XYZ Review actions to take – hire more people, reallocate, defund Biggest risks across the portfolio ↟ high ⎯ medium ↡ low
 2 Scenario analysis and summarization, trade offs Summarize and explain benefits and risks of a scenario Compare two scenarios Fund/defund/reduce/increase for this initiative Fund initiatives in alignment with scenario X Promote a scenario to an active plan

 3 Answer my questions about the solution – help me learn how to use the product(s) Where can I create a project plan How tos in the product

 4 Learn how to utilize methodologies and implement best practices What is the the best work breakdown structure for a portfolio? What is a value stream according to SAFe 6.0?

 5 Perform actions in the solution for me  Fill timecard, change an end date, update dependencies, run a report Build out my plan, resource my plan

 6 Warn me about issues with cards, projects, activities, tasks, staff I work with/on Which projects/work/tasks should I be worried about? Which projects have not been updated recently/frequently? Which activity/project are we dependent upon the most? Do we have enough resources to execute our plan today/next week/next month? What is different about the way this portfolio is performing? (trends) Predict completion dates of work

 7 Delivery insights & analysis What are my biggest bottlenecks How overloaded are my teams


 Other/AI ML

Planview Copilot for Portfolios Use Case Worksheet

[Audio] We can revolutionize the way we work by leveraging AI solutions. Analyses show that employees currently spend an average of 16 hours a week searching for information, preparing data and finding issues. AI can potentially increase employee productivity by 40%, resulting in cost savings of up to $41,200 per employee per year at the average salary of $104K annually. Let us utilize AI to help us work smarter, not harder and accelerate business outcomes.. 

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Job to be done The required daily, weekly tasks (sample) Potential benefit Update leadership on the status of project | team | portfolio plans on a bi-weekly basis Generate a written summary of my project, team or portfolio status, include major risks, delivery delays and financial updates. Highlight changes week over week and a trend line. Provide a list of recommended actions to take to keep the project/plan and/ or my team on track. Takes 4 hr per week x 100 employees = 400 hrs @ 50 per hr x 50 wks = $1,000,000 $1,000,000 Run a scenario analysis of project, team or portfolio plan(s) against a new alternative plan(s). Run a scenario analysis of my current plan(s) against a new alternative plan. Summarize the benefits of each plan explaining the impact to costs, capacity allocations and delivery timelines Run a detailed analysis of what it would take to get my current plan back on track with recommended actions. Takes 3 hr per week x 100 employees = 300 hrs @ 50 per hr x 50 wks = $750,000 $750,000
 Learn | teach how to do something in XYZ product Show me how to build a new plan in Portfolios. Show me how to compare two plans. Estimate 1 hr a week x 100 employees = 50 hrs @ $50 per hr x 50 wks = $250,000 $250,000 Learn | teach more about XYZ best practices and XZY methodology Explain how to resource an initiative. Define a common work breakdown structure for a portfolio? Estimate 1 hr a week x 100 employees = 100 hrs @ $50 per hr x 50 wks = $250,000 $250,000 Perform manual tasks for myself and my personal work. Restructure my capacity plan assuming a 10% budget cut. Find all of my tasks that are past due. Estimate: 3 hr a week x 100 employees = 300 hrs @ $50 per hr x 50 wks = $750,000 $750,000 Provide a list of the biggest risks & dependencies across the projects, teams and/or the portfolios I manage. Generate a detailed report with a list of projects with risk and have incomplete tasks, and resources that are over capacity. Give me a detailed action plan of what to address first based on risk and priority. Provide me with a list of projects that show up as “green” but are red and at risk. And why? Estimate: 4 hr a week x 100 employees = 400 hrs @ $50 per hr x 50 wks = 1,000,000 $1,000,000

Portfolios 100 employee  productivity model

[Audio] Leveraging AI to accelerate business outcomes can have a tremendous potential impact on your bottom line. AI has the power to increase project delivery times by up to 30%, boost productivity by up to 40%, and reduce risks by up to 31%. Our sample scenario of a $5M organization with 100 employees illustrates how AI-driven solutions can lead to a potential annual benefit of up to $7.55M. This translates to an approximate average of $104K in annual productivity gains per employee. With the right tools in place, you can unlock the business value of your organization and realize the tremendous possibilities that AI holds.. 

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Value The Sample Scenario Assumptions Potential annual benefit Accelerate Project  Delivery AI is projected to help improve project delivery times by up to 30% Assume delivery of a new project will generate $5M in revenue or savings once it is completed, you can increase speed of delivery by 30% to recognize revenue or savings faster. $5M x .30= $1,500,000
 $1,500,000 Boost  Productivity Generative AI solutions like Planview Copilot can increase productivity by up to 40% by automating manual tasks, quickly searching and surfacing insights. Assume 16 hrs x 100 employees = 1600 hrs, @$50hr x 50 weeks = $4M Annual salary = $104K $4,000,000 Reduce risk Use AI to identify poor data patterns or identify delivery risks, keep data consistent & compliant, and accurate to reduce business risk by up to 31% Assume $5M compliance penalty, regulation violation $5M x .31 = $1,550,000
 $1,550,000 Assumptions Organization with $100M revenue (likely a business unit or only part of the business) Assumes $5M new product revenue and $5M regulatory or delivery risk Productivity gains based on 100 employees @ $104K annually  ~$7,000,000

FINAL-RKO-Copilot-GenAI-Pitch-Deck

AI has the potential to revolutionize digital transformation, unlocking powerful business outcomes. Machine learning, natural language processing and predictive analytics are just some of the technologies that can help organizations improve efficiency and productivity, as well as reduce risk. Planview's AI solution opens the door to additional value from portfolio and project management, allowing you to identify data anomalies and make more accurate decisions, while still maintaining regulatory compliance.

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AI has had a profound impact on businesses. It has enabled powerful insights and accelerated outcomes, making it a fundamental element for success. Planview Copilot takes this to the next level by leveraging experience and customer data to offer best practices and suggestions that can be employed to make timely decisions. Planview Copilot enables PMs to analyze thousands of data points quickly, meaning they can provide insights faster, increase productivity, and help ensure projects remain on track. Let’s look at how Planview Copilot works in practice.

Planview Copilot is an AI Assistant for Connected Work which is easy to use and provides a conversational interface. It makes data intelligence achievable for everyone in the organization, saving time and bringing insights to the surface whenever they are required. Not only this, it provides clear suggestions from all ranks of the organization, enabling users to make smart and confident decisions. Planview Copilot allows individuals to communicate and assess data with natural language, uncovering insights, recommendations and work-oriented actions. Everyone, from executives to portfolio managers and team members, has the necessary knowledge to make the ideal decision for the business with Planview Copilot.

AI technology such as Planview Copilot can revolutionize the way portfolio managers and project managers access and utilize information. Rather than spending hours manually scouring through data, it can quickly and accurately answer a variety of questions. The technology can provide HELP by providing best practices, solutions and methodologies, as well as INFORM by providing lists, details, due dates and dependencies. By using the data that it gathers, Planview Copilot can also INTERPRET information to gain insight into delivery and compliance risks. Furthermore, it can even ADVISE on the best decisions and ACT on the user's behalf. Leveraging AI technology like Planview Copilot can free up time and allow portfolio and project managers to focus on other essential tasks.

Many businesses struggle with how to obtain answers to questions quickly to improve their business performance. Traditional data gathering and report compiling can be time consuming, but AI-powered solutions offer an alternative to accelerate outcomes. Planview Copilot is an ideal solution as it makes asking questions about projects and initiatives simple - just type in the query and you have a response in moments. Using this tool can save about 400 hours of manual labour. Leverage AI with Planview Copilot to enhance your business results.

We are all aware of the difficulty in gathering the necessary data and resources to find the answer to a simple question. Copilot can provide fast and easy solutions to this problem, using Artificial Intelligence to interpret data and increase business success. It can analyse the data in seconds, sparing us time and giving us the ability to make decisions based on accurate information. With Copilot, we will save approximately 400 hours of work and be able to identify which projects are in doubt and why. This is only one example of how Copilot allows us to speed up tasks without sacrificing quality.

AI can help save a lot of time and energy. Instead of spending 300 hours going through data, examining it and writing a document, you can simply type your query into Copilot and get the advice you require. Such efficiency, aided by AI, can give you a competitive advantage and speed up your business results.

power" users Reduce time to mastery  AI can help your portfolio and project managers make better decisions faster and improve their productivity. By leveraging AI, you can quickly identify risks and accelerate project delivery, while reducing the manual tasks with everyday language interactions. This can have a material business impact, leading to improved product engagement and usage, faster answers to complex questions and reducing time to mastery.

By leveraging AI, organizations can realize significant returns and create value in multiple ways. Based on the key learnings and research of various thought-leaders, Planview Copilot has the potential to generate up to $7 million in ROI by boosting productivity, delivering projects faster, and reducing risk. This is just one example of how AI can support an organization, so let's discuss how AI can enhance your business outcomes and create additional value for you.  Let's take a look at the next slide to understand the key financial assumptions underpinning this ROI.

AI has some amazing potential in the business world. It can help us open up new opportunities and significantly accelerate our progress towards our goals. With the right strategy and implementation, AI solutions can deliver impressive results quickly. Now, when it comes to leveraging AI to optimize business outcomes, I'd recommend one of two paths. We can get together to discuss your use cases and map out your Return on Investment potential. Alternatively, you can also participate in the Early Access Program and try Planview Copilot now. Which way are you leaning? Thank you. Now, let's take the next steps together and see how we can make the most of this powerful technology.

We will discuss how AI can be utilized to hasten business outcomes. This presentation contains use cases and ROI worksheets which I will be focusing on. AI offers a plethora of applications that can assist in achieving targets faster, while also providing cost advantages. We should investigate how to employ this technology to heighten our revenue.

AI and machine learning can be utilized to facilitate and expedite business results. Utilizing our AI technology, intricate use cases can be instantly and precisely assessed to produce complete insights. From event analysis and briefing, to requests on the solution, making use of approaches and correct practices, and even tasks within the solution, AI lessens the amount of time and effort needed to refine and maximize the business process. Furthermore, AI can also alert to potential problems with cards, projects, pursuits, tasks, and personnel to guarantee successful outcomes.

We can revolutionize the way we work by leveraging AI solutions. Analyses show that employees currently spend an average of 16 hours a week searching for information, preparing data and finding issues. AI can potentially increase employee productivity by 40%, resulting in cost savings of up to $41,200 per employee per year at the average salary of $104K annually. Let us utilize AI to help us work smarter, not harder and accelerate business outcomes.

Leveraging AI to accelerate business outcomes can have a tremendous potential impact on your bottom line. AI has the power to increase project delivery times by up to 30%, boost productivity by up to 40%, and reduce risks by up to 31%. Our sample scenario of a $5M organization with 100 employees illustrates how AI-driven solutions can lead to a potential annual benefit of up to $7.55M. This translates to an approximate average of $104K in annual productivity gains per employee. With the right tools in place, you can unlock the business value of your organization and realize the tremendous possibilities that AI holds.