Planview, Inc. Product Lineup

Centralized management of project plans and results, supporting decision-making from multiple perspectives. A business support platform that encourages the optimization and proper allocation of management resources from various viewpoints. It also enables cross-project management of management resources and planning/execution management. 【Multiple Perspectives Include】 - Management of project stages (planning, execution, operation) - Bulk management of multiple projects related to the same strategy - Automatic alerts for various discrepancies between plans and results - Management based on project characteristics (priorities, investment scale, etc.) - Perspectives from top management, PMO, PM/PL, and experts, etc. 【Features】 - Portfolio/Dashboard - Automatic report generation - Roadmaps (for all projects, individual projects, etc.) - Resource management (in-house, outsourcing) - Cost management (people, software, subscriptions, etc.) - Schedule management - Dependencies among projects, milestones, tasks, etc. - Automatic alerts for variances between planned and actual results - Template creation for know-how - Timesheets - Various communication tools - Issue management (bugs, delays, unexpected issues, etc.) - Integration with other products, etc.

PMO/PM Product Development Department Online Seminar on Project Management and Portfolio Management We will introduce ways to visualize all development projects from an individual or company-wide perspective and effectively utilize your limited resources (time, budget, personnel, etc.). Planview AdaptiveWork is an excellent solution that holds a leader position in the Gartner Magic Quadrant and has many achievements worldwide. We encourage you to take this opportunity to see the full picture. 【Online Seminar Overview】 Date: June 18, 2025 (Wednesday) 15:00 - 16:00 Venue: Online (A URL for participation will be sent to registrants) Cost: Free (Pre-registration required) You can view related materials for this seminar and case studies of the products to be introduced through the PDF download. If you wish to participate in the seminar, please apply from the link below.

AdaptiveWork has obtained ISO 27001 / 27701 certification and SOC2 Type II certification, and is implemented in over 4,000 companies globally. It complies with high security standards in information management, ensuring the safe protection of corporate data. Additionally, it is equipped with security features such as: ■ Operation security allows for two-step settings - Permission settings per user license to limit operation and viewing scope - Search and display restriction settings by role or individual ■ Control of information through the ability to hide standard items ■ Support for SSO (Single Sign-On) integration and more. It is ideal for companies that want to balance safety and flexibility in project management. For more details, please refer to the materials below.

AdaptiveWork enables flexible resource planning and management across various axes such as project-based, organizational, skill-based, and by country. It also offers features that support strategic and efficient operations, including automatic notifications for timesheets, approval workflows, utilization rate simulations, resource load visualization, and alerts for budget variances. 【Key Features】 ■ Planning and management of resource utilization (flexible settings in hours/rates/FTE) ■ Global support with country-specific calendars and external resource management ■ Automatic detection of budget variances and alert notifications to identify risks in advance ■ Improved operational efficiency through approval workflows and automatic notifications ■ Optimization through simulation and visualization of resource allocation ■ Enhanced reusability and analytical capabilities with history management, reporting, and templating ■ Management of external resources either similarly to internal resources or through different methods AdaptiveWork is a next-generation project and resource management tool that allows for simple and highly accurate management of increasingly complex resource management. For more details and actual screenshots, please refer to the materials below.

With AdaptiveWork, flexible and accurate financial management is possible from all angles. It supports cost planning and budget management across various axes, including project units, organizational units, contract types (T&M/Fix/Mix), and currency units. Automatic calculation of internal and external costs (Labor/Non-Labor), multi-currency conversion and exchange rate settings, cost approval through workflows, and real-time alerts significantly enhance the transparency and accuracy of project finances. 【Key Features】 ■ Achieves cross-departmental budget control across IT and development departments ■ Automatic calculation of internal labor costs based on man-hours and unit prices (timesheet integration) ■ Input and tracking of Non-Labor costs such as outsourcing fees and subscriptions ■ Supports global expansion with multi-currency compatibility and project-specific exchange rate settings ■ Alert notification feature to detect budget overruns and progress delays ■ Flexible budget allocation and reallocation that accommodates both top-down and bottom-up approaches ■ History management of cost changes and approvals, along with report generation for financial analysis ■ Templates for successful case cost structures that can be reused for future projects And more For more details, please refer to the materials below.

In addition to progress management by stage (planning, execution, operation), it is possible to centrally manage the overall structure, schedule, and scope of the project, including the deployment of milestones and tasks, understanding dependencies and risks with other projects, and reusing templates. AdaptiveWork is a tool that optimizes progress management, information sharing, and reporting tasks simultaneously while clearly organizing the structure and relationships of the project. 【Main Features】 ■ Integrated management through higher-level program concepts (strategic objectives, etc.) for multiple projects ■ Hierarchical management of project structure (WBS deployment) to clarify progress and areas of responsibility ■ Setting and automatic adjustment of dependencies between milestones and tasks ■ Bulk management of project-related items (bugs, reports, etc.) ■ Accelerating project initiation through template creation and reuse from past projects ■ Change history and alert notification functions for schedules, costs, and resources ■ Real-time sharing of comments and documents, and attachment of external links ■ Automatic conversion of WBS data into PowerPoint slides to automate report creation and more You can check the details and screen images from the materials below.

AdaptiveWork is a cloud solution that enables portfolio management from multiple perspectives, including HQ, business units, operational areas, IT infrastructure, and security. It visualizes and analyzes investment amounts, business impact, risk status, and stage management in real-time. It supports intuitive project decision-making through dashboards and graph reports. It achieves flexible portfolio analysis and management by combining perspectives such as: ■ Organizational axes like HQ, business units, and factories ■ Operational areas such as SCM, DX, and customer touchpoints ■ Technical perspectives like infrastructure and security ■ Comparative management by investment amount, operational timing, priority, and risk stage ■ Real-time progress and warning detection for cost, schedule, and resources ■ Visualization across the company for project distribution, load balance, and outsourcing ratios ■ Decision-making support for cancellations, delays, priority changes, and resource reallocation Furthermore, AdaptiveWork offers advanced flexibility to set all data items as analysis axes, allowing for the construction of intuitive dashboards that enable drill-down into project details through drag operations. More details can be found in the materials below.

"We want to eliminate the personalization of business operations," "We want to visualize project progress," "We want to optimally allocate resources" — these are the challenges faced by companies that are choosing the cloud-based project management tool "AdaptiveWork (formerly Clarizen)." This document introduces case studies of companies that have successfully utilized AdaptiveWork to streamline complex project management and achieve actual results.

Information distributed across multiple systems, extensive manual reporting and analysis... Delays in portfolio management and investment decisions due to increasing complexity. We present case studies of global companies that have eliminated such inefficiencies and ensured visibility across the organization through centralized management.

In this document, we introduce the quantitative results achieved through implementation. We have included case studies from various industries such as IT services & consulting, services, retail, entertainment, food & beverage, electrical & electronic equipment manufacturing, and financial services. This content will be useful as a reference when considering implementation, so please feel free to download it and read it. 【Case Studies (Partial)】 ■Industries - Technology-related - Renewable energy and energy-related - Corporate solutions - Software design and development for healthcare - Industrial machinery - Medical devices and healthcare *For more details, please download the PDF or feel free to contact us.

This document introduces 10 tips for better resource planning. The tips, starting with "Do not make promises that resources cannot fulfill," may seem obvious at first glance, but they are not something that can be executed naturally. To make the most of valuable resources, it is important to consciously incorporate these into your resource planning strategy. Please feel free to download and take a look. [Contents (partial)] ■ Do not make promises that resources cannot fulfill ■ Face reality ■ Manage proactively before being swayed by demand ■ Organize and simplify processes ■ Involve middle management *For more details, please download the PDF or feel free to contact us.

In the IT industry, vulnerability management is essential for maintaining the overall security of systems and avoiding risks such as information leaks and service outages. Especially in the rapidly changing IT environment, early detection of vulnerabilities and prompt responses are required. The project management and portfolio management tool "AdaptiveWork" is a SaaS global product that handles performance management in IT development. By visualizing schedule, human resources, cost management, as well as delay factors, risk information, and performance variances, it supports decision-making in vulnerability response. 【Usage Scenarios】 * IT system development projects * Response planning after vulnerability assessments * Security patch application management 【Benefits of Implementation】 * Early detection and promotion of risk response * Reduction of project delay risks * Quick decision-making based on data

In the manufacturing industry, multiple projects are carried out simultaneously, resulting in various costs. Therefore, it is crucial to accurately understand and efficiently manage the financial status of projects. In particular, it is necessary to accurately grasp various costs such as labor costs, outsourcing costs, and material costs, and to complete projects within budget. AdaptiveWork addresses the challenges of project financial management in manufacturing by supporting cost planning and budget management across various axes, such as by project, organization, and contract type. 【Use Cases】 - Cross-departmental budget control spanning IT and development departments - Automatic calculation of internal labor costs (time sheet integration) - Input and tracking of non-labor costs such as outsourcing and subscriptions 【Benefits of Implementation】 - Strengthened collaboration between departments and realization of budget control - Visualization and efficiency of cost management - Support for global expansion

In the healthcare industry, collaboration involves the sharing of information between departments and effective cost management of the entire project. Particularly when multiple projects are underway simultaneously and various departments are involved, it is essential to accurately grasp the budget and actual performance to facilitate smooth collaboration. AdaptiveWork supports cost planning and budget management across various axes, such as project units, organizational units, contract types, and currencies, enhancing the transparency and accuracy of project finances in the healthcare sector. 【Usage Scenarios】 - Budget control across departments - Cost management both internally and externally - Multi-currency support - Alert notifications for budget overruns and progress delays 【Benefits of Implementation】 - Strengthened interdepartmental collaboration - Improved efficiency in cost management - Support for global expansion - Optimization of project progress management

In the IT department, it is essential to accurately grasp the progress, budget, and costs of projects to make swift decisions. Especially in situations where multiple projects are running simultaneously, visualizing the status of each project and optimizing the overall process is crucial. AdaptiveWork supports cost planning and budget management across various axes, such as by project, organization, and contract type, enhancing the transparency and accuracy of project finances in the IT department. 【Use Cases】 - Progress management of multiple projects in the IT department - Risk management for budget overruns and delays - Resource optimization across departments 【Benefits of Implementation】 - Real-time visualization of project progress - Early detection of discrepancies between budget and actual results - Cost reduction through optimized resource allocation

In the pharmaceutical industry, strict compliance adherence is required. In particular, financial management in projects such as research and development expenses and clinical trial costs is essential for transparency and accuracy. Inadequate budget management or cost management can increase the risk of legal violations. AdaptiveWork strengthens compliance through detailed cost management on a project basis, multi-currency support, and an approval process via workflows. 【Use Cases】 - Budget management in research and development projects - Accurate understanding of clinical trial costs and manufacturing costs - Compliance audit response 【Benefits of Implementation】 - Improved transparency in project finances - Reduced risk of compliance violations - Increased efficiency in audit responses

In the financial industry, managing financial risks in projects is crucial. Particularly, as compliance with regulations and strengthening of compliance are required, cost overruns and delays in projects are directly linked to management risks. AdaptiveWork enables early detection of financial risks and implementation of countermeasures through detailed cost planning and budget management at the project level, multi-currency support, and real-time alert functions. 【Use Cases】 - Early detection of project budget overrun risks - Cost management in multiple currencies and reduction of exchange rate risks - Cost approval workflows for compliance adherence 【Benefits of Implementation】 - Improved transparency in project finances - Strengthened risk management systems - Accelerated management decision-making