From Spreadsheets to Strategy: Navigating the Shift to Modern PPM Solutions

Planisware

Time

11.00 - 11.30

Details

This session explores the real-world considerations, trade-offs, and challenges organisations face when moving from fragmented tools like spreadsheets, MS Project, PowerPoint, and other disconnected systems to a centralized Project Portfolio Management (PPM) solution.

The discussion will go beyond the “why” and focus on the “how – including:

  • The limitations and hidden costs of current-state tooling
  • Organisational readiness for change (people, process, governance)
  • Common barriers (adoption resistance, data quality)
  • Defining success: what “good” looks like with a PPM platform
  • Lessons learned from past transformations (what worked, what didn’t)

It’s designed to surface practical insights rather than theoretical best practices.

Key Features

A group discussion to tackle common issues such as:

  1. Driving adoption beyond PMO teams
  2. Migrating and standardising data
  3. Balancing flexibility vs governance
  4. Integrating with existing enterprise systems

The session is run by Clayton Tagg, Senior Solutions Engineer at Planisware