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Enterprise Planning Set-Up

Building Scenarios starts by setting high-level constraints, then splitting them between your portfolios: 

  • Time Period: Decide on the horizon for your review. This will effect resource capacity & start dates for staggering
  • Financial Limits: Define which financial metrics to use to limit spend
    (typically cashflow and/or budget)
  • Resources: What percentage of total capacity is available for the scenario?
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Portfolio Scenarios

Portfolios Scenarios are where you select the projects you want to prioritize. At this step in deployment we will:

  • Load projects that are ready for selection
  • Run the AI Selector Assistant
  • Apply constraints for resource and funding
  • Review cost-benefit analysis at project level
  • Check scenario KPIs and strategic fit
  • Clone and iterate to create alternative scnenarios
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Enterprise Scenarios

Back at Entperprise level we can now complete our review:

  • Iterate portfolio allocations to flex split of resoources 
  • Run AI Scheduling Assistant to flex start dates, built around monthly resource constraints
  • See rolled up P&L with phased benefits
  • Create multiple Scenarios, flexing assumptoins and allocations
  • Pick a scenario to write back into the Kanban as plan of record
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Go Deeper: Strategic Planning Overview

See how to run your strategic planning process using TransparentChoice. Zooming in on the value of AI enabled scenario generation, this video covers end-to-end deployment from data capture through to final selection and is a great place to start if you're about to begin annual planning with our software.

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