Case Study: Leading Pharmaceuticals Company achieves faster, data-driven portfolio reviews with Planview Advisor

Pharma Company Taps Planview Advisor for a Centralized Source of Data, Advanced Analytics, and Portfolio Prioritization

A global pharmaceuticals company preparing to merge its vaccine and pharma divisions faced fragmented portfolio processes—reliance on multiple systems, spreadsheets, and workarounds—that made valuations and reporting slow, error-prone, and resource intensive. The organization needed a single source of truth, real‑time analytics, and faster, more disciplined portfolio prioritization to support data‑driven investment decisions and a smooth merger.

The company implemented Planview Advisor as a centralized platform for financial data, standardized valuation mechanics, and advanced analytics. As a result, report preparation moved from weeks to days, monthly governance prep fell from four days to one (a 75% reduction), quarterly portfolio reviews replaced an annual cycle, and leaders now make faster, better‑informed investment decisions with improved governance, accountability, and portfolio insights.