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Planview Portfolios & Anvi

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Planview Portfolios & Anvi

Planview Portfolios & Anvi
AI-Powered Outcomes and the Future of Portfolio Management
Portfolio management is evolving quickly, and AI is at the center of that change. The question is no longer whether to embrace it – it's how AI will shape the future of the discipline and how portfolio leaders can put it to work today.

Most organizations already have access to general AI tools, but general purpose AI wasn't built for the complexity of portfolio decisions. For portfolio managers, the real opportunity lies in purpose-built AI that understands their data, their workflows, and their specific use cases. That's exactly what Planview Anvi is - AI designed specifically to improve how you plan and deliver - turning your portfolio data into faster decisions and better outcomes.

Join Dr. Rich Sonnenblick, Planview's Chief Data Scientist and the mind behind Planview's AI and data science capabilities, alongside Erik Peterson and Eric Chang, for a practical and forward-looking conversation built specifically for Planview Portfolios customers.

In this session, they will cover:
  • Where portfolio management is headed and how AI fits in
  • How AI takes on the analytical heavy lifting so portfolio leaders can focus on strategy and decisions
  • Key use cases of Planview Anvi in Planview Portfolios: portfolio health, resource and financial optimization, and risk and dependency management
  • A live demo of Anvi within Planview Portfolios

Walk away with a clearer picture of what AI-powered portfolio management looks like today - and where Planview Portfolios and Anvi are headed next.
Portfolio management is evolving quickly, and AI is at the center of that change. The question is no longer whether to embrace it – it's how AI will shape the future of the discipline and how portfolio leaders can put it to work today.

Most organizations already have access to general AI tools, but general purpose AI wasn't built for the complexity of portfolio decisions. For portfolio managers, the real opportunity lies in purpose-built AI that understands their data, their workflows, and their specific use cases. That's exactly what Planview Anvi is - AI designed specifically to improve how you plan and deliver - turning your portfolio data into faster decisions and better outcomes.

Join Dr. Rich Sonnenblick, Planview's Chief Data Scientist and the mind behind Planview's AI and data science capabilities, alongside Erik Peterson and Eric Chang, for a practical and forward-looking conversation built specifically for Planview Portfolios customers.

In this session, they will cover:
  • Where portfolio management is headed and how AI fits in
  • How AI takes on the analytical heavy lifting so portfolio leaders can focus on strategy and decisions
  • Key use cases of Planview Anvi in Planview Portfolios: portfolio health, resource and financial optimization, and risk and dependency management
  • A live demo of Anvi within Planview Portfolios

Walk away with a clearer picture of what AI-powered portfolio management looks like today - and where Planview Portfolios and Anvi are headed next.

  • Date

    Thursday, March 12th

  • Time

    10am CT | 3pm GMT

  • Location

    Online

  • Duration

    45 min plus live Q&A

Reserve Your Spot

Meet our speakers

  • Richard Sonnenblick

    Chief Data Scientist 

    Dr. Rich Sonnenblick is the chief data scientist at Planview, joining the company in 2022 through the acquisition of Enrich, where he was CEO and founder. Rich’s experiences working with some of the largest pharmaceutical and medical device manufacturers in the world have enabled him to develop innovative, cloud-based solutions for high-impact, high-risk R&D decision-making. Including modules for prioritization and portfolio review processes, scenario planning, and integrated market, clinical, and financial valuation and forecasting methods, these solutions revolutionized the way drugs and devices are researched, developed, and launched.Rich oversees the development and implementation of both predictive and generative artificial intelligence features across the Planview platform of products.

  • Erik Peterson

    Senior Product Manager

    Erik Peterson is a Senior Product Manager at Planview, where he drives innovation in Portfolios specializing in AI (Anvi), Planning, Financials, and Connection Graph. With nearly five years at Planview, Erik brings a unique perspective shaped by his diverse background in university technology transfer, startup incubation, and hands-on software engineering across banking and enterprise resource planning sectors.

  • Eric Chang

    Product Marketing Director

    Eric Chang is Director of AI Product Marketing at Planview, leading Planview's AI go-to-market strategy. He has held product marketing and GTM roles across companies of all sizes, from Microsoft and Dell to high-growth startups, and founded the product marketing organization at 1Password. Eric holds an MBA from the University of Texas at Austin.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.