Biopharma R&D Portfolio Analytics Platform Case Study

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Biopharma R&D Portfolio Analytics Platform Case Study

Case study of a global biopharma firm replacing spreadsheets with Planview Advisor for real-time R&D portfolio valuation, scenario modeling, and reporting.

Published

June 4, 2026

Read time

3 min read

Source

The company consolidated fragmented spreadsheet data into a single analytics platform to support annual portfolio reviews, financial reporting, and strategic prioritization. Planview Advisor enabled live data connections, forward-looking simulations, variance analysis, and cross-functional reporting. Results included 50% faster reporting cycles and improved data quality for R&D investment decisions.

Key takeaways

Replaced manual spreadsheet processes with a unified, real-time analytics platform

Enabled forward-looking scenario modeling and sensitivity analysis for R&D portfolios

Reduced reporting cycle time by 50% through live data links and automated distribution

Improved data quality and auditability for portfolio reviews and executive reporting

Supported cross-functional collaboration across Finance, Portfolio, and therapeutic units

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

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