Pharma Firm Unifies Portfolio Data and Analytics Post-Merger

Case studies

SCP

Pharma Firm Unifies Portfolio Data and Analytics Post-Merger

Case study of a leading pharmaceuticals company implementing Planview Advisor to consolidate data, accelerate portfolio reviews, and support division merger.

Published

June 4, 2026

Read time

3 min read

Source

Following the merger of its vaccine and pharmaceutical divisions, the company replaced fragmented spreadsheets and systems with Planview Advisor. The platform delivered a single source of financial data, standardized valuation models, and advanced portfolio analytics. Report preparation time dropped from weeks to days, enabling quarterly portfolio reviews and monthly governance meetings with 75 percent less effort.

Key takeaways

Centralized platform replaced spreadsheets and disparate systems for asset valuation

Portfolio review cycle increased from annual to quarterly with faster data preparation

Monthly governance meeting prep time reduced by 75 percent, from four days to one

Standardized NPV, ROI, risk, and timeline metrics across merged divisions

Improved data ownership, controls, and accountability for portfolio decisions

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

Original Source

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