18th PLANTA User Forum 2019

Hybrid Pro­ject Manage­ment| New Design| PM Topics

You can down­load the pre­sen­ta­ti­ons and work­shop slides via the link in the pro­tec­ted par­ti­ci­pant area.
Here you will find brief infor­ma­ti­on on the con­tent and spea­k­ers of the exter­nal presentations.

Exter­nal Pre­sen­ta­ti­on Day 1

Key­note: Johan­nes Felch­lin, Hel­ve­tia Ver­si­che­run­gen Basel
Added value by agi­le pro­ject port­fo­lio management

What are suc­cess fac­tors and chal­lenges for effec­ti­ve and effi­ci­ent agi­le, but still hybrid, pro­ject port­fo­lio manage­ment? On one hand a form of top-down defi­ned invest­ment port­fo­lio is requi­red, which is focu­sed on value con­tri­bu­ti­ons and allows for top prio­ri­tiza­ti­on, but in which it is not yet spo­ken of pro­jects. This is due to the fact that
agi­le, rol­ling plan­ning is bet­ter than con­stant­ly chan­ging annu­al plan­ning. Requi­re­ment for a func­tio­ning agi­le pro­ject and pro­ject port­fo­lio manage­ment are “Manage­ment by Visi­on” ins­tead of “Manage­ment by Order”, get rid off silo men­ta­li­ty, imple­ment focus (sequen­tia­lyl rather than par­al­lel­ly), use of sel­ec­ted cere­mo­nies, methods, pro­ces­ses, and tools from agi­le frame­works like LeSS or SAFe, and the insight that agi­li­ty is not only a method, but a way of thinking!

Johan­nes Felch­lin is a Lead IT pro­ject port­fo­lio mana­ger at Hel­ve­tia Ver­si­che­run­gen Switz­er­land. He was head of pro­ject manage­ment at Bas­ler Ver­si­cherungen Switz­er­land, mem­ber of the exe­cu­ti­ve board of an IT ser­vice com­pa­ny, and PMO offi­cer at Swiss Re in Zurich befo­re. He looks back on 20 years of PPM expe­ri­ence. During his pro­fes­sio­nal trai­ning, Johan­nes Felch­lin acqui­red a Bache­lor in mar­ke­ting (CH), an Exe­cu­ti­ve MBA (USA & NL) and he is a cer­ti­fied pro­ject mana­ger (PMP/PMI), Cer­ti­fied Pro­ject Direc­tor (IPMA® Level A), cer­ti­fied LeSS Prac­ti­tio­ner as well as cer­ti­fied SAFe 4 Agi­list (SA). In addi­ti­on he works as a Lec­tu­rer for PM at the Zurich Uni­ver­si­ty for Appli­ed Sci­en­ces (zhaw) and as a co-aut­hor of the book “Pro­jekt­port­fo­lio-Manage­ment – Stra­te­gi­sche Aus­rich­tung & Steue­rung von Pro­jekt­land­schaf­ten“ (“Pro­ject Port­fo­lio Manage­ment — Stra­te­gic Ori­en­ta­ti­on & Con­trol of Pro­ject Landscapes”).

Over 160 years, Hel­ve­tia Group has grown into a suc­cessful inter­na­tio­nal insu­rance group by mer­ging dif­fe­rent insu­rance com­pa­nies from Switz­er­land and abroad. Today Hel­ve­tia dis­po­ses of sub­si­dia­ries in the Swiss home mar­ket as well as in the count­ries of Ger­ma­ny, Ita­ly, Aus­tria, and Spain as com­bi­ned in the Euro­pean mar­ket. In the mar­ket seg­ment of spe­cial­ty mar­kets, Hel­ve­tia is also pre­sent in France and world wide through sel­ec­ted desti­na­ti­ons. Even­tual­ly it orga­ni­zes part of its invest­ment and finan­cing acti­vi­ties via sub­si­dia­ries and invest­ment com­pa­nies in Luxem­burg. The group’s head­quar­ters are situa­ted in St. Gal­len, Switz­er­land. Hel­ve­tia is acti­ve in life and non-life busi­ness; fur­ther­mo­re it offers cus­to­mi­zed spe­cial­ty lines cove­ring and reinsu­ran­ces. The focus of its busi­ness ope­ra­ti­ons ran­ges from pri­va­te cus­to­mers and small and medi­um-sized com­pa­nies up to lar­ger busi­nesses. With about 6.600 employees, the cor­po­ra­ti­on pro­vi­des ser­vices for more than 5 mil­li­on cus­to­mers. With a busi­ness volu­me of CHF 8.64 bil­li­on in 2017, Hel­ve­tia made CHF 502.4 mil­li­ons from its busi­ness acti­vi­ties. The nomi­nal share of Hel­ve­tia Hol­ding are traded in the SIX Swiss Exch­an­ge AG stock mar­ket under the acro­nym HELN.

Exter­nal Pre­sen­ta­ti­on Day 2

Pre­sen­ta­ti­on with dis­cus­sion: Dr. Hol­ger Schwenk, Vacu­um­schmel­ze GmbH & Co. KG
Visua­liza­ti­on of the deve­lo­p­ment pro­cess with qua­li­ty gates in PLANTA project

VACUUMSCHMELZE GmbH & Co. KG (VAC) has imple­men­ted PLANTA in its deve­lo­p­ment depart­ment. The objec­ti­ve of this imple­men­ta­ti­on was to visua­li­ze the enti­re inno­va­ti­on pro­cess with PLANTA. The inno­va­ti­on pro­cess of VAC con­sists in seve­ral pha­ses and fol­lo­wing appr­ovals. Fur­ther­mo­re VAC has two dif­fe­rent types of pro­jects. Some of them can be plan­ned and con­trol­led intern­al­ly, others are hard­ly plan­nable and cus­to­mer con­trol­led. With the help of the pro­cess models in PLANTA and num­e­rous adjus­t­ments, both the com­ple­te inno­va­ti­on pro­cess from idea to finis­hed pro­duct or pro­cess and the dif­fe­rent pro­ject types could be visua­li­zed enti­re­ly. As a result, work can be con­duc­ted paper-free to a gre­at extent.


  • Stu­dies in Phy­sics at the Uni­ver­si­ties of Saar­brü­cken and Frank­furt, doc­to­ra­te and gra­dua­ti­on as Dr. phil. nat.
  • Cer­ti­fied seni­or pro­ject mana­ger (IAPM), cer­ti­fied inno­va­ti­on mana­ger (IHK)

Expe­ri­ence and pro­fes­sio­nal practice

  • 2000 – 2008 Deve­lo­p­ment engi­neer for tele­com­mu­ni­ca­ti­on products
  • 2009 – 2010 For­ma­ti­on of a deve­lo­p­ment group at the company’s site in Slovakia
  • 2011 – 2015 Lea­der­ship in pro­duct and indus­try pro­duct development
  • 2015 – 2018 Inno­va­ti­on manager

Cur­rent tasks

  • Pro­ject manage­ment office
  • Admi­nis­tra­ti­on
  • PLANTA trai­ning courses
  • PLANTA opti­miza­ti­ons
  • Rapid soli­di­fi­ca­ti­on pro­duct development
  • Imple­men­ta­ti­on of a pro­duct deve­lo­p­ment process
  • Imple­men­ta­ti­on of new products

VACUUMSCHMELZE deve­lo­ps, pro­du­ces, and mar­kets magne­tic spe­cial mate­ri­als and turns them into sophisti­ca­ted pro­ducts. In 1914, the first vacu­um mel­ting fur­nace laid the foun­da­ti­on for today’s VACUUMSCHMELZE Alloys have been mel­ted under vacu­um in an indus­tri­al way sin­ce 1923. The small com­pa­ny from Hanau deve­lo­ped into a lar­ge com­pa­ny which ope­ra­tes world­wi­de: with approx. 4.300 employees in over 50 count­ries and an annu­al tur­no­ver of about 400 mil­li­on euros. Today, VACUUMSCHMELZE offers a broad ran­ge of magne­ti­cal­ly and phy­si­cal­ly valuable semi-finis­hed mate­ri­als and parts, induc­ti­ve com­pon­ents for elec­tro­nics, magnets and magnet sys­tems which are used in dif­fe­rent are­as and indus­try bran­ches — from the watch indus­try via medi­cal tech­no­lo­gy, rege­ne­ra­ti­ve ener­gies, ship­buil­ding, and instal­la­ti­on tech­no­lo­gy up to auto­mo­bi­le and avia­ti­on indus­try. The use of VACUUMSCHMELZE pro­ducts is so exten­si­ve that we all use them on a dai­ly basis wit­hout even kno­wing it.

Pre­sen­ta­ti­on with dis­cus­sion: Sabi­ne Ulli, AXA Versicherungen
From here to now: With PLANTA through the Vuca world

What is VUCA any­way and why should a chan­ge be neces­sa­ry for «us»? What does PLANTA have to do with that
in the first place? Crea­ti­vi­ty, speed, and fle­xi­bi­li­ty in the world of plan­ning? In an insu­rance company?
Join AXA Switz­er­land on its jour­ney from here to NOW!


  • Insu­rance bro­ker CIC
  • IPMA cer­ti­fied
  • Pro­fes­sio­nal scrum master
  • Insu­rance agen­cy BMW Stuttgart
  • Head agent at Nurn­ber­ger Versicherungen
  • Head agent Alli­anz Versicherung
  • AXA – Head of Data Management
  • AXA – Head of Pro­ject Office Services
  • AXA – Agi­le Hub: Agi­le Coach

Sin­ce 2007 I have the plea­su­re of accom­pany­ing AXA Switz­er­land on its way. What les­sons have I lear­nt in the cour­se of this? The only per­ma­nence is chan­ge. The more infor­med I am, the easier it gets for me to find a balan­ce bet­ween neces­sa­ry secu­ri­ty and fle­xi­bi­li­ty also in day-to-day work.
About two mil­li­on cus­to­mers place their trust in AXA. They rely on AXAs expe­ri­ence and advice in per­so­nal, pro­per­ty, lia­bi­li­ty, and life insu­rance as well as in health and pro­fes­sio­nal pro­vi­si­on. AXA is the lea­ding insu­rance com­pa­ny in Switz­er­land and the­r­e­fo­re has an ambi­tious visi­on: to gene­ra­te free space for their cus­to­mers bey­ond finan­cial secu­ri­ty and thus help them to live a care­free life. Thanks to inno­va­ti­ve pro­ducts and ser­vices and simp­le digi­tal pro­ces­ses. Over 4000 employees and 2500 col­le­agues in 276 gene­ral agen­ci­es make their efforts to make this possible.

Pre­sen­ta­ti­on with dis­cus­sion: Rolf Jung­nis­ch­ke, Signal Iduna Group
Chan­ge to 39 — depar­tu­re to a new world

For SIGNAL IDUNA a sys­tem has been adjus­ted which has been in pro­duc­tion for 13 years. The spe­cial chal­lenges during rea­lea­se chan­ge were a.o. that this sys­tem had under­go­ne a com­pa­ny unbund­ling as well as lin­kage and migra­ti­on of data amounts. Ano­ther chall­enge was the qua­li­ty in the old system.
What were the expec­ta­ti­ons of the users towards the new sys­tem and what does rea­li­ty look like? Which trai­ning con­cept did we use, how did we get the new sys­tem to the user? Which obs­ta­cles did occur in the release chan­ge and how could they have been pre­ven­ted? The new sys­tem dis­plays a new pro­cess for cost/budget plan­ning as well as appr­oval inclu­ding update.


  • Mer­chant education
  • Pro­ject mana­ger cer­ti­fi­ca­ti­on GPM/IPMA

Expe­ri­ence and pro­fes­sio­nal practice

  • 1989 – 1997: Soft­ware deve­lo­p­ment and pro­ject manage­ment in the ban­king sector
  • 1997 – 2002: Depart­ment and pro­ject mana­ger of various natio­nal and inter­na­tio­nal pro­jects in a con­sul­ting firm
  • 2002 – today: Eco­no­mic port­fo­lio manage­ment, mul­ti-pro­ject manage­ment, pro­ject report­ing and con­trol­ling, PL coa­ching, pro­ject management

Cur­rent tasks

  • Eco­no­mic pro­ject port­fo­lio management
  • Fur­ther deve­lo­p­ment PM processes
  • PM con­trol­ling and PL coa­ching / training
  • Tech­ni­cal respon­si­bi­li­ty and fur­ther deve­lo­p­ment for PLANTA Project

1906/1907: In Dort­mund and Ham­burg, inde­pen­dent artisans and trad­ers estab­lish health care bene­vo­lent funds
Today the fol­lo­wing parent com­pa­nies form the SIGNAL IDUNA Group:

  • SIGNAL IDUNA Kran­ken­ver­si­che­rung a.G. Dortmund
  • SIGNAL IDUNA Lebens­ver­si­che­rung a.G. Hamburg
  • SIGNAL IDUNA Unfall­ver­si­che­rung a.G. Dortmund

Today the group is one of the gre­at Ger­man ban­cassu­rance cor­po­ra­ti­ons. SIGNAL IDUNA is one of the few cor­po­ra­ti­ons in Ger­ma­ny which offers ser­vices in the fields of insu­rance, ban­king, buil­ding socie­ty saving, and investment.

Pre­sen­ta­ti­on with dis­cus­sion: Patric Geß­ner & Hei­ko Troff, LTI Moti­on GmbH
On the way to paper-free pro­ject manage­ment — pro­cess models in PLANTA 39

Sin­ce 2011, LTI Moti­on GmbH counts on mul­ti-pro­ject manage­ment soft­ware by PLANTA. By updating to ver­si­on 39.5, various complex
pro­ces­ses have been faci­li­ta­ted Digi­ta­liza­ti­on and paper-free work are very powerful terms. Here, LTI counts on pro­cess mini­miza­ti­on, inte­gra­tes inter­faces to the ERP world and syn­chro­ni­zes, a.o., the stam­ping times with the Work Report­ing modu­le. The semi-auto­ma­ted fun­ding pro­ject invoi­cing, e.g. for fun­ding pro­gram­mes of the Ger­man Fede­ral Minis­try of Edu­ca­ti­on and Rese­arch, saves paper and time in admi­nis­tra­ti­on. The chan­geo­ver of gate and mile­stone appr­ovals of forms into digi­tal pro­cess models play­ed a major role and faci­li­ta­tes traceability.


Patric Geß­ner
Trai­ning: Mea­su­re­ment and regu­la­ti­on tech­no­lo­gy at Tech­nik Aka­de­mie Weil­burg

Expe­ri­ence and pro­fes­sio­nal practice

  • 2005 – 2008: Hard­ware deve­lo­p­ment in the field of elec­tric dri­ve tech­no­lo­gy LTI Moti­on GmbH
  • 2009 – today: Pro­ject Mana­ger at LTI Moti­on GmbH

Cur­rent tasks

  • Pro­ject mana­ger for pro­duct development
  • Manage­ment pro­ject office
  • Tech­ni­cal respon­si­bi­li­ty for inter­nal pro­ject manage­ment processes
  • Tool respon­si­bi­li­ty pro­ject manage­ment software
  • Inter­nal trai­ning and cont­act per­son for pro­ject manage­ment R&D

Hei­ko Troff

Trai­ning: Stu­dies in elec­tri­cal engi­nee­ring at the Osna­brück Uni­ver­si­ty of Appli­ed Sciences

Expe­ri­ence and pro­fes­sio­nal practice

  • 2003 – 2009: Deve­lo­p­ment engi­neer in a start­up com­pa­ny for medi­cal tech­no­lo­gy in Erlangen
  • 2009 – 2011: Tech­ni­cal edi­tor at LTI
  • 2011 – now: Pro­ject Mana­ger at LTI Moti­on GmbH

Cur­rent tasks

  • Pro­ject mana­ger for pro­duct deve­lo­p­ment, orga­niza­ti­on, brand­la­bel, certifications
  • Mem­ber of the LTI Moti­on pro­ject office
  • Pro­ject mem­ber during the update from PLANTA 3.8 to 39.5
  • Admi­nis­tra­ti­on and cus­to­mi­zing of PLANTA Pro­ject for use throug­hout the company

LTI Moti­on GmbH is a tech­no­lo­gi­cal­ly lea­ding Ger­man pro­vi­der for dri­ve solu­ti­ons. Thanks to intel­li­gent solu­ti­ons and sys­tems, LTI Moti­on sets new stan­dards to ensu­re las­ting com­pe­ti­ti­ve advan­ta­ges for its cus­to­mers. With over 45 years of know-how and a wide and inno­va­ti­ve pro­duct ran­ge, com­plex chal­lenges can be sol­ved suc­cessful­ly with hig­hest demands for dyna­mic and pre­cis­i­on. Sin­ce the end of 2018, LTI Moti­on is part of the KEBA group.