Download Presentations User Forum 2019*

18th PLANTA User Forum
June 4 – 5 2019

The focus of this User Forum is on hybrid project management and the new design. In addition, a variety of PM topics which are of general importance will be discussed.
Via the link at the top of this page get to the protected participants area where you can download the presentations.
You will find the password on page 10 of your printed handout.
Here you find information on content and speakers in the chronological order in which the presentations were held.

*Only availible in german

External Presentation Day 1

Key note: 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

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.