Product Portfolio Planning

Product Portfolio Planning is the upstream process of deciding which products to invest in, when to introduce them, and how to phase out predecessors so that the active portfolio matches market segments, capacity, and strategic intent. It is the front-end gate that authorizes downstream concept and detailed design work.

Scope

The process spans market and competitive analysis, roadmap construction, stage-gate (phase-gate) governance, resource allocation across programs, and end-of-life timing for incumbent products. PLM platforms increasingly host the portfolio model alongside engineering data so that a roadmap item is linked to the requirements, programs, and BOMs that realize it.

Relationships (see sidebar)

• Realizes Platform Modularity, Time to Market, and Digital Transformation.
• Supported by logical capabilities such as PLM Data Model and the Requirements Traceability Matrix.
• Hands off authorized programs into Concept Design and Requirements Management.