R&D Project Portfolio Management
How to translate our development trajectory
into an operational and financial plan?
into an operational and financial plan?
Express projects in
timelines and numbers
- Advice on development plan generation
- Liaise with internal functions to build a timeline with direct costs and FTE demand
- Visualize the cross-functional project portfolio
All-in-one financial project planning tool
How to optimize financial processes to strengthen R&D decision making and performance?
Create numeric
development plans
- Translation of R&D plans into numbers
- Cross-functional, dynamic program plan
- Visualization of timelines, dependencies & costs
- Rolling horizon with full development trajectory mapping
- Improved efficiency through generic modules
- Versatile, Excel-based model
What kind of skilled people do I need,
and when do I need them?
and when do I need them?
View resource demand
- Use the activity-based numeric development plan
- Combine with the up-to-date capacity forecast
- Model demand-driven resource requirement
- Optimize your resources across the project portfolio
- Drill down where needed to support resource allocation and/or hiring strategy
What are the financial needs for our project plans,
for the current and subsequent years?
for the current and subsequent years?
Visualize long-term budgets
- Directly linked to the activity-based numeric development plans
- Fully customized output tables – granularity, hierarchy, order, etc.
- Robust calculations via pivot tables and charts
- Facilitating decision making on the project portfolio
- Supporting business development opportunities
How to provide budgets and forecast,
and avoid dispersed financial templates?
and avoid dispersed financial templates?
Streamline the budget process
- Directly linked to the activity-based numeric development plans
- Securing data source consistency
- Cross-functional alignment on the project portfolio
- Fully customized output tables
- Straightforward connection with other financial systems
- Retiring distributed budget documents
- Monitoring forecast versus budget
Do the needs match our resource constraints?
Which projects do we need to prioritize?
Which projects do we need to prioritize?
Generate scenario plans
and model the options
- Add unlimited scenario options to the activity-based numeric development plans
- Model the various combinations using the slicers
- Directly view the results in customizable tables or charts
- Analyze the project portfolio options from all angles
- Supporting business development opportunities
Is our runway long enough? Do we have one year
of runway after the next anticipated
inflection point?
of runway after the next anticipated
inflection point?
Visualize the projected runway and milestones
- Directly linked to the activity-based numeric development plans
- Enter the projected funding rounds and grants
- Model the various scenarios using slicers
- Directly view the results in stacked-bar runway charts
- Align with the projected milestones to visualize inflection points
- Addressing financial audit requirements
How much funding do we request?
Which milestones can we promise to achieve
with the provided cash?
Which milestones can we promise to achieve
with the provided cash?
Envisage the planned
cost components
- Make use of the project breakdown in the planning model
- Select the desired level of granularity
- Align with the projected milestone timing
- Illustrate cash usage projections in a waterfall chart with adjustable horizon
- Supporting financing strategy
Other consulting services
How can we make sure that we have a lean
financial planning & reporting process?
financial planning & reporting process?
Financial and project planning support
- Support with special (R&D) planning challenges
- Improving and supporting monthly and quarterly financial reporting processes
- Advice on readiness for due diligences and financial audits
- Advice on financial alliance management and reporting on grants and subsidies
- Building a commitment registry to have insight in current and future commitments
- R&D controlling support
- Financial Planning & Analysis (FP&A)
Lucy Peltenburg
Managing Director
Testimonials
”Lucy’s solid approach had a valuable contribution to the R&D decision-making process at Prosensa”,
Hans Schikan
Former CEO Prosensa Therapeutics
“Lucy’s strong and unique understanding of both R&D and Finance has been instrumental in making informed decisions at portfolio management level. Her commitment, flexibility and ability to work across all the disciplines of R&D have made her a unique partner in our interface with Finance”,
Anne Bechet
Gen. Mgr. Europe, JCR Pharmaceuticals
“If you fail to plan, you plan to fail. Lucy has been instrumental for Astherna in her support to build a long-term financial plan based on our strategic business objectives. This strengthens our credibility towards investors and provides a clear internal direction to develop smart and efficient tactical planning initiatives. Lucy is a seasoned professional in the biotech development arena and supported us with her network, practical support and inspiration to set both ambitious and realistic objectives!”
Berno Maaswinkel
CEO, Astherna Therapeutics
“Our team has very much enjoyed working with Lucy Peltenburg over the past years. With her deep expertise, she has done magic and the implementation of new tools has been so much faster to the benefit of the company. Lucy gains our full confidence and trust in her services",
Manuela Aleku
Project Director, Silence Therapeutics
“R&D plans change frequently, materially impacting resourcing & financial needs. Lucy’s in-depth but agile modelling approach steers proper decision making and strengthens operational financial processes”,
Paul van Hagen
CFO, iSTAR Medical
"She has perfectly complemented our internal team and as a small Biotech company has given us the bandwidth we needed to pursue multiple projects in parallel”,
Nadine Röder
Sr. Project Manager, Silence Therapeutics
