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Planview Customer Success Center

Drive digital transformation with the Planview Adoption Framework

Drawing on our direct experience implementing our solutions for customers in a variety of markets and industries, we designed the Planview Adoption Framework: a series of self-guided customer journeys aligned to each of Planview’s solutions.

Our flexible framework enables leaders to understand which capabilities can be leveraged to achieve their desired business outcomes, no matter what stage of transformation their organization is in. Each capability includes key resources, such as best practices and detailed business processes, to help prepare your teams and get the most value from the Planview platform.

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Planview Adoption Framework overview

New and trending

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    Product release

    Planview Roadmaps

    We’re excited to announce that Planview Roadmaps is now available for customers that have onboarded with Planview Admin! Planview Roadmaps allows users to create a visual timeline of existing and planned epics, initiatives, etc. for achieving business objectives and completing deliverables across one or more teams.

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    Product release

    Sentiment analysis

    Our first data science powered feature is now available to all customers with the March release of Portfolios! Sentiment analysis reads, understands, and processes human language, which can provide important early insights into project and portfolio health before other traditional metrics would indicate performance issues.

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    Planview Portfolios tips and tricks series

    Planview product experts share their best practices for getting the most out of Planview Portfolios.

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    PPM modernization journey workshop

    This self-guided workshop is a crash course in modernizing your organization’s approach to PPM. Learn to increase portfolio agility, translate strategy into outcomes that drive business value, and update existing processes to become adaptive rather than reactive.

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Success stories

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    Planview using Planview

    Strategy realization through OKRs and connected work

    Embarking on an agile transformation journey? In this on-demand webinar, Steve Wolfe (Planview Enterprise Agile Coach) and Ronnie Pinkerton (Director of Solution Architecture) share the lessons they have learned to overcome organizational obstacles and enable strategy realization.

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    Case study


    Unprecedented levels of growth bring with it new challenges. For UPS, the biggest challenge has been deciding where to invest, where to pull investments, and how to govern it all. Consolidating their disparate tools into Planview’s Strategic Portfolio Management solution, UPS has unlocked new levels of governance and visibility to answer big-picture questions as they arise.

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    Case study

    Ingram Micro

    Platinum Equity’s acquisition of Ingram Micro offered the ideal opportunity for the IT PMO to rethink its approach to work and how it delivers value to the business. The company began with Planview® Portfolios to address application silos, then added Planview® IdeaPlace for solution thinking, Enterprise Architecture for system and enterprise thinking, and Planview® AgilePlace for enterprise optimization.

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