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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

Planview announces two big innovations at Accelerate

Planview Copilot is a generative AI assistant you can use to converse and question your enterprise data using natural language. It is now easier than ever before to glean insights, derive recommendations, and facilitate work-oriented actions.

Planview.Me is a new actionable and personalized user experience. With Planview.Me, you can customize your Planview experience to highlight the data and details you need to get work done.

Want to know more about how Planview is using AI to build the future of connected work? Check out these exciting programs for Planview Copilot and Planview.Me below.

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    AI strategy and Planview Copilot webinar

    Learn to leverage AI-powered insights, hear about Planview’s vision for the future of AI, and get a demo of Copilot, Planview’s generative AI assistant.

    Register now
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    Inner Circle

    Planview Copilot Inner Circle

    Contribute your insights and shape the future of Copilot, and get a front-row seat to explore Planview’s AI capabilities firsthand.

    Register now
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    Inner Circle

    Planview.Me Inner Circle

    Share your input and shape how the Planview.Me connected platform experience grows over time, and get more information about initial functionality.

    Register now
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    Generative AI Early Access program

    Contact your CSM, AE, or Flow Advisor to discuss qualification, availability, and pricing. Currently available to Planview Viz customers, with support for other Planview products coming soon.

New and trending

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    Turning strategy into reality

    Uncover the actions you need to take with a new study by Economist Impact, commissioned by Planview.

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    Product release

    Connected OKRs

    Leverage the connected OKR framework to gain alignment and visibility of objectives in Planview Portfolios and Planview Agileplace.

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    Value Stream Management

    Planview’s Value Stream Management Flow Maturity journey guides organizations through five maturity levels to achieve optimal flow.

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    Vendor consolidation

    Partner with Planview to connect work across the enterprise and optimize your costs.

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Success stories

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    Case study

    Canadian Tire

    With access to accurate, up-to-date information, Canadian Tire uses Planview Portfolios to select investments that will have the most significant impact on the business, in context with the overall portfolio.

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    Case study

    Huntington National Bank

    Shifting to a product-and-value stream-centric model powered by Planview’s Enterprise Agile Planning solution, Huntington Bank learned how to measure the true value of its efforts and investments and enable alignment of all activities to enterprise goals.

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    Case study


    With Planview® Tasktop Hub, the ALIP business unit optimizes efficiency and bolsters customer satisfaction during initial development, testing phases, and throughout the long-term client relationship.

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