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Planview Customer Success Center

Planview Customer Success Center

Maximize your success with the Planview platform.

Latest content from the Customer Success Center


  • Planview IdeaPlace

    New Feature: TeamTap!

    With TeamTap, any Planview IdeaPlace user can create a micro-challenge, without a top-down facilitated session. Tap into ground-up innovation at the team or departmental level with TeamTap for IdeaPlace.

    Learn more
  • Planview Solutions

    Planview Capability Framework

    The Planview Capability Framework provides a comprehensive list of platform capabilities which are the building blocks of our solutions. Each capability has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to our customers in the form of specific business outcomes.

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  • FLEX

    Have you heard about FLEX?

    You are no longer tied to a one-size-fits-all process. With FLEX, you can support hybrid ways of working and enable teams to deliver how they choose, even as ways of working and priorities change.

    Learn more
  • eBook

    Why Agile Transformations Fail

    While many organizations are attempting an Agile transformation in one way or another, not all are succeeding. Learn the 4 common culprits of Agile Transformation.

    Read now

Success stories


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    Planview on 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.

    Learn more
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    Case study

    Global Payments

    The $24 billion story behind Global Payments’ most successful merger and integration in company history was rooted in organizational change management. Working closely with Evolve Advisory Services by Planview, Global Payments was able to design and implement the centralized processes that would bring its global teams together into the cohesive culture that defines the company today.

    Learn more
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    Customer Story

    Insights from Johan Krüger at IKEA

    Johan Krüger, solution owner for project and portfolio management at IKEA, describes the increased business benefits of moving from a traditional portfolio to a hybrid approach.

    Learn more

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