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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 to help prepare your teams and get the most value from the Planview platform.

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Featured events and offerings

Copilot for Planview Portfolios workshop

Planview Copilot is a generative AI assistant designed to access, connect, and provide unprecedented visibility into your organization’s unique data intelligence. With Copilot, you can easily converse and question your enterprise data using natural language to glean insights, derive recommendations and facilitate work-oriented actions. It is like having a handy data analytics expert by your side ensuring you make confident, smart, and fast strategic decisions.

Join Erik Peterson, Product Manager for Copilot on Portfolios, for a hands-on workshop guiding you through how to use Copilot on Portfolios. No previous Copilot experience necessary.

Investment and Capacity Planning capability adoption package

Need help with investment and capacity planning? Annual Planning season is fast approaching. Join other Portfolios customers who are using Investment and Capacity Planning (ICP) to manage their annual planning process and make the shift to dynamic planning and business agility, or improve on your use of ICP to achieve better adoption and value. Planview Professional Services capability adoption package for Investment and Capacity Planning is designed specifically to get you to value quickly and effectively.

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New and trending content

Video
Planview platform executive overview
Learn how the Planview platform for connected work is your key to successful digital transformation.
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Video
Planview Copilot demo
Meet Planview Copilot, your AI assistant for connected work.
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Report
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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Customer success stories

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
Accenture
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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