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Planview Customer Success Center

Planview Success Accelerator

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Maximize the Value of Your Planview Investment

The Success Accelerator options offers a Customer Success Manager to ensure your success, and offer the flexibility needed to meet changing business demands.

A Customer Success Manager can help you increase adoption, prioritize and plan an ongoing value-based solution journey while monitoring your overall Planview experience. To learn more, email market@planview.com

 

Tier Included
Tier 1 Customer Success Manager: 15 hours/quarter
Tier 2 Customer Success Manager: 30 hours/quarter
Tier 3 Customer Success Manager: 60 hours/quarter

 

CSM Activities include: Program Guidelines: 
  • Assigned/Named Customer Success Manager (CSM)
  • Scheduled quarterly customer touchpoints
  • Journey road mapping
  • Adoption monitoring
  • Customer Care case review
  • Price listed is for a 12-month term
  • Unused hours expire each quarter
  • Can draw down hours early from up to 1
    future quarter

Accelerator Activities

Quarterly Business Reviews

Cadence with your Customer Success Manager to review solution adoption and overall customer experience


Journey Road Mapping

Prioritize and plan where to get value next from your Planview solution. Build a plan documenting the value and services to achieve the desired outcomes

  

Adoption Monitoring

Tracking the progress of your solution adoption is important to drive change and increase the value being received


Customer Care Case Review

Understanding your current prioritized cases and the business reasons to help the Planview Customer Care team focus on what matters most to you 

 Use the info sheet below to explore these offerings in more detail:

Planview Success Accelerator