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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 offer Professional Services to ensure your success, and offer the flexibility needed to meet changing business demands.

A Professional Services Consultant can help you increase adoption, use best practices, assist with configurations, reporting, and dashboards, as well as monitor your organization’s product adoption and overall Planview experience. To learn more, email market@planview.com

 

Tier Included
Tier 1 Professional Services Consultant: 15 hours/quarter
Tier 2 Professional Services Consultant: 30 hours/quarter
Tier 3 Professional Services Consultant: 60 hours/quarter

 

PS Consultant Activities may include: Program Guidelines: 
  • Scheduled quarterly customer touchpoints
  • Adoption planning
  • Capability and adoption monitoring
  • Product advice and consultation (Features,
    Functions, Processes, Configuration)
  • Reporting/Dashboard advice and consultation
  • Product configurations, workflow
  • Customer Care case review
  • Price listed is for a 12-month term
  • Cannot discount the pricing
  • Unused hours expire each quarter
  • Can draw down hours early from up to 1
    future quarter

Accelerator Activities

Quarterly Business Reviews

Cadence with your Professional Services Resource to review solution adoption and overall customer experience


Adoption Planning

Workshop to help map your organization's journey as it relates to the
Planview solution


Product Advice

Leading practice advice on Features, Functions, Processes, and Configuration for your Planview solution 

  

Reporting/Dashboard Advice

Understand which reports and dashboards can help support your business outcomes and needs


Usage Monitoring

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


Customer Care Case Review

Understanding the priority current 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