Planview Success Accelerator

Success Accelerator

The Success Accelerator options offer Customer Success and Professional Services support to ensure your success, and offer the flexibility needed to meet changing business demands.

To learn more, email: market@planview.com
 

 

   Maximize the Value of Your Planview Investment

A Customer Success Manager can help you plan, prioritize and optimize your ongoing Planview journey, as well as monitor your organization's product adoption and overall Planview experience. The Professional Services hours can help you with further configurations as well as product assistance.

 

Tier Included

Tier 1		 Customer Success Manager (CSM): 10 hours/quarter

Professional Services Remote Advisory Services (PS RAS): 5 hours/quarter

Tier 2		 Customer Success Manager (CSM): 20 hours/quarter

Professional Services Remote Advisory Services (PS RAS): 10 hours/quarter

Tier 3		 Customer Success Manager (CSM): 40 hours/quarter

Professional Services Remote Advisory Services (PS RAS): 20 hours/quarter
   
CSM Activities may include: PS RAS Activities may include: 
  • Business outcome identification and monitoring
  • Journey/adoption workshops
  • Usage monitoring
  • Customer Care case review
  • Monthly Business Reviews
  • Product advice (Features, Functions, Processes, Configuration) 
  • Reporting/Dashboard advice
  • Annual health check
  • Product configurations
  • Workflows



Customer Success Accelerator Activities       

Business Outcome Identification and Monitoring

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


Journey/Adoption Workshop

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


Monthly Business Reviews

Cadence with your Customer Success Manager (CSM) to review journey progress, solution adoption and overall customer experience


Product Advice

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


Remote Advisory Hours

Specialized hours designed to help address specific customer needs, allowing you to receive quick and cost-effective enablement 


Annual Health Check 

Discovery and review of your usage by stakeholders and end users. Report out on the value achieved and delivered. 
Reporting/Dashboard Advice

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

 


Program Guidelines   


Price listed is for a 12-month term
Unused hours expire each quarter 
Can draw down hours early from up to 1 future quarter 

 


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


Call your CSM or AE for more information

Planview Success Accelerator