Inner Circle Program

The Planview Hub team is exploring approaches to update Hub’s user interface to modernize it and to improve its usability. We are seeking input from Hub users and looking for candidates to participate in inner circles and provide potentially ongoing feedback for refreshing Hub’s UI. In this first session we will explore ideas related to navigating Hub's interface, with a focus on it's various configuration and operation subpages.

Registering for this inner circle offers:

• Group and individual sessions with our product team
• Feedback on the user interface design and roadmap of enhancements for future development

Planview Hub is introducing an exciting new capability which allows a “satellite” instance of Hub to provide controlled access to data within its local repositories to a linked, remote “primary” Hub instance.

The primary use cases for this capability include integrations that cross company boundaries, in particular manufacturer and supplier relationships across digital supply chains. The goal of this Inner Circle is to identify gaps and opportunities to improve our designs to address a wider set of applicable use cases.

Registering for this inner circle offers:

• Group and individual sessions with our product team
• Feedback on the feature design and roadmap of enhancements for future development of the feature

Announced at Accelerate, Planview.Me builds on the connected platform experience through actionable and role based views. These views will be tailored to specific roles and personas across different business ceremonies and cadences.  

This inner circle will initially focus on various personas under the umbrella of a technology organization driving business outcomes through OKR’s, Roadmaps, agile planning and aspiring to orient around a product mindset via value streams.

The Planview Copilot in Portfolios inner circle is an opportunity to gather once a month with the Planview Portfolios and Copilot team, as well as other Portfolios customers using Planview Copilot, to share best practices and implementation learnings. New benefits and use cases for Generative AI and Planview Copilot continue to be uncovered every day and this inner circle will let members share their findings.

This will also be the best opportunity to hear from the Planview product team about upcoming functionality planned for Planview Copilot and Portfolios.

Join us for an interactive session where we explore Generative AI capabilities for AdaptiveWork. Copilot leverages a large-language model to deliver insights and suggestions to the user in relation to project (and in the near future resource management) data from within AdaptiveWork. 

Registering for this inner circle will involve: 

• Group and individual sessions with our product team 
• Feedback on the interactions and responses being provided through copilot ahead of its launch later in the year 

Don’t miss this opportunity to steer the development of a key capability in the AdaptiveWork roadmap. 

We are looking for customers that have a strong appetite to test our forthcoming Sentiment Analysis feature in AdaptiveWork.

Our inner circle will cover:

• The basics of sentiment analysis
• It’s application within AdaptiveWork
• Our ongoing development plans in this area

Your feedback is key in assisting us, not only in our initial launch but also in developing the capability in the future.

It's time to take the Planview Viz user experience to the next level! This inner circle focuses on the exploration and prioritization of ideas around using Planview Viz at scale, updating the user interface, streamlining functionality, and supporting users along their value stream management journey.

Please join us to discuss your use-cases, challenges, and priorities. This is expected to be a continuous inner circle and input will be collected through virtual group meetings (one hour in length), surveys, and one-on-one sessions.

Centralize your notifications across all Planview solutions! The members of this inner circle will be key partners in defining the core features and enhancements that will deliver a tailored, simple notification experience within their Planview products (Portfolios, IdeaPlace, AgilePlace, PPM Pro, and others) and PV Admin itself.  

Ranging from multiple delivery methods to actionable notifications at a glance, join this inner circle to learn more about the in-the-works notification service and help us define its core functionality.

With Planview Roadmaps, organizations can connect strategy, planning, and delivery across all project and product teams, improving business agility and tracking business outcomes. 

Join this inner circle to learn more about Planview Roadmaps and hear about future items being planned in the coming months, as well as influence future development. This is a continuous inner circle and input will be collected through virtual group meetings (one hour in length), surveys, and optionally one-on-one sessions.

As an organization runs multiple initiatives, projects, and campaigns, it is critical to identify and mitigate risks and issues along the way. Along with this, also other types of information are important to capture such as changes, decisions, assumptions, lessons learned etc. With Logbook you will be able to create these and other types of information necessary for your organization.

Initially, Logbook will be available at a work level in Portfolios and workspaces in ProjectPlace. The Logbook is being developed as a shared service, and in the connected cases between Portfolios and ProjectPlace, the created logs and their data is shared.  

In this inner circle, we will be sharing use cases, mock-ups, and other important information and working with our customers and users to get their perspectives and feedback to refine them before we get to the development stage.

We plan to have Logbook available for Labs by end of Q1. Until then please join this Inner Circle to stay updated.

The Objectives and Key Results Inner Circle is aimed at existing users and those interested in learning more about our OKR capability available in both AgilePlace and Portfolios. In this Inner Circle, we will be sharing use cases, mock-ups, and other important information for your review, feedback, and prioritization.

Registering for this inner circle will involve:

• Group and individual sessions with our product team
• Feedback on the roadmap and features designer ahead of its launch later in the year

Sentiment Analysis is a data science capability that delivers quantifiable assessment of unstructured text within projects and workspaces. Planview has been working towards surfacing aggregated sentiment across the connected products, rolling sentiment from cards, boards, and workspaces into projects and portfolios. In this Inner Circle, we would like to hear from you feedback on the Sentiment Analysis capability currently available in Planview Portfolios and ProjectPlace Labs, discuss updates to be rolled out soon, and gather practical use cases for Sentiment Analysis as a health indicator across connected products.

Join this Inner Circle to collaborate and help us drive sentiment analysis to be of the best use to you.

AgilePlace

How can generative AI help project managers, product owners and even CTOs, effectively manage and communicate in their day-to-day jobs?

Do you want to hear about the use cases that Planview has in mind around generative AI? Have you figured out problems they can solve for you and your organization? What might you be concerned about when using LLM's or GPT's?

We are looking for your use cases and feedback, and we are all ears! If you’d like to collaborate and guide the evolution of generative AI-powered features in Planview solutions, please join this Inner Circle!

This Inner Circle is expected to run for one to two quarters starting in May 2023 with input collected through meetings and possibly surveys.
 

AdaptiveWork
 

We are developing a new Timesheet capability for AdaptiveWork that will provide a simple way to record working hours, provide visibility for compliance purposes, and automate tasks that might otherwise take many working hours to complete. 

The members of this inner circle will be key partners in defining the core enhancements and features for Timesheets for the Hybrid solution. This circle meets regularly, usually twice month so that the circle can review and provide feedback on requirements and design. Please join us to discuss your use-cases, your challenges and of course, your priorities. This is expected to be a long-running inner circle and input will be collected through meetings, surveys and one-on-one sessions.

The PPM Pro International inner circle is specifically for our global customers who often miss out on our regular customer monthly release and bi-annual roadmap webinars due to time zone differences. Although those official webinars are recorded, watching them is not the same as actively learning about and seeing key enhancements and feature demos, as well as being able to have live questions and answers. Likewise for our quarterly roadmap webinars.

This inner circle will meet on the same days as our official monthly release and roadmap webinars, but at times more convenient for Central Europe/Middle East and again for Asia/Pacific. Please join this circle if you would like to receive meeting invites to these reprises of the monthly and quarterly customer webinars held at a more convenient time for our international customers. Please note that all sessions are conducted in English.

ChangePoint’s UX designer is planning user research sessions with our customers to observe interaction and collect feedback for newly released ChangePoint Navigation. Primary focus will be on usage of the List views; navigation, filtering, sorting and searching.

Our goal is to investigate and understand list views usage, interactions, and pain points in a hands on one-on-one session. Participants will help define key core improvements to further enhance navigation. This research best suited for customers who have upgraded to/been using the newest version of ChangePoint, however, it is also open to customers who are thinking about upgrading.

AdaptiveWork
 

We are developing a new Timesheet capability for AdaptiveWork that will provide a simple way to record working hours, provide visibility for compliance purposes, and automate tasks that might otherwise take many working hours to complete. 

The members of this inner circle will be key partners in defining the core enhancements and features for Timesheets for the Hybrid solution. This circle meets regularly, usually twice month so that the circle can review and provide feedback on requirements and design. Please join us to discuss your use-cases, your challenges and of course, your priorities. This is expected to be a long-running inner circle and input will be collected through meetings, surveys and one-on-one sessions.

The ability to produce visually appealing and effective presentations is more important than ever; convey project timelines, communicate critical milestones, or tell a compelling story to clients or leadership. Whatever your purpose or audience, this can be a time-consuming activity. This inner circle will provide participants the opportunity to work with the experts in a virtual group setting to tackle your most challenging scenario and to see how other customers are leveraging Office Timeline. Please note that this functionality is available to customers who are hosted in the Planview Cloud and are using Planview Portfolios.

By registering for this inner circle please note that your information will be sent to the Office Timeline Team.

With growing concerns around security and privacy, organizations must have a firm grip on how content is accessed and shared within and outside their organization.

We are working on a new Data Loss Prevention (DLP) capability to help all our customers using Documents and would like to have more control over their content in ProjectPlace.

The idea is to provide a mechanism to identify such contents and control access to them in a more robust way. The capability also includes an audit trail.

In the Inner circle session, we will share our high-level ideas and some designs to give you an idea about the DLP functionality. We would love to get your feedback.

So, if you are interested in contributing to the direction of this feature development, please register to be part of this Inner Circle.

The purpose of this Inner Circle is to discuss the effectiveness of the Customer Success Center content that supports the Planview Adoption Framework. We will be reviewing webpages in the Success Center to discuss the usability and usefulness of the content.

The Planview Adoption Framework is a series of customer journeys and associated guidance intended to lead you through Planview's solutions. Our solutions are tailored to support your transformation initiatives, and are based on our direct experience with customers in a variety of markets and industries.

Each solution is defined by a set of capabilities, which together create our Capability Framework. Capabilities provide specific business outcomes, and have well-defined business processes, best practices, product help, and other resources to guide you towards achieving the intended outcomes.

The Planview Adoption Framework is designed for all those looking to effectively lead change within their organization, and enables leaders to prepare teams with resources they need to get the most value from the Planview platform.