Planview Professional Services

A Partnership for Success

Whether you're interested in deploying, enhancing, or optimizing your Planview solution, our global team with diverse experience across industries and verticals is here to help.

Our proven methodology utilizes solution capabilities to focus on delivering business value – not features – to speed adoption and help your organization achieve critical goals. To support your transformation, we offer flexible service terms that suit the needs of each unique customer.

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Featured events and offerings

Expert Advisory Packages

Planview Shared Capabilities are core platform features that work across Planview solutions to enhance decision-making, align work to outcomes, and streamline execution, helping you achieve and maximize your business value.

FastTrack Implementation Methodology

Accelerating Your Solution Deployment

FastTrack is a proven implementation methodology designed to streamline the deployment of enterprise solutions through a structured, phase-based approach.

This methodology optimizes the journey from initial preparation to solution growth, ensuring efficient adoption and maximizing value delivery.

Our methodology embeds change management throughout the process, helping organizations not just implement technology but successfully lead, communicate, and reinforce the change across the enterprise.

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The FastTrack process guides your implementation through five key phases

Prepare

Set the foundation with proper kickoff activities and team preparation

Align

Connect business requirements with technical solutions and create a solid blueprint

Build

Iteratively develop your solution through configuration cycles with ongoing refinement

Release

Finalize solution review, prepare for deployment, and establish adoption strategies

Grow

Evaluate delivered value and plan for future enhancements through roadmap reviews

Your journey with Planview Professional Services

From Need to Speed

Unlock Customer's Business Potential with Planview's Comprehensive Professional Services & Subscription Services. Our experts deliver unparalleled value from Planview Solutions, meeting evolving business needs.

Implementation & Onboarding

Lights-on Support

Continuous Evolution

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Implementation and Onboarding

Planview's professional services team uses FastTrack, an analytics-first delivery model that enables customers to reduce risk and accelerate the implementation of their solutions. FastTrack packages are specifically tailored to target common organizational needs, and use a fixed-price, business value-focused approach to quickly drive tangible results.

During your implementation, we work directly with you to identify the analytics and reporting that will deliver critical business insights. We then configure the capabilities of the solution, implementing integrations as necessary.

Post-configuration, our experienced consultants work with you to outline an implementation plan to deliver those capabilities and analytics. Finally, we help you determine how to best enable users through adoption programs and training to deliver and drive value and ROI.

FastTrack Packages

Fixed price solutions that target common organizational needs. Our FastTrack methodology accelerates implementation timelines while reducing risk and ensuring quality outcomes for your business.

Functional Deployments

Flexible, configured solutions to incrementally add capabilities and value. Our consultants tailor Planview solutions to match your specific organizational structure, processes, and business objectives.

Integration Services

Improve business outcomes by connecting Planview's solution with your data and processes via integrations. Our integration experts ensure seamless data flow between systems to provide a unified view of your portfolio.

Learn more about Integration Services

Reporting Services

Power BI packages, custom reports and analytics that support the achievement of your business outcomes. Our reporting specialists design dashboards and reports that provide actionable insights for executive decision-making and operational excellence.

Learn about Global Reporting Services

Adoption and Training Services

Onboard users using the University of Planview e-learning paths and/or instructor-led courses; coaching to assist with "day in the life" support. Our comprehensive training approach ensures high adoption rates and maximizes your return on investment.

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Lights-on Support

Planview Customer Success Manager and/or Strategic Services Manager can help you identify the right mix of services to support your journey after implementation, ensuring your solution continues to deliver value as your business evolves.

Global Managed Services

A global team to assist customers in the effective operation of their Planview investment. Services include application administration, database administration, testing services, sandbox management services, and architectural oversight to ensure your Planview environment operates at peak performance.

Learn about Global Managed Services

Premium and Elite Support Packages

These packages provide ongoing expert guidance designed to suit the unique needs of your organization. With dedicated support personnel, faster response times, proactive monitoring, and regular health checks, our premium support ensures your Planview environment continuously delivers maximum business value.

Learn about Premium Support

Continuous Evolution

Evolving and enhancing your solution to meet changing business needs through ongoing services that help you maximize the value of your Planview investment.

Evolve Advisory Services

Practice advice on people and process challenges, assuring organizational-level readiness-for-success. Planview offers Evolve Business Advisory Services to provide guidance on organizational readiness, processes, and people to complement the technical implementation. Our experienced advisors work with you to establish governance models, change management strategies, and adoption plans to maximize your return on investment.

Learn about Evolve Advisory Services

Adoption and Coaching Services

Assistance with usage during ramping following the stages of post go live including stabilize, operationalize, optimize. Custom coaching packages also available to provide tailored guidance for your organization's specific needs and use cases, ensuring users gain confidence and competence with the Planview solution.

Learn about Learning Services

Hub and IaaS Integration Assurance Services

Service packages for hub and IaaS integrations, to support tailoring integrations as business needs change. Our integration experts ensure seamless data flow between your critical business systems, creating a unified information ecosystem.

Explore Integration Solutions

Reporting/Analytics Assurance Services

This subscription contract provides a bundle of services hours for analytics, report creation and configuration, and coaching from reporting experts. Analytics Assurance gives you on-demand access to Planview's reporting specialists to create new visualizations, modify existing reports, and ensure you're getting the insights needed to drive informed decision-making.

Learn about Analytics Assurance Services

Remote Advisory Services (RAS)

Flexible expert guidance for configuration changes, process optimization, and best practice implementation without the need for a full consulting engagement. This approach delivers quick wins and targeted improvements to your Planview environment while bridging the gap between Customer Care support activities and traditional on-site Planview consulting engagements.

Learn about RAS

Value Assessment

Review existing Planview solution to align with evolving business objectives and associated priorities. Identify an implementation roadmap based on areas of improvement and/or expansion to ensure your Planview investment continues to deliver maximum value.

Remote Advisory Service (RAS)

The Planview Remote Advisory Service (RAS) is a customer-driven offering that bridges the gap between Customer Care support activities and traditional on-site Planview Consulting engagements.

By utilizing Planview Subject Matter Experts, you can get answers quickly without waiting for an on-site engagement or incurring the associated travel and living costs. With sessions being conducted via phone, web session, or email, RAS provides you with a cost-effective way to:

Close product knowledge gaps
Obtain security assessment reviews
Answer your questions
Bring more value to your organization

Manage and request RAS hours through the Customer Portal

User's Guide

RAS specific instructions are detailed at the end.

Featured events and offerings

Portfolio Planning solution adoption package

Focusing on the initiatives, programs and projects that matter is hard, but effective portfolio planning can help. Join hundreds of other Portfolios customers who are using our portfolio planning capabilities to manage their annual planning process or to make the shift to dynamic planning and business agility.

Already using the capability but looking to scale or change the process to achieve better adoption and value? We can help. The Planview Professional Services solution adoption package is designed to get your organization to value quickly and effectively.

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