Tasktop Joins Planview FAQ

The combination of Planview and Tasktop enables business transformations that are faster, more efficient, and delivered with more confidence. We expect this union to drive even more value and extend even more capabilities to our customers.

At Planview, our mission is to build the future of connected work – empowering our customers to accelerate the achievement of what matters most. Tasktop’s capabilities and expertise in VSM will complement Planview’s position as a leader in Strategic Portfolio Management, Project Portfolio Management, Enterprise Agile, Product Development, and Professional Services Automation. Together, we can help our customers connect the business of software delivery by accelerating time to market, improving efficiency with unlocked capacity, and driving investment confidence, ultimately enabling you to transform your organization faster and with more confidence.

The acquisition is subject to customary regulatory approval and is slated to close in the next few months (late calendar Q2 or early calendar Q3, 2022). The acquisition news will be made public on May 18, 2022.

The terms of the agreement are confidential.

The newly combined entity will create a $400 million global company with more than 1,200 employees and over 5,000 enterprise customers worldwide.

The combination of Tasktop and Planview is about helping our customers realize the future of connected work by enabling business transformations that are faster, more efficient, and delivered with more confidence. All current product roadmaps are unchanged, and we are committed to continued, long-term investment in the Tasktop product lines. This includes direct, indirect/OEM, and Federal products and distributions.  There are no plans to discontinue any product lines other than per Tasktop’s already existing plans, which is consistent with all previous Planview acquisitions.

Planview will continue to invest and support the Tasktop product lines as standalone solutions. Following the close of the transaction, we will utilize our product management teams to engage customers, industry analysts, and thought leaders in considering longer-term product directions. Our goal is to create open dialogue and engage the collective customer community.

No, Planview has undertaken a number of previous acquisitions including Clarizen and Changepoint (2021), Aptage (2020), Spigit (2018), LeanKit (2017), Innotas (2016), Troux (2015), and Projectplace (2014). Collectively, these acquisitions have been instrumental in evolving Planview’s solution portfolio and expanding Planview from being an enterprise PPM provider to a leader in Strategic Portfolio Management, Enterprise Agile, Product Development, Project Portfolio Management, and Professional Services Automation.

Planview has one mission: to build the future of connected work. Our solutions enable organizations to connect the business from ideas to impact, empowering companies to accelerate the achievement of what matters most. Planview’s full spectrum of Portfolio Management and Work Management solutions creates an organizational focus on the strategic outcomes that matter and empowers teams to deliver their best work, no matter how they work. The comprehensive Planview platform and enterprise success model enables customers to deliver innovative, competitive products, services, and customer experiences.

Planview is headquartered in Austin, Texas, with offices in Sweden, India, and Israel. We also have employees in major locations such as Australia, Canada, France, Germany, Singapore & the UK.

Planview was founded in 1989.

• Planview Enterprise One - Enterprise-wide portfolio planning and delivery that spans traditional and Lean-Agile approaches

• Planview Clarizen - Enables PMOs and professional services delivery teams of all sizes to gain real time visibility across all their work, automate workflows, proactively manage risks, and deliver greater business impact

• Planview Changepoint - End-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability

• Planview Spigit - Drives a culture of innovation and employee engagement from idea to impact

• Planview PPM Pro - Mid-tier PPM that accelerates PMO and project success across the enterprise

• Planview Daptiv - PPM software that enables PMOs to have the agility, alignment, and enterprise-awareness needed to deliver projects and programs while adapting to changing business priorities

• Planview Projectplace - Project-centric collaborative workspaces that bring teams together to support everyday delivery across the enterprise

• Planview LeanKit - Enterprise Kanban for Lean and Agile delivery that visualizes work, scales teams-of-teams, and promotes continuous improvement

Planview has more than 4,000 customers and more than 2.4 million users across a large number of industry segments, including consumer goods, financial services, healthcare, higher education, manufacturing, medical products, technology, and government.

Planview has approximately 1,000 employees worldwide.

No. It is business-as-usual until the transaction closes. Our number one priority is to continue to provide you with the service and help you need and have come to expect. Both Planview and Tasktop value delivering great customer service and helping customers achieve desired business outcomes, and we are committed to providing continuity in the quality of products and services delivered.

Current active contracts and terms will remain in place for the foreseeable future.

In the short-term, there will be no changes to your products or service-level agreements, please see next question for more details on the mid-to-long term horizon.

One of the goals of this acquisition is for the combined entity to become a much stronger transformation partner to our customers. Tasktop and Planview will continue to innovate to better serve our respective customers.

Please visit Planview.com.

There will be no changes to service level agreements (SLAs) or to the customer support process for the foreseeable future. Customers should expect the same level of service and continue to use the same channels for support and communication.

No. You will continue to have the same Tasktop customer resources, your Regional Sales Manager, Account Manager, Technical Account Manager, or Flow Advisor.

Tasktop’s customers will gain additional access to innovation, support, industry experience and customer success resources. Over time, we will capitalize on our existing partnerships and integrate our products even more robustly.

No, we will continue to support our existing integrations and are committed to strengthening our integrations with more partners over time.

There are no changes to any current pricing or pricing commitments in existing agreements during their current contract terms.

Pricing is always subject to change and in keeping with past and current practice, is based on several factors, such as configurations, volumes and numbers of users, contract length and other contractual terms.

No. There are no changes to your solution instance, login page, or credentials.

There are no planned changes to Tasktop’s data privacy practices, cloud/hosting methods, or security protocols and certifications. Over time, we will align Tasktop’s published privacy statements with Planview’s, but in no event will this result in a reduction in privacy standards.