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Planview Customer Success Center

Planview Professional Services

A Partnership for Success

Why partner with Planview Professional Services? 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 and business outcomes to focus on delivering 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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Implementation and Onboarding Services Run the Business Services Continuous Evolution Services

Implementation and Onboarding Services

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 outcomes-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.


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FastTrack Packages

FastTrack packages are a subset of the full range of capabilities a solution has to offer, designed to deliver incremental value in the form of business outcomes and solve specific organizational needs. Each capability includes best practices, process flows, and additional resources to support onboarding.


Planview® AdaptiveWork - Essentials

Fully configured PPM solution - just waiting for the customer’s project and organizational information - which incorporates industry best practices and our lessons learned.

Business Outcomes

  • Portfolio Visibility — Projects reporting variances in scope, budget, dates, or quality can be brought under control to mitigate the risks for the achievement of on-time project delivery
  • Work Delivery — Provide team members with the right tools to suit their way of working, while retaining visibility
  • Resource Utilization — Identify under- and over-utilized resources, thereby optimizing resource utilization across the resource pool and improving on-time project delivery

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Planview® Portfolios - Dynamic Planning

Manage the portfolio from formulation to execution enterprise-wide, on a cross-functional scale.

Business Outcomes

  • Establish and revisit strategic direction to re-evaluate  your strategic initiatives and model different impacts​

  • Allocate funding to set funding guardrails and establish expected ROI ​

  • Continuously prioritize investments within different scenarios, shift and balance decisions versus constraints, and create flexible funding models ​

  • Review Performance — understand progress against plan, adjust, and provide visibility and governance to keep up with the pace of change​

  • Align teams and work to translate plans to delivery teams and integrate different work methods back to the portfolio 

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Improving Work Efficiency (IWE)

Provide visibility into the portfolio of projects and resources, optimizing the use of financial and people resources, to drive on-time delivery of prioritized project work and “keep-the-lights-on” tasks.

Business Outcomes

  • Common Governance Structure — for portfolios, and projects, from ideation and demand, through business case, planning and approval for execution​

  • Resource Prioritization — forecast incoming demand and facilitate trade off and prioritization decisions, ensuring that financial and people resources, are committed to the highest priority strategically aligned work, while ensuring resources are committed to essential maintenance and keep the lights on work​

  • Resource Utilization —​​​​​​ identify under and over utilized resources, optimizing resource utilization across the resource pool, improving on-time project delivery​

  • Visibility — projects reporting variances in scope, budget, dates or quality can be brought under control to mitigate  the risks on achievement of on-time project delivery​

  • Collaboration— provide project teams with a platform to collaborate and manage project activities and deliverables alongside non-project work.​

  • Single Source Reporting—  streamlined process for reporting on portfolio KPIs, metrics, analytics, reports and status, meeting the reporting needs of all stakeholders from this single source





Planview® Portfolios - Strategic Program and Outcomes

Supports the strategic planning process, translating the organizations strategic objectives into outcomes that will be realized through an investment plan based on strategic programs.  Outcomes can be the products and services that the organization sells or internal assets including business capabilities, applications and technology.

Business Outcomes

  • Strategic Roadmaps  define and create organization wide , cross functional, strategic roadmaps translated into actionable and quantitative plans​

  • Program Planning  assess, prioritize ideas and group them into funded initiatives (programs) that will deliver the roadmap, understanding the impact of trade-offs and decisions​

  • Prioritization  ensure optimal allocation of cross organizational resources (financial and people) to programs to deliver the highest priority strategic initiatives​

  • Risk Management  mitigate organizational risk, balancing innovative versus operational value​

  • Program Management  measure program execution against strategy and realization of roadmap, identifying issues and roadblock to achievement of the roadmap​

  • Financial Performance  ensure that strategic initiatives deliver on their ROI, driving organizational financial performance

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Additional Offerings

  • Functional deployments – flexible, configured solutions suitable to complex environments
  • Integration services – improve business outcomes by connecting Planview's solution with your data and processes via integrations
  • Reporting services – Power BI packages, and custom reports and analytics to serve even the most demanding users
  • Training – easily onboard and up-skill users through on-demand learning, instructor-led public and private training classes and more via the University of Planview.



Run the Business Services

  • Reporting and analytics services – Power BI packages, and custom reports and analytics to serve even the most demanding users.
  • Product integration services – improve business outcomes by connecting Planview's solution with your data and processes via integrations.
  • Managed Services – global team assisting customers in the effective operation of their Planview investment. Services include application administration, database administration, testing services, sandbox management services, and architectural oversight​
  • Planview Enterprise One CloudLift – This service supports the migration of a customer's on-premise installation of Planview Enterprise to the Planview Cloud. A dedicated team will manage all aspects of the technical transition and typically deliver cloud access in 90 days or less. Once the migration is complete, customers will be free of the tasks and costs of operating, monitoring, and maintaining their installation and will benefit from our optimized service delivery platform and technical expertise.
  • Robotic Process Automation (RPA) – industry-proven technology that uses programmed robots to automate actions across applications, mimicking user interactions in Planview
  • Premium and elite support packages – ongoing expert guidance designed to suit the unique needs of your organization


Continuous Evolution Services

  • Evolve Advisory Services – for customers needing guidance on organizational readiness, processes, and people to compliment the technical implementation, Planview offers Evolve business advisory services. By delivering best-practice advice related to people and process challenges, Planview assures that your organization is ready for success and able to successfully navigate change. For more information, email
  • Analytics Assurance – subscription contract that provides a bundle of services hours for analytics, report creation and configuration, and coaching from reporting experts​
  • Ad-hoc consulting services – a customer-driven offering that bridges the gap between Customer Care support activities and traditional on-site Planview Consulting engagements​, services include Remote Advisory Service (RAS).


Contact Us

If you are interested in any of the above services, contact your Managing Consultant or Customer Success Manager for more information.