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Planview Customer Success Center

Evolve Advisory Services

Partner with Industry Experts

Solve your business challenges and transform your organization with leading practice advice from Project Portfolio Management and Professional Services Automation industry experts. We partner with you, get to know your business, and apply our knowledge of best practices to help you achieve your strategic business outcomes.

With Planview’s platform, you already have the solutions and technology for success. Now you need to make sure the organization is prepared for success. Alignment of people, methodology and governance are critical for the success of any digital transformation initiative.

Digital transformation success requires your people to embrace the change. Our experts help you create a strategy to drive adoption and guide your people through the change journey.

A mature methodology drives standardization, consistent expectations and reliable results. Our experts help you ensure this is in place prior to automation through technology to drive your business outcomes.

Governance reinforces the methodology and your organization’s best practices. Our experts help you define the right governance model that will drive consistent data, results, and outcomes.

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Evolve Advisory Services 

If you are interested in any of these services, please contact your Planview Account Executive or Customer Success Manager for more information.

Analysis Engagements Advisory Subscriptions

Evolve Standard Analysis

Focus: One process area or business outcome

Time frame: 1-2 weeks duration to complete

Customer commitment: Up to eight hours for assessment interviews and follow-on discussions

Deliverable: Summary analysis and targeted recommendations for improvement

Evolve Organizational Analysis

Focus: Cross-functional processes and pain points, core strategic outcomes, and a deep dive with key customer stakeholders to identify areas for improvement

Time frame: 2-3 weeks duration to complete

Customer commitment: Up to 24 hours for assessment interviews and follow-on discussions

Deliverable: Summary analysis, recommendations for improvement, and execution roadmap

Evolve Transformational Engagement

Focus: Custom scoped transformational services that are geared towards your business needs


To execute on the recommendations made in the analysis, we offer advisory subscriptions. Evolve Advisor provides advisory services to deliver continuous business improvement through expert guidance. The three tiers provide different amount of support, depending on the customer’s needs, pace, and availability for changes. The advisory subscription also provides access to the offer of Evolve Practice Foundations.

What are Evolve Practice Foundations?

  • Value-added advisory guidance that is included in Evolve Advisory Subscription offerings 
  • Thought leadership sessions focused on current & relevant topics
  • Strategic guidance on understanding issues facing executive leadership
  • Leading practice guidance from industry experts

Examples of Evolve Practice Foundation offerings:

  • Getting started with Analytics
  • How to think about Integration
  • Getting started with Resource Management
  • How to approach Organizational Change Management
  • Why use Strategic Portfolio/Initiative Planning
  • How to establish Adoption metrics

Note: Evolve Subscriptions are tiered at three levels (Silver, Gold, or Platinum).

Success Stories

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Global Payments PMO partnered with Evolve Advisory Services by Planview to design and implement an enterprise-wide framework around organizational change management. Working closely with the practitioners at Evolve, Global Payments was able to design and implement the centralized processes that would bring its global teams together into the cohesive culture that defines the company today.

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With some success under its belt and looking to expand, this small UK-based MedTech company needed to redefine its processes for scalability, build quality control into its workflow, and create a PPM environment equipped to manage the complexity of global variation. This partnership resulted in the successful implementation of the technology, redefined processes in harmony with the company’s requirements, and optimized to its specific business outcomes.

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