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Planview Customer Success Center

Planview Global Managed Services

Planview Global Managed Services Offerings

Every business needs technology to operate and compete effectively. As demand grows, so does the need for resources to support your strategic initiatives. But what happens when your resources become scarce or need to focus their expertise on other projects or initiatives?

Planview offers professional and remote application management services on a variety of topics that we call Planview Global Managed Services (GMS). One or all the following services may best fit your needs and provide you with peace of mind.

Offering Services

Application Administration

  • A global service program specifically designed to administer your Planview application efficiently.

Integration Management Services

  • Job Stream Maintenance
  • Planview Enterprise One Update Release Support
  • Integration Enhancement
  • A dedicated development/integration team(s)

Testing Services

  • Use our proven test plans to ensure your Planview investment remains stable and efficient
  • Offload a testing cycle to our expert team when you add new capabilities or upgrade

Sandbox Management

  • Refreshing databases as/when needed
  • Preparing Dev, QA & UAT environments
  • Preparing training environments
  • Support UAT business tests
  • Status communication at all refresh phases

The GMS Delivery Model

Global Managed Services can be delivered under one of two major models: Admin Assurance and Demand-Based. You can choose the model that provides the best options for your needs.

Admin Assurance Characteristics

"The work is defined by the staffing”

  • Staff augmentation
  • ‘n’ FTE/hours per month
  • Application Administration
  • Defined Catalog of Services
  • “Use it or lose it”
  • Expanded Services Available

Demand Based Characteristics

“The staffing is defined by the work”

  • Driven by Response & Resolution SLAs
  • Application Administration
  • Catalog of Services Plus+
  • Focal point for end users needs
  • Architect Oversight included
  • Expanded Services Available

GMS Offering Details 

Application Administration Integration Management Testing Services Sandbox Management

Application Administration

Global Managed Services (GMS) Application Administration enables customers to offload the day-to-day administration of Planview applications. The program is specifically designed to ensure the stability and efficiency of your Planview investment allowing you to allocate resources to other projects.

Planview offers professional and remote, Application Administration services to augment the daily administration of Planview Enterprise One and Planview PPM Pro to achieve optimum performance of your technology investment.

Application Administration can be delivered under one of two major models: Admin Assurance and Demand-Based.  Both provide you a unique Catalog of Services. The list below is a summary of the Application Administration Services available under both models.

  Administration Activities Supporting Your Team Helping you manage your process Maintaining Your Investment  
 
  • Resources
  • Financial Management
  • Screens, Fields, Tiles and Ribbons
  • General administration
  • Structures
  • Administrator support
  • User support
  • Customer Care liaison
  • Lifecycles & Workflow
  • Data and Compliance
  • Content
  • Upgrade & Update Assistance
  • Database Management
  • Configuration Migration
  • Flex License Support
 

           

The Catalog Header Image.png

The Catalog defines what Application Administration can do for you

           

GMS Catalog for E1, PRM.PNG

GMS Catalog Sample for Enterprise One, Project & Resource Management (PRM) Application Administration

           

           

GMS Catalog for E1, CTM.PNG

GMS Catalog Sample for Enterprise One, Capability and Technology Management (CTM) Application Administratio

           

           

GMS Catalog for PPM Pro.PNG

GMS Service Catalog Sample for PPM Pro Application Administration

        

Key Benefits of Application Administration from GMS

  • Cost effective relief for overworked and understaffed teams
  • You can avoid the impacts of unexpected turnover on your team
  • Navigate peaks and valleys of demand by flexibly adding or reducing capacity
  • Your internal resources can focus on higher value work, strategic initiatives and core competencies
  • Save 40-50% on costs by not staffing services yourself
  • 24/7 support is available in any time zone
  • Access our enabled network of Planview experts, including those in Integrations and the Planview Applications
  • Rely on a fully enabled team with over a decade of experience delivering these services
  • Work with named individuals committed to your organization and your success

Integration Management

Managing your Planview investment requires dedication and commitment. As your reliance on your deployed integrations grows, so does your need for resources to support their efficient operation. But what happens when your resources become scarce, or you need them to focus their expertise on other projects or initiatives?

Planview offers 24/7 remote professional Integration Management services for executing your Planview Enterprise One™ integrations.

This Integration Management Services Package bundles multiple services together to provide a strong and secure offering, including:

Job Stream Maintenance:

  • We monitor and manage your Job Streams
  • We triage and route issues to the experts that can address your challenges

Planview Enterprise One Update Release Support

  • We validate your interfaces against new releases as you update

Integration Enhancement:

  • We have a vehicle in place to handle necessary changes made to your interfaces
  • We react quickly to make those changes happen

Dedicated Integration Team

  • We have a Planview Development/Test team(s) dedicated to your efforts building new interfaces or making changes to existing ones

Peace of Mind

Planview Integration Management Services gives customers the opportunity to confidently offload the day-to-day administration of critical integrations to a team of experts. The program is specifically designed to ensure the stability and efficiency of your Planview investment allowing you to allocate resources to other projects.

Key Benefits of Integration Management Services from GMS

  • Cost effective relief for overworked and understaffed teams
  • You can avoid the impacts of unexpected turnover on your team
  • You can focus internal resources on essential projects and strategic initiatives
  • Save costs on services by not staffing them yourself
  • We provide 24/7 support in any time zone
  • Rely on a fully enabled team with over 10 years’ experience delivering these services
  • Work with named individuals committed to your organization and your success
  • Work with experts in Integrations and the Planview Applications
  • Receive quick response to integration change needs
  • Navigate the peaks and valleys of demand by flexibly adding or reducing capacity

           

GMS visio diagram.png

Job Monitoring Process

           

 

Testing Services

Successful rollouts of new capabilities and recent releases drive continued value to your Planview journey. To augment these critical activities, Planview offers remote professional Testing Services for Planview Enterprise One.

One customer calls it their “Peace of mind”

This program is specifically designed to ensure the stability and efficiency of your Planview investment, allowing you to allocate your limited resources to focusing on strategic elements of your mission.

For over a decade, Planview’s Global Management Services (GMS) team has helped customers though hundreds of testing scenarios.

The GMS Testing Services Solution

We provide:

  • A proven approach designed to test your Planview application efficiently

  • A fully enabled team committed to your organization and your success
  • Test plans and cases based on our experiences helping hundreds of customers
  • The ability to align GMS test plans to your specific needs
  • Proven uses of Planview Projectplace for efficient collaboration between Planview and you.
  • Scalable testing for large and small customers
  • Availability for SaaS and On-Premises Customers
  • Planview GMS Testing Services gives you and your team the opportunity to offload a testing cycle to an expert team.

Major Benefits of Utilizing our Testing Services

  • Cost and time effective
  • Relief for overworked and understaffed teams
  • Access to an experienced network of Planview experts
  • Focus internal resources on Planview Enterprise One enhancements, training, and other strategic initiatives and deliverables
  • Leverage our experiences helping hundreds of customers per year

Scope and Process

Planview has created thorough test plans that cover the Enterprise One application. We work with you to determine what needs to be tested and recommend a best practice approach based on our years of experience. A comprehensive Projectplace workspace is created to show you what we tested, what passed, what failed, and the resulting resolution plan we implemented as testing proceeds

Listed below are some potential test areas.

  • Administration/User Role rules
  • Work & Work Portfolio Management
  • Requests & Lifecycles
  • Resource Management
  • Time reporting and approval
  • Strategy – portfolio and entity
  • Planning/Investment Capacity Planning
  • Outcomes
  • Report Execution & Excel Add-In validation
  • Projectplace, LeanKit, CTM to PRM Connectors

Key Benefits of Testing Services from GMS

  • Lean on our pre-designed test plans and be able to monitor progress thought Collaboration
  • Rely on a fully enabled team with nearly a decade of experience delivering these testing services for hundreds of customers
  • Access to an experienced network of Planview experts
  • Cost and time effective
  • Relief of overworked, understaffed teams
  • Focus internal resources on Planview Enterprise One enhancements, training and other strategic initiatives and deliverables

Sandbox Management

Managing your Planview Production and Sandbox environments is critical to your success. Establishing and maintaining governance around the use and status of each database can be challenging.

Planview offers remote professional Sandbox Management services to solve this need.

The Sandbox Management Services Package bundles multiple services together to provide a strong and secure offering, including:

  • Preparing the DEV & QA environments for development and piloting purposes
    • Managing configurable items within these environments
  • Working with support teams to refresh Databases as needed from other environments
  • Production issue root cause replication and analysis
    • Preparing lower-level environments for bug replications, exploring root cause scenarios, and documenting for risk assessment and prevention.
  • Preparing the training environment to train new functionalities for new customer users
  • Serving or supporting the business when accidental or unexpected events occur

Key Benefits of Sandbox Management from GMS

  • Knowing the purpose and status of each sandbox database
  • Access our enabled network of Planview experts
  • Cost effective relief for overworked and understaffed teams
  • Your internal resources can focus on higher value work, strategic initiatives and core competencies
  • 24/7 support is available in any time zone
  • Rely on a fully enabled team with over a decade of experience delivering these services
  • Work with named individuals committed to your organization and your success            

The GMS Team

Planview Customers have been leveraging GMS for over a decade.  We have developed an experienced team that is ready to contribute from day one and expedite time to value.

Your dedicated support team is comprised of on-shore, off-shore, and near-shore resources.  You are assigned dedicated contact points who allow your GMS team to become familiar with how you use Planview application configurations within your use case. We also provide a clear escalation path if it is ever needed.

Your business isn’t contained to one time zone, and neither is GMS. Our global team provides 24/7 support in all time zones.

Your GMS team is part of Planview’s Professional Services organization and is aligned closely with Customer Care, CloudOps, and the rest of the Professional Services team to serve your needs efficiently.

Get Started Today!

For more information about Planview’s Global Managed Services, contact your Managing Consultant, Customer Success Manager, Account Executive, or send an email to ManagedServices@planview.com.

For more information, please download and review the relevant data sheets.

Planview Global Managed Services 

Planview Integration Management Services 

Planview Testing Services