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Planview Customer Success Center

Using Planview Anvi in Viz

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Using Planview Anvi™ within Viz

Planview Anvi in Viz is a generative AI assistant designed to access, connect, and provide visibility into your organization’s unique data intelligence to help you in the following ways:

  • Interpret Flow Metrics and providing actionable insights for a team to mitigate risks and friction.
  • Interpret data across multiple values streams within a single portfolio, which will help project managers and engineering directors identify key areas to focus their attention on.
  • Provide access to all the Planview Customer Success Center content, Flow Methodology, Project to Product concepts, and resources Planview has to offer.

You can easily converse with Anvi Chat to ask questions about your enterprise data using natural language. Gain insight, receive recommendations, and take action. Think of Planview Anvi like your personal data analytics expert ensuring you make confident, informed, and fast strategic decisions.

Planview Anvi empowers everyone from the team room to the boardroom by helping to:

  • Accelerate delivery speed.
  • Boost productivity.
  • Reduce business risk.

For more information, see the following articles:

           

TIP

You can join a Planview Anvi Inner Circle if you would like to learn more about what Planview is building with Anvi.

           

           

Anvi Chat for Viz

Planview Anvi Chat is a conversational AI chat window. You can ask questions using natural language to uncover insights, get best-practice recommendations, and inform strategic decisions. Planview’s conversational AI gives everyone—from teams to executives—easy access to organizational data and the intelligence hidden within.

To use Planview Anvi Chat in Viz:

  1. In the top-right side of the navigation bar, click Anvi button to open the Planview Anvi Chat window.
  2. In the What can I do for you? box, enter the text you want to send to Anvi Chat.
  3. Click Send.

You can use prompts and agents to interact with Anvi Chat. For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.

           

           

Current capabilities

Capability Extension / Assistant Examples of supported prompts Limitations
Insights based on a single product's flow metrics time series Viz Metrics Assistant

“What should I worry about from my metrics?”

“Summarize my flow metrics and next steps to mitigate issues.”
  • Product/Portfolios are matched by label.
Insights based on flow metrics time series of multiple products in the selected portfolio Viz Metrics Assistant

“What value stream has the lowest flow efficiency?​”

“What product should be of most concern based on flow load?​”

“What product has delivered the most in the past 30 days?​”

“How does Value Stream A's flow time compare to Value Stream B's?”
  • Currently, portfolio-level metrics queries are limited to portfolios with five or fewer products.

  • Product/Portfolios are matched by label. Odd labels like “Viz products” or “Flow Load” could confuse Anvi.
Query Viz flow items based on status, summary, flow time (ms), age (days), type, and priority. Can be done at both the Value Stream and the Portfolio level. Viz Flow Item Analyzer (FIA) Assistant

“What work has been completed/closed within the last week?”

“What product has the most work items still left in progress?”

“What is the oldest unfinished epic?”

“What product/value stream has the most aged work?”
  • Search complexity: The assistant has to convert the user's query into an OpenSearch query. Questions with too many conditions are at risk of failing.

  • Sub-portfolios are not included, only looks at direct child products of a portfolio.

  • Product/Portfolios are matched by label. Odd labels like “Viz products” or “Flow Load” could confuse Anvi.
Answer based on content from the Viz customer documentation Viz CSC Help Assistant

“What does flow velocity mean?”

"How do I authenticate a user in Viz?

 
Answer based on content from Mik Kersten's Project to Product book P2P Content “What are some key takeaways from Project to Product?”  
Answer based on content from the Scrum Guide Scrum Guide “What are the benefits of the Scrum process?”  
Answer based on documentation of how best to use Viz for daily scrum Viz Daily Scrum

“Show me how to use Viz for daily scrum syncs?”

“How do I use Viz for sprint planning?”

  

           

           

Sample prompts

Use case Sample prompts
Interpreting Flow Metrics
  • What should I worry about from my metrics?
  • What are action items I can take to reduce flow time to market?
Anomaly discovery across value streams
  • What value stream should I worry about?
  • What product needs my attention?
  • What value stream has the lowest flow velocity? How does it compare to the others?
Value stream health check

Create a health check report for this value stream for the month of [insert month].
Use emojis in the report.
Leaderboard report

Create a report focusing on accomplishments for [insert month].
Create several leaderboards that showcase and compare accomplishments of each of the value streams in this portfolio.
Finally, include a section on things to improve.
Most improved report

Across [insert year] until now, order the products in this Portfolio by most improved to least improved delivery according to all the flow metrics, overload (defined as current flow load greater than monthly average flow velocity), total items currently in wait states, total hours current aged work and total flow time on canceled work.
Prefix things that are good with GOOD:
Prefix things that are bad with BAD:.
For any products that have incomplete data, note what months are incomplete.
Place just the ranked products at the top and details below.
Place recommendations for each product below that as well as systemic changes that should be made across the Portfolio.
Kudos report

Given the following scoring algorithm, analyze each product in this portfolio using the following steps:
For every 5% drop in flow load, award that product 10 points.
If flow velocity of features remains within a 10% range, award 10 points.
If the flow distribution amount of defects is below 30% then add 10 points.
Iterate over every product and make a list of the products and their scores.

Attribution analysis

I want you to emulate the following process

Role: Portfolio Attribution Analyst for Flow Metrics
Goal: Automatically identify key observations (for example, anomalies, trends) flow metrics at a portfolio level and for each observation, explain how individual products in that portfolio are contributing to them as well as key recommendations.

Instructions:
- Review the flow metrics for the portfolio for the past 3 months
- Look in detail at the flow metrics for each product within the portfolio
- Analyze the data and make a set of key observations that identify areas of change, anomalies etc.. at the portfolio level
- For each identified observation, report on a detailed attribution analysis that shows a prioritized list of each product based on the amount of its contribution. Include a user friendly, “jargon free” explanation of the observation. As a final step, produce recommendations

Output Example:
Portfolio Attribution Analysis Report
===========================
Overview text here

KEY OBSERVATIONS
1. Observation 1 title

SUMMARY: High level jargon free description of observation 1
OBSERVATION: Flow Methodology based Description of observation 1
PRODUCT ATTRIBUTIONS
List of each product and how it contributed to the observation 1 - Order by amount of contribution
Product A: Describe how it contributed
Product B: Describe how it contributed

RECOMMENDATIONS
Provide a list of 3-5 actionable steps that the portfolio manager should do. Detail who they should talk to and what they should emphasize. OR - What actions they should take to improve, maintain or support

2. Observation 2 title
(following the same structure as Observation 1)

ACTION PLAN
Provide a list of each product describing discussion or action steps for the portfolio manager to take
Product A:
Discuss topic A.1
Discuss topic A.2 and recommendations of changes, recognition, and support
Product B:
Discuss topic B.1
Discuss topic B.2 and recommendations of changes, recognition etc

           

           

Known limitations

  • Portfolio-level queries are limited to portfolios with five or fewer products.

           

           

Reporting an issue with Planview Anvi

As Planview Anvi Chat is a work in progress, features and content are added and refined as Planview receives feedback from customers.

To report an issue with current Planview Anvi capabilities, you can open a Planview Customer Care support case. Be sure to include details about the affected Anvi feature and the steps needed to reproduce the issue.