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Planview Customer Success Center

Use Cases

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Use Cases for Planview Adopt

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Training Efficiencies
Deliver in-app training through interactive guides and walkthroughs. Track user progress with analytics to see who completes training and where they drop off. For infrequent tasks or “accidental users,” enable just-in-time guidance to refresh their memory when they need it.

New User Onboarding
Welcome new users with guided walkthroughs tailored to their roles. They learn by doing, with in-context support as they explore the platform for the first time.

New Capability Rollouts
Easily introduce new features with targeted announcements and optional guided tours. Help users understand what's new and how to get started, right inside the tool.

Reduced Admin and Support Needs
Cut down on repetitive support tickets by embedding tooltips, pop-ups, or contextual help. Provide answers right where users need them, reducing reliance on your support team.

Improved Adoption Rates
Drive engagement with proactive messaging and step-by-step guides. Monitor usage trends to ensure new features or processes are being adopted as intended.

Change Management 
Track how users respond to changes in the platform with real-time analytics. See which updates are being used and where additional support or communication may be needed.