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Planview Customer Success Center

Use Cases

Use Cases for Planview Adopt

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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.

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User effectiveness

Communicate with users and help them complete tasks with confidence through messaging and step-by-step guides. Provide commonly referenced materials and guidance where they're most likely to get stuck or request additional support. 

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Training efficiencies

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

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Reinforce best practices

Monitor usage trends to ensure new features or processes are being adopted as intended. See which updates are being used and where additional support or communication may be needed. 

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New capability rollout

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.

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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.

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