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Planview Customer Success Center

Reinforce best practices

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Monitor usage trends to see whether workflows are being completed as intended and quickly spot gaps

 

Guide users through recommended workflows, reinforcing practices with proactive messaging and step-by-step walkthroughs of key points within the task completion. Guides can also be used to alert users of valuable or required features that haven't been used.

Segment your teams and create customized messaging within the workflow to ensure the right message reaches the right user at the right time for those who may need attention. Track the implementation of these guides and overall workflow patterns with powerful analytics that reveal user behavior and practices.