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Planview Customer Success Center

Planview PPM Modernization Journey



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Today’s PMOs need a modern PPM approach to address new challenges and support all of the ways organizations and teams work today. Taking the journey from traditional to modern PPM offers agility and adaptability. There are five major phases with distinct areas of focus that have been progressively ordered to make the process as efficient as possible. The information and tools provided in the sections below are designed to help you understand and navigate this journey with your organization. 


Workshop Walkthrough

Planview PPM Modernization Journey

This webinar walks through each section of this page, adding additional context and explaining how to leverage these resources most effectively.



Why Modernize?

A Journey for Every Enterprise

Organizations – and PMOs specifically – are having to respond to change and uncertainty in ways they never have before. The role of the PMO has also grown beyond an exclusively IT-based function. As strategic drivers of the organization, they ensure alignment, mentoring, and continuous improvement.

Planview's PPM solutions enable the trend of the industry, which is a modernized approach to PPM. In doing so, organizations empower their teams to take on more of the planning and the execution around the work. That shifts the focus of the PMO to the portfolio level, ensuring the right teams are working on the right work at the right time, and orchestrating across teams to deliver value to the organization.

Being adaptive is the answer to the question, "why modernize?" The next step is understanding how to get an organization on a journey from traditional to modern PPM.

  1. Commit to the journey from traditional to modern. As with any change, it will take time to see the benefits. 
  2. Empower your teams to increase process automation and agility. One-size-fits-all no longer works. Organizations must embrace differences as the new norm to allow teams to use the delivery methods that best fit the work and desired outcome.
  3. Increase agility at the portfolio level. Empower leaders to translate strategy into outcomes that drive business value.
  4. Update existing processes to accept change as a constant. Become adaptive – it’s more than just a mindset. It modernizes how organizations carry out portfolio and work management. 


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Your Path to Modern PPM

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Achieve Business Value

To derive the full business value from your capabilities, employ the business processes and best practices aligned to your capabilities while putting in place analytics and reporting to quickly analyze information. This will prevent over-engineering and ensure you're optimizing business value and user experience.

When you’re ready to implement or mature your capabilities to maximize business value, visit the Planview Capability Framework for more information.

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Modernization Journey Map

The modernization journey map lays out all of Planview's PPM capabilities and shows their evolution from traditional to modern. This is where you can find how the capabilities evolve and change as you mature along your journey.

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Planview's interactive PPM Journey Mapping Tool provides all the additional information you will need about individual capabilities. Utilizing this tool will help ensure you have the knowledge you need to maximize business value for each one.



Journey Mapping Example

Everyone has their own distinct path to modernize. Next you need to understand where you are and what will be the next steps on your journey. The map below is an example of one customer's modernization journey, showing where they are today and the next steps they plan to take. Beneath the map is a link to download a blank version of this PowerPoint slide to mark the capabilities you're using today and what your next steps will be. The accompanying journey assessment in the next section asks questions about how your organization is working today, which will help as you fill out your map.

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Download the Planivew PPM Journey Map to highlight the PPM capabilities you're currently using along with the capabilities you'll strive to adopt as you map your own modernization journey.



Customer Journey Assessment

The customer journey assessment is a tool that will help you map out your journey and understand other areas you'd like to modernize. The assessment questions point to the main areas that will evolve as you modernize, where you are today, and what you want to focus on modernizing in the near future. Once your answers are marked, you'll have a visualization to foster discussion around where you are on your modernization journey and which areas can be prioritized to move the needle forward.

In addition to the image below, we've created an interactive survey to take the assessment and create a PDF visualization of the questions and answers to help roadmap your journey: 

PPM Customer Journey Assessment Survey

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The Right Tool for the Work

When it comes to empowering teams, having the right tool for the work is key. Understanding the benefits of each tool while establishing their use cases – in contrast to only using the traditional work breakdown structure – is crucial to modernizing how your teams are empowered to work. This section compares the basic features of ProjectPlace and AgilePlace in a cross-reference grid, followed by additional resources for diving deeper into each tool.


ProjectPlace Resources

Connected ProjectPlace in the Planview Capability Framework
Demonstrations and Webinars 
ProjectPlace Enablement Webinars and Training Materials (Free and Recorded) 
Product Help in the Customer Success Center 




Get Help Along the Way

If you need additional support as you make this transition, Planview offers several services to help you throughout the process.

Evolve Advisory Services

We partner with you, get to know your business, and apply our knowledge of best practices to help you achieve your strategic business outcomes.

Planview Professional Services

Our global team is here to help with FastTrack  implementation services specifically tailored to target common organizational needs and quickly drive tangible results.

Remote Advisory Service (RAS) Hours

These are specialized hours designed to help address specific customer needs, bridging the gap between Customer Care and on-site Planview Consulting, allowing you to receive quick and cost-effective enablement.

Customer Success 

For assistance with the customer journey workshop materials or defining your own customer-specific journey that aligns to Planview capabilities and delivers the business outcomes you need, reach out to your Customer Success Manager. If you don't have a Customer Success Manager, reach out to our Customer Success Specialist teams for Planview Portfolios or Planview AdaptiveWork.

For technical or product support questions, please reach out to the Planview Customer Care team.