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Planview Customer Success Center

Enterprise Agile Planning Journey

 

Project Management

Start here if:

  • You are currently managing work in your PPM product but also use other tools that are not connected.
  • Your goal is to use Portfolio and Capacity Planning to ensure the right work is prioritized at the right time. 
Team Foundation

Start here if:

  • Your goal is to enable teams with collaborative tools to visualize and manage work projects and day-to-day tasks.
  • Your goal is to empower teams to use the right tool for the right situation.
Connected Team Delivery

Start here if:

  • Your goal is to inform portfolio-level decision-making using interactive dashboards that roll up data from disparate teams into your PPM product, so that you have the full view and status of work in progress without adding manual processes.
  • Your goal is to connect all your tools to your PPM product.
Program Management

Start here if:

  • You are ready to start aligning funding and prioritization to strategic goals and programs.
  • Investment and Capacity Planning (ICP) has been raised to the strategy and resource role levels. 
Adaptive Portfolio Planning

Start here if:

  • You are ready to make your organization more adaptive to change by:
    • Moving funding from annual to quarterly or ongoing.
    • Identifying improvement opportunities based on leading indicators of desired business outcomes as well as trends in work delivery.
    • Supporting continuous change, delivering rapid results, and enabling portfolio decision-making.
    • Adapting governance to the different ways of delivering, giving program managers and teams more autonomy on how to deliver while maintaining guardrails.