Planview Enterprise One Review

Gives us visibility into future demand to help us plan for resourcing

What is our primary use case?

Enterprise One supports our portfolio planning and approval process. People who are interested in having a project done would enter it in Planview and we would use Planview to facilitate the approval process. If it's disapproved, then we would cancel the entry and nothing would happen. If it's approved, then we use the tool to facilitate the execution of that project from a cost estimation and management resource as well as tracking the project progress and current status.

We also use it for risk management and to facilitate change management.

How has it helped my organization?

One example of how it has improved my organization is the introduction of Microsoft Power BI reporting. It greatly improved the visibility and the flexibility in those management reports. Prior to that, oftentimes there was data taken out of Planview and Excel created visuals for management. But with Power BI, definitely, the visualization capabilities are very strong.

It has definitely helped with the prioritization of projects through alignment with the strategic objective in terms of strategy, outcomes, and capabilities. It lets us tie projects to strategies, rank them, and prioritize them based on a number of attributes.

Enterprise One also allows program managers to group work together and see the resource demands and the costs at a consolidated level. That's basically the core of what Planview Enterprise One does. It gives you the ability to see across a portfolio the cost and resource demands. It doesn't affect project management ability specifically, but it helps us in the portfolio management to make sure that we're working on the right things and have the right amount of resources and it gives us visibility into future demand to help us plan for resourcing.

It drills down into the details underlying the consolidated information to a number of different levels, all the way to tell individual tasks and assignments. This lets us see what the resources are working on to help us prioritize. If we have constraints in a certain skill, we can see the detail and then make intelligent decisions on what work may need to be put off versus what work needs to get done now.

I'm not sure it has increased our on-time completion rate specifically itself, but it certainly gives us visibility into what is on time versus what is finished not on time.

What is most valuable?

The financial planning capabilities are very useful. We have integration for an SAP system, and so we load financial data from SAP into Planview for prior months. And then we use the forecasting capabilities to get a complete picture of the cost of a specific project. The financial management is very useful.

The resource management is also useful to show us resources utilization, as well as capacity and it gives us a picture across our employees as to what capacity we have, which helps us plan what work we can take on. It helps us with scheduling when certain things might begin or not begin. It also gives us visibility into if we need to consider going external for contracting or consulting resources to perform certain tasks.

Enterprise One does a very nice job of telling us what stage a project's at. We also use it from a portfolio management standpoint to gauge the health of an overall portfolio of projects. And from a planning perspective, knowing when projects are going to be ending helps us in planning future work.

It also does a nice job of letting us forecast effort either by an individual person or by skillset. If I have an individual person assigned, I can plan out their work into the future. If I have a need for a certain skill set, but I don't have anyone assigned yet, I can still plan the work being done.

It does a very good job of providing summary reports across multiple projects if there are different options of reporting available within the tool itself. It also connects with Microsoft's Power BI. That's integrated as well to provide some dashboarding KPIs.

Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool. We use it for different types of work. We use it for project work. We use it for production support monitoring and production support work. We also use it for managing smaller work requests that don't require a formal project driven by a project manager.

What needs improvement?

In terms of improvement, I know one of the things they're moving to is a single Planview account ID. Right now, if you have multiple Planview products, you have to log on multiple times. But that's a general statement. It's not specific to Enterprise One.

For how long have I used the solution?

I've been using Planview for 14 years. Enterprise One is their current version, their core PPM application.

What do I think about the stability of the solution?

It's very stable. In the four years I've used it at my current employer, I think only once I've had an actual issue where there was something that they needed to fix. It's a very stable platform.

What do I think about the scalability of the solution?

I know in our case specifically, we've had over 1,000 active projects at any one time with over 1,000 users using it all over the world, and it performs fine. I know other companies only manage several dozen projects at a time but Enterprise One definitely seems scalable.

When I joined, we had about 1,200 users. We've spun off a couple of parts of our business that used to use it. Presently, we're smaller, but when I first joined, we had about 1,200 users.

We use it within our IT organization and within IT the adoption rate is 100%. There were other business areas that were using it that we sold off. We're having discussions with other business areas on using the functionality.

In terms of the types of users using Enterprise One, project management obviously is very active in it every day. We have people that work in portfolio management. They're in it quite often. We have a team that we call our relationship managers. They're folks that work with a business on project prioritization and project ideas. And management uses it, again, for visualization reporting. Resource managers are also in it to view what their people are working on and view assignments to projects and approve assignments.

I manage the solution. I'm an IT manager, but in this capacity, I'm the Planview architect so I do all the configuration of it.

How are customer service and technical support?

The technical support seems strong. I know they've started doing some more off-shore support, and that space still needs some growth. But the US-based technical support is fine. Their off-shore support is something new that they're laying out and the team just needed some development in terms of skill and experience. 

How was the initial setup?

I was not involved in the initial deployment here. I've used this product at two different companies and I actually wasn't involved in the initial deployment in either one.

What was our ROI?

In hard dollars, I have not seen ROI. In productivity and the ability to help support achieving our strategic objectives, I have. But I couldn't put a dollar figure next to it.

What's my experience with pricing, setup cost, and licensing?

I'm not involved really in the pricing or licensing aspects of it. One of the things that Planview as a company has done is introduce something they call FLEX licensing, where if you have Enterprise One licenses that you're not using, you can exchange them for licenses for other Planview products. So as a company, the licensing seems flexible. But that's not an Enterprise One statement specifically.

What other advice do I have?

One of the big lessons, and this applies to any solution, is not to customize it and use it as it's designed to be used. Adopt your processes to leverage the capabilities of the tool. I've seen many instances where people take applications and customize them to fit their processes. And it just ends up being problematic later on. That's one of the things we did in the latest implementation of Planview four years ago. We had an on-premise version that was heavily customized. We moved to a SaaS model that was not customized at all, and we've been able to keep it current. Upgrades are easy. So one of the lessons I would recommend is: Don't customize.

I would rate Enterprise One an eight out of ten. It does an outstanding job of supporting our needs in this space, and the company has done a great job of continuing to enhance and improve it.

**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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