What is our primary use case?
We have three different teams on Enterprise One right now. We currently have research and development, MIS, and sourcing continuous improvement. The main business cases are new product introduction, MIS projects, and also continuous improvement of productivity projects.
We are on the cloud.
How has it helped my organization?
We have recently had some good portfolio discussions about what types of projects and how much effort is going against each type of project, then making better decisions around how they better tied back to the strategy that we want to chase.
It's around innovation versus continuous improvement versus maintenance-type projects:
- Do we understand how much time and effort we're putting against maintenance projects?
- Where do we want to grow more in innovation?
- How do we better focus our resources on these types of things?
That specifically has been how we've been doing it recently.
I don't think it's transformed our strategy yet. I think it's getting us better visibility into how we're working on the strategy. But, I wouldn't say it's changed our company's strategy.
What is most valuable?
We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects.
I have found the solution to be flexible. It has the ability for us to have three teams working on it, plus we're going to have capital planning coming onto to Planview next year. The fact that we can all be working on it: MIS folks working on their projects at the same time that you have research and development, new products coming in, and we'll be doing capital projects. We've all been able to work on the same platforms, and it's very helpful that way.
What needs improvement?
I would rate it as an eight (out of 10). We have had some difficulties with trying to get the financial component of it to work the way that we want it to. The way that we do IRRs, we tried to do that in Planview and the financial model didn't quite get there. It depends on who you talk to, but some of our project managers would probably give it a higher score. When you start talking to some of our financial folks, they would probably give it a lower score, as they are trying to figure out how to best use it financially and have had some struggles.
For how long have I used the solution?
We launched Enterprise One a year ago.
What do I think about the stability of the solution?
The stability has been fine.
What do I think about the scalability of the solution?
So far, scalability has been fine. It's added quite a bit to it. It's worthwhile.
How are customer service and technical support?
The technical support has been pretty good. My technical team would be able to talk more to that than myself. Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed, but I think for the most part, we've been happy with the support that we have been receiving from the help desk.
Which solution did I use previously and why did I switch?
We had multiple groups on different tools. Those things were not working for us. We had one group on Access and another group doing things in Microsoft Project trying to manage a portfolio there. All of our project activators were in Excel, Word, and scattered all over the place. It was tough to find information.
How was the initial setup?
It was fairly straightforward. We understood it pretty well out of the gate. We understood the format.
The format of the tool worked well for us, but there were some things that we were not too familiar with in the tool. We probably didn't learn some things and some training in the tool before we actually got into implementation would have been better. There were some things we were agreeing to ask along the way where we didn't quite see the end picture because we were trying to implement the tool. We were trying to make decisions when we were not sure what the end game looked like. Once we started working on it, it was pretty intuitive and worked well for us.
What about the implementation team?
Planview consultants helped us with it. Our experience with them was very good. It was a different approach than how we typically would have done it internally before. So, we did take a pause along the way and make sure that we were getting what we needed. For the most part, I think we did well with it.
What was our ROI?
We have not calculated a return on investment at this point. There actually wasn't necessarily an ROI project for this. It was more just trying to pull visibility and get multiple groups under one table. We didn't measure for this one on an ROI basis.
What's my experience with pricing, setup cost, and licensing?
We are on the Flex licenses.
Which other solutions did I evaluate?
We did talk with SAP and Planview. Originally, we also considered Innotas, which was acquired as Planview PPM Pro.
Planview Enterprise One was handled best across multiple functions. Everyone came up with different requirements. Planview was good at meeting all of those for each one of us. We did a detailed RFP and scored it all the way through. Each group scored it where they thought it worked for us. Planview scored best.
What other advice do I have?
The big thing for us is that if you're having a difficult time trying to keep track of all the different projects that are going on in different areas and you need one place to be able to go for it. This has worked really well for us.
The biggest impact of using Planview in our company is visibility to everything that is being worked on.
We have not yet used Planview to help connect funding and strategic outcomes with work execution. I think we want to get there, but we're early on.