What is our primary use case?
Our primary use case for this solution is for managing a 450 million dollar portfolio from the inception and ideas into a strategy. We do this by turning it into an actual project and then understanding how that project performed and taking lessons learned for the next time around.
How has it helped my organization?
The biggest benefit that we have seen is that it's increased visibility across the board. It's given us a lot of data to actually make data-driven decisions, whereas before this product we didn't have the level of detail to make informed decisions around a lot of trade-offs with our strategic portfolio.
With respect to our organizational strategy, it has not been transformed by this solution, but it has enabled us to achieve our strategy and achieve our goals. We went through the large process of setting up our own IT shop in the past ten years, and Planview was a big part of being able to do that.
Collaborative Work Management has affected our operations by providing visibility and transparency throughout.
We do not yet use the Lean/Agile Delivery tools.
This solution has helped us connect funding and strategic outcomes with work execution. I do not have specific examples of this but that is my understanding from my colleagues.
The biggest impact that using Planview has had is that it has given us the ability to manage the main capacity of working our resources and getting better at that over time. We are better at planning for our people and making sure that we use them appropriately.
What is most valuable?
The most valuable feature of this solution is reporting.
The integration with Power BI, in particular, makes it very easy to get information in a useable format out to our stakeholders.
This is a flexible solution. The flexibility allows you to take care of your stakeholders in different ways. Depending on their way of working, you can accommodate several different processes.
What needs improvement?
Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made.
What do I think about the stability of the solution?
This solution is stable. I've not had a technical issue where I was not able to access it. It has always been a solid, high-quality platform.
What do I think about the scalability of the solution?
This solution is easily scalable. It really just depends on the administration team that you have in your company. When somebody wants it, you ask them a few questions then you turn things on for them.
How are customer service and technical support?
The technical support is among the best in the industry. They're very clear, very thorough and they get right to the heart of the problem. They're willing to work with you and help discover any issues that arise, as well as the implications.
Which solution did I use previously and why did I switch?
Prior to the solution, we were using the HP Portfolio and Performance Management System. We switched because it wasn't as comprehensive and couldn't handle tying everything together. We had a big issue with getting visibility.
What was our ROI?
We realize ROI through this solution because it is the way that we manage our strategic portfolio. It is difficult to quantify, but it is an essential part of our operations.
What other advice do I have?
This solution has reached a pretty comprehensive state, so it is difficult to immediately think of features that it is lacking.
My advice to anybody who is researching this type of solution is to make sure you're working with a vendor like Planview, who has a comprehensive solution from innovation to the inception of ideas all the way through getting your teams to be able to collaborate together. It really makes a difference if they're all in the same environment.
This is a good solution, but there is always room for improvement. Planview seems great at identifying what needs to be improved and then moving the ball forward.
I would rate this solution a nine out of ten.
Which deployment model are you using for this solution?