What is our primary use case?
We're using it for IT project management and annual planning. We also have CTM (part of Enterprise One), which is the true application portfolio management tool. The application portfolio management tool is more about managing metadata around our applications that we support. However, we are looking to do the integration between CTM and the PM modules.
How has it helped my organization?
The biggest impact is the maturity around getting projects in a single place so we can do portfolio level planning and use the tool for more than just timekeeping. This has been the biggest step that we've taken so far. This year was the first year that we did all of our annual planning in the tool instead of starting it in the tool, then doing it in spreadsheets afterwards. So, we're still growing there.
It has been effective for our delivery. It's given us much better visibility into what is being delivered and when.
Our finance/accounting department has been able to get more information than what they had before.
It helps connect funding with work execution. All of our projects have budgets and expected benefits to calculate an NPV. That is part of our annual planning processes. Then, we track monthly reforecasts and progress against those plans.
What is most valuable?
The visibility across the portfolio, who is responsible for what projects, who is working them, and where we are in terms of financials.
What needs improvement?
The integrations need improvement. We have some data exports. They're not even live app integrations. They're just data exports that run with our SAP instance. They either fail, hang up, or aren't configured correctly to operate. Those are the issues that we're running into now.
Some things that we're looking forward to are alerts and monitoring notifications for active notifications. We would also like more about the history of actions which are happening within the tool, so more recordable history.
For how long have I used the solution?
We have been using the tool since 2016.
What do I think about the stability of the solution?
The platform is stable. We rarely have any issues with Planview for functionality. We don't have any issues with crashes.
We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like. I think it's processed-related, but it's all on the Planview side.
What do I think about the scalability of the solution?
We haven't run into any issues with scalability.
We have run into a few issues with performance. It just seems to be slow, depending on how many activities you have in a work breakdown structure, how many projects in a portfolio resource, etc.
We are planning to implement more features, as the organization can absorb that change. We haven't tapped all of the capabilities of it yet.
How are customer service and technical support?
We have used the professional services for the integrations. Their support is good except when the applications don't work.
We have had several conversation, even at Horizons. It is really a process issue.
Which solution did I use previously and why did I switch?
We switched from Primavera. We had sort of outgrown it. We needed more of a project and something that would be a little bit easier to use for our projects. We weren't taking advantage of the full capabilities of Primavera.
How was the initial setup?
It's very complex. Maybe it was a lack of defined processes on our side of things. We really struggled to understand how we needed to answer the questions that they were asking, so they could configure it to support our processes.
We overcame it by trial and error. We kept at it until we got to a point where we could at least deploy and start tracking time, then grew from there.
What about the implementation team?
It's been several years, but we did use professional services for their initial rapid deployment.
What was our ROI?
We would have a hard time calculating ROI at this point. It has been part of our normal operations for several years. Knowing what it would be without the tool, that would be difficult to calculate.
What's my experience with pricing, setup cost, and licensing?
We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses.
Which other solutions did I evaluate?
We did evaluate other vendors.
We don't use Planview's Lean/Agile delivery tools. We use VersionOne.
What other advice do I have?
Start with processes first. Do that hard work before you get Planview in and start talking about the capabilities of the tool. The tool can do pretty much anything you need it to do, but you need to know first what it needs to do for your company.
The tool is very powerful. Sometimes that complexity makes it difficult to use, but it certainly has more than what we need.
The tool has a lot of potential. Our particular implementation of it has some work to be done. I would rate it a seven out of 10.
We don't use Projectplace.
Which deployment model are you using for this solution?
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?