Planview Portfolios vs iServer comparison

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Orbus Software Logo
3,444 views|1,448 comparisons
83% willing to recommend
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661 views|348 comparisons
90% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between iServer and Planview Portfolios based on real PeerSpot user reviews.

Find out in this report how the two Enterprise Architecture Management solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.
To learn more, read our detailed Planview Portfolios vs. iServer Report (Updated: March 2024).
768,246 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"It has helped having data lineage in the business cluster, which is used as control artifacts.""The solution is easily modified to suit your needs.""The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great.""Integrating the Microsoft documents to the product and visualization matrix where we can see the end-to-end relationship of the network is of great importance to our company.""This is a flexible tool compared to some other solutions.""There were lots of different requirements, and collaboration and review is one of the biggest things. There is also Office 360 integration, and there's flexibility to use it as a database as well.""The most valuable features of iServer are the integration with Microsoft Office and the interface is similar to Microsoft applications making them easy to use.""We like the governance."

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"The overall interface is very easy to use. It puts together strategy and execution across all your investments.""The solution is flexible. Planview is always introducing new releases and functionality, which ends up being beneficial to the company. We are able to do some customizations on our own along with our IT department, and that's very helpful.""The flexibility on offer is very helpful in meeting the organization's needs.""The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting.""We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value.""The most valuable feature for me is the ease and customizability of reporting.""The biggest impact has been the visibility into our IT assets.""In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."

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Cons
"The migration tool needs to be included in the main package, and not as a separate license.""Cannot see which activities are control activities.""It runs relatively slowly.""I haven't used this solution long enough to know what areas could be improved.""We could allocate permissions to use only specific components to the users rather than the entire instance.""Requirements management needs to be improved.""The one issue is that if you want to import predefined work, you need to put the licensing model in. So if you wanted to import work that was done before, you then need to buy a separate product for that.""Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer."

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"When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool.""Even though Enterprise One is easy and user-friendly, it could provide better training like a demo. Providing more tutorials or sessions would really help.""The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use.""Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line.""The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement.""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.""One of the reasons why we've upgraded so many times is because of performance standards. We've just run into issues where we've had performance problems. Maybe they are not upgrading, but they're adding more horsepower. Then, we do go upgrade and lose that horsepower, which is frustrating from my perspective as an admin to lose that horsepower. Hopefully, that'll change.""We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview."

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Pricing and Cost Advice
  • "Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
  • "It's about 13K to set up and 9K for the license for three months. I think it's about 20K a year, but we haven't firmed up on pricing yet because the price depends on how long we commit to the solution."
  • "The price of iServer is reasonable compared to other solutions."
  • "They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
  • "The product has a moderate pricing."
  • More iServer Pricing and Cost Advice →

  • "The licensing part is a bit costly in comparison with the other available PPM tools."
  • "We are on the Flex licenses."
  • "We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
  • "The cost of other pieces and integrating them in needs improvement."
  • "We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
  • "I don't think we have necessarily purchased everything that I would have liked to have seen."
  • "We have several hundred licenses. It costs us several hundred thousand dollars a year."
  • "We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using."
  • More Planview Portfolios Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:iServer has valuable features for workflow and document management.
    Top Answer:They haven't introduced new features for the product's on-premise version since 2021, similar to the SaaS version. There could be features for process mining, process simulation, and analytics.
    Top Answer:We use the product for various critical functions within our environment, particularly in a government entity, where it assists in governance, workflow management, and generating reports and live… more »
    Top Answer:Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM)… more »
    Top Answer:Planview Portfolios is not too expensive. You get what you paid for.
    Top Answer:Enhancements are needed in: Advanced reporting and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data… more »
    Ranking
    Views
    3,444
    Comparisons
    1,448
    Reviews
    6
    Average Words per Review
    335
    Rating
    8.0
    Views
    661
    Comparisons
    348
    Reviews
    4
    Average Words per Review
    909
    Rating
    8.3
    Comparisons
    Also Known As
    Planview Enterprise One, Troux
    Learn More
    Overview

    iServer is a unified software platform and enterprise modeling environment that extends and enhances the familiar, market leading Microsoft Visio and Office products. Core capabilities provided by iServer include an enhanced Microsoft Visio diagramming interface, a powerful central repository for all enterprise architecture or business process models and documentation, and a range of tools for visualization, analysis and decision making.

    Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

    Sample Customers
    Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard
    UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
    Top Industries
    REVIEWERS
    Financial Services Firm20%
    University10%
    Maritime Company10%
    Energy/Utilities Company10%
    VISITORS READING REVIEWS
    Educational Organization34%
    Government11%
    Financial Services Firm11%
    Computer Software Company6%
    REVIEWERS
    Insurance Company23%
    Financial Services Firm22%
    Pharma/Biotech Company8%
    Manufacturing Company8%
    VISITORS READING REVIEWS
    Financial Services Firm13%
    Manufacturing Company12%
    Computer Software Company10%
    Healthcare Company7%
    Company Size
    REVIEWERS
    Small Business29%
    Midsize Enterprise18%
    Large Enterprise53%
    VISITORS READING REVIEWS
    Small Business12%
    Midsize Enterprise40%
    Large Enterprise48%
    REVIEWERS
    Small Business5%
    Midsize Enterprise3%
    Large Enterprise92%
    VISITORS READING REVIEWS
    Small Business18%
    Midsize Enterprise12%
    Large Enterprise70%
    Buyer's Guide
    Planview Portfolios vs. iServer
    March 2024
    Find out what your peers are saying about Planview Portfolios vs. iServer and other solutions. Updated: March 2024.
    768,246 professionals have used our research since 2012.

    iServer is ranked 6th in Enterprise Architecture Management with 15 reviews while Planview Portfolios is ranked 11th in Enterprise Architecture Management with 63 reviews. iServer is rated 7.2, while Planview Portfolios is rated 8.0. The top reviewer of iServer writes "Enables flexible parameters for any process model and has a valuable document management feature ". On the other hand, the top reviewer of Planview Portfolios writes "Helps prioritize projects, share the big picture with management, and has a great planning capacity". iServer is most compared with LeanIX, Sparx Systems Enterprise Architect, Visio, ARIS BPA and MEGA HOPEX, whereas Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, LeanIX, SAP Portfolio and Project Management and Planview ProjectPlace. See our Planview Portfolios vs. iServer report.

    See our list of best Enterprise Architecture Management vendors.

    We monitor all Enterprise Architecture Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.