Planview Portfolios vs iServer comparison

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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).
768,740 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
"Good and effective reporting features, which help in decision making.""iServer has valuable features for workflow and document management.""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 solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great.""It has helped having data lineage in the business cluster, which is used as control artifacts.""Tech support is very responsive. They solved issues within a prompt response time.""iServer is a solution that helps catalog enterprise architect solutions and catalog information.""The product has a valuable customized model."

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"We have a fairly good picture of time tracking.""Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms.""Enterprise One has enabled us to eliminate Excel. We don't track financials anymore in an Excel format, which the company was doing before. Even now, being a new portfolio manager four months in, I'm able to just pick up my project. I'm able to see where I am right now. That improvised it to be more automated. The only missing part is the integration between tools. I'm not able to see my full schedule, but I know what are my important milestones are like watching the financials and all that stuff.""Planview has helped connect funding and strategic outcomes with work execution. That is the key use that we have for it. We use it to validate the work that we're doing and the funding that we need. The difference between the previous version and current version for us would be the ICPM and the way it gives us different scenarios. We can go in and build that out.""Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool.""Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response.""The most valuable features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies.""I like that everyone is able to see the same data. All of our users who aren't just time reporters have read access to all the data that is out there. So, it is one source of truth where everybody can go in and see the exact same data that everybody else sees. It is transparent."

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Cons
"We could allocate permissions to use only specific components to the users rather than the entire instance.""More visualization techniques and ways to report the data might be helpful.""The migration tool needs to be included in the main package, and not as a separate license.""There can be some performance issues using the solution that should be improved. When you make modifications modify to files there are embedded data within that can take a while to process.""The performance is slow, which is something that should be improved.""Cannot see which activities are control activities.""It runs relatively slowly.""The modelling needs improvement, specifically forecasting capabilities and scenarios."

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"The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag.""Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information.""The solution needs to be better at accepting new ideas for upcoming releases.""When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good.""The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level.""I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities.""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.""It could do with a quicker response time for some reports or portfolios."

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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.
    768,740 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.