Planview Daptiv Reviews, Competitors and Pricing

Antonio Lira

Territory Manager LATAM at LeaseWeb

Mar 10, 2023

It allows you to include empty document forms, which must be completed and signed on project execution.

Disclosure: I am a real user, and this review is based on my own experience and opinions.

Antonio Lira

Territory Manager LATAM at LeaseWeb

Nov 9, 2020

Effectively Manage Business Initiatives using Daptiv PPM

Hi again, I'm on my way to a new project! It will keep me busy for few months so, I wanted to share this information now, writing it later will be more difficult, so I'll use the trip to do so.

All projects are born from good ideas, these include: very special customer requirements, improved product, new product development, change to the way things are done at an office, etc. Ideas that begin maturation, documentation and support process.

Daptiv is a SaaS platform that allows easy Portfolio Project Management, one of its functions is precisely "Workspace Request" management. I can imagine everybody's face regarding the name, Workspace Request? Well everything inside Daptiv is a workspace, such as: A Project, Small Intranet, Shared file cabinet, etc. So anyone can request a workspace, equivalent to business initiatives collection.

A great Daptiv feature is that it allows registration not only using a username and password, but it can easily generate web forms, which can be easily integrated into your Intranet or Internet website.

This is very useful! A good example that I have in my mind, is a project that we develop at my country "Guanajuato City Government", The public Internet information website, has Daptiv web forms, where citizens could report a pothole, garbage collection services issue, water or gas leaks, etc. Each of these requests were handled in Daptiv, some of them were managed as maintenance tasks, others possibly become complete construction projects.

In Daptiv, personnel were assigned to a workspace as necessary team member to address people reports, verifying their available time and other assignments. Also costs were updated as tasks advanced. All this information allowed the Governor obtain statistical data; catered events, times and costs, during his Government Time.

Initiatives may include up to 99 custom profile fields, this is more than enough to integrate score initiative factors such as; Urgency, Cost, Strategic alignment, etc. We can also integrate information to improve decision making; which shall be converted into a project or a program.

We can decide which fields should be filled by the requesting user, and the others are only for internal company use.

You can supplement information integrating needed resource types, such as: Oracle DBA, Java2EE Senior Developer, etc. Not knowing yet who (which person) it will be, but defining required hours and month, this is how human resources are integrated to budget needs.

Initiatives depending on their category or workspace type can be submitted with an authorization policy, with this feature you can prevent to not overload the evaluation project committee. If they decided that an Initiative should simply run later, the records are not only still there, all those good ideas as well, otherwise they could possibly be forgotten in a USB once used or on someone's desk. Daptiv can integrate as many approvers as required, but they will need a full user to login and approve or decline.

Just remember successful companies are definitively; The sum of put into practice good ideas, which many of them come from Employees, Customers or Counselors, and Daptiv is one of the most appropriate tool to manage them, without infrastructure investment requirements, you just can access the tool from any Internet connected device.

I hope this information will be useful for you, and soon I will write about generating Daptiv projects, and templates use.

Disclosure: I am a real user, and this review is based on my own experience and opinions.

Antonio LiraTerritory Manager LATAM at LeaseWeb

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Sep 5, 2014

Hi Alin;

It is not possible to configure Daptv to select who will or will not be notified of team work integration, nor task assignments, you can only advise most angry users, to temporarily disable notifications from their user profile (in main menu, top right dropdown list below our user name). I do not recommend to do this if is not necessary, because sometimes after doing this, user forget to activate it again, causing discomfort because system does not informed him of new activities.

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it_user149532

IT Strategy Consultant at a comms service provider with 1,001-5,000 employees

Aug 30, 2014

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Start small and build -- give the users time to fully adopt the features

What is most valuable?

<ul> <li>Portfolio View (built from a top down perspective to support senior management reporting)</li> <li>Excellent reporting</li> <li>Resource Allocation/Capacity Planning function</li> </ul>

How has it helped my organization?

I implemented for a large client of mine and saw them quickly get up and running and leverage Daptiv to help them manage their IT demand from their internal customers. But putting in Daptiv's PPM tool they were able to in a very short period of time:

Show all projects (demand) in their portfolio -- in-progress and backlog -- by organizational unit
Show how many hours they were spending by project vs. "keep the lights on" efforts and
Provide better estimates of when new projects potentially could be started by measuring resource allocation and capacity

What needs improvement?

Would always like to see improvement in the Resource Allocation and Capacity Planning features -- these are the areas that can / will give the greatest ROI so improvement would always be welcomed. Easier to work with, more "what if" capabilities (looking at not just in-progress projects but adding in backlog projects) and even stronger reporting would be welcome. This same feedback applies to all of the PPM tools in the SaaS based leadership Magic Quadrant.

For how long have I used the solution?

Approximately 2 years

What was my experience with deployment of the solution?

Nothing major -- just normal learning curve issues

What do I think about the stability of the solution?

None

What do I think about the scalability of the solution?

Not to date

How are customer service and technical support?

Limited unless you purchase additional support hours.

Which solution did I use previously and why did I switch?

Yes, switched for greater features/functionality.

How was the initial setup?

I found it to be relatively easy to configure and roll-out.

What about the implementation team?

Did most internally but did use some additional hours by an implementation partner (who was excellent).

Which other solutions did I evaluate?

Yes -- AtTask, Innotas, Instantis

What other advice do I have?

Like any other software package -- phase your implementation. Start small and build -- give the users time to fully adopt the features -- but have a set schedule (implement quickly with features rolled out every 60 days). Don't assume that the users can pick it up on their own -- train the users -- success depends not on them just knowing how to do something in the PPM -- you also might need to provide good project management training too.

Disclosure: I am a real user, and this review is based on my own experience and opinions.

it_user577881

Project Manager at a tech vendor with 501-1,000 employees

Feb 26, 2017

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Allowed us to model resource request/assignment workflow in our large PS organization. The timesheet app is outdated.

What is most valuable?

Resource management is a valuable feature of this product.

How has it helped my organization?

The only marked improvement was in resource management. Changepoint allowed us to model resource request/assignment workflow in our large PS organization.

What needs improvement?

The timesheet app is outdated. Web portal functionality is lagging behind in other features.

For how long have I used the solution?

I have used this solution for around 16 months, i.e., from November 2014 through March 2016.

What do I think about the stability of the solution?

I did not encounter any stability issues.

How are customer service and technical support?

The technical support is good, but not great.

Which solution did I use previously and why did I switch?

We switched solutions due to the corporate mandate. The previous solution that we were using was Projector PSA; it was overall a superior product.

How was the initial setup?

The setup was complex. It took us around 18 months from start-to-finish.

What's my experience with pricing, setup cost, and licensing?

Do not go with perpetual licensed solution!

Which other solutions did I evaluate?

As I mentioned earlier, it was a corporate mandate, so did not evaluate other options.

What other advice do I have?

You should check on ownership situation. CP was in the middle of spinning out of Compuware when we implemented it. Thus, there were many questions about the future, new direction, etc.

Disclosure: I am a real user, and this review is based on my own experience and opinions.