Planview Portfolios Implementation Team

BO
Planview Portfolio Support Analyst at Thermo Fisher Scientific Inc.

We had some assistance from Planview directly.

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MK
Senior Analyst - Technology at LPL Financial

We worked directly with Planview for its implementation. For its deployment, we required at least three of the administrators at a time. We could obviously leverage all six administrators.

For support and maintenance, at any given time, we have three administrators available, even though we have six of them. The maintenance is mainly around timesheet management. It involves helping users facilitate in terms of making sure that users have access to the work on their timesheets, and they are assigned to the correct roles. The way we have it configured is that we have work project roles and project attributes. So, it is just maintaining that access and making sure that if there are any changes within the organization, we maintain our organizational structure. Similarly, we also need to maintain access to the various users if their roles change or if their positions change within the organization.

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JC
Director, Office of Process and Project Management at Electronic Arts Inc.

We did the initial deployment with the help of Planview. We went in and gave them the parameters, and they implemented the parameters that we asked them to do. 

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Buyer's Guide
Planview Portfolios
March 2024
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
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RB
Director of Enterprise Program and Portfolio Management at a retailer with 10,001+ employees

We worked directly with Planview. 

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EduardoMaya - PeerSpot reviewer
Project Office Manager at Hoteles City Express

Sometimes, we needed to hire a consultant, but not always. The majority of the time, we can implement the solution alone.

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KG
IT Project Analyst at Tractor Supply Company

We got help from Planview's people on the implementation. 

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KB
Enterprise Portfolio Manager at Wellmark

We've only used Planview's global consulting services. We haven't used an external company to do that.

For maintenance, we have one main owner of the application with her back up, so we've got two people that support Planview overall for our organization day to day. They're application owners. 

In terms of users, we roughly have 1,000 to 1,200 technology partners using it and then a handful of business partners.

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PV
Supervisor ITSP EPMO at a energy/utilities company with 10,001+ employees

We probably used a consultant, but I cannot be sure. It was done too long ago, and I wasn't involved.

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RV
Portfolio Manager at State Of Delaware

We didn't use a consultant, we just did the deployment ourselves. There is an in-house team who worked on it. 

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NS
Enterprise Program Management Office, Center of Excellence Leader at a financial services firm with 5,001-10,000 employees

We worked with Planview directly.

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GH
Sr Program Manager at Fresenius Medical Care

We're going to be doing a fast track deployment with Planview. We have our first meeting to talk timeline on Monday following the Horizons conference.

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CW
Manager, PM Tools at a logistics company with 10,001+ employees

It's been several years, but we did use professional services for their initial rapid deployment.

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MG
Senior Director at a pharma/biotech company with 10,001+ employees

We worked with Planview's implementation team for the deployment. 

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CM
PPMS Manager at a pharma/biotech company with 10,001+ employees

We implemented direct with the planview teams.

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RP
Planview Administrator and Robotic Process Engineer at a financial services firm with 10,001+ employees

We only worked through Planview. We didn't work with any other third parties.

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AH
Sr PPM Administrator with 5,001-10,000 employees

We used consultants, and I would recommend that for everyone. They're very easy to use. They listen to your needs and requirements. They gather them. They've been in the business so long that they understand what people are saying. Some people may want a lot of details, and they'll talk them down from that by saying, "Do you really need that? Let's start with this, and then we'll see. Does that give you what you need?" So, they're really good about listening to the requirements and providing what you need from the beginning.

When you talk to a consultant, make sure you know where you are, how many users you're going to have, what number of projects you have today, where you think you're going to go with it, and what are your pain points. 

Know your pain points, and definitely tell Planview what your pain points are, because they'll have a solution for them, whether it's reporting, which is real big, or just the ease of use. Everybody is so used to using Microsoft Project, but it's really not that different from Microsoft Project. You just have to use the tool, like Word or Excel, and the more you use it, the better you get at it. It's a very good PPM tool.

The learning curve is not steep. They have very good training and a lot of people. My recommendation is when you take on Planview, get the training. Have trainers come onsite and make sure you budget for that. Make sure you budget for consultants to come onsite and train your people. Don't try to do it yourself, let them do it.

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JC
Planview Administrator and Portfolio Management Lead at Koch Business Solutions India

We got it implemented through vendor support and are really happy with the support.

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MR
Manager, Project Governance at Clorox

We deployed it with the help of Planview consultants. Our experience with them was good. They came onsite, gave us a training, and were always available by phone.

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KW
Associate Director, PPM Governance & Operations at a pharma/biotech company with 10,001+ employees

We did the initial deployment with the help of Planview. There was good support.

They also helped with the deployment and training. They were available to help us through the whole rollout. Then, they took us further than that and provided some support after the rollout to make sure that things continued on.

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MM
Sr Domain Specialist at a healthcare company with 10,001+ employees

Our initial implementation was with Planview consultants. They were very good. We love them.

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MF
Enterprise Portfolio Analyst at Wellmark

We did the upgrades with the help of Planview. It was a really good experience. 

It wasn't just me. An entire team from Planview worked with my company, so this helped us get all the information so we could make each upgrade. We've done multiple upgrades so we could make each upgrade be as seamless as possible. So, the support that we got from Planview was nice.

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DD
Team Leader at Wellmark

We only worked with Planview, not third-party integrators. 

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EB
Senior Manager at a financial services firm with 10,001+ employees

Every time we do an upgrade, we have to have Planview heavily involved. We end up spending quite a bit of money on just the Planview consultants to do the upgrade which is on top of the half a million.

We do have to be on top of them. If we're not on top of them, then they're not there, but it takes two to tango so if we end up getting caught up busy working on our environment, and we don't go and talk to Planview, then all of a sudden they're not available anymore. But when we do need them, sometimes we do have to escalate to get their availability.

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MS
Platforms Administrator at a manufacturing company with 51-200 employees

We used a Planview consultant for the deployment. Our experience with them was challenging. The initial consultant lacked some knowledge to help us. He didn't know the user interface, plus had very superficial administrative knowledge. 

Once we escalated the issue, we were taken care of immediately. Now, we have a way better consultant. We are extremely happy with our current solution architect (consultant).

Planview just jumped on this issue. They have been great and extremely supportive. They have been making sure that we are on the right path. 

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NM
Sr Information Technology Supervisor at Solar Turbines

We used Planview for the implementation.

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DM
Sr PPM Service Manager at a pharma/biotech company with 10,001+ employees

We deployed it ourselves. We did have an integration with our SAP environment, but that was through Planview. We didn't have a third-party do it.

The Planview consultants were very good. They came in with a plan. They said, "If you execute this, then this, then this, and then this. This is how long it will take. This is how much it will cost, and it did. It took this long across this much, then we were up and running.

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MK
Sr Analyst at a financial services firm with 1,001-5,000 employees

We partnered with Planview in terms of the initial deployment. They had an onsite consultant who helped us with the configuration and creating the test environment before we were able to cut over and move into the extra production environment. The experience with them was very good. I would rate the experience as a 10 out of 10. We had a very good cut over experience.

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GG
Project Manager at a computer software company with 501-1,000 employees

Glen Van Koojic and Mike Moulden were outside trainers and facilitators who helped us with the rapid deployment of Planview. They are contractors, not actual employees, of Planview. They are great guys and helped a tremendous amount.

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LM
IT Business Office Group Manager at a financial services firm with 1,001-5,000 employees

We used a consultant from Planview for the deployment. They went above and beyond, but their approach needs upgrading.

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JH
Director IT at a insurance company with 10,001+ employees

The implementation team has been good and responsive. They have been onsite quite a bit.

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BH
R&D Project Management Coach at Johnsonville Sausage

Planview consultants helped us with it. Our experience with them was very good. It was a different approach than how we typically would have done it internally before. So, we did take a pause along the way and make sure that we were getting what we needed. For the most part, I think we did well with it.

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it_user644253 - PeerSpot reviewer
Planview System Admin/Project Coordinator IT PMO at a pharma/biotech company with 1,001-5,000 employees

A combined in-house/vendor team implemented it. The vendor team was excellent!

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it_user171948 - PeerSpot reviewer
Senior Enterprise Architect at a financial services firm with 1,001-5,000 employees

We implemented it through a Vendor and they were excellent.

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Buyer's Guide
Planview Portfolios
March 2024
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,386 professionals have used our research since 2012.