Planview Process Builder

Integrate extensible process management into your portfolio management framework

The Planview Process Builder product line enables enterprises to embed modeling and management of enterprise-wide processes into the portfolio management framework. This provides you with increased adoption, control, tracking, and audit capabilities in key process areas, such as requirements management, product development, quality management, financial compliance, meeting regulatory requirements, and IT governance.

Integrated with the full-featured Planview Enterprise portfolio management solution, Planview Process Builder helps you increase process adoption, accelerate process maturity, and improve organizational performance.

The Planview Process Builder platform powers the key functions of:

• Process Design: Processes can be simply defined, modeled, and modified with easy-to-use configuration tools, and may be branded within the organization's look and feel
• Process Automation: Planview Process Builder creates a comprehensive view of business processes across applications, and operational efficiencies are realized through the capability to automate routine tasks
• Process Measurement: Users can track the level of compliance to process and report information including how well processes are being followed, as well as capturing exceptions for analysis and audit purposes
• Process Auditing: A common, user-friendly interface to model and manage processes supports adoption, and business processes change from static documents to active guides to improve the consistency of outcomes

Enable Control and Tracking of Processes to Manage Procedural, Regulatory, Audit, and Other Requirements

On the foundation of this platform are the Planview Process Accelerators. Each of these pre-configured best practice templates is developed to support specific set of needs:

Planview Requirements Manager Process Accelerator

The Requirements Manager Process Accelerator provides the functionality to capture, manage, link, route, trace, and audit product requirements through their lifecycles, from concept to delivery.

Planview customers who leverage this Process Accelerator are seeing an increased ability to track requirements to pass audit reviews, improved confidence that the products they bring market meet customer expectations, a cut in costs related to tracing requirements, more visibility into which features are included in the product roadmap, and reduced risk of losing needed functionality.

Planview Gate Manager Process Accelerator

Applicable to Stage-Gate, PACE PRTM, and internally developed gated processes, the Gate Manager Process Accelerator helps product-centric and application development teams to manage, automate, and monitor gate-driven, development processes. Using this Process Accelerator, Planview customers are able to significantly reduce time and costs associated with chasing down gate status from various, often geographically distributed, team members, and by automating their gate processes.

Customers who have implemented this Process Accelerator report seeing decreased risk by ensuring only qualified projects pass gate reviews, improved visibility into status of processes and associated regulator documents, and reduced compliance and audit costs.

Planview Assessment Manager Process Accelerator

The Assessment Manager Process Accelerator empowers project and process teams to make project assessments and project audits visible throughout the enterprise. This is critical for organizations focused on regulatory matters such as Sarbanes-Oxley compliance, which need to model processes in accordance with both users' needs and regulatory requirements.

Planview clients who have implemented this Process Accelerator have recognized a decreased cost of tracking compliance, reduced training spend by modeling processes in the Process Accelerator, and a cut in audit costs by having a clear and easy method by which to trace the audit trail for all processes and related decisions.