TRANSFORMATION OFFICE
Walk into the board with proof, not a narrative
Planview is the platform for execution and outcomes. It sits above the tools where work happens, bringing initiatives, investments, and resources into one connected model. So you can keep execution aligned to strategy, reprioritize as the business moves, and prove what the transformation delivered.
Watch Demo Show proof. See how.Trusted by 3,000+ of the world’s leading enterprises
The transformation office has a proof problem
The board approved the strategy but then the work drifts. Initiatives multiply, each business unit moves to its own priorities, and the thread from the boardroom to the front line goes slack. No one has a current view of whether the programs will land on time. And when the board asks if they’re delivering value, the answer is a slide deck of stale data, not defensible proof.
The Planview Platform was built to fix this. It sits above the project, financial, and delivery systems where the work happens, connecting execution to strategy, capacity, and outcomes in one continuous model. So you can keep every initiative aligned to the strategy, re-sequence rapidly as priorities shift, and prove to the board what the transformation delivered.
Decisions at the speed of change. Aligned execution. Proven transformation.
Customer Stories
How three transformation leaders connected strategy to outcomes
35+ portfolios
NatWest connects 35+ portfolios and 4,000+ projects to a ~$1B annual investment strategy — with a single golden thread from intent to delivery.
“About 30% of our portfolio this year…is now driven purely by outcomes, not by delivery.”
Head of Change Center of Excellence, NatWest
Read Customer Story
Six signs you have a proof problem
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1
The CEO asks what transformation returned this year. The answer needs a week of prep.
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2
Capacity is still committed to priorities the business set twelve months ago.
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3
Stalled initiatives keep drawing funding because no one can defend cutting them.
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4
Board prep starts with reconciling spreadsheets, not reviewing the portfolio.
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5
Investments approved by one committee, executed by another, measured by no one.
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6
Transformation spend is climbing. The line back to outcomes gets harder to draw each quarter.
The gap between investment and proof is the one nobody puts on the board deck. Watch an on-demand demo and see what closing that gap looks like.
Analyst Recognition
The analysts who advise your board name us a Leader, year after year
3,000+
customers across the globe
3.1M
users on the Planview Platform
45%
of the Fortune 100 trust Planview
Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s Research & Advisory organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.
Peer Reviews
ON-DEMAND DEMO
Watch proof replace narrative
See how Planview connects strategy, investments, and execution in one model — so transformation leaders can walk into the board with proof, not a slide deck of stale data.
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How Planview helps
Your Challenge
- Spend you can’t defend
- Capacity locked on last year’s plan
- Zombie initiatives drawing funding
- Fragmented toolchain data
- Board prep is a fire drill
The problem
You think your transformation investments are driving outcomes, but no one can prove it.
What it costs you
- Transformation budgets keep funding initiatives the leadership team can’t defend.
- You learn an initiative was off-track from a board question, not a system.
- The CEO asks for the value story and you reach for slides, not a system of record.
Planview delivers
- Investment-to-outcome tracking: Trace every transformation investment to the result it actually produced.
- Strategic drift detection: Spot the gap between intended strategy and actual investment mix before it shows up at the board.
- Executive reporting with leading and lagging indicators: Show the board where bets are headed, not just where they’ve been.
Resources for transformation leaders: research, reports, webinars and guides
Benchmark Study
The State of Strategy Execution: Balancing Speed, Adaptation, and Control
Whitepaperk
Planview Anvi™ for Portfolio Management: AI that Accelerates Strategic Outcomes
The Economist Impact Report
Bridging the Gap: Turning Strategy into Reality
eBook
Creating an Outcome-Based Enterprise
eBook
Build a High-Impact Portfolio: A 5-Step Framework for Strategic Prioritization
eBook
Plan Smarter: A Leader’s Guide to Strategic Portfolio Planning
See Planview in action
Explore on-demand demos to see how Planview helps you decide faster, execute as one, and prove outcomes.
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Contact usThe right solution for every function
See how Planview supports your function
Strategic Portfolio Management
Reprioritize investment as the market moves, keep execution aligned to approved strategy, and prove the outcome of every initiative at the portfolio level.
New Product Development
Pick the products worth funding with the full picture, coordinate engineering, supply, and regulatory on one plan, and tie every R&D investment to the revenue it returned.
Software Product Delivery
Re-sequence software investment when strategy shifts, pull every team and toolchain onto one delivery signal, and prove what engineering delivered, including the AI initiatives.
Frequently Asked Questions
The structure usually isn’t the problem. Steering committees, transformation management offices, quarterly investment reviews, monthly delivery reviews — most transformation offices already have them. What breaks is the data underneath. Decisions get made in the room, then teams spend the next two weeks reconciling what was approved against what’s actually being delivered.
Planview gives the steering committee, TMO, and sponsors one connected model of investments, capacity, and outcomes — pre-populated to the executive review, not assembled the week before. Reprioritization decisions move from escalation to routine, the line of sight set at funding stays intact through delivery, and the board sees what the operating teams are running on.
These are judgment calls, and they should stay that way. What slows them down is preparing the evidence: pulling outcome trajectory, capacity consumed, and the opportunity cost of redeployed resources together in one defensible view, fast enough to matter.
Planview helps transformation leaders narrow the portfolio and keep it sharp. NatWest used Planview to take more than 400 active initiatives down to fewer than 50, with every remaining enterprise transformation initiative tied directly to a corporate OKR.
A live picture comes from one source of truth, not a stitched one. When delivery, capacity, financials, and outcome data feed a single model, the board view is a refresh pulled the morning of the meeting, and it matches what the operating teams are actually running on rather than a deck assembled the week before.
Planview turns board prep into a refresh, not a rebuild, surfacing leading indicators of attainment alongside lagging results so the conversation moves from explaining variance to deciding what to do about it. UPS uses Planview to align decision-making and funding across global portfolios, so leadership can answer where to invest, where to pull back, and how to govern it from one view.
Systematic adaptation depends on a model that sits above the delivery tools, not another tool that replaces them. Teams keep working where they work — Jira, ADO, ServiceNow, Workday, ERP — while a connected layer of strategy, funding, capacity, and outcomes reads from those systems, so reprioritization happens against live data instead of a quarterly scramble.
Planview provides that layer, with 60+ live integrations into the systems enterprise transformation initiatives already run on. Canadian Tire moved 1,000+ projects and five years of investment data into Planview as a single system of record across real estate, IT, business, and supply chain, without replacing the tools their teams already used.
Because most are measured by activity, not outcome. Gartner finds more than 52% of digital initiatives fail to meet their intended business outcomes — often because the link between what was funded and what it produced is never maintained past the planning stage. Proving value means tracing each initiative to its result continuously, across the portfolio, while there is still time to course-correct.
Planview keeps that link intact from funding through delivery, tying every initiative to its intended outcome through OKRs and planned-versus-realized benefits. Leading indicators of attainment sit alongside lagging results, so the board conversation moves from explaining variance to deciding what to do next. NatWest connected 4,000+ projects across 400+ programs to outcomes through OKRs.