{"id":103,"date":"2013-10-30T20:57:30","date_gmt":"2013-10-30T20:57:30","guid":{"rendered":"http:\/\/wp.planview.local\/?page_id=103"},"modified":"2026-02-04T10:28:22","modified_gmt":"2026-02-04T16:28:22","slug":"overview","status":"publish","type":"page","link":"https:\/\/www.planview.com\/services\/overview\/","title":{"rendered":"Customer Success Overview"},"content":{"rendered":"<section class=\"generic \">\n   \n<\/section>\n\n<section class=\"generic services\">\n  <section class=\"services-hero\">\n  <div class=\"container\">\n    <div class=\"inner\">\n      <h2 class=\"l1-heading\">Speed Your Digital Transformation Journey<\/h2>\n      <h1 class=\"l5-heading\">with expertise from Planview Customer Success<\/h1>\n    <\/div>\n  <\/div>\n<\/section>\n<section class=\"sub-hero\">\n    <div class=\"container\">\n    <p>When you invest in Planview, we deliver more than technology. Planview Customer Success delivers resources and expertise that help speed implementation, maximize adoption, and lower risks and fixed costs. We hold ourselves accountable for ensuring that every customer gets the most value from their Planview investment. Our goal is to provide guidance and expertise at every stage of your organization\u2019s transformation journey \u2013 from scoping, to implementation, to realizing business outcomes, to continuously growing and innovating.<\/p>\n    <\/div>\n<\/section>\n<section class=\"services-work\">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">How we work with you<\/h2>\n    <h3 class=\"sub-heading\">Planview Customer Success programs establish long-term relationships, ensure mutual success, and reduce risk.<\/h3>\n    <ul class=\"card-holder\">\n      <li>\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2022\/05\/Barometer%402x.png\" alt=\"\"\/>\n        <h4 class=\"l4-heading\">Professional Services<\/h4>\n        <p>From solution implementation to ongoing operational support, Planview offers services that maximize the value of your technology investment.<\/p>\n        <a href=\"\/services\/professional-services\/\" class=\"tertiary\">Learn more<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Professional Services<\/span><\/a>\n      <\/li>\n      <li>\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2022\/05\/PVE-One%402x.png\" alt=\"\"\/>\n        <h4 class=\"l4-heading\">Training<\/h4>\n        <p>Planview\u2019s learning and training offerings enable your Planview solution admins and users to develop proficiencies and skills using best in class learning strategies.<\/p><a href=\"\/services\/training\/\" class=\"tertiary\">Learn more<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Training<\/span><\/a>\n      <\/li>\n    <\/ul>\n  <\/div>\n<\/section>\n\n \n<\/section>\n\n<section class=\"home-testimonial-columns services\">\n  <div class=\"container\">\n         <h2 class=\"l2-heading\">Hear what our customers have to say<\/h2>\n        <div class=\"flex-row\">\n                           <div class=\"flex-col-sm-6 home-testimonial-column\">\n                  <section class=\"home-testimonial\">\n                    <div class=\"block-wrapper no-image\">\n            <div class=\"block-content\">\n                                          <p class=\"customer-quote\">\u201cThis is an ongoing journey that we\u2019re excited to be on knowing that we\u2019re building our capability and forming a collaborative partnership with an organization in Planview that understands our motivations and supports us in this journey; providing applications that are growing with us as we learn and experiment.\u201d<\/p>\n                                          <div class=\"home-testimonial-information\">\n                <hr class=\"stubby\">\n                                      <p class=\"customer-name\">Caterina Notarbartolo<\/p>\n                                      <p class=\"customer-title\">Senior Methods &#038; Tools Architect at Nationwide Building Society<\/p>\n                                                                    <p><a class=\"tertiary\" href=\"\/resources\/case-study\/nationwide-building-society\/\" >\n                  Read case study<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Caterina Notarbartolo<\/span><\/a><\/p>\n                              <\/div>\n            <\/div>\n          <\/div>\n        <\/section>\n      <\/div>\n                                 <div class=\"flex-col-sm-6 home-testimonial-column\">\n                  <section class=\"home-testimonial\">\n                    <div class=\"block-wrapper no-image\">\n            <div class=\"block-content\">\n                                          <p class=\"customer-quote\">&#8220;Planview Enterprise helps to lift project management up to the next level and with the right organizational embedding and support; improved project delivery will be the result.\u201d<\/p>\n                                          <div class=\"home-testimonial-information\">\n                <hr class=\"stubby\">\n                                      <p class=\"customer-name\">Trevor Matthews<\/p>\n                                      <p class=\"customer-title\">Head of Project Methodology &#038; Education at Zurich<\/p>\n                                                                    <p><a class=\"tertiary\" href=\"\/resources\/case-study\/zurich-financial-services\/\" >\n                  Read case study<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Trevor Matthews<\/span><\/a><\/p>\n                              <\/div>\n            <\/div>\n          <\/div>\n        <\/section>\n      <\/div>\n                                 <div class=\"flex-col-sm-6 home-testimonial-column\">\n                  <section class=\"home-testimonial\">\n                    <div class=\"block-wrapper no-image\">\n            <div class=\"block-content\">\n                                          <p class=\"customer-quote\">\u201cPlanview\u00ae is more a partner to us than our supplier. We get from them advice on ways of working and how to make the most of our solution.\u201d<\/p>\n                                          <div class=\"home-testimonial-information\">\n                <hr class=\"stubby\">\n                                      <p class=\"customer-name\">Joaquim Cols<\/p>\n                                      <p class=\"customer-title\">Director of Operations at Santander Technology UK<\/p>\n                                                                    <p><a class=\"tertiary\" href=\"\/resources\/case-study\/santander\/\" >\n                  Read case study<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Joaquim Cols<\/span><\/a><\/p>\n                              <\/div>\n            <\/div>\n          <\/div>\n        <\/section>\n      <\/div>\n                <\/div>\n      <\/div>\n<\/section>\n\n<section class=\"generic services\">\n  <section class=\"services-questions\">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Questions?<\/h2>\n    <p class=\"sub-heading\">Contact the Planview sales team to learn more about how Planview Customer Success can speed your organization\u2019s digital transformation journey.<\/p>\n    <a class=\"button secondary large\" href=\"\/contact-us\/\">Contact Us<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Planview Customer Success Center<\/span><\/a>\n    <h2 class=\"l4-heading\">Already a Planview Customer?<\/h2>\n    <p>Visit the <a href=\"https:\/\/success.planview.com\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Plaview customer successs center\">Planview Customer Success Center<\/a> or <a href=\"https:\/\/success.planview.com\/Planview_Communities_and_Programs\/Special_Programs\/Customer_Care\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Plaview customer successs center\">contact support<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Planview Customer Success Center<\/span><\/a>.<\/p>\n  <\/div>\n<\/section> \n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":52,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":true,"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-103","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Project and Resource Management Products | Planview<\/title>\n<meta name=\"description\" content=\"See how Planview offers an analytics-first delivery model that enables customers to accelerate project and resource management products implementation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.planview.com\/services\/overview\/\" \/>\n<meta property=\"og:locale\" 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