{"id":39793,"date":"2026-06-03T15:41:22","date_gmt":"2026-06-03T20:41:22","guid":{"rendered":"https:\/\/planview1s.wpengine.com\/?page_id=39793"},"modified":"2026-06-08T14:17:36","modified_gmt":"2026-06-08T19:17:36","slug":"finance","status":"publish","type":"page","link":"https:\/\/www.planview.com\/functions\/finance\/","title":{"rendered":"Planview for Finance"},"content":{"rendered":"<section class=\"generic \">\n  <section class=\"spd-hero functions\">\n  <div class=\"container\">\n               <h1 class=\"lead\">Finance<\/h1>\n            <h2 class=\"l1-heading\">Prove the return on every investment<\/h2>\n    <p class=\"subtext\">Planview is the platform for enterprise execution and outcomes. It connects every initiative, budget, and outcome to your financial systems of record in one model. So finance can see which investments are underperforming early, redeploy capital before the variance hits the forecast, and prove what every investment returned, including AI.<\/p>\n  <a class=\"button primary has-subtext\" href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html\">\n                Watch Demo\n                <span class=\"subtext\">Get proof. See how. <\/span>\n            <\/a>  <\/div>\n<\/section>\n<section class=\"spd-logos functions\">\n  <div class=\"container\">\n    <p class=\"award-text\">Trusted by 3,000+ of the world&#8217;s leading enterprises<\/p>\n  <\/div>\n\n  <div class=\"scroller\" data-direction=\"forwards\" data-animated=\"true\">\n    <ul class=\"items\">\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/natwest-logo-scroller-dark-bg.png\" alt=\"NatWest\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerFannie-Mae-ColorNo-scroller-dark-bg.png\" alt=\"Fannie Mae\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJPMorgan-Chase-Co.-ColorNo-dark-bg.png\" alt=\"JPMorgan Chase\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerHSBC-ColorNo-dark-bg.png\" alt=\"HSBC\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerProcterGamble-ColorNo-dark-bg.png\" alt=\"Procter and Gamble\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Unilever_text_logo-min-dark-bg.png\" alt=\"Unilever\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIKEA-ColorNo-dark-bg.png\" alt=\"IKEA\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerConagra-ColorNo-dark-bg.png\" alt=\"Conagra\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIMB-ColorNo-dark-bg.png\" alt=\"IBM\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDell-ColorNo-dark-bg.png\" alt=\"Dell\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/volvo-black-dark-bg.png\" alt=\"Volvo\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDow-ColorNo-dark-bg.png\" alt=\"Dow\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/siemens_energy-200x100-removebg-preview-dark-bg.png\" alt=\"Siemens\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/fluor-min-dark-bg.png\" alt=\"Fluor\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJaguar-ColorNo-dark-bg.png\" alt=\"Jaguar\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDHL-ColorNo-dark-bg.png\" alt=\"DHL\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerCargill-ColorNo-dark-bg.png\" alt=\"Cargill\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/ups_white-dark-bg.png\" alt=\"UPS\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerBlue-Cross-Blue-Shield-of-Michigan-ColorNo-dark-bg.png\" alt=\"Blue Cross Blue Shield\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/abbott-180x100-dark-bg.png\" alt=\"Abbott\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNovartis-ColorNo-dark-bg.png\" alt=\"Novartis\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerAbbvie-ColorNo-dark-bg.png\" alt=\"AbbVie\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerSanofi-ColorNo-dark-bg.png\" alt=\"Sanofi\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerThermo-Fisher-ColorNo-dark-bg.png\" alt=\"Thermo Fisher\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/exxon-min-dark-bg.png\" alt=\"ExxonMobil\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerChevron-ColorNo-dark-bg.png\" alt=\"Chevron\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNationwide-ColorNo-dark-bg.png\" alt=\"Nationwide\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/metlife-min-dark-bg.png\" alt=\"MetLife\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/allianz-2-dark-bg.png\" alt=\"Allianz\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerZurich-ColorNo-dark-bg.png\" alt=\"Zurich\"\/><\/li>\n      <!-- duplicates -->\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/natwest-logo-scroller-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerFannie-Mae-ColorNo-scroller-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJPMorgan-Chase-Co.-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerHSBC-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerProcterGamble-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Unilever_text_logo-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIKEA-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerConagra-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIMB-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDell-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/volvo-black-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDow-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/siemens_energy-200x100-removebg-preview-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/fluor-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJaguar-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDHL-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerCargill-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/ups_white-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerBlue-Cross-Blue-Shield-of-Michigan-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/abbott-180x100-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNovartis-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerAbbvie-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerSanofi-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerThermo-Fisher-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/exxon-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerChevron-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNationwide-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/metlife-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/allianz-2-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerZurich-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n    <\/ul>\n  <\/div>\n\n<\/section>\n<section class=\"spd-text-block\">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Enterprise finance has a payback problem<\/h2>\n    <p>The board funds one plan. Six months later the business is running another. Three systems hold the numbers, and they tell three stories. Capital sits parked in last year&#8217;s bets while new ones starve. AI spend climbs, and no one can say what it bought.<\/p>\n    <p>The Planview Platform was built to fix this. It sits above your financial systems of record and the delivery systems beneath them, connecting spend and work to strategy and outcomes in one financial model. Now finance can spot underperforming investments early, see what AI spend is funding, redeploy capital before the market forces the call, and face the board with proof instead of slides.<\/p>\n        <p class=\"callout\">One plan, one set of numbers. Reallocate funding at market speed. Prove what every investment returned.<\/p>\n  <\/div>\n<\/section>\n<section class=\"value-driver-module\">\n  <div class=\"container\">\n  <p class=\"lead\">Customer Stories<\/p>\n\n    <h2 class=\"vdm-heading\">\n      How three enterprise leaders made capital defensible\n    <\/h2>\n<div class=\"vdm-select-wrap\">\n  <select class=\"vdm-select\">\n    <option value=\"vdm-panel-cognizant\">                 Cognizant\n\n<\/option>\n    <option value=\"vdm-panel-canadian-tire\">         NatWest\n<\/option>\n    <option value=\"vdm-panel-ups\">                   Canadian Tire\n\n<\/option>\n  <\/select>\n<\/div>\n    <ul class=\"vdm-tabs\" role=\"tablist\">\n      <li role=\"presentation\">\n        <button \n          class=\"is-active\" \n          role=\"tab\" \n          aria-selected=\"true\" \n          aria-controls=\"vdm-panel-natwest\" \n          id=\"vdm-tab-natwest\">\n          Cognizant\n        <\/button>\n      <\/li>\n      <li role=\"presentation\">\n        <button \n          role=\"tab\" \n          aria-selected=\"false\" \n          aria-controls=\"vdm-panel-canadian-tire\" \n          id=\"vdm-tab-canadian-tire\">\n          NatWest\n        <\/button>\n      <\/li>\n      <li role=\"presentation\">\n        <button \n          role=\"tab\" \n          aria-selected=\"false\" \n          aria-controls=\"vdm-panel-ups\" \n          id=\"vdm-tab-ups\">\n          Canadian Tire\n        <\/button>\n      <\/li>\n    <\/ul>\n\n    <div \n      class=\"vdm-panel\" \n      id=\"vdm-panel-natwest\" \n      role=\"tabpanel\" \n      aria-labelledby=\"vdm-tab-natwest\">\n\n      <div class=\"vdm-image\">\n        <img decoding=\"async\" \n          src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/hero-tufin-min.jpg\" \n          alt=\"Cognizant\"\/>\n      <\/div>\n\n      <div class=\"vdm-content\">\n\n        <div class=\"vdm-stat\">\n          <div>\n            <p class=\"vdm-stat__number\">40+ <span class=\"vdm-stat__label\">programs<\/span><\/p>\n            \n            <p class=\"vdm-stat__description\">brought under standardized, automated governance in six months across a 340,000-employee global services firm.<\/p>\n          <\/div>\n          <a href=\"\/resources\/case-study\/cognizant\/\" class=\"vdm-stat__cta button secondary desktop large\">Read Customer Story<\/a>\n        <\/div>\n\n        <div class=\"vdm-quote\">\n  <img decoding=\"async\" \n    class=\"vdm-quote__mark\" \n    src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/icon-quotes.png\" \n    alt=\"\" \n    aria-hidden=\"true\"\/>\n          <p class=\"vdm-quote__text\"> &#8220;Planview PPM gives us end-to-end visibility, accelerates our time to market, and readies us for all the investment scrutiny we need going forward.&#8221;\n\n<\/p>\n  <p class=\"vdm-quote__author\">Estela Lauricella-Thota<\/p>\n  <p class=\"vdm-quote__role\">Senior Director, Technology Transformation and Head of EPMO, Cognizant<\/p>\n                    <a href=\"\/resources\/case-study\/cognizant\/\" class=\"vdm-stat__cta button secondary mobile large\">Read Customer Story<\/a>\n\n<\/div>\n\n      <\/div>\n    <\/div>\n\n    <div \n      class=\"vdm-panel hidden\" \n      id=\"vdm-panel-canadian-tire\" \n      role=\"tabpanel\" \n      aria-labelledby=\"vdm-tab-canadian-tire\">\n\n      <div class=\"vdm-image\">\n        <img decoding=\"async\" \n          src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/hero-natwest-min.jpg\" \n          alt=\"NatWest\"\/>\n      <\/div>\n\n      <div class=\"vdm-content\">\n\n        <div class=\"vdm-stat\">\n          <div>\n                        <p class=\"vdm-stat__number\">4,000+ <span class=\"vdm-stat__label\">projects<\/span><\/p>\n\n            <p class=\"vdm-stat__description\">across 400+ multi-year programs connected to strategic outcomes through OKRs.<\/p>\n          <\/div>\n          <a href=\"\/resources\/case-study\/okrs-at-natwest-connecting-strategic-objectives-to-measurable-outcomes\/\" class=\"vdm-stat__cta button secondary desktop large\">Read Customer Story<\/a>\n        <\/div>\n\n        <div class=\"vdm-quote\">\n  <img decoding=\"async\" \n    class=\"vdm-quote__mark\" \n    src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/icon-quotes.png\" \n    alt=\"\" \n    aria-hidden=\"true\"\/>\n  <p class=\"vdm-quote__text\">&#8220;About 30% of our portfolio this year\u2026is now driven purely by outcomes, not by delivery.&#8221;<\/p>  \n          <p class=\"vdm-quote__author\">Steve Marjot<\/p>\n  <p class=\"vdm-quote__role\">Head of Change Center of Excellence, NatWest<\/p>\n          <a href=\"\/resources\/case-study\/okrs-at-natwest-connecting-strategic-objectives-to-measurable-outcomes\/\" class=\"vdm-stat__cta button secondary mobile large\">Read Customer Story<\/a>\n<\/div>\n\n      <\/div>\n    <\/div>\n\n    <div \n      class=\"vdm-panel hidden\" \n      id=\"vdm-panel-ups\" \n      role=\"tabpanel\" \n      aria-labelledby=\"vdm-tab-ups\">\n\n      <div class=\"vdm-image\">\n        <img decoding=\"async\" \n          src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/hero-canadian_tire-min.jpg\" \n          alt=\"Canadian Tire\"\/>\n      <\/div>\n\n      <div class=\"vdm-content\">\n\n        <div class=\"vdm-stat\">\n          <div>\n                        <p class=\"vdm-stat__number\">1,000+ <span class=\"vdm-stat__label\">projects<\/span><\/p>\n\n            <p class=\"vdm-stat__description\">and five years of investments unified across IT, business, supply chain, and real estate.<\/p>\n          <\/div>\n          <a href=\"\/resources\/case-study\/canadian-tire\/\" class=\"vdm-stat__cta button secondary desktop large\">Read Customer Story<\/a>\n        <\/div>\n\n      <div class=\"vdm-quote\">\n  <img decoding=\"async\" \n    class=\"vdm-quote__mark\" \n    src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/icon-quotes.png\" \n    alt=\"\" \n    aria-hidden=\"true\"\/>\n  <p class=\"vdm-quote__text\"> &#8220;Planview was the single system of record we needed to move real estate and supply chain into the system that was already holding IT.&#8221;<\/p>\n  <p class=\"vdm-quote__author\">Teresa Prevoe<\/p>\n  <p class=\"vdm-quote__role\">Associate Vice President, Enterprise PMO, Canadian Tire Corporation<\/p>\n        <a href=\"\/resources\/case-study\/canadian-tire\/\" class=\"vdm-stat__cta button secondary mobile large\">Read the full story<\/a>\n<\/div>\n\n      <\/div>\n    <\/div>\n\n    <div class=\"vdm-browse\">\n      <a href=\"\/our-customers\/\" class=\"tertiary\">Browse all customer stories<\/a>\n    <\/div>\n\n  <\/div>\n<\/section>\n\n<section class=\"six-signs\">\n  <div class=\"container\">\n\n    <h2 class=\"l2-heading\">Six signs you have a payback problem<\/h2>\n\n    <div class=\"six-signs__list-wrap\">\n      <ol class=\"six-signs__list\">\n        <li>\n          <span class=\"six-signs__number\">1<\/span>\n          <p>The plan you funded in January is no longer the plan the business is executing in June.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">2<\/span>\n          <p>Reallocating capital across the portfolio takes a quarter and the market window is shorter than that.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">3<\/span>\n          <p>Each business unit reports against strategy in its own format, and the numbers don&#8217;t reconcile.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">4<\/span>\n          <p>You believe last year&#8217;s investments delivered, but proving what they returned is a manual scramble.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">5<\/span>\n          <p>Spend, forecast, and outcome data live in separate systems with no shared model.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">6<\/span>\n          <p>The board asks for return on strategy and the answer relies on narrative rather than evidence.<\/p>\n        <\/li>\n      <\/ol>\n    <\/div>\n\n    <p class=\"six-signs__closing\">The cost of late reallocation is the variance no one budgets for \u2014 and the hardest to defend. Watch an on-demand demo and see how to prove the return before the board asks.<\/p>\n\n    <div class=\"six-signs__cta\">\n      <a href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html\" class=\"button primary large\">\n        <strong>Watch Demo<\/strong>\n        <span>Get proof. See how.<\/span>\n      <\/a>\n    <\/div>\n\n  <\/div>\n<\/section>\n\n<section class=\"analyst-recognition\">\n  <div class=\"container\">\n    <div class=\"analyst-recognition__inner\">\n\n      <!-- Left col -->\n      <div class=\"analyst-recognition__left\">\n        <p class=\"lead\">Analyst Recognition<\/p>\n        <h2 class=\"analyst-recognition__heading\">The analysts who advise your board name us a Leader, year after year<\/h2>\n\n        <div class=\"analyst-recognition__stats\">\n          <div class=\"analyst-recognition__stat\">\n            <p class=\"analyst-recognition__stat-number\">3,000+<\/p>\n            <p class=\"analyst-recognition__stat-label\">customers across the globe<\/p>\n          <\/div>\n          <div class=\"analyst-recognition__stat\">\n            <p class=\"analyst-recognition__stat-number\">3.1M<\/p>\n            <p class=\"analyst-recognition__stat-label\">users on the Planview Platform<\/p>\n          <\/div>\n          <div class=\"analyst-recognition__stat\">\n            <p class=\"analyst-recognition__stat-number\">45%<\/p>\n            <p class=\"analyst-recognition__stat-label\">of the Fortune 100 trust Planview<\/p>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <!-- Right col -->\n      <div class=\"analyst-recognition__right\">\n                          <a href=\"\/analyst-recognition\/\" class=\"analyst-recognition__more tertiary\">See more reports<\/a>\n\n        <a href=\"https:\/\/info.planview.com\/forrester-strategic-portfolio-management-tools-_report_sp_en_reg.html \" class=\"analyst-recognition__card\">\n          <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Forrester-white.png\" alt=\"Forrester\"\/>\n          <p>Named a Leader in The Forrester Wave\u2122: Strategic Portfolio Management Tools<\/p>\n          <span class=\"tert\">\n            <i><\/i>\n          <\/span>\n        <\/a>\n\n        <a href=\"https:\/\/info.planview.com\/gartner-spm-mq-_report_sp_en_reg.html \" class=\"analyst-recognition__card\">\n          <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Gartner-white.png\" alt=\"Gartner\"\/>\n          <p>Named a Leader in the Gartner\u00ae Magic Quadrant\u2122 for Strategic Portfolio Management*<\/p>\n          <span class=\"tert\">\n            <i><\/i>\n          <\/span>\n        <\/a>\n\n        <a href=\"https:\/\/info.planview.com\/gartner-adaptive-pm-reporting-mq-_report_prm_en_reg.html \" class=\"analyst-recognition__card\">\n          <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Gartner-white.png\" alt=\"Gartner\"\/>\n          <p>Named a Leader in the Gartner\u00ae Magic Quadrant\u2122 for Adaptive Project Management and Reporting*<\/p>\n          <span class=\"tert\">\n            <i><\/i>\n          <\/span>\n        <\/a>\n\n        <div class=\"analyst-recognition__footer\">\n <a href=\"\" class=\"analyst-recognition__disclaimer\" id=\"gartner-disclaimer-btn\">About Gartner<\/a>\n        <\/div>\n      <\/div>\n\n    <\/div>\n  <\/div>\n  <div id=\"gartner-modal\" class=\"gartner-modal\">\n  <div class=\"gartner-modal__box\">\n    <button class=\"gartner-modal__close\" aria-label=\"Close\">&times;<\/button>\n    <p class=\"gartner-modal__text\">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\u2019s Research &#038; 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.<\/p>\n  <\/div>\n<\/div>\n<\/section>\n\n<section class=\"peer-reviews\">\n  <div class=\"container\">\n    <p class=\"lead\">Peer Reviews<\/p>\n    <div class=\"peer-reviews__footer\">\n      <a href=\"\/product-review-center\/\" class=\"peer-reviews__browse tertiary\">Browse reviews<\/a>\n    <\/div>\n  <\/div>\n\n  <div class=\"scroller\" data-direction=\"forwards\" data-animated=\"true\">\n    <ul class=\"items\">\n      <li><span class=\"badge-buyer\"><\/span><\/li>\n      <li><span class=\"badge-toprated\"><\/span><\/li>\n      <li><span class=\"badge-best\"><\/span><\/li>\n      <li><span class=\"badge-feature-set\"><\/span><\/li>\n      <li><span class=\"badge-price\"><\/span><\/li>\n      <li><span class=\"badge-relationship\"><\/span><\/li>\n      <li><span class=\"badge-reviews\"><\/span><\/li>\n      <li><span class=\"badge-champion\"><\/span><\/li>\n      <li><span class=\"badge-impact\"><\/span><\/li>\n      <!-- duplicates -->\n      <li aria-hidden=\"true\"><span class=\"badge-buyer\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-toprated\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-best\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-feature-set\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-price\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-relationship\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-reviews\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-champion\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-impact\"><\/span><\/li>\n      \n      <li aria-hidden=\"true\"><span class=\"badge-buyer\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-toprated\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-best\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-feature-set\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-price\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-relationship\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-reviews\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-champion\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-impact\"><\/span><\/li>\n    <\/ul>\n  <\/div>\n\n\n\n<\/section>\n\n<section class=\"resource-cta\">\n  <div class=\"container\">\n    <div class=\"resource-cta__inner\">\n\n      <div class=\"resource-cta__content\">\n        <p class=\"lead\">ON-DEMAND DEMO<\/p>\n        <h2 class=\"resource-cta__heading\">Watch how investment gets tied to return\n<\/h2>\n        <p class=\"resource-cta__body\">See how Planview connects strategy, budgets, and outcomes in one financial model \u2014 so finance can reallocate capital before the variance hits the forecast and face the board with defensible proof.\n\n<\/p>\n        <a class=\"tertiary\" about=\"_blank\" href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html\n\">Watch Demo<\/a>\n      <\/div>\n\n      <div class=\"resource-cta__image\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/finance-function.png\" alt=\"How to Adapt to Changing Business Needs... Better whitepaper\"\/>\n      <\/div>\n \n    <\/div>\n  <\/div>\n<\/section> \n<\/section>\n\n<section class=\"generic \">\n  <section class=\"use-case-block\">\n  <div class=\"container\">\n\n    <h2 class=\"use-case-block__heading\">How Planview helps<\/h2>\n\n    <div class=\"use-case-block__inner\">\n\n      <!-- Left nav -->\n      <div class=\"use-case-block__nav\">\n        <p class=\"use-case-block__nav-label\">Your Challenge<\/p>\n\n        <!-- Mobile: select dropdown -->\n        <div class=\"use-case-block__select-wrap\">\n          <select class=\"use-case-block__select\">\n            <option value=\"intent\">ROI on transformation is opaque<\/option>\n            <option value=\"plans\">Capital locked in stale bets<\/option>\n            <option value=\"strategy\">AI spend with no return story<\/option>\n            <option value=\"capacity\">Funding promises vs actual results<\/option>\n            <option value=\"outcomes\">No single source of financial truth<\/option>\n          <\/select>\n        <\/div>\n\n        <!-- Tablet\/Desktop: sidebar nav -->\n        <ul class=\"use-case-block__nav-list\">\n          <li class=\"is-active\" data-panel=\"intent\">ROI on transformation is opaque<\/li>\n          <li data-panel=\"plans\">Capital locked in stale bets<\/li>\n          <li data-panel=\"strategy\">AI spend with no return story<\/li>\n          <li data-panel=\"capacity\">Funding promises vs actual results<\/li>\n          <li data-panel=\"outcomes\">No single source of financial truth<\/li>\n        <\/ul>\n      <\/div>\n\n      <!-- Right panels -->\n      <div class=\"use-case-block__panels\">\n\n        <div class=\"use-case-block__panel is-active\" id=\"panel-intent\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>Strategic bets get funded, get delivered, and no one can prove what they returned.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Capital is deployed without a provable return. <\/li>\n            <li>Capital allocation decisions rely on unvalidated assumptions. <\/li>\n            <li>Forecasts lose credibility when expected benefits do not materialize. <\/li>\n            <li>Board scrutiny increases when returns cannot be defended. <\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Investment-to-outcome tracking: <\/strong> Trace every strategic investment to the outcome it produced. <\/li>\n            <li><strong>Decision provenance: <\/strong> A defensible record of what changed, who decided, and why.<\/li>\n            <li><strong>Financial modeling: <\/strong> Measure benefits realization against the original business case.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-plans\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p><p>Investments stay funded long after market conditions have moved; capital that should be redeployed isn&#8217;t.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Capital sits in initiatives the business has already outgrown.<\/li>\n            <li>New strategic bets get starved while old ones consume the budget.<\/li>\n            <li>The year-end review shows what the business cut, not what it chose.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Investment-to-outcome tracking: <\/strong>Real-time signal on which bets are pulling ahead and which to redeploy.<\/li>\n            <li><strong>Scenario planning under uncertainty: <\/strong>Model reallocation across multiple market and capacity scenarios before committing.<\/li>\n            <li><strong>What-if analysis across the portfolio: <\/strong>Quantify the cost of continuing vs. redeploying capital.<\/li>\n            <li><strong>AI ROI validation: <\/strong>Real-time signal on which AI bets are pulling ahead and which to redeploy capital from.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-strategy\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>AI investments are accelerating across the enterprise with no quantifiable return or audit trail.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>AI spend escalates without a defensible ROI story.<\/li>\n              <li>Finance can&#8217;t say which AI investments to scale and which to cut.<\/li>\n<li>AI spend grows line by line in the budget and no one can say what it is funding.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>AI ROI validation: <\/strong>Measurable return on every AI tool and agent investment \u2014 adoption, throughput, and outcome lift.<\/li>\n            <li><strong>Regulatory traceability: <\/strong>A defensible record of where AI is operating, under what authority, and against which strategy.<\/li> \n            <li><strong>Financial modeling: <\/strong>A defensible scale-or-cut decision on each AI line item.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-capacity\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>Promises made at funding aren&#8217;t tracked to actuals, and board confidence in the planning process erodes.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>The next funding cycle starts before the last one is reconciled.<\/li>\n            <li>Year-end underspend reveals the gap between investment plans and actual delivery capacity.<\/li>\n<li>Business cases at funding don&#8217;t reappear in the actuals.<\/li>\n\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Investment-to-outcome tracking: <\/strong>Tie benefits cases to actual outcomes, cycle by cycle.<\/li>\n            <li><strong>Financial modeling: <\/strong>Track benefits realization against the original business case.<\/li>\n            <li><strong>OKR cascade and roll-up: <\/strong>Connect every funded initiative to the outcome it was meant to drive.<\/li>\n            \n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-outcomes\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>Strategy, budgets, capacity, and outcomes live in different systems. Reporting is manual, late, and easy to challenge.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Every financial conversation starts with reconciling the data.<\/li> \n            <li>Reports land late and answer last cycle&#8217;s questions.<\/li>\n            <li>Finance leadership spends more time reporting on strategy than partnering on it.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>60+ pre-built integrations: <\/strong>One connected model of strategy, budgets, capacity, and outcomes.<\/li>\n            <li><strong>Executive reporting with leading and lagging indicators: <\/strong>A live financial story for leadership and the board.<\/li>\n            <li><strong>Financial modeling: <\/strong>Defensible numbers, every cycle.<\/li>\n          <\/ul>\n        <\/div>\n\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section> \n<\/section>\n\n<section class=\"generic \">\n  <section class=\"featured-resources\">\n  <div class=\"container\">\n\n    <h2 class=\"featured-resources__heading\">Resources for finance leaders: research, reports, webinars and guides<\/h2>\n\n    <div class=\"featured-resources__grid\">\n\n      <a href=\"\/lp\/strategy-execution-benchmark-prm\/\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">Benchmark Study<\/p>\n          <h3>The State of Strategy Execution: Balancing Speed, Adaptation, and Control<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/bridging-the-gap-turning-strategy-into-reality-_report_plt_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">Report<\/p>\n          <h3>Bridging the Gap: Turning Strategy into Reality<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/rs\/456-QCH-520\/images\/Planview-Anvi-for-Portfolio-Management-SB-EN.pdf\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">Solution Brief<\/p>\n          <h3>Planview Anvi\u2122 for Portfolio Management<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/creating-outcome-based-enterprise-_ebook_plt_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">eBook<\/p>\n          <h3>Creating an Outcome-Based Enterprise<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/strategic-prioritization-framework-_ebook_sp_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">eBook<\/p>\n          <h3>Build a High-Impact Portfolio: A 5-Step Framework for Strategic Prioritization<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/plan-smarter-_ebook_sp_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">eBook<\/p>\n          <h3>Plan Smarter: A Leader\u2019s Guide to Strategic Portfolio Planning<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n    <\/div>\n\n\n  <\/div>\n<\/section>\n<section class=\"final-plea\">\n  <div class=\"container\">\n    <div class=\"final-plea__grid\">\n\n      <div class=\"final-plea__card\">\n        <img decoding=\"async\" class=\"final-plea__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/circle-play.png\" alt=\"\"\/>\n        <h2 class=\"final-plea__heading\">See Planview in action<\/h2>\n        <hr class=\"stubby\">\n        <p class=\"final-plea__body\">Explore on-demand demos to see how Planview helps you decide faster, execute as one, and prove outcomes.<\/p>\n        <a href=\"\/demos\/\" class=\"final-plea__cta btn btn-outline-white\">Browse all demos<\/a>\n      <\/div>\n\n        <div class=\"final-plea__card\">\n        <img decoding=\"async\" class=\"final-plea__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/user-headset.png\" alt=\"\"\/>\n        <h2 class=\"final-plea__heading\">Ready to go deeper?<\/h2>\n        <hr class=\"stubby\">\n        <p class=\"final-plea__body\">Tell us where your portfolio decisions are breaking down. We&#8217;ll show you exactly where Planview fits and what it typically delivers for organizations at your scale.<\/p>\n        <a href=\"\/contact-us\/\" class=\"final-plea__link\">Contact us<\/a>\n      <\/div>\n\n    <\/div>\n  <\/div>\n<\/section>\n<section class=\"solutions-grid functions\">\n  <div class=\"container\">\n\n    <h2 class=\"solutions-grid__heading\">The right solution for every function<\/h2>\n    <p class=\"solutions-grid__subtext\">See how Planview supports your function<\/p>\n\n    <div class=\"solutions-grid__grid\">\n\n      <div class=\"solutions-grid__card\">\n        <img decoding=\"async\" class=\"solutions-grid__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Solutions-icon-1.png\" alt=\"\"\/>\n        <h3 class=\"solutions-grid__card-heading\">Strategic Portfolio Management<\/h3>\n        <p class=\"solutions-grid__card-body\">Reprioritize investment at the speed the market moves, keep capacity and AI aligned to approved strategy, and prove the outcome of every bet at the portfolio level.<\/p>\n        <div class=\"solutions-grid__card-ctas\">\n          <a href=\"\/products-solutions\/solutions\/strategic-portfolio-management\/ \" class=\"button primary large\">Learn More<\/a>\n          <a href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html\" class=\"tertiary\">Watch demo<\/a>\n        <\/div>\n      <\/div>\n\n      <div class=\"solutions-grid__card\">\n        <img decoding=\"async\" class=\"solutions-grid__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Solutions-icon-2.png\" alt=\"\"\/>\n        <h3 class=\"solutions-grid__card-heading\">New Product Development<\/h3>\n        <p class=\"solutions-grid__card-body\">Prioritize the right bets, coordinate engineering, supply, and regulatory on one plan, and get the right products to market faster \u2014 with every R&#038;D investment tied to the revenue it returned.<\/p>\n        <div class=\"solutions-grid__card-ctas\">\n          <a href=\"\/products-solutions\/solutions\/new-product-development \" class=\"button primary large\">Learn More<\/a>\n          <a href=\"https:\/\/info.planview.com\/planview-new-product-development-solution-_demo-on-demand_pi_en_reg.html\" class=\"tertiary\">Watch demo<\/a>\n        <\/div>\n      <\/div>\n\n      <div class=\"solutions-grid__card\">\n        <img decoding=\"async\" class=\"solutions-grid__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Solutions-icon-3.png\" alt=\"\"\/>\n        <h3 class=\"solutions-grid__card-heading\">Software Product Delivery<\/h3>\n        <p class=\"solutions-grid__card-body\">Re-sequence software investment when strategy shifts, pull every team and toolchain onto one delivery signal, and prove what engineering delivered, including the AI bets.<\/p>\n        <div class=\"solutions-grid__card-ctas\">\n          <a href=\"\/products-solutions\/solutions\/software-product-delivery \" class=\"button primary large\">Learn More<\/a>\n          <a href=\"https:\/\/info.planview.com\/digital-product-delivery-_demo-on-demand_lad_en_reg.html\" class=\"tertiary\">Watch demo<\/a>\n        <\/div>\n      <\/div>\n\n    <\/div>\n\n\n  <\/div>\n<\/section>\n\n<section class=\"faq\">\n  <div class=\"container\">\n\n    <h2 class=\"faq__heading\">Frequently Asked Questions<\/h2>\n    <hr class=\"stubby\">\n\n    <div class=\"faq__list\">\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How does finance walk into the board with a defensible return on strategy?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>The board doesn&#8217;t want activity; it wants to know what each funded bet returned and where capital should move next. A defensible answer ties every funded initiative to the outcome it was meant to produce, with leading indicators of where current bets are converging rather than lagging slides assembled the week before.<\/p>\n          <p>Planview gives finance that live picture of the portfolio: which investments paid off, which haven&#8217;t yet, and where reallocation would land.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/cognizant\/\" class=\"tertiary\">Read the Cognizant story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How do we reallocate capital across portfolios in time to act on market signals?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Most enterprise finance teams reallocate capital on the funding-cycle calendar, not on the market-signal calendar. The window closes before the analysis lands.<\/p>\n          <p>Planview connects strategy, budgets, capacity, and outcomes in one model so finance can model trade-offs across the portfolio in minutes, not weeks. Scenario planning runs against current data, not last-cycle snapshots, so the next reallocation lands while the window is still open.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/okrs-at-natwest-connecting-strategic-objectives-to-measurable-outcomes\/\" class=\"tertiary\">Read the NatWest story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How do finance teams quantify and defend AI spend to the board?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>AI spend is the line item the board is asking about. Most finance teams can show what was spent, not what was returned.<\/p>\n          <p>Planview tracks AI investments as a portfolio: where each agent operates, under what authority, against which strategy, and what it returned. Adoption, throughput, and outcome lift attribute to specific funded bets, audit trails make the spend defensible, and scale-or-cut decisions land on data, not narrative.<\/p>\n          <p>Gartner forecasts that 40% of enterprise applications will use task-specific AI agents by end of 2026. Defending AI return at the board is the new finance job.<\/p>\n          <p><a href=\"https:\/\/newsroom.planview.com\/planview-launches-agent-resource-management-redefining-portfolio-resource-management-for-the-ai-era\/\" class=\"tertiary\">Read the announcement<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How do we reconcile strategy, budgets, capacity, and outcomes \u2014 without rebuilding the financial stack?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Reconciliation stops being manual when the data stays where it lives and a connected model reads across it. Strategy, budgets, capacity, and outcomes sit in different systems \u2014 ERP, financial planning, project portfolio, HR \u2014 so the answer is a layer above them, not a rip-and-replace that moves everything into one new tool.<\/p>\n          <p>Planview sits on top of the systems finance and the business already run on, with 60+ pre-built integrations. Canadian Tire unified 1,000+ projects and five years of investments across IT, business, supply chain, and real estate in a single system of record, replacing the reconciliation work that used to start every financial conversation.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/canadian-tire\/\" class=\"tertiary\">Read the Canadian Tire story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How does finance rebuild board confidence in the planning process?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Board confidence erodes when funding promises don&#8217;t track to actuals, cycle after cycle. The defense (&#8220;we delivered the work&#8221;) doesn&#8217;t answer the question (&#8220;what did it return?&#8221;).<\/p>\n          <p>Planview tracks the original business case through to in-market outcome \u2014 promised versus actual, every cycle. Benefits realization is measured against the original commitment, so the board sees what each cycle bought, not just what it spent, and the next funding ask lands on evidence from the last one.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/cognizant\/\" class=\"tertiary\">Read the Cognizant story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n    <\/div>\n  <\/div>\n<\/section> \n<\/section>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":26209,"featured_media":0,"parent":39765,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-39793","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>Planview for Finance<\/title>\n<meta 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