Enterprise Agile Planning

Take a quick solution tour

The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.

• Product And Value Stream Funding

  Fund what matters most

  
  Shift funding and enable different funding models from projects to persistent products, lines of business or value streams. Align and fund in accordance with strategic priorities.
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  Prioritize funding to align to the delivery of strategic outcomes, while understanding the impact of trade-offs and alternative plans.

  • Allocate funds and budgets to map to OKRs and desired outcomes.
  • Reprioritize and reallocate funding iteratively or as needed, and analyze trade-offs with continuous planning.
  • Adjust funding across portfolios, products, or value streams to match priorities and goals.

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• Generative AI Assistant

  Plan, pivot, and execute based on real-time AI-driven recommendations that drive desired outcomes

  
  Ask questions in plain language, run multi-step agentic workflows and let AI parse thousands of data points from multiple systems so it can offer contextual recommendations that inform strategic decisions.
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  Planview’s AI empowers every employee with access, connection, and visibility into your organization’s data and the insights hidden within.

  • Use plain language, agents, and automated workflow steps to uncover risks, summarize changes, and highlight strategic misalignment
  • Tap into best practices and key learnings based on decades of Planview knowledge, as well as your own documentation and policies
  • Surface hidden insights across multiple initiatives, value streams, products, and teams

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• Planview.Me® Platform Experience

  Redefine how work gets done

  
  Break down organizational data silos with comprehensive visibility across your strategy, planning, and delivery data. Redefine how work gets done with personalized views that highlight insights, performance, and potential risks.
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  Engage in a visually immersive, easy-to-use, streamlined Planview Platform user experience, tailored to you and the information you need to see.

  • Create unique views based on status, progress, and other data-oriented use cases needed to pinpoint where to focus, issues to address, and risks to mitigate
  • Bring data and insight transparency into all decisions and to all decision-makers within your organization
  • Power-up your productivity with the ability to action, investigate, respond, and react from a single screen and with a single click

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• Scenario Planning And Funding

  Model change to make confident funding decisions

  
  Visualize and compare investment scenario impacts across the organization’s portfolios. Model trade-offs to create the optimal plan.
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  Analyze current spend versus new demands and priorities in the context of the whole portfolio. Determine the best strategy by leveraging “what-if” scenarios to make your next business decision.

  • Create plan scenarios to model the impact of potential changes, balance trade-offs, and visualize the impacts.
  • Model different plans and funding decisions to easily compare and review.
  • Make decisions based on important organizational criteria such as: cost, risk, capacity, business impact, and overall business benefit.
  • Understand the impact of trade-off decisions on your ability to drive outcomes while considering organizational limits and parameters.

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• Lean Portfolio Management

  Change the way your organization plans and funds

  
  Build agility by changing the way your organization operationally plans, funds, and delivers value with Lean Portfolio Management approaches.
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  Rearchitect planning and funding processes to be more incremental and continuous. Leverage Lean Portfolio Management as a key enabler in connecting strategy to delivery and increasing enterprise agility.

  • Analyze Lean business cases to incrementally fund value streams and products and leverage real-time feedback loops to make quick pivot decisions.
  • Easily break down work into actionable plans; prioritize epics, fund value streams and pivot faster.
  • Incrementally fund value streams, products and/or initiatives to achieve the desired outcomes.

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• Objectives And Key Results (OKRs)

  Drive priorities based on desired outcomes

  
  Align around OKRs throughout your business to understand how objectives are pursued, connected, and shared.
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  Promote an outcome-driven approach by harnessing the power of connected Objectives and Key Results (OKRs). Enhance visibility and alignment to realize business outcomes at every level – portfolio, value stream, program, and team – by enabling an OKR framework within the context of strategy, financials, and work. Streamline processes and unlock your organization’s potential by ensuring everyone is aligned with the right priorities.

  • Align objectives from the portfolio to the teams.
  • Prioritize work, funding, and capacity with desired outcomes.
  • Shift focus from outputs to measurable outcomes.

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• Card Scoring

  Prioritize and rank work visually

  
  Visually and relatively rank work on what matters most to you and your teams.
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  Leverage customized criteria to visually and relatively rank work on the dimensions that match your goals. Provide transparency and confidence around priorities to give your organization clarity on what work should be approved, avoided and/or further researched.

  • Easily display prioritization results visually on cards on team and program boards.
  • Create custom ranking criteria to determine the priorities that matter most to you and your organization.
  • Visualize priorities and their relevance to each other.

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• Whiteboards

  Digital workspace for improved collaboration

  
  Collaborate in real time using virtual sticky notes on a configurable interface to structure meetings and plan next steps.
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  Host brainstorms, incremental planning sessions, retrospectives, and more using a virtual canvas to facilitate conversations and share ideas. Convert virtual sticky notes to cards and transfer them to team boards to put ideas or plans into action.

  • Quickly build out ideas, discussion points, or action plans across internal or external stakeholders
  • Divide the canvas into relevant sections, vote on ideas, and add notes
  • Convert the whiteboard ideas directly to AgilePlace cards for seamless planning processes

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• Team Of Teams Planning (PI Planning)

  Coordinate planning across value stream teams

  
  Plan and coordinate across virtual or co-located teams.
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  Do Program Increment (PI) Planning or quarterly planning to plan, coordinate and deliver work across multiple teams leveraging visual Kanban boards to manage, track and connect work.

  • Connect teams working in a mix of Agile tools and configurations with a single, highly configurable program or teams-of-teams board for cross-team planning and collaboration.
  • Use the visualization of the Kanban boards to balance priorities, sequence work, and communicate realistic delivery.
  • Leverage visual “red strings” to highlight dependencies and sequence work accordingly to alleviate risks.
  • Quickly create new lanes, card types and board types to better reflect work flows and work delivery needs.

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• Agile Integrations

  Connect teams and their work to the portfolio

  
  Allow Agile teams to connect their tool of choice into a program or teams-of-teams board with ease – enabling them to continue delivering value without disruption.
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  No matter what tool teams use, Planview’s Agile integrations give Agile teams tool choice and flexibility, enabling them to deliver faster and to achieve the benefits of Agile more rapidly at scale.

  • Connect multiple delivery teams using disparate Agile execution tools and processes.
  • Drive portfolio alignment and stakeholder feedback by creating visibility into the flow of work and enabling collaboration across teams to ensure alignment with company initiatives.
  • Give teams the ability to define their own processes and leverage existing Agile execution tools and work methodologies.

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• Agile Program Management

  Make work visual and connected

  
  Allow teams and release trains to plan, manage, coordinate, and deliver value in a highly visual way.
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  Give your Agile teams a way to visualize, plan, coordinate, and deliver your organization’s biggest initiatives quickly, effectively, and with clear insight into the value delivered.

  • Effectively bring together and visually manage the work of multiple teams.
  • Map dependencies between teams and ARTs with visual “strings”.
  • Drag and drop cards to sequence features and stories based on capacity and other key milestones.
  • Gain visibility, insight, and an understanding of work in progress and workflow across Agile teams and ARTs.
  • Leverage built-in Lean and Agile metrics to understand how teams are tracking and performing.

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• Portfolio And Value Stream Financials

  Use dynamic dashboards to action on value stream delivery

  
  Understand how portfolios and value streams are delivering against financial goals.
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  Gain insight into value delivered across your value streams with real-time financial metrics. See how allocated funding based on outcome-driven indicators and KPIs is delivered across the portfolios and value streams.

  • Set the value stream budget and define benefits/revenue targets that the portfolio must generate.
  • Access funding changes and funding allocations over time, compare and analyze results.

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• Agile Costing And Capitalization

  Eliminate timesheets and roll up Agile team costs

  
  Measure actual spend and feed downstream capitalization based on team cost and progress.
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  Eliminate manual reporting and reconciliation of time sheets and return productivity time back to the business.

  • Easily capture Agile team costs in real-time by automating actuals for better capitalization and reporting.
  • Use the status of Kanban cards and their moment on team boards to automatically track work at the story, feature, and epic level to capture Agile team costs across the enterprise.
  • Roll-up and translate work status and progress into a consolidated, fully auditable record of actual Agile costs.

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• Roadmapping

  Interactive Roadmaps for Teams

  
  Create living, interactive, and shareable roadmaps to enable one or more teams to stay up-to-date on strategy, vision and/or product direction.
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  Build upon your outcome-driven planning journey by translating plans into a visual timeline for achieving your business outcomes and completing deliverables.

  Use shared interactive roadmaps to collaborate and communicate delivery expectations. Maintain clear alignment in context of the planning and delivery that is happening.

  • Create shareable roadmaps for one or more teams in your organization.
  • Provide stakeholders with clear visualization of current and proposed plans.
  • Keep in sync with visual indicators when plans and work are misaligned.
  • Proactively identify impacts and issues to plans before delivery is delayed.

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• Digital Product Insights Dashboard

  Connect software delivery to business outcomes

  
  Connect software delivery to business outcomes with visibility across the lifecycle of your strategy – from planning to delivery to business impact. Use proactive and predictive value stream management insights to pivot plans and drive on-time delivery.
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  Connect portfolio management and agile planning to your delivery engine with value stream management. Get a single consolidated view into the health of your strategy, outcomes and execution.

  • Gain access to visibility across the lifecycle of a strategy and plan
  • Understand the flow of business with outcome attainment, budget health, capacity and workflow issue details at your fingertips
  • Create faster feedback loops and enable plan pivots with proactive and predictive insights into delivery as work is happening
  • Flow delivery insights (like constraints, dependencies, handoff delays) back into plans to inform capacity and funding changes
  • Leverage AI approaches to bring sentiment data into a holistic view of plan performance and the need for change
  • Use the embedded and connected OKRs to drive prioritization and focus across all levels of the organization

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