Professional Services Leaders

Profitably grow your business

Deliver more value for your business by maximizing operational efficiency, customer satisfaction, and speed across the service delivery lifecycle.

Planview provides chief customer officers and professional services leaders the data they need to make confident customer and people decisions so they can deliver on revenue, profit, and customer satisfaction and retention objectives.

  • Maximize operational efficiency and customer success

    Streamline the quote-to-cash process and improve engagement by proactively assigning people to the right projects and addressing delivery issues earlier.
  • Sell more services throughout the customer lifecycle

    Gain a competitive edge with speed across the lifecycle, predictability in capacity and utilization, and alignment with business partners on outcomes.
  • Safeguard the business with better customer retention

    Delight customers with an integrated customer engagement model, aligned charters, and a shared view into current and future customer engagements.

How to Adapt to Changing Business Needs…Better

Are you able to plan well enough to fulfill your delivery promises? The answer is often dependent on the technology supporting your professional services function.

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“Rather than looking at revenue at the end of a project when it finished, we could bring this upfront and actually do revenue recognition and invoicing on a milestone-by-milestone basis. A huge transformation from a business perspective. We were able to improve our overall forecasting capabilities to a 90- day window as opposed to a 5-week window that we had previously!”
William Chernock PMO Director, Americas and APAC Read case study

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Are you facing these challenges experienced by other professional services leaders?

Planview has helped other professional services leaders overcome these obstacles and drive business growth. We can help you too.

Are your people and processes as productive as they can be?

If you said no, you are not alone. According to a study by Harvard Business Review, companies lose more than 20% of productive capacity because of processes that consume valuable time and prevent people from getting things done. Before implementing Planview, many of our customers were wasting time on non-revenue generating administrative tasks, reducing utilization and leading to lower profit margins on projects from delays and reworks. With Planview, processes are efficient, tasks are automated, there is a single view into data, and issues are addressed proactively. They have improved productivity and utilization and delivered more projects on-time and on-budget.

Planview combines resource data and project data to help you visually model your plans’ effect on people, time, and financials simultaneously, in real-time, to adjust resource allocations and utilization, and deliver work most efficiently while ensuring the right people are working on the right projects at the right time.

Planview’s solution gave Bell the tools they needed to connect and engage their workforce across the entire global enterprise, gain real-time visibility throughout the commercialization process, prioritize work, focus resources, and improve efficiency to deliver greater business impact in one highly adaptable, intuitive system.

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Are you confident in your forecasts?

If you said no, you are not alone. According to the SPI Research Professional Services Maturity Benchmark, reactive, rearview mirror forecasting and planning is one of the top leadership challenges of professional services organizations. Before implementing Planview, many of our customers lacked the clear view into financial performance that they needed to make decisions about their business – affecting staffing, utilization, revenue reporting, and recognition. With the adoption of Planview, our customers operate with a single pane of glass into their financial performance with accurate forecasting, top-down and bottom-up. This empowers them to proactively plan staffing, optimize utilization, provide accurate revenue reporting, and speed revenue recognition.

Planview gives you an executive level view into your business with readily available insights from which to make decisions. We increase the accuracy, frequency, and time horizon of forecasts by aggregating all the data across customer engagements – health, status, risk, project financials, staffing, project log, and project progress – from disparate systems.

While IBM Cloud and Cognitive Services (C&CS) was helping customers modernize their businesses, the organization faced modernization challenges of its own. Diverse financial forecasting and project management tools, along with disconnected systems and data, made it difficult to predict the future and make strategic business decisions.

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Are your customer engagements repeatable and predictable?

If you said no, you’re not alone. The Professional Services Maturity Benchmark study found that immature processes and technology – inconsistent project methods, disparate systems, lack of tools – are some of the most common issues facing organizations. Before implementing Planview, many of our customers lacked visibility into projects and repeatable standardized processes, relying on heroic project managers to keep projects going. As a result, they often had failed projects, cost overruns, and lower project margins. After implementing Planview, they standardized project delivery, defined metrics and reporting, and gained visibility into data. Our customers can better predict what is going to happen, where there could potentially be problems with projects, and course correct earlier for more successful projects, less cost overruns, and better project margins.

Planview empowers you to visualize, plan, and track every aspect of your customer engagements by aligning all work data from portfolio level down to task level regardless of delivery execution method.

Learn how Planview enabled Tufin to move beyond disparate systems and siloed information into a new world of integrated data and transparency. With a single line of sight across the entire organization, they were able to transition from fixed scope projects to constantly evolving products, empowering teams with the insight to deliver against business outcomes.

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Where is your professional services organization on your maturity journey?

Request a maturity assessment and explore ways to drive momentum towards profitable growth. Assessments are led by our team of enterprise experts who will combine their practical experience with our exclusive benchmarks to:

  • Review focus areas to scale operations while maintaining profitability
  • Compare benchmarks of each key area of your business against your peers
  • Detail recommendations on accelerating achievement of your outcomes
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Our solutions empower over 4500 customers and 2.6 million users worldwide

Learn more about Planview solutions

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

  • Value Stream Management

    Enables creation of an end-to-end control plane that accurately integrates and distills data from the entire product development cycle to create definitive, board-ready visibility into software delivery.
  • Strategic Portfolio Management

    Empowers executives, transformation and strategy leaders, finance, and EPMOs to drive business outcomes across multiple functions, create dynamic plans to adapt with change, and accelerate on-strategy delivery.
  • Software Toolchain Integration

    Enables IT and software delivery teams to improve efficiency in software delivery by connecting complex tool environments to foster seamless collaboration.
  • Project Portfolio Management

    Helps PMOs optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver work that drives value to the business.
  • Enterprise Agile Planning

    Empowers executives, software development, Agile and transformation leaders to embrace new ways of working, connect strategic plans and funding to Agile delivery, and scale Agile on their terms and timeline.
  • Product Portfolio Management

    Empowers R&D leaders and product organizations to prioritize high-value products, identify risks and opportunities, optimize resource capacity – balancing the product mix to achieve target revenue and profitability.
  • Professional Services Automation

    Enables services organizations to connect project, resource, and financial management capabilities in order to gain visibility across the entire opportunity-to-revenue lifecycle.

Planview is a recognized innovator and industry leader

Planview has been recognized time and time again for our contributions to Portfolio and Work Management innovation, making us a unique partner for accelerating transformation. See what industry analysts have to say.

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.


Moving from Project to Product

Join Mik Kersten, Planview CTO and author of Project to Product, as he sits down with software delivery leaders and innovators and delves into how they deliver value and drive digital transformations in their organizations.

Browse Podcasts • Moving from Project to Product
Mark Fields

Dr. Mik Kersten

Chief Technology Officer, Planview

How can we help?

Are you ready to learn more about how Planview can help professional services leaders like you grow your business profitably? Let’s talk!

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