Planview Services Partners

For vertical solution providers, system integrators, and consulting firms in various geographic regions, help implement Planview’s best-in-class solutions for portfolio and resource management and Lean-Agile delivery.

Join our trusted network and deliver implementation and integration services, project management consulting, process change and best practices consulting, Agile transformation education, coaching, and consulting to organizations worldwide.

If you have questions or would like to learn more about the Planview Partner Program, please contact us at: [email protected]

  • Winmill

    (North America) United States, Canada, Mexico

    The focus of Winmill is to provide premier Planview services and guidance to our clients. We are North America’s leading experts in Planview, Gartner’s highest-rated PPM solution and have more than 16 years of experience in helping clients exceed their goals in portfolio management. Whether your requirements be waterfall, agile, or hybrid, let Winmill delight you with our world-class customer service and support.

  • R3D Consulting

    (North America) Canada

    As one of the Top 100 Canadian Technology Companies (Branham300), R3D Consulting offers both management consulting services and information technology system integration and deployment. R3D also manages major projects and business program offices operating internationally in four major industries: public, finance and insurance, manufacturing and distribution, and the services sector. More specifically, in the following major categories: Project Management and Project Management Office operations, Business Program Management and Business Program Office operations, Portfolio Management, Organizational Change Management, and IT Management and Productivity. They draw on the most advanced and best practices in the industry, from organizations that are recognized authorities in their field (CMM, CMMi, CSI, ISO 10006, Cobit, ITIL, PMI, PRINCE2, SEI, Six Sigma, COSO/ERM, SysTrust, PROSCI, etc.). To deliver winning projects, an organization must align its three dimensions: human and operating environment, business applications, and technology infrastructure. This is R3D’s specialty: “Reinventing the 3 Dimensions of the Enterprise” to contribute to their clients’ success. A Planview partner in the Canadian region, R3D supports customers in both Canada and the United States to drive solutions with Planview Portfolios.

  • Tulkita

    (North America) Canada

    Tulkita is a Boutique Management Consulting Firm with the singular focus of improving & optimizing your IT & Technology. We specialize in: IT Strategy & Governance, IT Operations, Sourcing, Process & Methodology, Quality & Testing, Portfolio & Project Management and Security. Our services are practical, straightforward and must achieve value to both IT and the business.

    We have extensive experience in supporting Enterprise Project Management Offices and in introducing supporting tools that allow you to get visibility into all your initiatives. We have experience setting up & instantiating these capabilities for not only large enterprises, but also for Small & Mid-Sized companies.

    Tulkita is proud to be a strategic partner of Planview.  We have helped our clients implement Planview solutions and have seen the immediate benefits the tool brings. Planview is a leader in its field and we are committed to the tool because we know it works.

  • Business Council


    Business Council is a Planview partner for Peru. We specialize in aligning Work and Resource Management to Portfolios, Projects, Strategy, and Product Innovation.

    Business Council addresses diverse PPM needs in a variety of market verticals and has first-class staff that contributes value to the adoption process of your business critical solutions.

  • ED2 Integrated Solutions


    ED2 Integrated Solutions is highly focused on helping enterprises to manage the Product Lifecycle Information providing solutions over a very robust architecture to help companies to control all information regarding the lifecycle processes. Our solutions cover PLM – Product Lifecycle Management and PPM – Project Portfolio Management. It includes idealization, concept, development, project management, resource planning, engineering, design, manufacturing, sales, support and product retire. We have partnerships with strategic products to offer the best solution to our customers. Our focus is quick implementations, flexibility, scalability and right price. Most of our solutions can be accessed from cloud services without investments on hardware resources.



    EXCELTIS is a consulting firm based in Bogota, Colombia. We are committed to helping our clients to improve their enterprise portfolio management using world-class software and deep knowledge in industries such as banking, IT, manufacturing, retail, etc.

    EXCELTIS is a Planview Partner focused on Colombia and Ecuador with expert consultants who have implemented solutions in major companies in the region.

    EXCELTIS offering also includes implementation and outsourcing of PMO, project quality assurance, training in PMI standards and project management.

  • Factum Partners, S.C.

    Factum Partners is a management consulting firm based in Mexico City, Mexico. Our partners and associates have extensive experience in Business Strategy Development, Project Portfolio Management (PPM), Innovation Management, and New Product Development. We have supported leading corporations in Mexico and Latin America with the development and implementation of their business strategies, strategic and IT portfolio alignment, Project Management Offices (PMOs), and Innovation Management Offices (IMOs). Our industry experience includes Consumer Goods, Automotive, Financial Services, High Tech, Telecommunications, Pharmaceutical, Oil & Gas, among others.

  • Initiativa


    Strategy in Action. Initiativa is a consulting company and enterprise solution provider based in Santiago, Chile. We work with clients to improve decision making, accountability and business performance, by delivering Work and Resource Management (WRM) solutions.

    Combining our in depth industry experience, consulting capabilities and our can do attitude, we help clients to maximize the benefits and impact of business technology solutions.

    Initiativa is a Planview business partner for Chile and Peru and we have successfully implemented WRM solutions in leading Latin American organizations in mining, retail, banking, consumer, IT services, and government.

  • PrimeUp


    PrimeUp helps companies manage their strategic IT assets across portfolio management, IT governance, and software lifecycle management. Our strong experience in software engineering tools and process definition helps fulfill our commitment to solving customers’ critical problems by helping them develop effective IT asset strategies.

    Founded in 2004 in Rio de Janeiro, PrimeUp was a university spin-off incubated at PUC-Rio´s Software Engineering Lab. We’ve since become an IBM Premier Business Partner and the first Latin America Planview Partner. We hold offices in Rio de Janeiro, São Paulo and Minas Gerais, with customers throughout the Brazilian territory. Focused on innovation, we’ve been recognized with awards from RioInfo in 2007 and PBQP Software in 2008, and as a finalist for the Innovate IBM Rational Business Partner in 2011.

  • Exed Consulting

    Exed Consulting is a boutique firm that specializes in executing projects with the aim of attracting our customers to implement strategic digital ideas. We carry out projects in several locations around the world and offices in North America, Europe and Latin America.

    Focused on executing organizations to overcome the challenges of implementation and operationalization of organizational changes, we help our customers succeed in their initiatives around Portfolio, Program and Project Management, Digital Manufacturing, IoT, Mobile, Database & Technology, Process Management & Automation, Digital Workforce, Digital Supply Chain, ERP, Big Data & Analytics.


    (Europe) Spain

    AGOSOFT are specialists in all of Planview’s products and work exclusively for the Spanish market. Whether you want to introduce a Portfolio and Resource Management Solution or a Capability and Technology Management Solution, our experts know these solutions inside out and can use their flexibility to configure them to your individual requirements.

    AGOSOFT provides the following services: Installation (if on premise), Consulting, Training and Enablement, and development of interfaces to existing other IT applications. Introducing a new system like Planview is a complex challenge. Therefore, it is important to rely on experts that not only speak your language (Spanish or English), but also understand your individual business requirements. Our team works closely with Planview as the product provider, and we can quickly react if any problems should occur. We offer a complete support cycle: from the initial introduction project of any Planview product up to the maintenance of your installation while it is in production.

  • Consultec

    (Europe) Belgium, Netherlands

    Consultec specializes in delivering technical consulting services including:

    • Planview Installations
    • Technical Application Management of your Planview environments
    • Migrations from legacy PPM systems into Planview
    • Development of Integrations with HR, SAP or financial systems using OpenSuite
    • Development of Business Intelligence solutions using Business Objects, Insight Analytics, Microsoft Reporting Services in the context of the Analytics and Reporting Portal
    • Training on demand around these subjects

    Directly and through partners Consultec serves over one hundred European organizations, primarily customers based in Belgium, Netherlands, Luxembourg, Germany and the United Kingdom. Working often in partnership with P5 and Moonheart, Consultec has consulted with many Planview customers in Central Europe and has worked on large, global Planview implementations like Parexel. Their expertise is focused on Planview Portfolios installation, migration, database, CTP work and Business Objects.

  • CoPrime

    (Europe) France

    CoPrime is a consulting company specialized in Project Management and Governance Information Systems. Its goal is to deliver recognized value to its clients throughout an innovative approach of services. CoPrime consultants are focused on simplifying customer’s processes and IT governance tools, managing projects in a sustainable way for the organization and reinforcing and mobilizing the talents during change processes.

    CoPrime’s know-how includes 3 key competencies of governance and projects portfolio management, sustainable projects management, human asset management and change management processes. CoPrime provides a large range of services such as existing system diagnosis, design and management of PMO department, integration of PPM solutions, project management consulting, change management and communication plan, training program engineering.

  • Deacan

    (Europe) United Kingdom

    Deacan is a project management consultancy firm delivering successful projects using proven methodologies and common sense. Their consultants are experts in programme and project management, with experience across a broad range of projects and industries. Deacan’s goal is to make projects work for you. They aim to make things clear, simple and straightforward, and enjoy sharing their knowledge and understanding of change with clients. Services include: Project management, excellent reporting, PMO set ups and reviews, project manager training and hands-on mentoring programmes, internal process reviews and improvements, project resourcing and Planview consulting.

  • P5

    (Europe) Austria, Croatia (Hrvatska), Germany, Slovakia, Switzerland

    P5, the professional services force of MoonHart Consult, is a Benelux organization with a presence in Belgium, The Netherlands and Luxembourg. Founded in 2005, P5 (Projects – Programs – People – Process – Portfolio) offers technical and functional competencies including:

    • Technical support: installation, integrations and interfaces with legacy systems, report creation, portlet creation, etc.
    • Functional consultancy: PPM implementation taking into consideration the expressed requirements, the maturity level of the organisation and its methodological preferences.
    • Training, functional and technical workshops, e-learning, user and training manuals creation, etc.

    P5 is Planview’s implementation partner in Benelux, working closely with MoonHart and Consultec.

  • Primaris

    (Europe) Poland

    Primaris was formed in 2010 by a group of experienced IT professionals devoted to delivering high quality IT solutions at competitive prices. Operating exclusively in the financial services sector with industry leading clients such as banks, insurance companies, pension funds and brokers, their solutions encompass front end, CRM, business intelligence & data warehousing. Primaris provides functional consulting, process analysis, design, configuration and business intelligence work for Planview Consulting. With a staff fluent in Polish, English and German, Primaris has supported global Planview implementations like ZFS and Parexel, as well as numerous German customers of Planview.

  • Synerg-X

    (Europe) United Kingdom

    Synerg-X is comprised of highly skilled individuals experienced in helping customers derive value from their Project and Portfolio Management processes, solutions and investment. The founders of Synerg-X have over 60 years combined experience in: running businesses; managing investment portfolios; developing, deploying and supporting Project Portfolio Management solutions and processes; delivering information that underpins intelligent business decision making; and the all important business change required to achieve this. Working with large multi-national companies through to medium and small sized enterprises, Synerg-X focuses on helping customers derive real value from their investment. Synerg-X has been a Planview consulting partner in Europe since its formation in January 2009, leading key strategic implementations and supporting Planview customers with implementations, integrations and business intelligence.

  • Activate New Zealand Limited

    (Asia/Pacific) New Zealand

    Activate New Zealand Limited specialises in representation of industry-leading tools and technologies focused on improving Leadership, Governance, Compliance and Portfolio Management – resulting in greater alignment of business and IT. Our objective is to add business value, by harnessing the power of Programme, Portfolio and Project Management in the design and conduct of our clients’ product and service delivery environments, thereby reducing risk and improving business results. Activate New Zealand is an exclusive Planview partner in New Zealand, providing both sales and implementation services.

  • NEWTEK Solutions


    NEWTEK Solutions is a Value Added Distributor that helps organizations large and small achieve business results by distributing Enterprise Software Solutions, providing high-end technical support and Education services through its Business Partners to business enterprises in the Middle East.

    As a Value Added Distributor in the Levant Area and Iraq and strategically located in Amman’s business and commercial district, NEWTEK Solutions employs an elite team of highly dedicated and qualified personnel, with unique experiences that amount to decades of collective hands on experience in the IT fields.

    Over the last 14 years, our team of professionals has executed many successful projects especially in the governance and total quality management domains and now we are proud to represent Planview in the middle east and Africa.

  • Ayrotek (Turkey)

    Ayrotek is a leading software sales and consultancy company experienced in leading technologies like blockchain, application modernization/integration, cloud services, cybersecurity project and project portfolio management.

    Ayrotek continues its mission of customer satisfaction with innovative solutions and has been among the top 500 IT companies continuously since 2009.

    We offer solutions to maximize efficiency in various sectors including space and defense, energy, telecom, transportation and logistics, communication, banking, finance. Our Professional Consultancy team consists of certified experts and serves as a trusted companion for our customer projects.

  • Accenture

    United States and Canada
    Outside United States and Canada

    Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world’s largest delivery network – Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 469,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives.

  • Cognizant


    Cognizant (Nasdaq-100: CTSH) is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked 195 on the Fortune 500 and is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at or follow us @Cognizant.

  • Geometric


    Geometric specializes in the domain of engineering solutions, services and technologies. Its portfolio of Global Engineering services and Digital Technology solutions for Product Lifecycle Management enables companies to formulate, implement, and execute global engineering and manufacturing strategies aimed at achieving greater efficiencies in the product realization lifecycle. Leveraging its global delivery model and rich experience across industry verticals like automotive, high tech, oil & gas, aerospace and industrial equipment, Geometric helps companies to efficiently implement, integrate and align Planview solutions to meet their specific product portfolio management needs. Geometric’s solutions enable companies to leverage their investments by enabling cross-functional processes on the product data backbone.

  • SnapLogic

    United States
    Australia/New Zealand

    SnapLogic is the industry’s first unified data and application integration platform as a service (iPaaS). The SnapLogic Elastic Integration Platform enables enterprises to connect to any source, at any speed, anywhere – whether on premises, in the cloud or in hybrid environments. The easy-to-use platform empowers self-service integrators, eliminates information silos, and provides a smooth onramp to big data. Founded by data industry veteran Gaurav Dhillon and backed by investors including Andreessen Horowitz, Ignition Partners, Microsoft Corp., and Silver Lake Waterman, SnapLogic is helping companies across the Global 2000 to integrate at the speed of modern business.

  • Springbok Solutions Group


    Springbok Solutions Group, LLC (Springbok) combines industry experience and technology to ensure you have the skills and knowledge it takes to succeed at the higher levels in business. Ultimately, the goal for you is to be able to differentiate yourself from the pack. It’s about building acumen, thinking creatively, having advanced skills in your toolbox, and taking the lead.

    With over 480 PPM deployments to date, Springbok brings a combination of industry-leading technical expertise combined with an in-depth business knowledge of what it takes to make your project office successful. As well as focusing on the technology success, Springbok focuses on the 3 key business areas that inhibit portfolio management success; executive alignment, business streamlining and, training and adoption.

    Our proven Lean Office® techniques:

    • Reduce intake and prioritization typically by 60-90%
    • Reduce project execution cycle times typically by 20%
    • Increase new product (R&D) payback by 30%

    Our Industry PMO experience provides:

    • Springbok consultants have a depth of real-life PMO experience. We don’t just know tools. We’ve lived your life and we know where tools can be leveraged effectively
    • Our roadmap process looks at the impact of your existing toolbox and works to facilitate the best logical usage points where a PPM solution is implemented
    • We use survey tools to align your organization for the changes necessary
    • We reduce the need for over loading people with reports, instead focusing on a decision-based approach
    • Specific to the IT domain, we have implemented many of the industry leading service management and industry leading agile/lean tools, and this makes us uniquely qualified to help you manage your IT space more effectively

    Springbok combines business accelerators, executive engagement techniques and training development to help establish a platform for your success. We can deploy on a schedule of your choosing or we can accelerate deployments to meet aggressive business needs. Our typical deployment to Fortune 500 companies is 12 weeks; which includes executive alignment, technology roadmap, business streamlining, tool install, configuration, data conversion, work instructions and training (including train-the-trainer).

    Springbok is proud to have been a strategic partner of Planview for over 11 years. We have many of our clients implement Planview solutions successfully and have seen the measurable benefits that PPM solutions can deliver. Planview is a leader in this domain and we are committed to this industry-leading company.

  • PWC

    Main Office

    PwC is a global network of firms delivering assurance, tax and consulting services for your business.

    PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re supported by a global network of more than 250,000 people in 158 countries with one goal: to help your business thrive.

    PwC’s professional services, including audit and assurance, tax and consulting, cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

    Let’s combine your aspirations with our world-class capabilities to achieve your goals.

  • Accenture | Solutions


    Accenture | SolutionsIQ is the leading business agility transformation consultancy. We guide our clients to become adaptive, fast-learning businesses – capable of rapidly delivering customer value and innovation for competitive advantage.

  • softwareOne


    SoftwareONE is a leading global platform, solutions and services provider with 30 years of experience in software and technology. Our offering spans from software licensing and procurement to software lifecycle management and every aspect of cloud-first advisory, delivery and managed solutions. We have the expertise to support our clients throughout their technology roadmap in today’s digital world.