Customer Success

Our customers span the globe in an array of industries and sectors – from retail to finance to education. No matter their size, we are privileged to serve them – whether they seek to maximize business performance or realign resources to support more high-value projects. The Customer Success blog category provides in-depth, real-world information, including Planview Enablement, PPM customer success stories, Planview's Customer Conference - Horizons, and more. We’ll share how our customers are overcoming obstacles using Planview product portfolio management, enterprise architecture and work collaboration solutions to align their corporate processes. Gets tips on how to scale your organization’s current processes as you to grow your business. This is your one-stop to achieve higher and faster business value from your Planview solutions.

How I Manage Risks in Planview AgilePlace

For Andrew Doran, a program portfolio manager working in the banking industry in the U.K., managing risks in Planview AgilePlace has yielded big benefits. Read on to learn how he and his department leverage Planview’s Enterprise Kanban solution (AKA LeanKitTM) to see at a glance all their risks and track the work as it gets completed across the organization.  Thank you, Andrew, for sharing your story with us!  *** ...

Everything You Need to Know About Planview Accelerate 2021

We’re just one week away from Planview Accelerate – our largest and most comprehensive customer event in company history. For the last 24 years Planview has hosted this conference to bring our customers together to share their stories, network with their peers, talk with Planview experts and level up their skills across all of Planview’s products. This year, we’re hosting the event on a virtual platform – which means we’re able...

Real Users Weigh In: What Defines a Great PPM Solution

Planview has long been a leader in the Project and Portfolio Management (PPM) space, so we (myself and my colleagues from IT Central Station) were excited to be invited to attend their annual Planview Horizons customer conference to hear some customer feedback on the ground at the gorgeous JW Marriot in downtown Austin. My team...

Royal Bank of Scotland Received Project Award

We are excited to announce that the Royal Bank of Scotland (RBS) was named winner of the Project Award for Operational Efficiency at the 2019 Real IT Awards Ceremony in London. Lead by Stephen Marjot, the Change Centre of Excellence team set out to a clear vision in mind––to make RBS the industry leader in...

Gartner Enterprise Architecture and Technology Innovation Summit 2019 Highlights and Trends

The 2019 Gartner Enterprise Architecture and Technology Innovation Summit was held in Orlando, FL on May 14th and 15th. Summit guest keynote speakers, experienced practitioners, and Gartner analysts provided some valuable perspectives and takeaways for attendees to consider. There were so many great presenters including Saul Brand and James McGovern, both Senior Director Analysts at...

A Real-World Success Story: CO-OP Financial Services Reduces Project Delivery Delays by 92%

Knowing how to manage projects with proper resource management allocation is a key determining factor when achieving your organization’s goals. Learn more about the success Steven Wood, Project Portfolio Administrator, had when CO-OP Financial Services used portfolio and resource management to gain the much-needed insight to empower decisions about prioritizing resources, justifying staffing, and forecasting...

A Real-World Success Story: Nationwide Building Society Advances Application and Technology Portfolio Management

Businesses today depend on technology to innovate, develop, and advance new products and services making application and technology portfolio management a critical discipline. Nationwide Building Society has taken their application portfolio management practices to the next level by improving stakeholder visibility to invest in technology that effectively supported their business. Here’s their story… About Nationwide...

Seven Life Hacks to Simplify Planview Portfolios Administration

If you work in an environment similar to mine, you’re probably challenged on a daily basis to improve data integrity for users, provide them easy access to information, and make quick changes to reduce their frustrations. I have eight simple hacks that I’ve used with Planview Portfolios® to address all these challenges, building engagement and...

Advancing Complex Reporting to Improve Decision Making

When it comes to reporting, organizations often struggle to develop reports that are both easily digestible and highly informative. There’s a fine line in this balance, as teams want to be able to report the data that matters most. But siphoning through all that data in spreadsheets can be time consuming and ultimately can lead...