Anaplan is a transformative way to see, plan, and run your business. Using its proprietary Hyperblock™ technology, Anaplan lets you contextualize real-time performance, and forecast future outcomes for faster, confident decisions. Anaplan enables connected strategy and planning across your enterprise to move your business forward. Based in San Francisco, Anaplan has over 200 partners and more than 2,000 customers worldwide.
N/A
Planview Portfolios
Score 8.4 out of 10
N/A
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
Anaplan revolutionizes the planning process by standardizing it, creating transparency in data, particularly in showcasing results to the management team. By replacing Excel-centric planning methods, Anaplan not only opens the door to handling larger datasets but also enables a more intricate level of data granularity at an accelerated pace. What sets it apart is its capacity to facilitate a seamless collaboration within a cross-functional model, accommodating diverse departments and business functions in a dynamic, real-time environment.
I work as a Hospital Manager and in our hospital we need various equipment and advanced machines that can diagnose the best and give us the best results so that we can analyse the patient's best possible condition. Getting new machines and types of equipment is not an easy task we need so many planning the funds for the projects and implementation of those machines can become challenging part if we don't have a proper roadmap of resource management, funds, vendors suppliers, etc. Here Planview Portfolio smartly computes the all data counts all the variables and gives us the best roadmap to follow it is very useful to get crucial projects in organizations. If the organization doesn't have multiple projects or they work in a monotonous way then this tool might not be the best option for them.
Capture potential opportunities using the Requests Module and analyze and rank these opportunities via lifecycles and promote (dispatch) approved opportunities into Projects. Information captured during the request process automatically get transferred to projects.
Robust schedule management; time reporting; resource management and financial planning and management
Risk and Issue management controlled via robust lifecycles.
Extensive reporting capabilities via SSRS and Power BI Dashboards and delivered to users via tiles in Project and Portfolio views.
The "new" UX front-end offers a lot of modern and intuitive features, but it lacks the ability to view multiple "tabs" of dashboards and reports. The "classic" dashboard had this feature but now with the UX, you need to be really smart about how to design a single page where the users won't get "lost".
Lacks the ability to "wrap text" (similar to excel) and auto-size grid rows
this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well.
User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details.
Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding.
In any line of work, a tool that is flexible and would allow different departments of your company to easily interact and exchange valuable insights, is highly anticipated and needed. For me, what Anaplan provides to a business, be it a smaller one or an enterprise customer, is an easily scaling, agile planning and modeling platform that can meet almost any need and give a high-end solution to the problems any company faces on a daily basis.
We have been a Planview customer since 1999 and have seen it grow and mature as a tool. We have looked at other tools and have found that PV continues to meet our needs and is easy for our resources to use. They work to stay up on the project management industry and the direction it is going, keep on on current technology so that we can work more effectively, provide excellent customer support and have great pricing for what they offer. We can purchase only the modules we need versus buying a tool where we would only use a portion of the functionality.
There is a dependency in this rating - in that I find Anaplan extremely easy to use, but I've spent the necessary time developing a strong understanding of the platform. Once you understand how to use it, the platform is flexible, easy to use, and fun to use.
I feel it is very difficult to use, and very limiting and of over complicated in it's basic project management basic functions. In my opinion it is over engineered to the point of un-useful
There are very few outages. Maintenance is scheduled on two or three Saturdays per month, so as not to affect businesses. When there is an outage, users are kept informed of progress to restore the platform and typically this takes no more than an hour. Anaplan customer support is very responsive if we ever have questions about platform issues
We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
Everything is calculated in memory in the cloud. It's nearly instantaneous updates when you make changes. The only time things get a little slow is when you have a massive model with very intricate calculations...but "slow" for Anaplan is not what I would call "slow" for something like Hyperion. We used to have Hyperion calcs that ran for 60 mins before you could use data. The equivalent would be 60 seconds in Anaplan.
1. Anaplan has separate 24/7 customer support channel to help with queries, 2. Customer Partner from Anaplan to support vendor with their queries like license purchase, use case implementation support, customer advocacy 3. Anaplan Learning Platform to help learning new product features free of cost and Yearly Anaplan connect across globe to share success stories of various companies.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
The in-person training is simply not worth the cost. After a few weeks of playing in Anaplan, I went to the basic training and knew more than the person teaching it. a year down the road, I was the first person to complete the advance training, and again could have been teaching the class better than the person running the session. Spend some time on your own trying out different things and you will get all the understanding you need to be successful.
Anaplan training materials are clear, simple, easy to understand and to follow. Visuals are excellent. The vendor is good at updating training materials in a timely manner and encouraging users and administrators to keep coming back to Academy site for refresher courses or new feature courses. I really like their interactive diagrams
Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.
Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
Anaplan is what I would consider a modeling platform. It excels at taking a forecasting or planning process and systematizing it - and allowing for whatever nuances and granularity you need to perform that modeling. It is not positioned as "data collection" platform - which are typically designed to take data uploads from Excel to calculate basic opex and revenue models. It's much more customizable and flexible.
Odoo, like this platform, has allowed us to efficiently organize our projects so that they can be prioritized by importance, to know which is the most urgent, in addition, it has also allowed us to assign work in an organized way among our collaborators, and their reports have allowed us to improve.
We have managed to leverage Anaplan for financial planning and forecasting across the business. It is now used by almost every department, with more than 50 users (but I know of companies that have hundreds of users) and still the platform is quick and reliable. It is easy to make changes to divisions and departments or add users and apply different user settings - the core part of the model is not affected and end users can continue their work without any disruption
Speeding up the process of closing and updating the current month forecast
Reduced work on the preparation of reports and presentations. We used different Anaplan approaches with varying success, but the overall result was there.
It's hard to gauge, but the overall increase in process and algorithm transparency, along with data protection, has given an excellent platform for scaling up the company's processes.
It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc.
It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios).
It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives.
