IBM Targetprocess is a Strategic Portfolio Management (SPM) SaaS that connects strategy, funding, and execution. It helps enterprises prioritize work, dynamically allocate resources, and continuously adapt plans. With real-time visibility and financial insights, organizations can deliver faster, clearer business outcomes.
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Planview AdaptiveWork
Score 8.1 out of 10
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Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.
Selected IBM Targetprocess because of it's integration with Apptio. We still are using Workboard as IBM Targetprocess doesn't allow a Many to many OKR connection
Apptio Targetprocess is well suited to track work and progress of that work. In addition it is easy to tie that work to OKRs. Cost and hours rollup across the work hierarchy works well. Our users like the flexibility of Targetprocess and the ability to develop their own views and reports Scenarios where it is less appropriate is to do executive level reporting and develop reports that can pull in all of our time data since there is a 300k record limit
I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.
Extremely flexible: We are able to setup work for different groups in ways that work best for them.
Fantastic support group: They are extremely knowledgeable and helpful. I enjoy working with them.
Automation: Their automation capabilities have saved us a lot of time.
Customizing screens: We can go into code for the different entities, move fields around or hide them, add tabs or additional sections as needed to make for a streamlined user experience.
Reporting: Their reporting is flexible and phenomenal. There are so many different ways to pull data and the interface is easy to use.
Their user guide is well built and extremely helpful.
Many ways to acclimate to the system; documentation, videos, community, and contacts.
Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.
When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
Charts in the reports section are not able to be exported
When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.
Targetprocess is the most flexible application for tracking work among teams that we have found. This power comes from near limitless ability to customize your views on the work tracked in the system, and from the myriad reporting options to draw metrics and stats out of the data there. Custom fields, processes, and mashups all add to this flexibility and appeal.
I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
Overall Targetprocess's usability is good. the tool is easy to use and has features which most BUs and organizations can use. Additional features like AI integration would help the tool and its overall usability. providing additional dashboards for specific roles and executives within the tool would benefit Targetprocess with its scale
It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.
The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
Reports are fast loading, considering they can refresh in a second or less and we have 7 years of work tracked in over 40k entities. Pages can load slowly when the views are very busy, but not frustratingly. I am a console user most of my career and generally prefer it over webUI interfaces, but Targetprocess won me over from the beginning and I spend half my day using it now.
Most Ancillary Pages: Quick to Reasonable (By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)
Work Plan (with 100 sub items): Reasonable to Slow
TargetProcess' support is one of its strengths. The support team is very responsive and helpful when there is a problem but they're also proactive in providing good release notes and engaging with the community through a voting scheme to influence the priority of new features.
The team also releases new versions frequently with new features but with no knock-ons to currently working features.
It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period. • Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
You should take some time to get everyone to agree how the system should be setup before work starts being tracked in Targetprocess, this avoids difficult and disruptive changes to processes or plugins later when everyone relies on it daily.
We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval
I would say TargetProcess is an incredibly wonderful tool. As compare to JIRA Software, it is a fully featured product. It fulfills all my business needs. Tracking efficiency of this application is quite favorable in order to track all the details from a certain project in just a few minutes.
Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew
We use the hosted version of Targetprocess and have never run into limitations or degraded performance due to scalability. Excellent performance over 7 years!
By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever
