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.
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ResultsBI
Score 5.1 out of 10
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ResultsBI (formerly RESULTS.com) offers a cloud-based objectives and key results (OKR) software built around foundational features such as key performance indicator dashboards, project and task management functionality, and collaboration tools.
Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling. I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.
Results.com would be a fantastic platform for a distributed team that has its data stored in a simple/single/common method and is looking for a single visual platform around which the culture of the company can collaborate, see relevant company metrics (and each other's metrics), and discuss the same. RESULTS.com is likely unnecessary for any team that is physically located together within an office and who can physically meet together. Such a scenario likely already has wall-projected charts and physically posted information. Further, we found RESULTS.com to be a bad choice for a company that has its data in several different locations, requiring the integration of several different APIs all coordinated together. Our somewhat complicated/disparate data simply didn't work well in the system to the point where people eventually were conditioned to NOT believe the numbers shown in RESULTS.com.
It has a very nice graphical/visual display of metrics/KPIs that are fed into it.
It has a fantastic meetings agenda and communication module that helped better connect our geographically distributed offices.
It solved the problem we had of using several different platforms for each need - providing a central place for results-orientated information sharing and discussion.
Like all BI software, the pretty graphics and charts and information are only as accurate as what is put into the system. It does not have parameters that will flag suspect data, which became a problem as our data sources increased and the results.com integration required more and more results.com-side development.
The promise of having the corporate mission/vision/values/etc. all connected to individual priorities and associated KPIs never came to pass. Being early adopters, we purchased partly on the promises of salespeople. As time marched on, support and development dropped off in favor of increasing their sales department.
We believe, through our experience with results.com, that the company was built to sell quickly. That is, we believe the owner/s blasted through their funding in the first year to onboard as many users as possible so they could increase value for a quick sale. Then we believe that when the money was mostly spent, and there was no sale, the company had to become a normal, profitable, long-term business which led to expense cutting, a RIF of developers and customer support, and the resulting slowdown/stoppage/inability to develop and support the product. Our feeling in the last months on the platform was one where it seemed the employees/owners were unhappy and disgruntled to have to actually run it as a business and deal with customers. (This is our guess and belief based on what we saw over time and without any knowledge whatsoever on what was actually happening over there.)
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.
Perfect tool for planning resource time management. Giving flexibility with ease in uptodate . Team collabration . Team aligment. Top management aligment. Close the project with feed back . Team aligment. Expert contribution in task . Task management easy for project manager . Nice tool to have for project manager. Cost contol & project management is very easy with Planview
When it worked, it worked nicely. Unfortunately, it didn't work for us all the time - and less so as the months went on. So, although relatively "easy to use," it stopped providing value due to its data integration problems. Thus, when the data was incorrect, people stopped using it.
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.
There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.
Going through proper channels of support is fine for minor to moderate issues. However, lately the critical issues that arise have been frequent and the standard support cases do not always seem to relay just how critical these issues are and we have to utilize our customer rep to help escalate. Fortunate to have that escalation method.
This is a solid 5 because the first year we had fantastic customer support. We had a comprehensive training, a (seemingly) dedicated support staffer, a fair amount of development help to integrate things, and consultations with people associated with RESULTS.com who have made a name for themselves in this general method of business operations. But, after the first year that mostly dried up. It was a 10 the first year, and a 1 the next years - averaging to a 5.
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
We are currently using Planview AgilePlace. Also we use Tasktop Hub for integrating with other applications within the organization. We would like to use ProjectPlace which is integrated with Planview Portfolios in the future.
We have examined a variety of similar products both before, during, and after our time with results.com. We are currently using Sisense which is an entirely higher level than results.com in terms of B.I. - not only in the drill-down type of data access and reporting but certainly in its ability to handle multiple data sources effectively.
We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
The positive impact is the ability to manage our projects enterprise wide.
Managing and reporting on projects and programs via portfolios makes it easy to identify troubled projects/programs that need immediate attention.
The negative is that pushing too much change too quickly is hard for us. We need to get our users focused on the basics of PM before we can adopt everything else. We need to introduce change to different companies based on their maturity level. Too much change too quickly is not always beneficial. We need to focus on core competencies.
We did not utilize a BI dashboard nor a standardized meeting agenda system before results.com so in that respect, it helped us establish a results/performance-orientated culture which was badly needed.
Unfortunately, beyond that first year, results.com didn't keep up with our struggles with data imports. That, combined with the inability for us to see direct ROI $ increases, led us to eventually leave the platform. Unfortunately, they locked us into a longer term (even without providing promised services) and so we technically were on the system (but not using it) for 6+ months past the date where we'd all agreed it was not useful for anyone anymore.
