Planview PPM Pro vs. Salesforce Experience Cloud

PPMPro is well suited for tracking new product introduction projects, as well as process changes. It serves to reliably track ongoing action items, issues, resource allocations for projects. Areas where PPMPro is less appropriate for use: Project to project dependencies, automating action item notifications on multiple platforms, integrations of PPMPro into other platforms PMO typically uses (like MS Projects, Teams, ppt, etc)

Salesforce Experience Cloud is well-suited for organizations that have clients who periodically or routinely need to access historical data or documents. The product also offers an exceptionally effective tool to engage with customers around support/service issues and the entire Case management functionality built into the Salesforce platform. The product might be less well-suited in environments where there is exceptionally high staff turnover within customer accounts, or where there is a substantial lack of very basic computer skills.

Incentivized

• New request workflow/kanban board helps visualize where new requests are in the process of the quote to cash/request to completion
• The time tracking tool is tied directly to project tasks for seamless integration of time tracking, estimates, and actuals
• The reporting capabilities and ease of use has allowed us visibility to data that we never had before
• The tool is easily configurable by Administrators. We can add fields, change reports, add new dashboards within hours vs. days of trying to track things manually

Incentivized

• Complete integration with the Salesforce ecosystem. Data displayed in your Community portal reflects records from a Sales Cloud organization
• Highly customizable. A Community Cloud portal can be totally customized both visually and with different funcionalities with little to no coding skills required

Incentivized

• The base API is not a REST based interface and is difficult to use for integration with other systems in the enterprise.
• The UI for the maintenance of the task schedule for projects can be a bit cumbersome , although the spreadsheet style editor helps somewhat. The Gantt view is not interactive.
• The workflow engine is designed only for initial project intake, and does not allow for an integration of the work flow with the project from start to end, so it can't be used for routing artifacts like change requests, ancillary project approvals, etc.

Incentivized

• The documentation for implementing Experience Cloud can be a bit confusing as their rebranding hasn't made it's way into all articles, resulting in different terminology being used to refer to the same thing
• Some things are not as intuitive regarding their customizability, so there's a bit of a learning curve (i.e. Lightning apps can't be used to customize layouts in Experience Cloud)

Incentivized

Because I never evaluated other tools, I would be open to considering others. Given our establishment with Innotas and the value it has provided us, separating from it would cause some organizational discomfort. However, if a tool existed with a more intuitive interface for manipulating the data and factors of projects and resources, I would be very interested.

Incentivized

Still cumbersome in some areas. It really depends on the individual. I've seen very smart developers who get lost just managing tasks and logging time. Whereas others use the system with ease

Usability is pretty streamlined, especially if you're familiar with other Salesforce products, but even if not, take it from me, as I just entered the technological space about two years ago, that this product is pretty simple to learn. You don't have to jump in with your head underwater. Small wins and learnings along the way are what foster long-term understandings and enable your evolution alongside the product. I definitely recommend Salesforce Trailhead along with it

Incentivized

Innotas is very rarely down if at all.

interface and response is sluggish

It's delivered on our original requirements and we've found ways to grow its usage. We continue to build on our original success and we can report our data out to leadership to show a true return on investment which is great for growing support and expanding uses for the system.

Incentivized

Their ability to assist and answer questions when needed is incredible. They create innovative ways to share information and help customers trouble shoot. I didn't give it a ten because I believe they could do a better job of personally reaching out to customers and providing improvement guidance based on where the customer is at and their needs at the time

We have weekly calls with our Salesforce reps. They bring new ideas to the table and help with taxonomy builds. They have also answered many questions and connected us to the right people for us to grow our knowledge and utilization of the platform. They are a good partner overall in comparison.

Incentivized

Tim Srjezter was an excellent trainer.

It's been since 2009. A lot has changed. We have not grown as much as we could have because of executive backing.

Incentivized

Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. Planview PPM Pro addressed all of our needs

I have used Datatel/Colleague/Recruiter before. There were issues because only one person at the institution was able to have the student's record open at a time. This was problematic when collaboration between departments was necessary especially in the case of admissions, financial aid, and registration. We also had to do our work and then log out before asking a questions of another department. Sometimes simultaneous use was necessary. However, this was years ago and they may have since updated the program.

Incentivized

• Planview PPM directs all the resources in the right channel, hence, credible performance.
• Planview PPM initiates proper time, and resource tracking and hence is friendly for company functions.
• Planview PPM is competent in managing diverse projects, and this offers highly sustainable business continuity.

Incentivized

• Improved online admission application completion rates from mid-60%s to mid-80%s.
• Positive user experience from start-to-finish to leverage one data system for all prospective student data
• Fewer data integrations transforming and loading sensitive student data by leveraging Salesforce Community Cloud to access already existing data

Incentivized