Item: Planview AdaptiveWork
Rating: 9
Author: WILLIAM CHERNOCK

Use Cases and Deployment Scope

We use Planview AdaptiveWork to manage our Professional Services software deployment projects. We build standardized project plans and milestones to manage the deployment and time tracking. We also use reporting features to track monthly financials and other custom business metrics.

Pros and Cons

Project Plan standardization
Timesheet entry and tracking
Customized actions to simplify and ensure compliance
Report building

Resource Planning (always a difficult and complex topic)

Return on Investment

Planview AdaptiveWork has enabled us to increase employee utilization from 50% to 75%
Planview AdaptiveWork has enabled us to better predict monthly and quarterly revenue.

Configurability

We have created many custom actions to simplify tasks and validate data or enforce governance. We have also created multiple views that customize the end user experience, streamlining what information is available per view to kee the use focused on the tasks at hand. We have also utilized dashboards to give "status at a glance" information with the ability to drill down into the specifics This has helped provide better information for management decision making and also helped improve overall productivity of the end users

Dashboard and Reporting

see comments under Configurability

Integrations

We have integrated with SaleForce. This helps link our Sales activities with our delivery team to provide richer information and strengthen the relationship between the two organizations.

Process Improvement

We have been able to move from 90% custom SOWs to an ala carte SKU based delivery system. By creating repeatable, scalable and standardized delivery modules, we can create reusable project workflows with the look and feel of a customized project without the overhead of truly customized work.

Customer Impact

We have used Planview AdaptiveWork to analyze how we perform work. This has led to improve the overall quality of our solution outcomes, allowing it to become more repeatable and reduce waste. Ultimately this has led to an enhanced customer experience as we can better articulate the delivery journey to customers and meet their expectations

Alternatives Considered

monday.com, ConnectWise PSA, KeyedIn Enterprise and Microsoft Project Server

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

Key Insights

Do you think Planview AdaptiveWork delivers good value for the price?

Yes

Are you happy with Planview AdaptiveWork's feature set?

Yes

Did Planview AdaptiveWork live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Planview AdaptiveWork go as expected?

Yes

Would you buy Planview AdaptiveWork again?

Yes

Other Software Used

Microsoft 365, Slack

Likelihood to Recommend

The tool is pretty intuitive and relatively easy to and navigate. We have setup a process where a "won" project in SalesForce creates a base project in Planview AdaptiveWork and then sends notifications that a new project has arrived. We then apply the appropriate template to match SKUs that has been sold and assign project resources. From there the project manager uses Planview AdaptiveWork daily to track project progress and enter status information. Ultimately financial milestones are tracked and processed, leading to project completion

Professional Services Planview AdaptiveWork advocate

Overall Satisfaction with Planview AdaptiveWork