Strategy Execution vs. Workpath Comparison Chart

Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization. By empowering teams to strategically allocate resources and accelerate high-priority initiatives, Portfolios helps organizations adapt to change and respond to shifting market demands with greater agility. It increases speed-to-value, improves responsiveness, and ensures that every strategic investment delivers measurable business impact. To support end-to-end work orchestration, Planview Portfolios provides robust, comprehensive capabilities across five key pillars that work together to drive organizational success — Strategy, Planning, Execution, Analytics & Reporting, and AI.

Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees.

Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.

Planview® ProjectAdvantage (formerly Sciforma) is an enterprise-centric project and portfolio management (PPM) software designed to enable change, drive innovation, and lead in a company's digital transformation. With ProjectAdvantage, teams can strategically track and monitor project data in order to make relevant decisions. It offers multiple features focused on strategic management, functional management, and execution management. A highly scalable and cost-effective solution, ProjectAdvantage is available in various deployment models.

AthenaHQ is a cutting-edge platform for Generative Engine Optimization (GEO), designed to help brands optimize their visibility and performance across AI-driven search platforms like ChatGPT, Gemini, Perplexity, DeepSeek, Google's AI Overviews, and more. With Athena, companies can monitor AI perception, identify content gaps, and adjust strategies for better AI-driven discovery. AthenaHQ offers features like competitor analysis, sentiment analysis, and AI search volume tracking, making it easier for companies to align with the evolving search ecosystem. By understanding AI’s role in brand discovery, AthenaHQ empowers brands to stay ahead in the rapidly changing AI landscape.

Price2Spy makes automatic price adjustments easy to perform saving your most valuable resource - time, allowing your pricing team to focus on strategic planning and management. Since 2010, we have provided pricing intelligence for retailers and brands in 40+ countries, helping them smoothly grow profit margins and outsmart competition. If your business offers a large number of products and/or encounters fierce competition, no matter the industry, you can rely on Price2Spy pricing software and leave all processes, from price and additional product data collection to setting pricing strategies and automated repricing in real-time, to our team.

LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey. With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design. Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond.

Jellyfish, a leading Software Engineering Intelligence platform, helps engineering, product, and finance leaders build healthier, higher-performing R&D teams. We surface actionable insights on team health, investment allocation, and delivery, while offering purpose-built solutions to improve developer experience, streamline software capitalization, and measure the impact of AI tools like Copilot, Cursor, and AmazonQ. Over 500 organizations and 11,000 engineering teams—including GoodRX, Varo, Priceline, and PagerDuty—trust Jellyfish to optimize engineering operations so their teams can focus on what matters most. Learn more at jellyfish.co.