
Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes.
Forward Planning
• Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options
• Investment prioritization, capacity planning, and demand management
• Program and product funding, roadmapping, and financial planning
• Forecast versus actuals tracking
Outcome-Led Governance
• Connected objectives and key results across portfolio, program, and team levels
• Strategic missions translated into specific investments
• Program management, project planning, and resource management
• Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration
• A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution
Contextual Intelligence
• A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes
• Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph
• Anvi available through in-app intelligence, Anvi Chat, and Anvi Home
• Connections to systems of record across an organization's existing technology stack through Planview Hub
Security and Deployment
• SOC 2, ISO 27001, and ISO 27701 certification
• Data encryption in storage, transit, and backups
• Cloud-hosted or on-premise deployment options
• Customer data is not used to train AI models and is not shared with other customers or third parties
• Planview Anvi operates within the customer's own Planview environment rather than as an external service
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AI Sales Rep with Person-Level Website Identification
Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour.
Lower Funnel, Higher Value Leads
Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site.
- 40 points of data about each prospect, including first name, last name, email address, and more.
- Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet.
- These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you.
- Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated.
Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.
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Cassadol Equine
Developers created Cassadol Equine at Business Infusions – they are experts in Equine Veterinary Practice Management systems with decades of experience in the veterinary arena. We know what it takes to develop, implement, and support software and it is all we do.
Business Infusions has worked with thousands of veterinarians and staff with our existing suite of veterinary software programs, providing practice management software solutions to some of the world’s largest veterinary practices. Our most popular product is HVMS, Hospital Veterinary Management System, designed for medium to large equine veterinary practices needing a highly configurable software system to manage multiple locations, vehicles, doctors, and modalities.
Cassadol Equine was established in 2020, based on direct feedback from veterinarians looking for a simple cloud-based program to manage their solo-doctor equine practices. You wanted something smart, mobile, and affordable. We delivered.
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