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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Acadia is the Connected Worker Platform designed for Employee Productivity. Build employee capabilities, see returns across a spectrum of operational outcomes.
Improvement efforts often fail because not enough investment is made to support employee adoption. Acadia helps you enable transformational change. With Acadia, you can improve performance by incorporating standardized work instructions, job aids, and execution accountability into daily tasks.
You'll be able to:
1. Incorporate videos and images to support precision execution
2. Assign tasks to individuals, teams, and even across shifts
3. Gather feedback for continuous improvement
4. Assess employee skill proficiency, comprehension, and knowledge gaps for further training
5. Quantify individual and team performance in real time with dynamic skills matrices
6. Beat your goals in any part of the enterprise
Acadia meets your team at the frontline, so your team can execute critical tasks accurately, every time.
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AgilityInsights
AgilityInsights is an AI-powered business transformation platform designed to help enterprises accelerate strategy execution, improve alignment, and increase organizational agility. The company combines expert consulting services with a unified digital platform that connects strategy, execution, operating models, and maturity tracking in one system. AgilityInsights helps organizations overcome challenges such as delayed execution, siloed operations, employee burnout, and fragmented data through outcome-driven frameworks and agile delivery methods. Its platform includes features like OKR alignment, real-time performance insights, role-based maturity assessments, workload planning, and AI-guided outcome recommendations through AskAI for Outcomes. The company also offers change management services, leadership coaching, certifications, and growth enablement programs to support long-term organizational transformation.
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