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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Performance Pro
Performance Pro is an easy to use, customizable solution that supports talent retention and improved employee experience. Performance Pro includes powerful features such as skills alignment to positions, customizable processes to support continuous, ongoing feedback, employee development and career pathing, 360 and survey functionality for sourcing feedback at all levels internally and externally, performance tracking for succession planning, AI technology for creating SMART goals and optimizing manager communication with employees. Implementation is hands-on, consultative, and tailored to the specific needs of your organization.
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