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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InveTrak
InveTrak provides everything you need to effectively manage virtually any size stockroom or warehouse. With features like purchasing, receiving, put-away, order fulfillment, and shipment processing you’ll be able to get a grip on your operations. The InveTrak Software is designed and sold in such a way that you can be up and running in days rather than weeks or months. There are no servers to purchase and there is very little software to install. With InveTrak, you’ll be able to get up and running without breaking the bank. You’ll experience reduced equipment and associated IT costs, as there are no servers to purchase, install, and/or maintain. Setup and manage any number of stockrooms and/or warehouses. Being we are a hosted solution they can be virtually any place on the planet that has internet access. As your business grows, we grow right along with you. There is no increased cost when you setup additional warehouses.
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