Planview Portfolios
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.
Learn more
Project Insight
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.
Learn more
Empiraa
Empiraa is a white-labeled strategy execution platform built for professional services firms that manage business planning and growth for clients. Designed for consultants, advisors, and fractional CFOs, Empiraa replaces static documents and disconnected tools with a centralized system to build, track, and manage strategic plans in real time. The platform enables users to set clear goals, assign responsibilities, and integrate with tools like Xero, Google Sheets, and HubSpot for live performance tracking. With multi-client management, automation, and full brand customization, Empiraa helps firms deliver more value, improve client accountability, and scale their services efficiently. It also supports team collaboration, streamlines onboarding, and enables service providers to productize their offering with repeatable, tech-enabled strategy delivery. Whether you're managing five clients or fifty, Empiraa gives you the tools to grow with consistency, clarity, and control.
Learn more
