New skills in Planview Copilot help customers achieve better business outcomes, faster.

Planview, the leading end-to-end platform for Strategic Portfolio Management (SPM) and Digital Product Development (DPD), experiences significant momentum with early adopter customers while releasing new skills in Planview^® Copilot, the company’s AI-powered assistant designed to streamline productivity and empower data-driven decision-making across enterprises. In an era where data is abundant but fragmented, Planview Copilot enables users to access and interpret information swiftly, leveraging natural language processing with a conversational interface to unlock insights and guide strategic actions.

New skills in Planview Copilot use AI-driven insights to:

• Analyze and interpret real-time metrics and data, better flagging risks and identifying opportunities to improve efficiency and alignment for project, product and portfolio managers, as well as executives and transformation leaders
• Summarize project statuses and recommend next steps, saving time and improving productivity
• Deliver educational assistance and onboarding, further simplifying usage across all users

Over the last six months, 45 customers have engaged with Planview Copilot’s co-development program, known as Inner Circles, and interactions with Planview Copilot have increased nearly 400% since the beginning of the year. Planview customers across a range of industries, including financial services, healthcare, manufacturing and technology, reduced time spent on manual tasks and improved access to actionable insights that enhance real-time decision-making. Parchment, a leader in education technology, was an early user of Copilot with Planview^® Viz. “Given our team structures, culture, and ways of working, this approach has huge potential to be used for improving flow and efficiency at Parchment,” said Phil Clark, VP of Application Engineering at Parchment.

"Organizations need a simpler approach to navigate through all the fragmented systems and data to confidently make smarter decisions,” said Razat Gaurav, CEO at Planview. “Planview Copilot provides a reimagined interface to gain insights, extract predictions and execute intelligent decisions related to project and product initiatives while leveraging a conversational interface. We are continually expanding our data foundations, related connected work knowledge graph and AI capabilities to empower our user personas with the agility and intelligence needed to be successful in the fast-paced operating environment.”

Transforming Data Overload into Actionable Insights

In modern enterprises, teams are inundated with vast amounts of data from multiple systems and tools, which frequently creates data silos and hampers efficiency. Traditional tools require extensive manual work, from gathering information to analyzing data across various platforms, which consumes time and limits responsiveness. Planview Copilot offers a user-friendly, AI-driven platform that empowers users to access data through simple, natural language prompts.

Planview Copilot is underpinned by a multi-agent architecture (patent pending) with every agent performing a separate, deep use case such as querying data, document interpretation across multiple sources, and predictive analysis. Users can converse with data using natural language, tap into decades of Planview expertise, and surface hidden insights across multiple initiatives, value streams, products, or projects. New skills across Planview Viz, Planview^® Portfolios, Planview^® AgilePlace, and Planview^® AdaptiveWork, empower users with advanced insights, data handling, and best practices for effective workflow. Key user personas leveraging Planview Copilot include:

• Team leaders (project, product, engineering, and portfolio managers) looking to save time on data analysis and needing optimize resource allocation
• Executive needing real-time visibility across projects
• Transformation leader driving cross-organizational change

Planview Copilot Availability

Planview Copilot is now available, with a highly customizable experience tailored to enterprise needs. Customers interested in enabling Copilot in their Planview environment can contact their Planview representative for access. For more details about Planview Copilot, please visit https://www.planview.com/ai/.

About Planview

Planview is the leading end-to-end platform for Strategic Portfolio Management (SPM) and Digital Product Development (DPD), giving its customers the strategic foresight to prioritize investments and initiatives, make those plans real within constraints, and pivot with certainty when things change. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers and 2.7 million users globally, including 59 of the Fortune 100. Headquartered in Austin, Texas, Planview has over 1,400 employees worldwide.

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