Strategic planning and project execution, effectively orchestrated through Planisware Enterprise, can achieve value delivered. In other words, “make vision reality.”
Expansive business transformation is a corporate use case when at least one company executive sponsors company-wide commitment and vigorous participation.
Major corporate performance indicators provided in 26Q1 include:
§Strategic Project Portfolio Management—AI-powered (optimizing strategy-execution synchronization; objectives and key results linked consistently to projects and initiatives; scenario modeling; roadmapping)
§Execution Performance (assessing cost, schedule, quality metrics with project goals; predictive analytics)
§Risk and Opportunity Management
§Financial forecasting (value realization, ROI)
Mature, bottom-up architecture of 26Q1 facilitates day-to-day project management, automated resource assignment, and capacity planning. Improved user experience promotes easier data consolidation. Oscar, Planisware’s AI agent, speeds up analysis.
In 26Q1 release, we have comprehensive unified platform modernization—user interface, simplified access, reorganized menus, dashboard enhancements, improved visualization—incorporates more than thirty years of sustained excellence in providing single source of truth for major enterprises and multi-national organizations.
26Q1 effectively embraces multiple data dimensions attuned to distinctive needs of stakeholders—managers, PMO, IT, corporate administrators, CEO, and boardroom members).
Planisware Enterprise, originally called OPX2, has flourished beyond its mid-1990s foundational roots that integrated management of projects, resources, and portfolios.
Proficient accelerator of the project economy, Planisware Enterprise galvanizes company capabilities beyond classic project and portfolio management. Transforming pressures of the fourth Industrial Revolution (4IR) have inspired the wide-ranging feature set that Planisware EPPM provides.
Pervasive technology presence in today’s world contributes to intense stakeholder scrutiny, project complexity with multi-level scheduling, expectation of data-driven decisions, and proactive knowledge- sharing—bottom up and top-down together.
Scope of Planisware Enterprise 7.1.4 (December 2024) includes additional tools for strategy, finance, risk, contracts, application connectivity, idea management, lessons-learned tracking.
Planisware’s strategic planning capabilities clarify and communicate enterprise project objectives and key performance indicators across the organization and tie them to specific projects.
User outcome, in simple terms, is doing the right projects and doing those projects right.
Project managers gain strategic perspective because top-level findings and scoring dynamically flow into their respective project plans.
Markedly more effective project/product execution is a key benefit from how Planisware Enterprise dynamically integrates strategic enterprise knowledge sharing—goals and key objectives—into a mature, cohesive project portfolio system that provides real-time data consolidation and single-source-of truth analytics.
Top-down wisdom and bottom-up productivity coalesce in Planisware Enterprise.
Ongoing capability improvements such as automated data quality audit and built-in project summary dashboard available from with the project module as a tab greatly empower user productivity.
Creating and using formulas in Planisware Enterprise has been streamlined, with integrated formula validation. In my judgment, having more extensive "offline" documentation would benefit new users, especially with a selection of non-trivial examples of how formulas in Planisware empower productivity.
Historically with Planisware, the load array, a feature that has been available since the 1990s with improvements, enables very flexible time slicing that surpasses such reporting capability via Excel. In concert with native and composite cost curves, the load array charts provides thoughtful, adaptable consolidation and drill-down for time-phased data such as capacity (resource availability) and demand (planned or archived hours on tasks).
Planisware Explorer (PEX) offers enhanced capabilities for reporting and charting that goes beyond the functions in the Report Builder module, such as dynamic queries. PEX requires extra training for operational proficiency, typically from multiple fee-based Planisware courses.
Administration module enables super-user to control visibility of modules for regular Planisware users. The Data page shows available Object types.
Continuing improvements in documents management centralize communications among project users and stakeholders. Because the documents are included in each Planisware environment/configuration, messaging and documents associated with projects are easier to access than being spread through normal corporate email. Planisware stores project related documents and messages in a single database. Snapshots (backups) at a given point in time are easy to make and restore to alternate environments, even on an automated nightly basis.
Program and project roadmaps integrate well with PowerPoint. Slide elements are editable and dynamically linked (if so specified) to detail projects. Capability to drill down into project specifics is mature, native functionality.
Strategic Portfolio module offers an OKR page (objectives and key results) to connect specific company strategy with defined measurable actions.
On the scale of 1 to 10, Planisware has an overall rating of 9.5.
Thirty years of product maturity, intense vendor commitment to keep excelling are unassailable signposts. External published reviews from organizations such as Garner attest to Planisware Enterprise as a worldwide program leader. Expanding user community also demonstrates success.
Strive to establish gaining technical proficiency with Planisware's tools so that your organization can readily implement ongoing operational improvements.
I recommend nightly or at least weekly proactive analysis of Planisware SaaS log files to pinpoint issues before they become troublesome to the user community. Typical problem resolution investigation tends to fixate reactively on user-reported glitches and may miss emerging trends. Proactive global analysis of log files can reveal quantitative correlation over time of application stability and health. Assuring access to Planisware Enterprise backups is also beneficial.
Evaluating strategic portfolio management systems is possibly as challenging as comparing major symphony orchestras for excellence. Is Berlin Philharmonic markedly superior in musicality to Pittsburgh Symphony? Adding product maturity, international product acceptance, professional published comparisons into consideration, Planisware Enterprise is much more than decent for anchoring strategic portfolio management. On a practical level, Planisware Enterprise is recognized pacesetter.
A Sampling of Noteworthy Planisware Enterprise Tools
Data Quality Audit is now integrated into the Projects Module. Defense Contract Management agency introduced DQA in 2005. This 14-point schedule-check criteria has become an industry-standard for best practice that Planisware Enterprise adapted “out of the box.”
Positioning DQA pane to the side of the schedule view, Project managers and others (e.g., PMO) can rapidly spot potential glitches and delays and apply corrective measures. Problem targets appear in red for easy identification. Administrative users can adjust threshold, add additional rules, and enable them to appear in reporting.
Conceptual overview of these metrics in Planisware: 1. Logic—missing links; 2. Leads—distort total float; 3. Lags—affect critical path; 4.
Relationship types—most are finish-to-start; 5. Hard constraints; 6. High total float; 7. negative float; 8. high-duration tasks; 9. Future tasks have actuals; 10. Incomplete tasks—no resources nor money allocated; 11. Missed tasks—failed baseline dates; 12. Critical path test
(continuous from pf to pf); 13. Critical path index 14. Baseline execution index—tasks accomplished against planned completion tasks
Planisware Enterprise removes manual tedium for Project Managers who may be calculating these metrics on a case-by-case basis. Applying these DQA metrics as a set across all projects greatly simplifies and shortens time for periodic review.
AI Help applies Retrieval-Augmented Generation (RAG) to help center content of PDF E-Learning documents residing in your designated Planisware environment. Familiar counterparts are the text paragraphs that Google Search adds in front of answers to your queries.
AI Help provides step-by-step answers and identifies up to five pertinent documents.
A super-user with administrative rights can provide environment specific setup for AI Help, likely with guidance from a training specialist familiar with local needs. Large Language Model connector has to be created during setup for this tool.
Approval Workflow uses pre-defined “definition” to enact approve/deny/review/cancel rules at a single level of action for designated decision-maker roles. Although conceptually easy to understand and apply in daily use, this tool requires local functional administration proficiency to configure for a given enterprise’s user population.
Underlying technical framework already has relationship links to simplify configuration setup.
Planisware Sign provides eSignature for designated signers within Planisware Enterprise. Setup can also handle external users with third-party DocuSign or Adobe Sign.
Lesson Learned module identifies and encapsulates knowledge gained by experience—operationally significant, technically valid, and applicable for either reinforcing a condition that is positive or reducing shortcoming. An administrator can specify where lessons learned creation can occur, e.g., projects, activities, requirements, portfolio. Users who may access shared Lessons Learned module are also administrator-defined.
Scenario Optimization enables rapid elimination of overload bottlenecks with particle swarm optimization (PSO).
Selected user incentives, especially for project managers
Refinements in everyday PM functions such as Gantt chart have also matured with ease of use. Each project manager can quickly spot and resolve scheduling challenges. Identifying predecessors or successors is simplified to one or two mouse clicks. Accounting calendars can span longer than twelve months to accommodate less common fiscal years. Resource forecasting and demand planning can deploy with multiple calendars that respect working days in other countries. Date and time of day formats can simultaneously correspond to many country conventions.
In large projects, workpackage management enables project managers to bundle a set of activities with a given objective and delegate control to a workpackage manager.
One-pager (swimlane reporting) can integrate directly with Planisware Enterprise with purpose-built connectors provided. Project managers can pre-select an array of activities that appear and reduce preparation time to minutes rather than multiple hours. Preparing monthly reports for collective review becomes fast, semi-automated, and easily repeated in following months.
Agile reporting is now available in the portfolio module. Epics define and flexibly detail high-level work (e.g., initiative) that is too large for a user story to finish in a single sprint.
Progressively Staging Planisware Enterprise Rollout
Distinct advantage that Planisware Enterprise has is that any particular customer installation can initially provide basic modules and tools, such as project scheduling and enterprise strategic planning, then phase in other functions in a company roadmap. Functionality is enhanced using a cohesive set of modules.
Planisware Enterprise 26Q1 has over two dozen modules. Pre-connected module architecture greatly reduces technical challenges that would otherwise involve substantial custom programming, testing, and validation.
Module configuration, as distinct from custom programming, is relatively rapid. Planisware Enterprise provides data connectors with MS Teams, contracts, managing products, document management, and signature approval.
Content for Planisware modules flows from functional experts in your organization. A functional administrator serves as a specialized business analyst that is adept with Planisware and is immersed in your organization’s proprietary content.
Planisware Enterprise offers pragmatic dashboards and captivating bubble charts that visualize integrated advanced analytics. KPIs include resource load and risk levels; net present value; return on investment.
Superusers can tailor reporting dashboards for rapid and insightful impact.
Planisware activity types and project templates bring consistency
Here is a firsthand example of how a Planisware feature can harvest dividends while reducing future effort:
Best practice identifies each project activity by customary descriptive name—the “what” component—and by the activity’s inherent project functional type—the “why” facet. Resource algorithms typically use Planisware activity types.
A consistent, organization-specific Planisware activity type categorization (WBS type) facilitates creation of project templates. A purpose-specific Planisware breakdown structure serves as authority for approved activity types.
Each project template, with hundreds of pre-defined activities (WBS element; task; start milestone; finish milestone) contains an almost complete work schedule with durations, WBS type, and links in place. An organizational unit may have six or more templates for project managers to select and implement for new projects. Using Planisware project template as new project foundation assures consistency and completeness. Using pre-defined templates propagates WBS types across the portfolio.
Note that Planisware provides relatively limited documentation (beyond rudimentary conceptualization) for creating hundreds if not thousands of activity types across multiple templates.
My white papers, freely available online, provide substantially more pragmatic instruction for creating and using Planisware activity types.
Planisware documentation
Help Center is the current name for eLearning. The familiar Planisware hierarchy organizes hundreds of categorized PDFs. For example, the Projects module currently has fifteen entries with three additionally sub-divided.
Many concise video topics are also listed. Narration tends to overuse verbal “here” and requires visual attention to surmise the specific object that the narrator is pointing out when saying “here” and “here.”
Smart search helps authorized users search globally across the database.
Help Center documents and tutoring videos, accessible to users online from within Planisware, are professionally edited to a high standard.
Implementation consulting
Achieving go-live operational status with Planisware requires substantial team effort. With over 850 employees located in 35 countries, Planisware commits to making Planisware Enterprise a success in each corporate-level implementation. Planisware as a company has plenty of implementation project experience to establish winning implementations at a basic level.
Advanced implementations call for paid consulting from Planisware, individual consultants with expertise, and/or organizations that have developed specialized working knowledge to deploy Planisware’s architecture and features.
Each client organization needs to invest heavily in substantial training for its own implementation team to gain proficiency and participate meaningfully in technical decisions and functional content. Day-to-day operational oversight always remains local responsibility.
For paid Planisware clients a mature service ticket process is available, possibly provided as extra-cost Planisware contract.
Discussions with Planisware users conclude that commitment to achieving and sustaining product proficiency across versions is a key best practice. At-cost Planisware certification courses can provide training for a corporate customer’s superusers (those responsible for maintaining L1 technical changes).