Planview Daptiv Reviews

I want to share another Daptiv PPM feature - the usage of templates and management.

All of us who have managed projects, or simply structured an action plan, have looked back on previous experiences by searching our personal files, either from past work, previous projects, university assignments, etc., in order to not replicate the extensive work that sometimes means creating a plan or project from scratch. 

What we usually do, is use a previous plan as a reference and template, and make some adjustments based on tasks names, tasks durations, and the date.

The use of Daptiv templates is highly flexible, that allows any Daptiv project to be potentially turned into a template.

Daptiv use a small wizard to generate templates, in which we can save.

• Tasks
• People
• Folder Structure
• Documents
• Risks
• Issues
• Dynamic applications, etc.

They are very useful because the PMO project management methodology can be contained in it, saving time, and used as a project managers guide for not omitting checkpoints, or what documents needed to be filled.

A Peruvian banker shared with me his great experience in the use of templates, and how this Daptiv feature improved Ripley's IT department's adherence to the project management method.

The Ripley IT-PMO Manager (Lima, Peru), Wilfredo Espinoza Guillen, who’s also mastered the use of PMI methodology, and PRINCE-2, analyzed a couple of years ago, the cost-benefit of using the Daptiv PPM tool. Wilfredo is a pioneer and I’m pretty sure he is the first PMP to use and implement Daptiv in Peru.

Using his own words it "was very gratifying for me, the Daptiv templates use, it has allowed us to permeate the project management methodology adoption in all company areas, banking, retail, strategic planning, etc. . "

These words certainly gave me great satisfaction, because Daptiv replaced the use of their old PPM tool (a very expensive one). They finally decided to save hundreds of thousands of dollars with this change, and the Ripley ROI analysis become very positive.

In 2014 I had to travel to Peru to work with Wilfredo, and in that time we only worked with the Ripley Bank development team (about 50 PMs mostly PMP certified). He was responsible for the continuation of the adoption of various project management methods for retail (Ripley is a big department store chain, based in Chile). Strategic Planning adopted Daptiv use this year 2015 for initiatives recording and analysis of new business at Ripley Peru.

Daptiv templates give you a world of possibilities, no matter the PMI maturity level the company has. It's always simple by copying a work plan, with proposed average times, and the required milestones on schedule. You may also want to include people, such as PMO quality control staff, who monitor and measure project results, and other people that must be imminently integrated into each PMO-administered project.

Also, it allows you to include empty document forms, which must be completed and signed on project execution. We can also integrate dynamic applications such as the results of software development test sets that must be published online. This is mostly required for companies that are observed by entities such as Sarbanes Oxley, etc., or that must meet service quality certifications.

The way you can generate Daptiv templates is incredibly simple, as well as the high impact of their use within organizations. 

Hi again, I'm on my way to a new project! It will keep me busy for few months so, I wanted to share this information now, writing it later will be more difficult, so I'll use the trip to do so.

All projects are born from good ideas, these include: very special customer requirements, improved product, new product development, change to the way things are done at an office, etc. Ideas that begin maturation, documentation and support process.

Daptiv is a SaaS platform that allows easy Portfolio Project Management, one of its functions is precisely "Workspace Request" management. I can imagine everybody's face regarding the name, Workspace Request? Well everything inside Daptiv is a workspace, such as: A Project, Small Intranet, Shared file cabinet, etc. So anyone can request a workspace, equivalent to business initiatives collection. 

A great Daptiv feature is that it allows registration not only using a username and password, but it can easily generate web forms, which can be easily integrated into your Intranet or Internet website.

This is very useful! A good example that I have in my mind, is a project that we develop at my country "Guanajuato City Government", The public Internet information website, has Daptiv web forms, where citizens could report a pothole, garbage collection services issue, water or gas leaks, etc. Each of these requests were handled in Daptiv, some of them were managed as maintenance tasks, others possibly become complete construction projects.

In Daptiv, personnel were assigned to a workspace as necessary team member to address people reports, verifying their available time and other assignments. Also costs were updated as tasks advanced. All this information allowed the Governor obtain statistical data; catered events, times and costs, during his Government Time.

Initiatives may include up to 99 custom profile fields, this is more than enough to integrate score initiative factors such as; Urgency, Cost, Strategic alignment, etc. We can also integrate information to improve decision making; which shall be converted into a project or a program.

We can decide which fields should be filled by the requesting user, and the others are only for internal company use.

You can supplement information integrating needed resource types, such as: Oracle DBA, Java2EE Senior Developer, etc. Not knowing yet who (which person) it will be, but defining required hours and month, this is how human resources are integrated to budget needs.

Initiatives depending on their category or workspace type can be submitted with an authorization policy, with this feature you can prevent to not overload the evaluation project committee. If they decided that an Initiative should simply run later, the records are not only still there, all those good ideas as well, otherwise they could possibly be forgotten in a USB once used or on someone's desk. Daptiv can integrate as many approvers as required, but they will need a full user to login and approve or decline.

Just remember successful companies are definitively; The sum of put into practice good ideas, which many of them come from Employees, Customers or Counselors, and Daptiv is one of the most appropriate tool to manage them, without infrastructure investment requirements, you just can access the tool from any Internet connected device.

I hope this information will be useful for you, and soon I will write about generating Daptiv projects, and templates use.    

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What other advice do I have?

What is most valuable?

How has it helped my organization?

What needs improvement?

For how long have I used the solution?

What do I think about the stability of the solution?

How are customer service and technical support?

Which solution did I use previously and why did I switch?

How was the initial setup?

What's my experience with pricing, setup cost, and licensing?

Which other solutions did I evaluate?

What other advice do I have?