Planview, Inc. List of Products and Services

The project management and portfolio management SaaS global product "AdaptiveWork" is responsible for managing investment-related performance and budget tracking in IT development, product development, and service development. It primarily focuses on schedule, human resources, and cost management, and is capable of visually providing related delay factors, risk information, and performance variances. We introduce six case studies of manufacturers active globally: [Featured Cases] ■ Transmission specialist for land transport vehicles "Xtrac Ltd" ■ IT consulting firm "Ricoh Australia Pty Ltd" ■ IT services and consulting "Benify" ■ Finance services "Cisco Systems Capital" ■ Technology (HW/SW/SaaS) "Box" ■ Hybrid cloud services "IBM" We present examples where productivity improved by 40% and where 98% data accuracy was maintained! You can also download "10 Tips for Better Resource Planning" together. *For more details, please download the PDF or contact us directly.

• project management
• Internal Control and Operational Management

This document introduces 10 tips for better resource planning. The tips, starting with "Do not make promises that resources cannot fulfill," may seem obvious at first glance, but they are not something that can be executed naturally. To make the most of valuable resources, it is important to consciously incorporate these into your resource planning strategy. Please feel free to download and take a look. [Contents (partial)] ■ Do not make promises that resources cannot fulfill ■ Face reality ■ Manage proactively before being swayed by demand ■ Organize and simplify processes ■ Involve middle management *For more details, please download the PDF or feel free to contact us.

• project management

We would like to introduce a case where our "AdaptiveWork" was implemented at IBM, which provides hybrid cloud services. The company faced challenges with over ten internally developed tools competing with each other, leading to inefficient and inaccurate revenue forecasting. After implementation, they discontinued the more than ten self-developed tools and consolidated them into one. They established a global common revenue forecasting process and tool, which can flexibly accommodate the company's unique accounting calendar. [Challenges] - Fragmentation of tools and data - Inefficiency in data collection and integration - Lack of visibility - Complexity and non-standardization of business processes - Inadequate utilization of human resources *For more details, please download the PDF or feel free to contact us.

• project management

We would like to introduce a case where our "AdaptiveWork" was implemented at Box, a company engaged in technology (HW/SW/SaaS) business. The company had insufficient systems and tools to respond to its rapidly growing organization, and was unable to visualize time management and planning necessary for team expansion. After implementation, a Box folder is automatically created at the start of a project, and related materials are stored in advance, reducing the time and effort required for preparation. [Challenges] - Inefficient labor management and report creation - Issues with the speed of onboarding new employees - Inability to grasp project performance and outcomes - Lack of visibility into implementation status for management - Insufficient collaboration between sales and consulting - Difficulty in linking project outcomes to business results *For more details, please download the PDF or feel free to contact us.

• project management

We would like to introduce a case study of our "AdaptiveWork" implemented at Cisco Systems Capital, which provides finance services. The company faced difficulties in understanding the progress and health of individual projects as well as the overall portfolio, and information was not shared between departments and stakeholders. After implementation, they evolved from traditional static and manual reports to always having new dashboard displays. Data necessary for decision-making became instantly accessible. [Challenges] - Inconsistency in project outcomes - Lack of overall visibility - Ineffective cross-department collaboration - Manual report creation is inefficient - Tools lack flexibility and scalability - Difficulties in integrating planning for global and complex projects *For more details, please download the PDF or feel free to contact us.

• project management

We would like to introduce a case where our "AdaptiveWork" was implemented at Benify, a provider of IT services and IT consulting. The company faced challenges in keeping up with service delivery due to rapid double-digit annual growth, which hindered their ability to respond to client demands. After implementation, they were able to instantly grasp accurate KPIs and project statuses, leading to improved quality and speed of management decision-making. [Challenges] ■ Lack of scalability due to rapid growth ■ Fragmentation of tools and processes ■ Data dispersion and low accuracy ■ Impact on customer satisfaction ■ Insufficient interdepartmental collaboration *For more details, please download the PDF or feel free to contact us.

• project management

We would like to introduce a case study of Ricoh Australia Pty Ltd, which provides IT services and IT consulting, implementing our "AdaptiveWork." The company struggled to clearly present the progress and plans of projects, making it difficult to build trust. After implementation, they were able to strengthen their relationship with clients through project management that offers "visibility" and "transparency." [Challenges] - Issues with the quality of presentations to clients - Confusion due to information overload and lack of collaboration - Difficulty in controlling increasingly complex projects - Inefficient meetings and lack of resources - Excessive manual work and management burden - Lack of visibility and transparency *For more details, please download the PDF or feel free to contact us.

• project management

We would like to introduce a case where Xtrac Ltd, a specialized manufacturer of transmissions for land transport aircraft, implemented our "AdaptiveWork." The company faced the challenge of employees frequently going out on site visits and business trips, yet being unable to access project data via the cloud. After implementation, the three disparate databases were integrated. Approximately 125 employees can now access the same information in real-time. [Challenges] ■ Difficulty accessing information in a remote environment ■ Inefficiency due to static file management ■ Lack of visibility for management ■ Multiple disparate systems *For more details, please download the PDF or feel free to contact us.

• project management

In this document, we introduce the quantitative results achieved through implementation. We have included case studies from various industries such as IT services & consulting, services, retail, entertainment, food & beverage, electrical & electronic equipment manufacturing, and financial services. This content will be useful as a reference when considering implementation, so please feel free to download it and read it. 【Case Studies (Partial)】 ■Industries - Technology-related - Renewable energy and energy-related - Corporate solutions - Software design and development for healthcare - Industrial machinery - Medical devices and healthcare *For more details, please download the PDF or feel free to contact us.

• project management

The project management and portfolio management SaaS global product "AdaptiveWork" is responsible for managing investment-related performance against plans in IT development, product development, and service development. It primarily focuses on managing schedules, human resources, and costs, and can visually provide information on associated delay factors, risk information, and performance variances. Here are six examples of manufacturers active globally: [Featured Cases] ■ Transmission specialist for land transport vehicles "Xtrac Ltd" ■ IT consulting firm "Ricoh Australia Pty Ltd" ■ IT services and consulting "Benify" ■ Finance services "Cisco Systems Capital" ■ Technology (HW/SW/SaaS) "Box" ■ Hybrid cloud services "IBM" We present cases where productivity improved by 40% and where 98% data accuracy was maintained! *For more details, please download the PDF or contact us directly.

• project management
• Internal Control and Operational Management

Information distributed across multiple systems, extensive manual reporting and analysis... Delays in portfolio management and investment decisions due to increasing complexity. We present case studies of global companies that have eliminated such inefficiencies and ensured visibility across the organization through centralized management.

• project management

"We want to eliminate the personalization of business operations," "We want to visualize project progress," "We want to optimally allocate resources" — these are the challenges faced by companies that are choosing the cloud-based project management tool "AdaptiveWork (formerly Clarizen)." This document introduces case studies of companies that have successfully utilized AdaptiveWork to streamline complex project management and achieve actual results.

• project management

AdaptiveWork is a cloud solution that enables portfolio management from multiple perspectives, including HQ, business units, operational areas, IT infrastructure, and security. It visualizes and analyzes investment amounts, business impact, risk status, and stage management in real-time. It supports intuitive project decision-making through dashboards and graph reports. It achieves flexible portfolio analysis and management by combining perspectives such as: ■ Organizational axes like HQ, business units, and factories ■ Operational areas such as SCM, DX, and customer touchpoints ■ Technical perspectives like infrastructure and security ■ Comparative management by investment amount, operational timing, priority, and risk stage ■ Real-time progress and warning detection for cost, schedule, and resources ■ Visualization across the company for project distribution, load balance, and outsourcing ratios ■ Decision-making support for cancellations, delays, priority changes, and resource reallocation Furthermore, AdaptiveWork offers advanced flexibility to set all data items as analysis axes, allowing for the construction of intuitive dashboards that enable drill-down into project details through drag operations. More details can be found in the materials below.

• project management

In addition to progress management by stage (planning, execution, operation), it is possible to centrally manage the overall structure, schedule, and scope of the project, including the deployment of milestones and tasks, understanding dependencies and risks with other projects, and reusing templates. AdaptiveWork is a tool that optimizes progress management, information sharing, and reporting tasks simultaneously while clearly organizing the structure and relationships of the project. 【Main Features】 ■ Integrated management through higher-level program concepts (strategic objectives, etc.) for multiple projects ■ Hierarchical management of project structure (WBS deployment) to clarify progress and areas of responsibility ■ Setting and automatic adjustment of dependencies between milestones and tasks ■ Bulk management of project-related items (bugs, reports, etc.) ■ Accelerating project initiation through template creation and reuse from past projects ■ Change history and alert notification functions for schedules, costs, and resources ■ Real-time sharing of comments and documents, and attachment of external links ■ Automatic conversion of WBS data into PowerPoint slides to automate report creation and more You can check the details and screen images from the materials below.

• project management

With AdaptiveWork, flexible and accurate financial management is possible from all angles. It supports cost planning and budget management across various axes, including project units, organizational units, contract types (T&M/Fix/Mix), and currency units. Automatic calculation of internal and external costs (Labor/Non-Labor), multi-currency conversion and exchange rate settings, cost approval through workflows, and real-time alerts significantly enhance the transparency and accuracy of project finances. 【Key Features】 ■ Achieves cross-departmental budget control across IT and development departments ■ Automatic calculation of internal labor costs based on man-hours and unit prices (timesheet integration) ■ Input and tracking of Non-Labor costs such as outsourcing fees and subscriptions ■ Supports global expansion with multi-currency compatibility and project-specific exchange rate settings ■ Alert notification feature to detect budget overruns and progress delays ■ Flexible budget allocation and reallocation that accommodates both top-down and bottom-up approaches ■ History management of cost changes and approvals, along with report generation for financial analysis ■ Templates for successful case cost structures that can be reused for future projects And more For more details, please refer to the materials below.

• project management

AdaptiveWork enables flexible resource planning and management across various axes such as project-based, organizational, skill-based, and by country. It also offers features that support strategic and efficient operations, including automatic notifications for timesheets, approval workflows, utilization rate simulations, resource load visualization, and alerts for budget variances. 【Key Features】 ■ Planning and management of resource utilization (flexible settings in hours/rates/FTE) ■ Global support with country-specific calendars and external resource management ■ Automatic detection of budget variances and alert notifications to identify risks in advance ■ Improved operational efficiency through approval workflows and automatic notifications ■ Optimization through simulation and visualization of resource allocation ■ Enhanced reusability and analytical capabilities with history management, reporting, and templating ■ Management of external resources either similarly to internal resources or through different methods AdaptiveWork is a next-generation project and resource management tool that allows for simple and highly accurate management of increasingly complex resource management. For more details and actual screenshots, please refer to the materials below.

• project management

AdaptiveWork has obtained ISO 27001 / 27701 certification and SOC2 Type II certification, and is implemented in over 4,000 companies globally. It complies with high security standards in information management, ensuring the safe protection of corporate data. Additionally, it is equipped with security features such as: ■ Operation security allows for two-step settings - Permission settings per user license to limit operation and viewing scope - Search and display restriction settings by role or individual ■ Control of information through the ability to hide standard items ■ Support for SSO (Single Sign-On) integration and more. It is ideal for companies that want to balance safety and flexibility in project management. For more details, please refer to the materials below.

• project management

PMO/PM Product Development Department Online Seminar on Project Management and Portfolio Management We will introduce ways to visualize all development projects from an individual or company-wide perspective and effectively utilize your limited resources (time, budget, personnel, etc.). Planview AdaptiveWork is an excellent solution that holds a leader position in the Gartner Magic Quadrant and has many achievements worldwide. We encourage you to take this opportunity to see the full picture. 【Online Seminar Overview】 Date: June 18, 2025 (Wednesday) 15:00 - 16:00 Venue: Online (A URL for participation will be sent to registrants) Cost: Free (Pre-registration required) You can view related materials for this seminar and case studies of the products to be introduced through the PDF download. If you wish to participate in the seminar, please apply from the link below.

• project management

Centralized management of project plans and results, supporting decision-making from multiple perspectives. A business support platform that encourages the optimization and proper allocation of management resources from various viewpoints. It also enables cross-project management of management resources and planning/execution management. 【Multiple Perspectives Include】 - Management of project stages (planning, execution, operation) - Bulk management of multiple projects related to the same strategy - Automatic alerts for various discrepancies between plans and results - Management based on project characteristics (priorities, investment scale, etc.) - Perspectives from top management, PMO, PM/PL, and experts, etc. 【Features】 - Portfolio/Dashboard - Automatic report generation - Roadmaps (for all projects, individual projects, etc.) - Resource management (in-house, outsourcing) - Cost management (people, software, subscriptions, etc.) - Schedule management - Dependencies among projects, milestones, tasks, etc. - Automatic alerts for variances between planned and actual results - Template creation for know-how - Timesheets - Various communication tools - Issue management (bugs, delays, unexpected issues, etc.) - Integration with other products, etc.

• project management