Are you facing resistance from team members who find Planview too complex or overwhelming? Tired of hearing complaints about too many clicks? If so, this post is for you!
Let me introduce you to Planview.Me —a game-changing new capability! It will be your secret weapon to enhance user adoption and win over those resistors. The goal of Planview.Me is to give a 1-click, action-oriented access to the most commonly used parts of the Planview platform.
I love how easy it is to enable and set up multiple role-based views for the enterprise, while still providing individuals autonomy to create their own unique views. Driving excitement for change can be challenging, but with Planview.Me, you’ll become the hero of your organization!
What is Planview.Me?
Planview.Me is a new visually immersive, actionable, and personalized user experience. With Planview.Me, you can customize your Planview experience to highlight the data and details you need to get work done (in fewer clicks!). It enables you to quickly and easily make business decisions and take the necessary actions to accelerate the outcomes that matter the most to your business.
Planview.Me is a new visually immersive, actionable, and personalized user experience designed to transform how you work. You can now customize your Planview experience to highlight the data and details you need, reducing clicks and streamlining your workflow. Say goodbye to unnecessary complexity and hello to swift business decisions that accelerate outcomes that truly matter.
Example Project Manager View
- User Mindset: I need to ensure resources are working on the most important priorities. Additionally, I monitor and update the status of all project work, the cost, scope, quality. It is my job to remove roadblocks so that the project teams can deliver on-time and on-budget.
What value does Planview.Me provide to my organization?
Planview.Me provides easy one-click access to insights a user needs to get work done. The new look and feel are designed to increase a user’s ability to work within a user-friendly, modern interface that surfaces the information important to their role. Planview.Me allows anyone within the organization to engage and interact with the Planview Platform from a single view. It provides an action-oriented user experience tailored to the user’s particular data and insight needs.
Additionally, Planview.Me allows your users to create their experience based on status, progress, and other data-oriented use cases while providing details on where to focus, issues to address, and risks to mitigate.
Key Features and Benefits
- Improved UX: Reduce clicks and Improve look and feel
- Platform Visibility: Planview.Me offers a complete view of all your work, regardless of where it’s being managed. No more silos, just full visibility across platforms. No more switching products. Planview.Me simplifies workflows by surfacing what matters most and Focusing attention to where it needs.
- Action-Oriented: The platform is designed to deliver actionable insights, highlighting key issues, areas that need focus, and risks to mitigate. This allows for real-time, data-driven actions to take place from Planview.Me
- Holistic Insights: Get real-time access to all project data with just a few clicks, from high-level overviews to detailed project specifics. Everything you need is centralized in one place.
- Customizable Experience: Tailor Planview.Me to your needs. Surface the most relevant data, insights, and commonly used features, ensuring you see what matters most to your role.
- Actionable Intelligence: Powered by AI-infused early warnings, Planview.Me provides predictive analytics, sentiment analysis, and data aggregation to help you proactively address risks.
Is Planview.Me just a Planview Platform dashboard?
Not at all! While it may resemble a dashboard, Planview.Me offers much more. It combines the power of actionable insights with the ability to investigate, respond, and take action. Your users can fulfill key actions such as approving an assignment, adjusting a roadmap, or editing card details.
Ready to Elevate Your Planview Experience?
Are you excited to up your Planview game and increase adoption? Planview.Me is available in the product switcher in the Planview products you use today. The actual enablement and set up of Planview.Me is a relatively light lift, but change management with a solid communication is still recommended.
Important: Customers must be onboarded to Planview Admin, and views for Planview.Me must be created, configured, and shared with users in Planview Admin.
Example Roll-Out Experiences
What personas will you set up first?
Check out our full widget library in the Customer Success Center to start your journey and stay tuned over the next few months as new widgets are released! Here is a sneak peek of a few you can look forward to:
Get ready to transform your organization’s workflow with Planview.Me! The future of efficient project, portfolio, and product management is just a click away.
Questions? Please reach out to your Account Team or Planview Customer Care.
I hope you have a great week!
Kind Regards,
Stephanie, Your OCM Enthusiast