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What is Planview Barometer?

Enhance your investment strategies to promote strategic evolution with Planview Barometer Integrated Portfolio Management software. Formerly known as BarometerIT, Planview Barometer equips both business and IT leaders with the tools to assess and prioritize enterprise projects and portfolios, enabling well-informed strategic choices across the organization. By understanding the relationships between projects, capabilities, and applications, you can expedite decision-making processes effectively. Track the lifecycle of the portfolio as ideas transition into actionable initiatives and progress along that path. Achieve a comprehensive view of your project portfolio roadmap while evaluating the impact of your strategic decisions on resources and financial distributions. Emphasizing security, Planview places a high priority on safeguarding customer data as a core tenet of its operations. The firm adheres to strict standards and regulations, undergoing independent evaluations to confirm compliance, and this dedication to security and transparency cultivates trust and dependability in managing your portfolio. Furthermore, the insights provided by Planview can significantly enhance collaboration among teams, leading to more cohesive execution of strategic goals.

What is ClientLogix?

An all-encompassing solution is crafted to thoroughly tackle the distinct differences found in relationships, distribution channels, stakeholders, and intermediaries across various industries. This unified platform facilitates quick retrieval of all pertinent information related to clients, prospects, and third parties, while also streamlining the establishment and oversight of portfolios through a two-way connection to several portfolio accounting systems and flexible imports from sponsor platforms. In addition, an anticipatory CRM system and document storage allow for straightforward access to vital updates without needing to leave Outlook, which empowers users to efficiently arrange meetings, jot down notes during conversations, and monitor reminders and historical information. Moreover, user participation dramatically improves when individuals can personalize the interface to match their preferences, whether in a workplace environment or on their mobile devices. Additionally, understanding social interactions is essential in fostering stronger client relationships and generating referrals, which are key components for the sustained prosperity of the business. This comprehensive approach not only enhances operational efficiency but also positions the business for future growth and adaptability in a dynamic market.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.changepoint.com

Company Facts

Organization Name

UNAPEN

Date Founded

1991

Company Location

United States

Company Website

unapen.com

Categories and Features

Enterprise Architecture

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Idea Management
Modeling & Simulation
Project Management
Risk Assessment
Transformation Roadmapping
Version Control

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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