Planview Portfolios Reviews & Ratings

Planview Portfolios

4.2 out of 5 stars
Company Website for Planview Portfolios

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 200 Ratings

Total 4 out of 5 stars
ease 3 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

What is ScalePad Lifecycle Insights?

Lifecycle Insights by ScalePad is a cloud-centric solution crafted for managed service providers (MSPs) to boost client interaction through virtual Chief Information Officer (vCIO) services and quarterly business assessments. This platform offers seamless integration with a variety of tools such as Professional Services Automation (PSA), Remote Monitoring and Management (RMM), and hardware suppliers, ensuring that critical data on assets, contracts, users, and security awareness is aggregated into a single, user-friendly interface. It includes a suite of templated risk evaluations, tools for generating quarterly business review (QBR) and budget reports, along with features for managing contracts and organizing meetings, complemented by a customizable assessment creation tool. By leveraging a unique digital maturity index and predictive analytics, it identifies potential technology vulnerabilities and calculates the total cost of ownership, turning insights into actionable strategies supported by detailed roadmaps and scorecards. In addition, integrations like Crewhu for customer satisfaction and net promoter score feedback, as well as INFIMA security training, enrich the reporting framework by embedding client satisfaction and security metrics into the evaluations. This comprehensive approach allows MSPs to provide their clients with detailed and insightful reports, ultimately driving more informed decision-making and strategic planning. By centralizing these diverse functionalities, Lifecycle Insights empowers MSPs to enhance their service offerings and strengthen client relationships.

What is Planview Portfolios?

Planview Enterprise Oneâ„¢ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.

Media

Media

Integrations Supported

Augmentt
Autotask PSA
ConnectWise PSA
CrewHu
INFIMA
KnowBe4
Liongard
Microsoft 365
Microsoft Word
NinjaOne
Phin Security Awareness Training
ScalePad
SmileBack

Integrations Supported

BugHerd
Integrify
Microsoft Power Query
Panaya
Planview Hub
Planview Software Product Delivery
uPerform

API Availability

API Availability

Pricing Information

$149/month
Complete customer success

$15/month/per licensed client:

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard 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
On-Site Training

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/lifecycle-insights/

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/planview-portfolios/

Categories and Features

MSP

Not specified

Categories and Features

Demand Planning

Not specified

IT Management

Not specified

OKR

Not specified

Product Management

Not specified

Product Roadmap

Not specified

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Not specified

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Popular Alternatives

vCIO Hero Reviews & Ratings

vCIO Hero

Invarosoft

Popular Alternatives

Kantata Reviews & Ratings

Kantata

4.2 out of 5 stars
Planview ProjectAdvantage Reviews & Ratings

Planview ProjectAdvantage

Planview
4.3 out of 5 stars
ScalePad Reviews & Ratings

ScalePad

3.5 out of 5 stars
Planview AdaptiveWork Reviews & Ratings

Planview AdaptiveWork

Planview
3.0 out of 5 stars