
Planview Software Product Delivery Solution is an advanced enterprise delivery intelligence platform designed to bridge the gap between strategy and execution across modern development environments. It integrates with widely used tools such as Azure DevOps, GitHub, and Jira to aggregate real-time data from multiple teams and workflows into a unified view. This centralized visibility enables technology leaders to monitor delivery performance, track progress, and make data-driven decisions. The platform offers robust capabilities including cross-team dependency management, capacity planning, and agile planning at both team and portfolio levels. It provides detailed flow analysis to identify bottlenecks and improve overall delivery efficiency. Built-in analytics, including DORA metrics, help organizations measure engineering performance and outcomes effectively.
AI-powered roadmapping supports strategic planning by aligning development efforts with business priorities. Connected OKRs ensure that teams remain focused on achieving organizational goals. Portfolio-level investment planning and scenario modeling allow leaders to evaluate different approaches and optimize resource allocation. The platform also surfaces early risk signals through configurable thresholds and flow metrics, enabling proactive issue resolution. Real-time dashboards replace manual reporting, providing executives with clear, evidence-based insights. By streamlining workflows and improving transparency, it enhances collaboration across teams.
The solution is designed to scale with enterprise needs, supporting complex delivery environments. Ultimately, Planview empowers organizations to deliver digital products faster, more efficiently, and with greater confidence.
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Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.
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GeminIQ
GeminIQ serves as an essential research platform that directly extracts financial data from raw SEC EDGAR filings, thereby removing the reliance on intermediary data aggregators. This method guarantees that each data point can be linked back to its original XBRL tag, allowing users to access the precise figures reported by the company rather than a generalized overview.
The platform boasts a range of features, including an extensive archive of Financial Statements spanning over 17 years of both quarterly and annual reports; access to more than 50 Calculated Metrics, such as ROIC, Free Cash Flow Per Share, and Altman Z-Score, all derived from the tagged filing data; the functionality to build Custom Tables for creating reusable templates using specific line items; Interactive Visualizations for monitoring any metric over time; an Advanced Screener with over 100 filterable metrics and built-in presets like Buffett-Style and Magic Formula; the ability to create Custom Watchlists; tracking of Insider Transactions through Form 4; insights into Institutional Ownership from 13F filings; and Price Variance/Earnings Reaction Heatmaps that depict historical stock performance in relation to filings. Moreover, users benefit from timely access to newly filed documents, which are analyzed and made available within a single business day after submission to EDGAR, ensuring they stay updated with the latest available information. This commitment to rapid data availability significantly enhances the decision-making process for investors and analysts alike.
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StreamXLS
StreamXLS is a specialized RTD server for Windows that streamlines the transfer of real-time data from Interactive Brokers into Microsoft Excel. By leveraging the TWS API, it connects seamlessly to either Trader Workstation or IB Gateway, enabling users to effortlessly populate worksheet cells with account, position, order, and market information through native Excel RTD formulas, thereby removing the necessity for add-ins, VBA, or programming expertise.
With StreamXLS, users can design their own personalized Excel dashboards, watchlists, and portfolio trackers according to their preferences, with values that refresh continuously in real-time. The service supports a broad spectrum of financial instruments, encompassing stocks, futures, options (with greeks), and foreign exchange, and it is versatile enough to handle multiple accounts, including those tailored for Financial Advisors. Furthermore, users can integrate order tickers directly within Excel for enhanced functionality.
To utilize StreamXLS, users need to have desktop Excel installed on a Windows machine, maintain an Interactive Brokers account, and have active personal market data subscriptions. A complimentary 30-day trial is offered to new users, allowing them to fully experience the features and advantages of the service prior to making a commitment. This trial period provides an excellent opportunity for users to assess how StreamXLS can enhance their financial analysis and decision-making processes in Excel.
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