Planview Redefines Strategic Decision-Making with Advanced AI
12.9.2023 16:00:00 EEST | Business Wire | Press release
Planview, a leader in Portfolio and Value Stream Management, today announced Planview Copilot—an advanced generative AI assistant for connected work—at its annual flagship customer event, Planview Accelerate™. Trained using a unique and comprehensive data set, Planview Copilot accesses operational insights across Portfolio Management, Value Stream Management, and Agile Planning and Delivery to accelerate insights and action data-driven, strategic decision-making through a conversational interface.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230912870697/en/
A user queries Planview Copilot: "What should I be worried about?" Instantly, Planview Copilot delivers a list of items, flagging issues like team overload. (Photo: Business Wire)
“As organizations embark on a growing number of digital transformation initiatives while leveraging a plethora of tools to execute them, there is a tremendous opportunity to reimagine how smarter decisions can be made to accelerate business outcomes,” said Razat Gaurav, CEO at Planview. “Planview Copilot leverages all the relevant data across project and product initiatives and brings insights, decision support, and actions through a simple, conversational interface. This is an important evolution in our journey from being a system of record to becoming a system of insights for digital transformations.”
Planview Copilot taps into an extensive ecosystem of operating data that other AI assistants in the market cannot access. This includes access to:
- Exclusive strategy-to-delivery data from across portfolio planning, enterprise agile planning, and delivery from Planview’s market-leading solutions.
- Broader data from team tools involved in the delivery of project and product initiatives from Planview’s 60+ connectors in the Flow Fabric.
- An organization’s current and historical initiative data.
Combined with methodologies such as Planview’s Flow Methodology and Agile Principles, this collective intelligence enables Planview Copilot to coach and mentor, identifying bottlenecks and offering solutions along the strategy-to-execution journey.
“Building the future of connected work starts with a deep, insightful understanding of how our customers deliver services, launch products, and successfully implement their strategies,” said Richard Sonnenblick, Chief Data Scientist at Planview. “That understanding begins with customer data: We apply AI and machine-learning methods to each customer’s current and historical operational data to predict task completion, provide early warning about tasks requiring course correction, and highlight disconnects between strategic goals and in-flight activities. Through Planview Copilot, generative AI is the icing on the cake, offering an easy-to-use, conversational gateway to these sophisticated AI/ML insights.”
Using natural language processes to interact with teams and individuals conversationally, Planview Copilot simplifies complex data insights and provides clear choices and recommendations for decision-makers across all levels of the organization. As an early warning system, Planview Copilot alerts organizations to hidden insights to accurately identify and address potential failed initiatives before they become too costly, too risky, or at risk of missing key delivery milestones. Planview Copilot offers a more powerful way to understand and improve how organizations can bring ideas to impact, whether you are:
- an executive leader looking for insights to achieve and sustain improved performance across an organization and forecast the financial impact of strategic initiatives,
- a portfolio manager wanting clear guidance on the performance of investments based on detailed analysis of complex, connected operating data, or,
- a team looking to optimize work and reduce waste with modern concepts like project-to-product, Value Stream Management, and Flow, but translated into everyday language.
Dr. Mik Kersten, Planview CTO and founder of The Flow Framework®, the blueprint behind Planview’s Flow Fabric, writes in his latest blog post, “The launch of Planview Copilot marks the start of a step-function improvement in turning established organizations into digital innovators.”
The Planview Copilot announcement comes on the heels of the company's summer launch of Digital Products Insights, an industry-first convergence of Portfolio Management, Agile Planning, and Value Stream Management. Digital Product Insights is powered by AI sentiment analysis. This feature crawls comments in the Planview Platform for positive, negative, or neutral language to provide a holistic view of plan performance. Together, Planview Copilot and Digital Product Insights further support Planview’s mission to provide proactive, data-driven decision-making and confident delivery predictability for Connected Work.
Availability
Planview Copilot will be available in Q4 2023. For more details about Planview’s AI strategy and Planview Copilot, please visit AI at Planview.
Commitment to Responsible AI
Planview AI-driven features are opt-in. To learn more about Planview’s stance on Responsible AI, please visit Harnessing AI Responsibly: Our Pro-Technology, Pro-Worker Vision.
About Planview
Planview has one mission: to build the future of connected work, from ideas to impact. Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. Our connected platform of portfolio management and value stream management solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. Planview empowers enterprises to improve time-to-market and predictability, increase efficiency to unlock capacity, and ensure their most strategic initiatives deliver the desired business outcomes. Learn more about our portfolio at planview.com, and connect with us on LinkedIn and Twitter.
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230912870697/en/
Contact information
Media Relations for Planview
Natalie Reina
Director of Corp Comms
956-878-9176
natalie.reina@planview.com
About Business Wire
For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Europe Launches Euro-Q-Exa Quantum Computer in Germany, Strengthening Sovereign Digital Infrastructure12.2.2026 22:15:00 EET | Press release
Euro-Q-Exa, the first EuroHPC Joint Undertaking quantum computer deployed in Germany, has been unveiled at the Leibniz Supercomputing Centre (LRZ) in Garching, Munich. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260212928399/en/ Silke Launert, Parliamentary State Secretary of the BMFTR; Dieter Kranzlmüller, Director of the LRZ; Maximilian Böltl, Member of the Bavarian State Parliament; Markus Blume, Bavarian Minister of State of Science and the Arts; Henna Virkkunen, Executive Vice-President of the European Commission for Technological Sovereignty, Security and Democracy; and Sylwia Barthel de Weydenthal, Chief Commercial Officer of IQM Quantum Computers (from the left). The deployment marks a significant step in Europe’s effort to build long-term quantum capability as part of its sovereign digital infrastructure, alongside world-leading high-performance computing (HPC). Installed, hosted, and operated at LRZ, Euro-Q-Exa
Sindre Zeiner-Gundersen Joins Joi Scientific12.2.2026 21:00:00 EET | Press release
Joi Scientific is pleased to welcome Sindre Zeiner-Gundersen as the company’s Advanced Plasma & Resonant Energy Physicist. Sindre will lead Joi’s scientific activities including all aspects of Joi’s science program. Sindre is a quantum physics expert who previously served as CEO/President of Nornec AS, a Norwegian consulting and engineering services company. Nornec has been a consultant to Joi since 2024. At Nornec, Sindre provided consulting and R&D services in the areas of advanced nuclear reactor simulations, process and plant optimization, carbon capture optimization, materials selection and radiation effects, custom reactor design, muon and neutron detector systems, muon and catalyzed fusion and Hydrogen Rydberg Matter research. An applied physicist with end‑to‑end expertise in energy‑carrier gases - ammonia, methanol, hydrogen - as well as a radiation instrumentation specialist with experience in process and equipment design across the ammonia/hydrogen value chain, Sindre has aut
Angelalign Technology Inc. (6699.HK) Says a Preliminary European Court Ruling on Certain Software Features Will Have Minimal Impact on Users12.2.2026 18:58:00 EET | Press release
Angelalign Technology Inc. (6699.HK) (“Angel”) said a ruling by the Unified Patent Court of Düsseldorf, Germany that it preliminarily cease its use of certain software functions that automatically update treatment plans would have minimal impact on the orthodontists and patients who use its clear aligner products. The ruling applies to certain European countries and excludes Spain, Switzerland, United Kingdom and Ireland. Angel will launch iPlan for applicable European users, which is an upgrade feature that has the same reliability and more flexibility for users. Angel denies that the Live Now feature in its iOrtho treatment planning software infringes any valid patents of Align Technology Inc. (ALGN). Angel has already filed an opposition against the patent with the European Patent Office (EPO), arguing that the claimed invention is neither novel nor inventive over the prior art, and is seeking its permanent invalidation. Angel is confident it will overcome the first-instance, non-fi
Model ML Buys Captide to Give Financial AI Agents Citable Corporate Disclosure Data12.2.2026 18:43:00 EET | Press release
Model ML today announced the acquisition of Captide, the leading financial data layer that turns complex global corporate filings and disclosures into LLM-ready documents and data for AI agents. The acquisition, just weeks after the fintech raised $75m in funding from leading US and UK investors, expands Model ML’s AI workflow builder, enabling its AI agents to reliably retrieve, reason over, and cite global filings. Earlier in 2025, Model ML bought Flippr which added automated PowerPoint generation and verification agents to the platform. Founded in 2024 by Maurits Brinkman and Miquel Trafí Ruiz, Captide’s API takes SEC filings, earnings calls and more and structures them in a way AI models can easily and accurately understand at scale. Its platform already spans 2.5 million+ documents and supports 1 billion embeddings. By bringing Captide into Model ML, clients – including Big 4 accounting firms, consulting companies and top-tier global financial institutions – can now access this di
Andersen Global Adds Collaborating Firm Pi Advisory12.2.2026 16:30:00 EET | Press release
Andersen Global strengthens its capabilities in Africa through a Collaboration Agreement with Pi Advisory, a financial advisory firm based in Angola with a presence in Mozambique and Portugal. Pi Advisory provides a comprehensive suite of services, including full-service tax services, business support and outsourcing, financial advisory, and a wide range of corporate services to support clients with everything from setting up a new business entity to navigating local tax regulations. The firm integrates Environmental, Social, and Corporate Governance (ESG) principles into its operations, reflecting its commitment to sustainable business practices. “This collaboration strengthens our ability to support clients with complex, multi-jurisdictional needs,” said António Amaral Correia, partner at Pi Advisory. “By collaborating with Andersen Global, we can provide solutions that meet the evolving demands of clients in Lusophone markets and beyond.” Mark L. Vorsatz, global chairman and CEO of
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom