Business Wire

Planview Redefines Strategic Decision-Making with Advanced AI


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:

To view this piece of content from, please give your consent at the top of this page.

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.


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, and connect with us on LinkedIn and Twitter.

To view this piece of content from, please give your consent at the top of this page.

Contact information

Media Relations for Planview
Natalie Reina
Director of Corp Comms

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

Reibus International Announces CEO Transition29.11.2023 22:00:00 EET | Press release

Reibus International, the world’s largest online marketplace for metals, announces the appointment of Temy Mancusi-Ungaro as its new Interim Chief Executive Officer. The decision to bring Temy on board reflects a new era of investment in the company and Reibus’ continued commitment to driving innovation and growth in the metals industry. This press release features multimedia. View the full release here: Temy Mancusi-Ungaro (Photo: Business Wire) With over 17 years of experience in the B2B Software industry, Temy is a seasoned operator who brings a proven track record of scaling innovative B2B companies, including Reachdesk, Electric, Yext, and CityGrid. He most recently held the position of CEO at Reachdesk, where his acumen for navigating the complexities of scaling a business led the company to be named among the top 100 fastest-growing products, according to G2, for three years in a row. "We are thrilled to welcome Temy to t

Tongxin Micro Making a Splash at TRUSTECH, and Unveiling the World’s First eSIM Solution Tailored for Smart POS Systems29.11.2023 20:00:00 EET | Press release

November 28th marks the grand opening of TRUSTECH 2023 in Paris, France. Tongxin Micro, an industry-leading semiconductor solution provider, makes an impressive debut, showcasing its technological advancements in identity recognition, telecommunications, and financial payments. This press release features multimedia. View the full release here: (Photo: Business Wire) In the realm of identity recognition, Tongxin Micro brings its document chip solutions in compliance with international ICAO standards that boast the highest security levels globally, catering to such applications as seafarer’s passport and official passport. In telecommunications, a full array of products and terminal applications are displayed, including standard SIM, SWP-SIM, digital car keys based on SWP-SIM, and eSIM wearable devices. In the payment sector, Tongxin Micro’s innovative payment technologies draw significant attention, ranging from chip application

Gillette Gaming launches new creative concept, Hit Reset with Gillette, to encourage and inspire gamers and fans worldwide29.11.2023 19:15:00 EET | Press release

For over ten years, GilletteTM, the world’s largest male grooming company, has been helping gamers look and play their best, whether it be for gaming or everyday life. This year, Gillette is refreshing its approach and creating a new era of gaming with its newest campaign, “Hit Reset with Gillette” – encouraging the gaming community to hit reset after a night of gaming, come back a better player and look sharp for the day with a fresh shave. Hitting “reset” is a universal term in gaming and works perfectly with grooming – inviting gamers and fans to start their day looking and feeling their best, to be their best and most confident, whether it be in gaming or whatever the day has ahead. This press release features multimedia. View the full release here: (Graphic: Business Wire) To further inspire the gaming community, Gillette will leverage its Gillette Gaming Alliance to create “Hit Reset with Gillette” content and host branded

Kahuna Workforce Solutions Secures $21 Million in Series B Funding from Resolve Growth Partners to Advance Skills Management Technology for Frontline Workers29.11.2023 19:08:00 EET | Press release

Kahuna Workforce Solutions, the leading provider of operational skills and competency management software, today announced a $21 million Series B funding round led by Resolve Growth Partners. This investment marks a significant milestone in Kahuna’s growth journey and solidifies the criticality of skills management for industries with technical frontline workforces. As organizations navigate an ever-evolving and complex landscape, understanding, validating, and aligning workforce skills to strategic business objectives is central to operating at the highest level. Kahuna is at the forefront of skills management technology, equipping organizations with actionable skill insights for effective assessment, training and development, and staffing and deployment initiatives, ultimately enabling resilient operations, improved productivity, and a more competitive workforce. Kahuna’s customer base of leading Fortune 500 energy, manufacturing, and field service organizations, and world-renowned h

OPPSCIENCE Reaffirms Its Commitment to Public Security by Supporting the AGIR Meetings Sponsored by French National Gendarmerie29.11.2023 18:45:00 EET | Press release

OPPSCIENCE, a leader in Intelligence Analysis Management (IAM), reaffirms its support for public security by sponsoring the AGIR event. Following the introduction of its latest version of SPECTRA, a software dedicated to law enforcement, during Milipol Paris, OPPSCIENCE contributes to accelerating the initiatives of the National Gendarmerie on the seek of innovations. This press release features multimedia. View the full release here: The encounters at AGIR supported by OPPSCIENCE (Photo: Business Wire) MEETINGS AT AGIR: UNDERSTANDING THE NEEDS OF THE GENDARMERIE FOR LAW ENFORCEMENT Strengthening the dialogue between law enforcement and the technology industry is the goal of the AGIR exhibition (Accompagnement par la Gendarmerie de l’Innovation, de l’Industrie et de la Recherche). Initiated by the innovation unit of the National Gendarmerie, this exhibition enables innovators in the Gendarmerie community, specialized units, proj

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