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: 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
GoWit One: The Unified AI Operating System Set to Revolutionize Commerce & Retail Media4.12.2025 08:09:00 EET | Press release
GoWit, a global AdTech leader in omnichannel Commerce and Retail Media, announced the launch of GoWit One, the unified AI operating system that brings automation, unification, and real-time intelligence into a single ad platform for agencies operating across multiple retailers, channels, and markets. By bringing these three elements into one dashboard, GoWit One addresses the industry's most critical bottleneck: operational inefficiency. The platform enables agencies to manage campaigns across multiple retailers, channels, and markets, reducing manual AdOps workflows by 98%, turning a process that used to take hours into as little as 10 minutes. Solving the “Fragmentation Crisis” Despite the explosive growth of Retail Media, the industry faces a significant hurdle. According to the IAB, 70% of the market still lacks end-to-end AI adoption. Media buyers are currently forced to juggle disconnected networks, compliance rules, and dashboards, leading to manual errors and an inability to sc
Galderma Secures ‘BBB’ Credit Rating With Positive Outlook from S&P Global Ratings4.12.2025 08:00:00 EET | Press release
Galderma Group AG (SIX:GALD), the pure-play dermatology category leader, today announced that S&P Global Ratings (S&P) has assigned the company a ‘BBB’ long-term issuer credit rating with a positive outlook. The rating reflects Galderma’s strong track record of growth and its leading positions across Injectable Aesthetics, Dermatological Skincare and Therapeutic Dermatology. S&P notes the company’s well-established brand portfolio, global footprint, including an expanding presence in emerging markets, and continued investment in science-based innovation. S&P highlights momentum from recent launches, including Nemluvio® (nemolizumab), alongside improving profitability and expanding free operating cash flow. The agency also notes Galderma’s disciplined financial policy, supporting expectations of continued deleveraging over the coming years. The positive outlook indicates that an upgrade could be considered over the next 12–24 months subject to Galderma continuing to deliver profitable g
NTT DATA Announces Six New AI-Powered Cyber Defense Centers to Strengthen Cyber Resilience and Counter an Evolving Threat Landscape4.12.2025 05:30:00 EET | Press release
NTT DATA, a global leader in AI, digital business and technology services, today announced the launch of four next-generation autonomous Cyber Defense Centers powered by AI technologies in Bengaluru, Hyderabad, Noida and Mumbai, with two additional centers set to open in Birmingham (UK) in Dec 2025 and Dallas (USA) by Jan 2026. These purpose-built Cyber Defense Centers reinforce NTT DATA’s strategic focus on modernizing cybersecurity for the AI era. They represent a shift from traditional centralized security operations to a distributed, AI-driven, hyper-automated model that learns from past incidents and human expertise to automate, triage and prioritize alerts, accelerate investigations and incident response, contain threats faster and support regional data privacy and cybersecurity regulations. According to Omdia, autonomous Security Operations Centers (SOCs) will become the industry standard within two years, positioning NTT DATA as a leading example of how the industry is evolving
YES Announces Leadership Transition as Rezwan Lateef Appointed Chief Executive Officer3.12.2025 21:24:00 EET | Press release
YES (Yield Engineering Systems), a leading provider of high-performance process solutions for the semiconductor Advanced Packaging market, today announced that Rezwan Lateef has been appointed Chief Executive Officer. Mr. Lateef previously served as President of YES and has been a key driver of the company’s significant growth, global expansion, and product innovation over the past several years. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251202200541/en/ Rezwan Lateef, CEO of YES. The transition marks a natural progression for the company as it surpasses a key revenue milestone and enters its next phase of scaling with top tier semiconductor and AI computing customers. Rama Alapati, who has served as CEO since 2021, will step into a consulting role to support Mr. Lateef during the transition period and ensure strong organizational continuity. “Rama has played an instrumental role in elevating YES from a promising techno
Doha Debates Examines How Entertainment Shapes Us Today3.12.2025 19:13:00 EET | Press release
Qatar Foundation’s Doha Debates continues its flagship debate series with a new episode that examines how modern entertainment shapes our attention, creativity, and everyday well-being. Moderated by Dareen Abughaida, the debate brings together three influential thinkers to ask whether today’s entertainment landscape is enriching us—or overwhelming us. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251203737439/en/ Doha Debates examines how entertainment shapes us today in a new episode, leading thinkers and students debate whether today’s entertainment elevates us or pulls us into distraction. (Photo: AETOSWire) This week’s debate features Marya Bangee, Senior Advisor at the Pop Culture Collaborative; Dr. Anna Lembke, Professor of Psychiatry at Stanford University and author of Dopamine Nation; and Nicholas Carr, Pulitzer Prize finalist and author of The Shallows. For Bangee, the power of entertainment lies in storytelling t
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