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
Kioxia Develops Core Technology that Will Allow the Practical Implementation of High-density, Low-power 3D DRAM12.12.2025 07:24:00 EET | Press release
Kioxia Corporation, a world leader in memory solutions, today announced the development of highly stackable oxide-semiconductor channel transistors that will enable the practical implementation of high-density, low-power 3D DRAM. This technology was presented at the IEEE International Electron Devices Meeting (IEDM) held in San Francisco, USA, on December 10, and has the potential to reduce power consumption across a wide range of applications, including AI servers and IoT components. In the era of AI, there is growing demand for DRAM with larger capacity and lower power consumption that can process large amounts of data. Traditional DRAM technology is reaching the physical limits of memory cell size scaling, prompting research into the 3D stacking of memory cells to provide additional capacity. The use of single-crystal silicon as the channel material for transistors in stacked memory cells, as is the case with conventional DRAM, drives up manufacturing costs, and the power required t
BEYOND Developments Reveals a New Vision for Purposeful Living on Dubai Islands with SIORA11.12.2025 19:02:00 EET | Press release
BEYOND Developments, the bold and design-led real estate developer shaping next-generation waterfront destinations in the UAE, today unveiled SIORA, its first beachfront masterplan on Dubai Islands and the company’s second large-scale community within a year. The launch underscores BEYOND’s accelerated growth and strong alignment with Dubai’s future urban vision. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251211014389/en/ BEYOND Developments - SIORA Masterplan at sunset - Dubai Islands (Photo: AETOSWire) Spanning over 2M square feet, SIORA is conceived as a coastal sanctuary inspired by Japanese garden philosophies, including the pursuit of Ikigai, the Japanese concept of finding purpose and fulfilment in everyday life. In this context, it reflects a philosophy of creating spaces that bring clarity, balance, and a sense of meaning, where architecture nurtures wellbeing and restores harmony between people, nature, and pla
3Degrees Welcomes David Dines to Board of Directors11.12.2025 18:00:00 EET | Press release
3Degrees, a global leader in renewable energy and climate solutions, is pleased to announce the appointment of David Dines to its Board of Directors, effective December 8, 2025. Dines brings more than four decades of leadership experience across global energy, commodities, financial services, transportation, and industrial markets. He served on the executive team as Chief Financial Officer and Corporate Senior Vice President at Cargill, Inc., the largest privately held company in the United States, where he oversaw enterprise-wide financial strategy, capital deployment, and financial performance. During his 29-year career at Cargill, Dines led multiple global businesses, played key roles in major technology and process transformations, and was a member of Cargill’s Commodity Risk, Financial Risk, and Process, Data, and Technology Committees. “We are thrilled to welcome David to the 3Degrees board,” said Philippe Vedrenne, CEO, 3Degrees. “He has an exceptional command of financial stewa
ITC Infotech wins PTC Partner Network Award for FY25 in the PLM Category11.12.2025 16:40:00 EET | Press release
ITC Infotech, a leading global technology services and solutions provider, has been awarded the PTC Partner Network Award for FY25 in the Product Lifecycle Management (PLM) category. This prestigious recognition, awarded to a single partner globally, celebrates excellence in deploying Enterprise PLM software, enabling global and cross-functional teams to effectively manage product data and providing a trusted system for product information. The award underscores ITC Infotech’s leadership in PLM-led digital transformation, as well as its strategic alignment with PTC’s Intelligent Product Lifecycle vision, which helps customers build a structured product data foundation that serves as the backbone for AI-driven transformation. Through its specialized DxP Services, ITC Infotech has helped enterprises transform and modernize their product development lifecycle processes, seamlessly transition to SaaS ecosystem and build digitally connected, intelligent and future-ready solutions to acceler
Andersen Consulting Deepens Offerings with LBC11.12.2025 16:30:00 EET | Press release
Andersen Consulting strengthens its capabilities through a Collaboration Agreement with LBC, a Portugal-based international firm known for its integrated approach to business optimization, digital transformation and human capital development, combining creativity and human ethics with AI to accelerate value creation. Founded in 2001, LBC supports international organizations, government entities, and companies in several sectors, including financial, energy, TMT, transport, and public sectors. Serving clients in Africa, the Americas, and Europe, LBC provides management consulting, digital transformation, capacity building, and AI enablement. Known for a culture of innovative transformation focused on sustained performance, the firm helps clients navigate complex change with measurable impact. Recent investments in enterprise AI enhance its capabilities across UX/UI, automation, analytics, and web solutions. “At LBC, our mission is rooted in co-creating meaningful and enduring impact,” s
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