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

Oliver Bäte, Allianz CEO, Addresses United Nations Climate Ambition Summit21.9.2023 18:00:00 EEST | Press release

Yesterday, leaders from 34 governments along with seven non-government bodies, including Californian governor Gavin Newsom, London mayor Sadiq Khan, the World Bank president, the Chief Executive of insurer Allianz, and the head of the UN’s Green Climate Fund, addressed the summit. This press release features multimedia. View the full release here: Oliver Baete, Allianz CEO, speaking at the UN Climate Ambitions Summit on September 20, 2023. (Photo: Business Wire) Allianz CEO Oliver Bäte was representing the UN-Convened Net-Zero Asset Owner Alliance (NZAOA) and Allianz's commitment as a "first mover and doer" in the global effort to combat the climate crisis. The transcript of Oliver Bäte’s speech follows. Dear excellencies, ladies and gentlemen, Since we last came together to announce the launch of the UN-Convened Net Zero Asset Owner Alliance in 2019 in this building, the world has changed profoundly. We have not talked about th

ProAmpac Joins Nestlé to Celebrate 2023 Digital Labels & Packaging Awards21.9.2023 17:41:00 EEST | Press release

ProAmpac, a leader in flexible packaging and material science, is proud to announce its partnership with Nestlé in celebrating their joint recognition for the prestigious 2023 Digital Labels & Packaging Award. This press release features multimedia. View the full release here: Teams from ProAmpac’s Grimsby site and Nestlé UK Celebrate the 2023 Digital Labels & Packaging Award (Photo: Business Wire) The annual Print Award, hosted by Digital Labels & Print Magazine (DLPM), recognizes the finest achievements in digital printing as applied to packaging. During the Awards Gala held on June 29 at the Kia Oval in London, DLPM announced that Nestlé Splash – KitKat, developed in collaboration with ProAmpac, emerged as a top contender in the Application Excellence – Primary Packaging category. "We are honored to have partnered with Nestlé on this packaging achievement," expressed Adam Grose, Chief Commercial Officer at ProAmpac. "Being na

Altasciences Chosen by Virpax to Support the Development of a New Drug to Prevent Spread of Flu-like Viruses21.9.2023 17:00:00 EEST | Press release

Altasciences is pleased to have been chosen by Virpax Pharmaceuticals, Inc. (NASDAQ:VRPX) (“Virpax”), a company specializing in developing non-addictive products for pain management, PTSD, central nervous system (CNS) disorders, and viral barrier indications, to conduct preclinical studies in support of their development of quaternary ammonium palmitoyl glycol chitosan (GCPQ, under the trade name of AnQlar™). AnQlar is a nanoparticle intended to help prevent the spread of negatively charged viruses such as COVID-19 and influenza via intranasal spray, and has shown to inhibit the ability of the virus to replicate at non-toxic concentrations. In development since 2022, the project has so far seen the completion of safety assessment utilizing intranasal administration at Altasciences’ preclinical site in Columbia, MO. A cardiovascular study was also completed at Altasciences’ preclinical facility in Scranton, PA. Bioanalytical sample analysis for the GLP studies is currently ongoing. “We

Nitek: End of the Road for Copycats21.9.2023 16:00:00 EEST | Press release

Nitek, Inc. (“Nitek”), a pioneering American company in UV LEDs, has announced that it filed a patent infringement lawsuit against Photon Wave Co., Ltd. (“Photon Wave”), a Korean UV LED manufacturer in the Eastern District of Texas. In the complaint, Nitek asserts that LED products of ams OSRAM, a German LED company, use Photon Wave’s infringing LEDs. Nitek also contends that Photon Wave has failed to cease selling infringing products, even after getting continuous warning notices of the patent infringement, and therefore Nitek is not only seeking a permanent injunction against the sales of infringing products but also pursuing 3 times damages for willful patent infringement. Nitek has previously successfully won its patent lawsuit against another international LED maker, and continues its enforcement against other infringers. Sensor Electronic Technology, Inc. (“SETi”), an affiliate of Nitek, has also obtained a permanent injunction for patent infringement against Bolb, Inc., a UV LED

Boomi Launches World Tour, Bringing Together Visionary Leaders and Industry Experts to Prepare Businesses for the AI Revolution21.9.2023 16:00:00 EEST | Press release

Boomi™, the intelligent connectivity and automation leader, today announced the Boomi World Tour, a premiere series of exclusive, in-person events bringing together Boomi customers, prospects, and partners to hear directly from Boomi leadership, industry experts, and visionaries on how organizations can leave complexity behind and synchronize everything, everywhere, with AI-driven integration and automation. This press release features multimedia. View the full release here: Boomi Launches World Tour, Bringing Together Visionary Leaders and Industry Experts to Prepare Businesses for the AI Revolution (Graphic: Business Wire) The Boomi World Tour is a series of 10 events over eight weeks, including three Partner Summits designed especially for Boomi partners, global systems integrators, and OEMs. The tour kicks off in Menlo Park, CA, October 3-4, 2023, where attendees will have opportunities to connect and learn throughout the tw

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