Planview introduces advanced AI assistant to reinvent strategic decision-making

Planview, a provider of portfolio and value stream management, is launching Planview Copilot, an advanced generative AI assistant for connected work that 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.

“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.”

Trained using a unique and comprehensive data set, Planview Copilot taps into an extensive ecosystem of operating data that other AI assistants in the market cannot access, according to the vendor. 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-plus 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 will be available in Q4 2023.

For more information about this news, visit www.planview.com.