In today’s data-driven business environment, organizations need tools that simplify decision-making and optimize operations. Planview, a leader in Strategic Portfolio Management (SPM) and Digital Product Development (DPD), is redefining how businesses work with the introduction of new AI-driven capabilities in Planview® Copilot. An article by BusinessWire talks about how Planview Copilot empowers teams to make smarter, faster decisions with confidence by addressing the challenges of fragmented data and manual processes.

Revolutionizing Workflow with Planview Copilot

Planview Copilot is an AI-powered assistant designed to streamline operations and improve decision-making through:

  • Real-Time Data Analysis: It identifies risks, highlights opportunities, and aligns project goals across teams, helping managers and executives stay ahead.
  • Automated Project Summaries: By condensing project updates and offering actionable recommendations, Copilot enhances productivity and saves time.
  • Simplified Onboarding and Training: With built-in educational tools, users can quickly adapt to the platform, reducing the learning curve.

Since its launch, Planview Copilot has gained traction across industries like financial services, healthcare, manufacturing, and technology. Early adopters, such as Parchment, have reported significant improvements in operational efficiency. “This approach has huge potential to improve flow and efficiency,” notes Phil Clark, VP of Application Engineering at Parchment.

From Data Overload to Strategic Insights

Modern enterprises often struggle with data silos and manual workflows, which can slow decision-making. Planview Copilot addresses these issues by:

  • Enabling natural language interaction for seamless data queries.
  • Offering predictive insights to uncover hidden opportunities.
  • Supporting end-to-end project management across multiple systems.

With its innovative multi-agent architecture, Copilot simplifies data handling, turning complex information into actionable insights. This allows users—whether team leaders, executives, or transformation leaders—to allocate resources effectively, track progress in real-time, and drive meaningful outcomes.

Delivering a Competitive Edge

Razat Gaurav, CEO of Planview, highlights the platform’s value: “Organizations need a simpler approach to navigate through fragmented systems and data. Planview Copilot provides a reimagined interface to gain insights, extract predictions, and execute intelligent decisions.”

By integrating advanced AI capabilities into platforms like Planview Viz, AgilePlace, and AdaptiveWork, Planview ensures businesses are equipped to meet the demands of today’s fast-paced environment.

Partnering with Bronson Consulting to Maximize Impact

As a trusted partner of Planview, Bronson Consulting helps organizations unlock the full potential of tools like Copilot. 

Ready to harness the power of AI for your business? Contact us to learn how Bronson Consulting can help you leverage data solutions for lasting success.

John Walsh

Chief Data Officer