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Service Partners

Planview Service Partners, consisting of vertical solution providers, system integrators, and consulting firms in various geographic regions, to help implement best-in-class solutions that leverage Planview's leading portfolio management platform. Service Partners deliver implementation and integration services, project management consulting, process change and best practices consulting, product development process expertise, and more.

If you do not see a partner for your region or would like more information on the Planview Partner Program, please contact us at:

To find a partner in your area, select a region:



Geometric specializes in the domain of engineering solutions, services and technologies. Its portfolio of Global Engineering services and Digital Technology solutions for Product Lifecycle Management enables companies to formulate, implement, and execute global engineering and manufacturing strategies aimed at achieving greater efficiencies in the product realization lifecycle. Leveraging its global delivery model and rich experience across industry verticals like automotive, high tech, oil & gas, aerospace and industrial equipment, Geometric helps companies to efficiently implement, integrate and align Planview solutions to meet their specific product portfolio management needs. Geometric's solutions enable companies to leverage their investments by enabling cross-functional processes on the product data backbone.


HCL Technologies is a leading global IT services company, working with clients in the areas that impact and redefine the core of their businesses. Since its inception into the global landscape after its IPO in 1999, HCL focuses on 'transformational outsourcing', underlined by innovation and value creation, and offers an integrated portfolio of services including software-led IT solutions, remote infrastructure management, engineering and R&D services and BPO. HCL leverages its extensive global offshore infrastructure and network of offices in 26 countries to provide holistic, multi-service delivery in key industry verticals including Financial Services, Manufacturing, Consumer Services, Public Services and Healthcare. HCL takes pride in its philosophy of 'Employees First' which empowers our 77,046 transformers to create real value for customers. HCL Technologies, along with its subsidiaries, had consolidated revenues of US$ 3.5 billion (Rs. 16,034 crores), as on 27 July 2011 (on LTM basis).

HCL's Project & Portfolio Management Practice redefines and transforms businesses with excellence. The practice is set on a core foundational structure of both certified implementation consultants in Planview and advisory consultants experienced across different domains and functions covering frameworks like ITIL, CMMi, PMI, COBIT, SOX, Prince2™ etc. HCL brings a multidimensional flavor of domain, tool, and framework knowledge. HCL's Planview practice has its own CoE focused on developing unique solutions on Planview (ChecQ, Automated Health Monitor to name a few). These solutions have been well received by customers across all regions of the world and have proven to increase traction in various areas while providing entries into various PPM projects.

Tel: +91 80 2852 0261

Infosys defines, designs and delivers technology-enabled business solutions that help Global 2000 companies. Infosys provides a complete range of services by leveraging their domain and business expertise and strategic alliances with leading technology providers. Planview and Infosys provide a wide range of enterprise portfolio management solutions and services, leveraging Planview's integrated portfolio management products and Infosys' global delivery capabilities. These core strengths combined with Infosys' extensive domain expertise deliver solutions that create business value and reduce implementation risk and time-to-market for customers.

Tel: 216 378 4290

Kalypso is the world's premier innovation consulting firm, helping clients improve performance by delivering on the promise of innovation. Kalypso offers clients full service capabilities including Business and Innovation Strategy, Front End of Innovation, Portfolio and Pipeline Management, New Product Development and Introduction, Pricing and Value Management, PLM Technology, Leadership and Learning, and Intellectual Property Management. Combining Kalypso's deep expertise with years of hands-on experience, Nova for PPM can help your company improve pipeline visibility, develop practical management processes and facilitate strategic innovation planning. Enabled within the Planview platform, the Nova model accelerates the adoption of innovation process management with a flexible design that integrates portfolio, phase-gate, resource, program, and idea management practices.


Belgium, Netherlands

Tel: +32 12 395 001

Consultec specializes in delivering technical consulting services including:

  • Planview Installations
  • Technical Application Management of your Planview environments
  • Migrations from legacy PPM systems into Planview
  • Development of Integrations with HR, SAP or financial systems using OpenSuite
  • Development of Business Intelligence solutions using Business Objects, Insight Analytics, Microsoft Reporting Services in the context of the Analytics and Reporting Portal
  • Training on demand around these subjects

Directly and through partners Consultec serves over one hundred European organizations, primarily customers based in Belgium, Netherlands, Luxembourg, Germany and the United Kingdom. Working often in partnership with P5 and Moonheart, Consultec has consulted with many Planview customers in Central Europe and has worked on large, global Planview implementations like Parexel. Their expertise is focused on Planview Enterprise installation, migration, database, CTP work and Business Objects.


P5, the professional services force of MoonHart Consult, is a Benelux organization with a presence in Belgium, The Netherlands and Luxembourg. Founded in 2005, P5 (Projects - Programs - People - Process - Portfolio) offers technical and functional competencies including:

  • Technical support: installation, integrations and interfaces with legacy systems, report creation, portlet creation, etc.
  • Functional consultancy: PPM implementation taking into consideration the expressed requirements, the maturity level of the organisation and its methodological preferences.
  • Training, functional and technical workshops, e-learning, user and training manuals creation, etc.

P5 is Planview's implementation partner in Benelux, working closely with MoonHart and Consultec.


ISPA Consulting
Tel: +33 1 78 14 14 20

ISPA Consulting has been a pure player in the PPM and PMO arena for the past 10 years. ISPA currently enjoys a robust team of circa 60 consultants operating in 3 major practices that convey the full spectrum of implementing a proper PPM solution:

  • PPM processes enablement
  • PPM solution deployment & implementation
  • PMO enablement & improvement

ISPA Consulting provides its customers with a global view of what PPM processes should be in matters such as demand management, resource allocation, capacity planning, portfolio alignment and maturity assessment. ISPA Consulting also provides certified Consultants for implementing Planview Enterprise, one of the world's leading PPM solutions.


Value Team

Value Team is the consultancy and IT services company of the Value Partners Group. Value Team, the third Italian Ict player, contributes business value through advanced technologie with a complete offering that covers Consulting, System Integration, and Outsourcing. Value Team consists of over 2600 professionals working from offices in Milan, Rome, Turin, Treviso, Pisa, Genoa, Naples, Cosenza, Helsinki, São Paulo, Rio de Janeiro and Istanbul.



Primaris was formed in 2010 by a group of experienced IT professionals devoted to delivering high quality IT solutions at competitive prices. Operating exclusively in the financial services sector with industry leading clients such as banks, insurance companies, pension funds and brokers, their solutions encompass front end, CRM, business intelligence & data warehousing. Primaris provides functional consulting, process analysis, design, configuration and business intelligence work for Planview Consulting. With a staff fluent in Polish, English and German, Primaris has supported global Planview implementations like ZFS and Parexel, as well as numerous German customers of Planview.

Portugal, Spain

PPM Technology
Tel: +351 21 7615725

Founded in 2008, Madrid-based PPM Technology is focused on helping clients achieve the maximum benefits of Project Portfolio Management tools and techniques. PPM Technology consultants provide services to customers in Spain, Portugal, and Latin America, across a variety of industries and verticals. With extensive methodology certifications and broad and deep technical knowledge spanning systems and platforms, PPM Technology stands ready to help you transform data into knowledge.



PT Sistemas de Informação (PT-SI) is the company of Portugal Telecom group responsible for the supply of Information Systems and Technological Solutions (IS/IT) for the corporate market. With the PT Groups' vast knowledge and know-how, PT-SI strives to contribute to their clients' competitiveness, adding value through:

  • Advising and supporting the specific design needs for technology solutions and systems, through NCIT - Network Centric IT
  • System integration in complex architectures, embracing legacy systems with market applications
  • Outsourcing services for the management of network NCIT integrated solutions, in a lease system, without the need of acquiring equipment or licensing



PosAm focuses on providing IT services, application solutions and infrastructure solutions to corporate customers. National and international quality awards together with unique implementations of its solutions and services underline POSAM's strong information technology market position in Central Europe. Long term relationships with partners, investments in employee training and the innovative and visionary potential of the company's management ensure continuous improvement and top performance. PosAm's goal is to deliver value through unique solutions based on information technologies.

United Kingdom


Deacan is a project management consultancy firm delivering successful projects using proven methodologies and common sense. Their consultants are experts in programme and project management, with experience across a broad range of projects and industries. Deacan's goal is to make projects work for you. They aim to make things clear, simple and straightforward, and enjoy sharing their knowledge and understanding of change with clients. Services include: Project management, excellent reporting, PMO set ups and reviews, project manager training and hands-on mentoring programmes, internal process reviews and improvements, project resourcing and Planview consulting.


Synerg-X is comprised of highly skilled individuals experienced in helping customers derive value from their Project and Portfolio Management processes, solutions and investment. The founders of Synerg-X have over 60 years combined experience in: running businesses; managing investment portfolios; developing, deploying and supporting Project Portfolio Management solutions and processes; delivering information that underpins intelligent business decision making; and the all important business change required to achieve this. Working with large multi-national companies through to medium and small sized enterprises, Synerg-X focuses on helping customers derive real value from their investment. Synerg-X has been a Planview consulting partner in Europe since its formation in January 2009, leading key strategic implementations and supporting Planview customers with implementations, integrations and business intelligence.

YPM Limited

Coupled with Project Management expertise and a wealth of knowledge on Project Portfolio Management toolsets, YPM Limited takes pride in being an industry leader of Project Portfolio Management Implementations. As well as being experts in the tools, YPM Limited quickly adopts client operational models, effectively bridging the gap between business need and technology solutions utilising the following steps:

  • Requirement gathering
  • Implementation
  • Testing suites
  • Training and adoption of new concepts
  • Post Implementation Support

A prime focus of YPM Limited is to deliver process driven change to realise quantifiable business benefits through the Planview toolset.



R3D Consulting
Tel : +1 416 309 2349

As one of the Top 100 Canadian Technology Companies (Branham300), R3D Consulting offers both management consulting services and information technology system integration and deployment. R3D also manages major projects and business program offices operating internationally in four major industries: public, finance and insurance, manufacturing and distribution, and the services sector. More specifically, in the following major categories: Project Management and Project Management Office operations, Business Program Management and Business Program Office operations, Portfolio Management, Organizational Change Management, and IT Management and Productivity. They draw on the most advanced and best practices in the industry, from organizations that are recognized authorities in their field (CMM, CMMi, CSI, ISO 10006, Cobit, ITIL, PMI, PRINCE2, SEI, Six Sigma, COSO/ERM, SysTrust, PROSCI, etc.). To deliver winning projects, an organization must align its three dimensions: human and operating environment, business applications, and technology infrastructure. This is R3D's specialty: "Reinventing the 3 Dimensions of the Enterprise" to contribute to their clients' success. A Planview partner in the Canadian region, R3D supports customers in both Canada and the United States to drive solutions with Planview Enterprise.

North America, Latin America

Tel: 52-55-9000-8075

Advisicon delivers strategic project control solutions using advanced project and portfolio management methodologies, custom application development and consultative training. Advisicon clients worldwide have realized quantifiable results through its unique approach of combining knowledge transfer, optimization and sustainability of processes and technology while increasing stakeholder competencies. Advisicon has been authoring, teaching, consulting and delivering client solutions in all industry sectors since 1992 with special focus on blending technology with best practices and methodology. Advisicon works to improve the technologies that are being built in the PPM space and helps organizations to build a "Project Management Culture," incorporating the use of technology to rapidly expedite their return on investment and visibility in all things project management related.

Latin America - Columbia, Costa Rica, Chile, Ecuador, Guatemala, Peru, Panama

Assist Consultores de Sistemas S.A.
Tel: Bogotá: (+57) 2710133, Cali: (+57) 5247573, Medellín: (+57) 2680072, Costa Rica: (+506) 2234-5645, Guatemala (+50 2) 24293893

ASSIST Consultores de Sistemas S.A. is a multinational enterprise with operations in Colombia and Central America. ASSIST has been involved for more than 12 years in IT Architecture, Business Architecture and Enterprise Architecture solutions, always thinking in productivity and IT and Business alignment.

With more than 60 people in the organization in Latin America, we are specialists in developing high level technological solutions using SOA, integrating applications, coordinating, modelling and monitoring processes, so that our customers are able to compete with agility and flexibility, responding fast to market demands and competitor's challenges.

ASSIST initially was dedicated to Applications Integration, and currently has evolved to Enterprise Architecture, Product and Portfolio Management and Business Process Management, implementing solutions with customers that are satisfied with its solutions and services.

Latin America - Brazil

Atkins Flanagan
Tel: Chris Atkins: +1.949.293.9094, Wilma Flanagan: +1.805.218.0756

Atkins Flanagan Business and Technology Consulting is an independent, full-service business and technology consulting firm with unique experience in all aspects of innovation consulting, including Social Business Collaboration where we combine social computing with enterprise business applications, front-end innovation process development, as well as implementation of product lifecycle management (PLM) solutions across discrete and process industries.

We help organizations drive innovation, accelerate revenues, increase operational efficiency, reduce costs, improve quality, ensure compliance, and shorten time-to-market through the integration and resourceful utilization of social and traditional PLM technologies, leveraging our years of experience in both enterprise PLM as well as cloud-based PLM solutions.

Latin America - Chile

Tel: +562 2820 4251

Initiativa is a consulting company and enterprise solution provider based in Santiago, Chile. We work with clients to improve decision making, accountability and business performance, by delivering solutions in the following areas: Project and Portfolio Management (PPM); Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM).

Combining our indepth industry experience, consulting capabilities and our can do attitude, we help clients to maximize the benefits and impact of business technology solutions.

Initiativa is a Planview business partner for Chile and Peru and our consultants have successfully implemented PPM solutions in leading South American organizations in retail, banking, IT services and government.

United States


ESI offers what no one else can: 30 years of producing greater returns and improved employee productivity. With over 120 customized programs available globally, ESI's training, consulting and coaching services enable the development of critically needed skills that equip the world's best to better manage projects, requirements and contracts.

Tel: 216-378-4290

Kalypso is the world's premier innovation consulting firm, helping clients improve performance by delivering on the promise of innovation. Kalypso offers clients full service capabilities including Business and Innovation Strategy, Front End of Innovation, Portfolio and Pipeline Management, New Product Development and Introduction, Pricing and Value Management, PLM Technology, Leadership and Learning, and Intellectual Property Management. Combining Kalypso's deep expertise with years of hands-on experience, Nova for PPM can help your company improve pipeline visibility, develop practical management processes and facilitate strategic innovation planning. Enabled within the Planview platform, the Nova model accelerates the adoption of innovation process management with a flexible design that integrates portfolio, phase-gate, resource, program, and idea management practices.

Asia / Pacific

Australia, Singapore

Litmus group
Tel: 1300 366 929

Litmus group (Litmus) is a management consultancy firm specialising in the creation of tangible value through the realisation of strategy. They partner with clients and their teams to translate their strategic intent into the outcomes they had envisaged. Litmus is an employee owned firm with a committed and talented team highly motivated to deliver strategic value to their clients with offices across Australia and Singapore. Litmus has access to international expertise through their global membership of Highland Worldwide. Highland Worldwide is a strategic international partnership of locally focused consulting companies with common values. Through this partnership they offer their clients the value of global knowledge and cross industry experience from over 2000 consultants in 40 offices worldwide. Litmus group is a sales and implementation partner for Planview in Australia and Singapore.

PM-Partners group

The PM-Partners group is a highly accredited PMO & Portfolio Management specialist. The trusted service provider to some of Australia's most successful established and emerging PMOs, PM-Partners group will help you drive visibility and priority into your portfolio, execute projects and develop powerful capabilities to support the success of your organisation. PM-Partners provide sales and implementation services to Planview in Australia.

New Zealand

Activate New Zealand Limited
Tel: +64 4 890 3666

Activate New Zealand Limited specialises in representation of industry-leading tools and technologies focused on improving Leadership, Governance, Compliance and Portfolio Management - resulting in greater alignment of business and IT. Our objective is to add business value, by harnessing the power of Programme, Portfolio and Project Management in the design and conduct of our clients' product and service delivery environments, thereby reducing risk and improving business results. Activate New Zealand is an exclusive Planview partner in New Zealand, providing both sales and implementation services.