Planview LeanKit

1. FastTrack Implementation Services: Planview offers FastTrack implementation services to get customers up and running quickly.
2. Solution Vision Workshop: This initial step educates customers on the software's capabilities and helps them agree on business outcomes.
3. Configuration Workshops: These sessions are designed to deliver capabilities aligned with the customer's specific data needs.
4. Hands-on Validation: Customers participate in feedback sessions to ensure the configuration meets their requirements.
5. Cadence-based Coaching: Over a 2-month period, customers receive support from a Planview expert who provides guidance on the process, best practices, and tool usage.
6. Solution Refinement: The implementation is optimized based on feedback from previous steps.

Regarding the duration of the implementation process:

• For the Planning Package, the implementation can be launch-ready in less than 30 days

It's important to note that while the core implementation can be completed relatively quickly, the process includes ongoing optimization and coaching over 2 months to ensure successful adoption and utilization of the software.

Planview AgilePlace (formerly LeanKit) offers extensive customization options to fit specific business needs. Here are several data points demonstrating its customization capabilities:

1. Custom Board Layouts: Users can modify board layouts to accurately reflect their team's unique processes. This allows for tailoring the visual representation of workflows to match specific business requirements.
2. Completely Custom Boards: The software allows users to create entirely custom boards, staying true to its Kanban nature while adapting to specific organizational needs.
3. Dashboard Customization: One of the best features of AgilePlace is the ability to customize dashboards according to priorities and departmental needs.
4. Custom Fields: AgilePlace allows users to capture additional information in Kanban cards that's unique to their organization or team through custom fields. This feature enables businesses to track specific data points relevant to their processes.
5. Tagging System: Users can create custom tags to categorize and group cards, which can then be used in filters, searches, and reports. The tag management system allows for editing, merging, or deleting tags to maintain consistency.
6. Customizable Filters: The software provides customizable filters to focus on specific aspects of work, such as blocked, high-priority, or stale cards.
7. Integration Customization: AgilePlace offers an open-source setup for integrations, allowing businesses to coordinate communication between AgilePlace and other systems they use.
8. Custom Security Settings: Administrators can create default settings that automatically give system access to users at pre-defined security levels, allowing for customized access control.
9. Custom User Roles: The software offers customizable user roles, including "Board Creator" and "Board Reader," to fit different organizational needs.
10. Automated Workflows: Through integrations with Zapier, businesses can create custom automated workflows between AgilePlace and over 250 other web applications.
11. Customizable Notifications: Users can set up custom notifications through subscriptions and @mentions to stay informed about specific boards, lanes, or cards.

These customization options demonstrate that Planview AgilePlace is highly flexible and can be adapted to fit a wide range of specific business needs, from visual workflow representation to data capture, reporting, and integration with existing systems.

1. Pricing Simplicity: Planview AgilePlace emphasizes a simplified pricing model, suggesting that the pricing structure is straightforward and may not involve complex additional fees.
2. Pricing Plans: The software offers several pricing editions ranging from $19 to $29 per user per month, with a free trial available. This indicates that the primary cost is likely based on a subscription model per user.
3. Custom Pricing: The cost of the software can depend on the company's requirements and size, indicating that there might be custom pricing options available for larger or more complex implementations.

1. Customer Success Services: Planview provides Customer Success services designed to help speed up implementation, maximize adoption, and lower risks and costs. These services likely include guidance and resources to help new users get started with AgilePlace.
2. Resources and Expertise: The Customer Success team delivers resources and expertise to ensure that users can effectively implement and adopt the software. This support is aimed at helping users achieve their business objectives with AgilePlace.
3. User Reviews: While specific details about training programs are not explicitly mentioned, user reviews often highlight the importance of customer support and training in their overall experience with the software. Reviews may provide insights into the effectiveness of the training and support provided.

1. Data Encryption: All data within Planview AgilePlace is encrypted, which is a fundamental security measure to protect data from unauthorized access and breaches.
2. Comprehensive Security Program: Planview has established a comprehensive and robust data protection security program. This program supplements the Standard Contractual Clauses (SCCs), which are legal tools for ensuring adequate data protection measures.
3. Technical and Organizational Measures: Planview maintains an effective security management program that is subject to executive review and accountability. This program likely includes various technical and organizational measures designed to safeguard data.
4. Privacy and Data Protection: Planview's privacy statement outlines their commitment to protecting Personally Identifiable Information (PII) and provides information on how individuals can exercise their rights related to data processing operations.

These measures indicate that Planview AgilePlace prioritizes data security and has implemented several strategies to protect user data effectively. For more detailed information, it would be beneficial to refer to Planview's official documentation or contact their support team directly.

Planview AgilePlace releases updates on a monthly basis. This regular update cadence is designed to eliminate the need for large, infrequent upgrades by providing continuous improvements and bug fixes. The updates are managed efficiently, as Planview makes a patch and pushes it to all users within days, ensuring that everyone is on the latest version without significant delays or disruptions. This approach helps maintain system stability and ensures that users benefit from the latest features and enhancements in a timely manner.

Planview AgilePlace has a clear policy on data ownership and portability. Customers own their data and have the right to data portability at any time during the term of the contract. This means that users can export their data from the system, ensuring they maintain control over their information and can transfer it to other systems if needed

Planview AgilePlace offers flexibility in scaling up or down to accommodate changing organizational needs. Here are the key aspects related to scaling:

1. SaaS Solution: Planview AgilePlace is provisioned as a Software-as-a-Service (SaaS) solution. This model inherently supports easy scalability, allowing organizations to adjust their user base as needed without significant infrastructure changes.
2. Flexible Licensing: The SaaS model typically includes flexible licensing options that enable organizations to increase or decrease the number of users or features based on their current requirements. This flexibility is crucial for adapting to growth or downsizing.
3. Simplified Pricing: Planview emphasizes a simplified pricing plan that includes all functionalities. This approach suggests that scaling up or down may not involve complex pricing adjustments, making it easier for organizations to manage costs as their needs change.

1. Subscription Period: The subscription period is usually specified in the order form. At the end of this period, contracts often renew automatically unless a cancellation notice is provided within a specified time frame before the renewal date.
2. Cancellation Notice: Many SaaS agreements require a written notice of cancellation, often 30 to 60 days before the end of the subscription period, to avoid automatic renewal.
3. Renewal Terms: Contracts may automatically renew under the same terms unless renegotiated or canceled by the customer.

• GDPR: Compliance with the General Data Protection Regulation for handling the personal data of EU citizens.
• ISO Certifications: Compliance with ISO standards for information security management (e.g., ISO 27001).
• SOC 2: Adherence to Service Organization Control 2 standards for managing customer data based on trust service criteria.