Planview
12301 Research Boulevard Research Park Plaza V, Suite 400,
Austin, 78759, TX,
United States
Austin, 78759, TX,
United States
1 512-346-8600
Professional Services
Planview Technographics
Planview Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Planview and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 Planview employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Planview has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2019, Docebo LMS for Learning and Development in 2022, Drift AI Chatbot for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Planview is running and its propensity to invest more and deepen its relationship with Oracle , Docebo , Drift or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Planview revenues, which have grown to $530.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Planview intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Planview Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, Planview implemented Oracle NetSuite ERP as its primary ERP Financial platform to support global revenue accounting, billing, and order-to-cash operations. The implementation explicitly targeted finance and accounting functions tied to subscription and services revenue, with a director-level role responsible for global revenue recognition and month-end close activities.
Oracle NetSuite ERP was configured to support revenue recognition workflows and recurring revenue management, including deferred revenue accounting, new subscription revenue, professional services revenue, commissions expense and deferral, and revenue arrangement schedules. The implementation emphasized month-over-month close controls, reconciliation review, detailed fluctuation analysis, and documented handling of nonstandard revenue arrangements, consistent with ASC 606 transition requirements described by the global revenue leadership.
Operational coverage included billing and order entry, customer invoicing, and creation of revenue arrangement schedules managed by a billing manager and billing specialists, with the Director, Global Revenue overseeing the team and mentoring a senior revenue accountant. The role and processes were aligned with external audit activities, including VSOE and BESP analyses, and the environment referenced use of Adaptive Insights and Salesforce as complementary systems supporting forecasting, sales operations, and business application workflows.
Governance and process changes focused on revamping team responsibilities to drive accuracy and operational efficiency, enforcing the company revenue recognition policy for software license maintenance and service contracts, and creating a scalable order-to-cash process through cross-functional partnership with Sales Operations, Business Applications, FP&A and Treasury. Controls and oversight extended to monthly commissions calculation and deferral to ensure compliance with US GAAP, and the Director provided audit support and policy enforcement as part of the ERP Financial operating model.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docebo | Legacy | Docebo LMS | Learning and Development | HCM | n/a | 2022 | 2022 |
In 2022, Planview deployed Docebo LMS for Learning and Development to centralize training delivery and learner management. The Docebo LMS instance is surfaced on Planview’s public website to deliver course catalogs and structured learning paths, providing web-based access to e learning content, course enrollment, and learner progress visibility. The implementation leverages core Learning and Development capabilities common to modern LMS platforms, including course and content management, learning path orchestration, user role based administration, assessment and certification workflows, and reporting for compliance and skills tracking.
Operational responsibility for Docebo LMS at Planview spans employee learning, customer education, and professional services enablement, with governance organized around content publishing workflows, administrator and instructor roles, and enrollment policies. The Docebo LMS integration with the Planview website enables a blended public and authenticated access model for audiences, and the deployment emphasizes catalogized content delivery, learner lifecycle management, and administrative controls consistent with enterprise Learning and Development practices.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Planview deployed Drift AI Chatbot on their website. Planview implemented Drift AI Chatbot in the Chatbots and Conversational AI category to support website-based customer engagement and lead capture across its professional services portfolio.
The implementation focused on conversational playbooks and automated qualification flows, with Drift AI Chatbot configured to handle initial intent detection, scripted qualification questions, meeting scheduling handoffs, and escalation to live agents. Configuration included templated response libraries and condition-based routing logic to align conversations with marketing campaigns and sales intake processes.
Architecturally the solution was delivered as an embedded, client-side chat widget on public-facing web pages, instrumented for session continuity and visitor context. Operational coverage centered on marketing, demand generation, sales and customer success, with the Drift AI Chatbot serving as the primary front-line interface for first-response engagement and contact routing.
Governance emphasized cross-functional ownership for playbook authoring, routing rule definition and conversational content review, with marketing leading iteration cycles and sales owning escalation SLAs. Ongoing operational practices included transcript review and iterative tuning of Drift AI Chatbot playbooks to maintain alignment with campaign messaging and qualification criteria.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
|
2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
|
2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2018 | 2018 |
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Account Based Marketing | CRM |
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2018 | 2018 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Customer Data Platform | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics, Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management, iPaaS (Integration Platform as a Service) | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Disaster Recovery as a Service (DRaaS) | IaaS |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Identity and Access Management (IAM) | CyberSecurity |
|
2014 | 2014 |
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Planview
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Planview Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Planview IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Planview digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Planview Technographics
Planview is a Professional Services organization based in United States,
with around 1500 employees and annual revenues of $530.0 million.
Planview operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Docebo LMS and Drift AI Chatbot,
covering areas like ERP Financial, Learning and Development and Chatbots and Conversational AI.
Planview has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Docebo and Drift.
Planview recently adopted applications including
Docebo LMS in 2022, DocuSign eSignature in 2021 and Zoominfo Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Planview’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Planview’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Planview technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.