Planview Portfolios vs iServer comparison

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Executive Summary

We performed a comparison between iServer and Planview Portfolios based on real PeerSpot user reviews.

Find out in this report how the two Enterprise Architecture Management solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.
To learn more, read our detailed Planview Portfolios vs. iServer Report (Updated: March 2024).
765,386 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"Tech support is very responsive. They solved issues within a prompt response time.""This is a flexible tool compared to some other solutions.""The initial setup is easy.""iServer is a solution that helps catalog enterprise architect solutions and catalog information.""The solution has wide use within Microsoft products. The integration with Microsoft products, and, in particular, Microsoft Office, is great.""There were lots of different requirements, and collaboration and review is one of the biggest things. There is also Office 360 integration, and there's flexibility to use it as a database as well.""I have to think less with this solution. It's simple.""Good and effective reporting features, which help in decision making."

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"The most valuable feature for me is the ease and customizability of reporting.""Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority.""The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting.""The most valuable features are scheduling, resource management, and, from a project perspective, the functions like issues that change orders. They are valuable because, from a project management perspective, we use the workflows that we build for project management and do active risk management and issue management for the projects that we want for our agencies.""Our reporting is much better. There is much more visibility on projects, schedules, tasks, and in our milestones. Now, we have a consistent way of reporting out to the committees and getting all of our schedules and milestones.""We can view a project both at the top level and dig into the particularities. It's given us greater visibility into the work itself.""When it comes to managing project plans, Enterprise One is awesome at enabling us to see what stage work is at. I've always thought it was awesome because it's good whether we're doing a traditional WBS or we're linking in epics into projects that are supporting the programs and the strategies, I've always thought it was an excellent tool.""The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good."

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Cons
"We could allocate permissions to use only specific components to the users rather than the entire instance.""There are other solutions out there that have a better user interface.""There can be some performance issues using the solution that should be improved. When you make modifications modify to files there are embedded data within that can take a while to process.""The performance is slow, which is something that should be improved.""I haven't used this solution long enough to know what areas could be improved.""More visualization techniques and ways to report the data might be helpful.""Enhancing integration options with ERP or ITSM-related solutions for triggering automated requests for process definitions, changes, and tracking them in the iServer.""It definitely needs help to improve the visual aspect of the solution."

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"I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities.""When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch.""One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it.""When it comes to reporting there are some challenges with integration.""Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made.""I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one.""Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information.""The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement."

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Pricing and Cost Advice
  • "Aim for the exact number of people who shall define/review approve and view the processes, as it will impact the cost."
  • "It's about 13K to set up and 9K for the license for three months. I think it's about 20K a year, but we haven't firmed up on pricing yet because the price depends on how long we commit to the solution."
  • "The price of iServer is reasonable compared to other solutions."
  • "They offer annual subscriptions for developing countries, which are not affordable for small or medium businesses."
  • "The product has a moderate pricing."
  • More iServer Pricing and Cost Advice →

  • "The licensing part is a bit costly in comparison with the other available PPM tools."
  • "We are on the Flex licenses."
  • "We have unlimited licenses for all of our functionalities. Since we went global, we went with that model."
  • "The cost of other pieces and integrating them in needs improvement."
  • "We have portfolio managers, resource managers, project managers, and time reporting licenses. These are the licenses that we have."
  • "I don't think we have necessarily purchased everything that I would have liked to have seen."
  • "We have several hundred licenses. It costs us several hundred thousand dollars a year."
  • "We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using."
  • More Planview Portfolios Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:iServer has valuable features for workflow and document management.
    Top Answer:They haven't introduced new features for the product's on-premise version since 2021, similar to the SaaS version. There could be features for process mining, process simulation, and analytics.
    Top Answer:We use the product for various critical functions within our environment, particularly in a government entity, where it assists in governance, workflow management, and generating reports and live… more »
    Top Answer:Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM)… more »
    Top Answer:Planview Portfolios is not too expensive. You get what you paid for.
    Top Answer:Enhancements are needed in: Advanced reporting and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data… more »
    Ranking
    Views
    3,468
    Comparisons
    1,480
    Reviews
    6
    Average Words per Review
    335
    Rating
    8.0
    Views
    694
    Comparisons
    363
    Reviews
    4
    Average Words per Review
    909
    Rating
    8.3
    Comparisons
    Also Known As
    Planview Enterprise One, Troux
    Learn More
    Overview

    iServer is a unified software platform and enterprise modeling environment that extends and enhances the familiar, market leading Microsoft Visio and Office products. Core capabilities provided by iServer include an enhanced Microsoft Visio diagramming interface, a powerful central repository for all enterprise architecture or business process models and documentation, and a range of tools for visualization, analysis and decision making.

    Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

    Sample Customers
    Barclays, Cathay Pacific, Deloitte, British Gas, MasterCard
    UPS, NatWest, Ingram Micro, Canadian Tire, Viessmann, Volvo, NASCO, UNESCO
    Top Industries
    REVIEWERS
    Financial Services Firm20%
    University10%
    Maritime Company10%
    Energy/Utilities Company10%
    VISITORS READING REVIEWS
    Educational Organization34%
    Government11%
    Financial Services Firm11%
    Computer Software Company6%
    REVIEWERS
    Insurance Company23%
    Financial Services Firm22%
    Pharma/Biotech Company8%
    Manufacturing Company8%
    VISITORS READING REVIEWS
    Financial Services Firm13%
    Manufacturing Company12%
    Computer Software Company10%
    Government7%
    Company Size
    REVIEWERS
    Small Business29%
    Midsize Enterprise18%
    Large Enterprise53%
    VISITORS READING REVIEWS
    Small Business12%
    Midsize Enterprise40%
    Large Enterprise48%
    REVIEWERS
    Small Business5%
    Midsize Enterprise3%
    Large Enterprise92%
    VISITORS READING REVIEWS
    Small Business19%
    Midsize Enterprise12%
    Large Enterprise69%
    Buyer's Guide
    Planview Portfolios vs. iServer
    March 2024
    Find out what your peers are saying about Planview Portfolios vs. iServer and other solutions. Updated: March 2024.
    765,386 professionals have used our research since 2012.

    iServer is ranked 6th in Enterprise Architecture Management with 15 reviews while Planview Portfolios is ranked 11th in Enterprise Architecture Management with 63 reviews. iServer is rated 7.2, while Planview Portfolios is rated 8.0. The top reviewer of iServer writes "Enables flexible parameters for any process model and has a valuable document management feature ". On the other hand, the top reviewer of Planview Portfolios writes "Helps prioritize projects, share the big picture with management, and has a great planning capacity". iServer is most compared with LeanIX, Sparx Systems Enterprise Architect, Visio, ARIS BPA and MEGA HOPEX, whereas Planview Portfolios is most compared with Broadcom Clarity , Planview PPM Pro, SAP Portfolio and Project Management, LeanIX and Planview ProjectPlace. See our Planview Portfolios vs. iServer report.

    See our list of best Enterprise Architecture Management vendors.

    We monitor all Enterprise Architecture Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.