FEATURES 

Dynamic reports and dashboards

Instantly share project data, track progress using Clarizen's workflows. leo.

Roadmap/Map

The interactive visualization of roadmaps makes it possible to review and evaluate strategies. With this, information can be grouped at any level - products, teams, programs, customers, etc.

Goal Management

Define objectives, targets and contributions to connect strategies, plans and actions.

Slide Publisher

Automate the creation of presentations with content created in real time and built in your brand's own Power Point design.

Risk Management

Identify and manage risks related to your projects. First, track and manage risks - easily create a problem log and proactively develop a mitigation strategy.

CONFIGURABILITY

Flexible UI

Empower users with an intuitive and flexible interface that suits their way of working.

Centralized architecture and data modeling

The interactive visualization of roadmaps makes it possible to review and evaluate strategies. In this way, information can be grouped at any level - products, teams, programs, customers, etc.

Customized objects

Extend Clarizen beyond the standard functionality modules, adapting the functionalities to suit the scenarios particular to your business, while preserving an intuitive user experience.

Standardized templates

Project templates and milestones automate the creation of projects based on customized triggers and workflows, including input from third-party systems such as Salesforce.

Project Management

Minimize the risks of your project, increase consistency, and reduce the time spent on trivial tasks by automating complex or repetitive tasks.

Planning

Align the company's strategy and ensure that the workforce is as effective as possible, focused on making the right deliveries at the right time.

Workflow Automations

Furthermore, streamline and standardize processes by automating replicable processes, alerts, and workflows to match the way you want to work - this way, now, and in the future.

PLANNING

Demand Management

Monitor, manage and organize your work requests into priorities and ensure that all requests automatically include all the details necessary for execution.

Resource Allocation Planning

Workspace that promotes both high-level resource optimization for portfolio managers and resource managers, as well as task-level optimization for project managers.

Project-level planning

Quickly establish a schedule with milestones, deadlines, deliverables and interdependencies. And even take advantage of pre-built templates to simplify the process even further.

Portfolio Management

Look at working together across teams, departments and even clients. In this way, you can proactively identify any potential blockages and/or impacts.

Resource Management

Enable available resources to gain real-time insights based on your current workloads.

FINANCIAL MANAGEMENT

Financial Monitoring

Track expenses to ensure that all projects are in line with budgets. In this way, define cost and billing rates on a global basis, as well as at the level of profiles, users or projects.

Time table

Track all billable and non-billable hours automatically for the appropriate jobs or projects. Then send time records without using our integrations with Microsoft Teams or Slack.

Goal Management

Use usage trends to increase the accuracy of your plans and forecasts.

WORK MANAGEMENT

Collective Labor Management

In addition, support your teams and the way they want to work, whether through a traditional way of managing work, an agile model, or somewhere in between.

Agile Task Management

Similarly, prioritization of backlogs and sprint planning ensure that your teams' entire workload is handled in an agile and efficient manner.

Customized workflows

Keep teams better organized by using multiple dashboards in each workspace and create customized stages to reflect each team's workflow.

Mobile App

Our apps mirror all the functionalities of the web version to create a consistent and integrated user experience across devices.

External Employees

Intuitive and with a one-stop-shop format, we have developed a portal that provides access to external users and guests, so that they can interact with projects, files, conversations, and requests - without the need for training.

PLANVIEW ADAPTIVE WORK AWARDS

Clarizen is recognized by the Customer Service Department of the Year (2020, 2019, 2017)

Clarizen was named Customers' Choice for Project and Portfolio Management by Gartner Peer Insights.

Clarizen is recognized for having the best product support

Best Portfolio Management Products

Clarizen is the leader in Project and Portfolio Management in G2

ADAPTIVEWORK COMPLIANCES AND CERTIFICATIONS

ISSO/IEC 27001:2013

This internationally recognized standard certifies, validates and supports our method of protecting corporate information; in short, including risk, governance, and compliance.

Enterprise-ready certificate

Clarizen is recognized by Skyhigh for being part of its CloudTrust program, based on an assessment of the company's preparedness and its security controls, thus in conjunction with the Cloud Security Alliance (CSA).

Compatible with SOC 2

SOC 2 certification compliance provides users with the confidence and assurance that Clarizen has an effective control system to mitigate operational and, likewise, compliance risks.

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We ensure that your company's most valuable work is completed strategically