Portfolios · AgilePlace · ProjectPlace · AdaptiveWork

Consulting and Implementation Planview in Brazil

Planview Elite Partner since 2015. Tell us about your portfolio, workflow, or execution needs, and we’ll show you a demo based on your specific criteria.

Planview Partner - Partnership Seal

ISO/IEC 27001 Certified · Support in Portuguese from São Paulo

Planview Portfolios' Strategy Portfolio Management Dashboard, showing the number of investments, distribution by theme, and the health of initiatives

Planview Portfolios · demo environment, fictitious data

Who works with you to implement in Brazil

Planview Partner - Partnership Seal

Elite Partner Planview

Since 2015, we have been implementing, providing training on, and supporting Planview solutions in Brazil.

Source: Planview partner program.

ISO 27001 Certification - Information Security at TWRT

ISO/IEC 27001:2022 Certified

BSI-certified information security management system.

IS 817792 Certificate, valid through February 25, 2028.

Notable implementations

AdaptiveWork integrated with SAP in Latin America for Siemens Energy, and with SAP and Snowflake for Tereos France; support for Volkswagen Brazil’s manufacturing operations.

Projects led by TWRT.

Local support, in Portuguese

The TWRT team in São Paulo, working in your team’s time zone and language, from implementation to support.

Direct customer service from TWRT.

Start with what you need to decide

Each tab begins with a management question and shows, using actual screenshots from the demo environment, the Planview solution that addresses it.

Planview Portfolios

What do you decide best?

  • Where to invest: Compare initiatives by strategic theme, cost, and expected benefit.
  • What fits within the capacity: align the portfolio with the available personnel and budget.
  • When reviewing: monitor the status of the initiatives and document decisions to continue, replan, or terminate them.

Kanban Portfolio. AgilePlace portfolio board in the demo environment. Sample data.

Planview AgilePlace

What do you decide best?

  • Where the work is stalled: See which items are stuck at each stage of the workflow.
  • Next: Prioritize the portfolio backlog using criteria that are transparent to the teams.
  • How the workflow ties into the strategy: Link the teams' cards to the portfolio initiatives.

Planview ProjectPlace

What do you decide best?

  • Who does what: Organize activities on shared boards and plans.
  • Where each stage is: Track project milestones and gates on a timeline.
  • How the team collaborates: Bring together files, conversations, and deadlines in a single workspace.

View the portfolio in the context of the strategy

A portfolio dashboard is helpful when answering specific questions. Tap the points to see what to look for in each area.

Planview Portfolios' Strategy Portfolio Management Dashboard, showing the number of investments, distribution by theme, and the health of initiatives
1
Count by theme. The map shows how many initiatives fall under each strategic theme. Use it to see where the portfolio is concentrated.
2
Expenditures by priority. The departments compare the investment allocated across the demo's strategic priorities.
3
Status of initiatives. The bar chart categorizes initiatives by status (green, yellow, blank). It serves as a starting point for identifying what needs to be reviewed.
  1. Count by theme. The map shows how many initiatives fall under each strategic theme. Use it to see where the portfolio is concentrated.
  2. Expenditures by priority. The departments compare the investment allocated across the demo's strategic priorities.
  3. Status of initiatives. The bar chart categorizes initiatives by status (green, yellow, blank). It serves as a starting point for identifying what needs to be reviewed.

Planview Portfolios, demo environment. Fictitious data; the numbers on the screen do not represent client results or TWRT results.

How TWRT implements

01

Diagnosis and Requirements

We understand the processes, data, and decisions that the platform needs to support, and we work with your team to define the acceptance criteria.

02

Setup and Integrations

We configure Planview to fit your management model and integrate the necessary systems, such as ERP and data tools.

03

Team Training

We train administrators, PMO staff, and users using scenarios from our own operations, not generic examples.

04

Validation and Go-Live

We validate the system with key users before the go-live and monitor the initial rollout. The timeline and phases vary depending on the complexity of the environment.

Planview ProjectPlace plan showing activities, dates, and milestones from Gate 0 to Gate 6 on a quarterly timeline

A phased plan in ProjectPlace ( Planview ), with milestones and gates. Demo environment, fictional data.

Expand the assessment

Other solutions Planview that TWRT implements. No screenshots here: the evaluation is conducted using a dedicated demo account.

AdaptiveWork

Projects, programs, and resources at scale

What is it for?

Project and portfolio management with a corporate-wide view of resources and costs. TWRT implemented this solution for Siemens Energy and Tereos France.

View AdaptiveWork

Project Advantage

Project portfolio of the Planview

How to evaluate

Try it out with your own demo account and compare it with the other solutions at Planview before making a decision.

Request a demo

IdeaPlace

Capture, evaluate, and prioritize ideas to turn innovation into portfolio initiatives.

Planview Hub

Connect tools and data to gain a unified view of your work and strategy.

To further the assessment

Guide

An overview of Planview solutions and the situations in which each is typically evaluated.

Concept

The difference between a project, a program, and a portfolio, with an example of a decision and screenshots from the demo at Planview.

Practice

How to prioritize requests, compare initiatives, and review the portfolio using explicit criteria.

Set up a conversation with TWRT

Identify a goal, the initiatives competing for resources, and the team’s main constraint. An expert will put together the presentation based on this overview.
  • A guided walkthrough of your process
  • Combined evaluation criteria previously
  • Response from a TWRT expert

Would you prefer TWRT to contact you?

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ISO/IEC 27001:2022 Information Security Management System certified by BSI · Certificate No. IS 817792 · valid through 2028