Services
Planisware services across the full platform lifecycle.
From new implementations to the enhancement backlog, upgrades and day-to-day administration — specialist delivery for teams that depend on Planisware.
Service areas
Focused services. Deep platform expertise.
Each service area draws on the same hands-on Planisware knowledge — so configuration, code, integrations and reporting fit together.
- 01
Planisware Implementation
New deployments, module rollouts and re-implementations configured around how your organization plans, funds and governs work.
Solution designModule configurationData migrationGo-live readiness - 02
Configuration & Development
Workflows, formulas, OPX2 / PLW scripting and custom development engineered to stay maintainable after go-live.
OPX2 / PLW scriptingWorkflowsFormulasCustom development - 03
Integrations & Automation
Planisware connected to finance, HR, ERP and data platforms, with integrations built to be monitored and trusted.
APIsEnterprise interfacesAutomated loadsMonitoring - 04
Reporting & Portfolio Analytics
PEX reports, dashboards and management views that give portfolio leaders a clear, trusted picture.
PEX reportingDashboardsKPIsBI integration - 05
Upgrades, Releases & Testing
Upgrades and releases planned, regression-tested and validated so change reaches production safely.
Upgrade planningRegression testingUATRelease validation - 06
Administration, Support & Optimization
Platform administration, production support and enhancement delivery that keep Planisware stable and improving.
AdministrationProduction supportEnhancement backlogOptimization
Beyond delivery
Advisory & Enablement
Platform decisions are also process decisions. We help teams design how Planisware should support planning — and make sure people can use what's delivered.
Planning-process improvement
Align portfolio, project, resource and financial processes with how the platform is configured.
Solution design
Shape requirements into a platform design that is realistic to build, test and maintain.
Platform assessments
An independent review of configuration, scripts, integrations and reporting, with prioritized recommendations.
Training & enablement
Role-based training for administrators, key users and leadership, supported by practical documentation.
How we work
A delivery approach built for enterprise governance.
Consistent, transparent and designed to leave your team stronger than we found it.
- 01
Discover
We start with your environment, objectives and constraints: what works today, what doesn't and what matters most.
- 02
Assess
We review the relevant configuration, scripts, data and integrations so the work is scoped accurately.
- 03
Deliver
Hands-on delivery in your environments, with regular checkpoints and changes managed through your governance.
- 04
Enable
Documentation and knowledge transfer, so your team can own and support what we deliver.
Engagement models
Shaped around your delivery need.
From targeted expertise on a single initiative to continuity for an established platform.
- 01
Specialist Delivery Capacity
Experienced Planisware expertise embedded alongside your team.
Suited to
Growing backlogs, peak delivery periods and key-person gaps.
- 02
Defined-Scope Initiatives
Targeted configuration, reporting, integration, upgrade or optimization work.
Suited to
Clear objectives with an agreed outcome and timeline.
- 03
Platform Support
Ongoing administration, enhancement and release support where appropriate.
Suited to
Established platforms that need continuity and steady improvement.
Have a Planisware challenge?
Whether you're implementing, optimizing, upgrading or simply need experienced delivery capacity, let's discuss where we can help.