PlanView: Honor Student

Customers plaster gold stars all over PlanView for its responsiveness and software that’s at the head of the class, though some say the 225-person company lacks deep expertise of certain industries, such as health care.

PlanView’s overall grade? “They get an ‘A’ from me,” says Ben Stivers, director of the project management office at Ceridian, which provides outsourced human-resources services. PlanView consultants spent a week with Stivers and his team when Ceridian upgraded to version 7.32 of its software last year, providing ideas about where it could improve its project management processes. “If we were dealing with a great big vendor,” he says, “we’d just be another fish in the sea.”

Jerry Stanley, vice president of the information-technology project office of Commerce Bank in St. Louis, also finds PlanView unusually tuned in to itscustomers. He’s “especially pleased” with the company’s technical support:”We see them as being one of the better vendors we have in terms of reacting to our needs.”

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And PlanView’s “very solid” financial shape has let it focus on enhancing its product, according to Cheryl Randle, manager of Hallmark Cards’ information-technology project office. “We liked the fact they’ve reinvested into R&D to improve the package,” she says.

The software handles project and portfolio management as well as—or better than—any competing product, says Marc C. Andiel, vice president of strategic business management at Baylor Health Care System in Dallas. PlanView, in his opinion, provides a complete set of functions, from tracking time sheets and managing schedules to analyzing groups of projects. “It has everything we need, currently,” he says.

But Andiel also wishes PlanView provided portfolio assessment tools tailored to health care, such as being able to analyze what effect a new project would have on patient safety in relation to its cost. “Not every project we do is financially driven,” he says. “It would be nice if PlanView had a selling point that said, ‘We understand your vertical [industry].'”

Similarly, Hallmark’s Randle believes one area PlanView still needs improvement is its business management expertise. “They really understand I.T. strategically … but PlanView didn’t have those people in place with business knowledge,” she says. “Now they’re filling that gap.”

I.T. Portfolio Management

8300 N. Mopac Expressway
Austin, TX 78759
(512) 346-8600

TICKER: Privately held


Patrick Durbin
Founder, CEO
Started the company in 1989, after designing three other project management systems. Has a master’s degree in business administration from the University of Illinois and a bachelor’s degree in aeronautics.

Jeff Durbin
Senior VP, Business Solutions
The son of Patrick, he’s responsible for making sure products meet the needs of customers and partners.

PlanView Enterprise software provides portfolio management features, to analyze investments across multiple projects and create hypothetical scenarios; and project management features, such as planning projects and tracking progress, assigning work, budgeting and tracking time sheets. Prisms is a compendium of project management practices that provides examples of how to adopt the methodologies.

Reference Checks

Baylor Health Care System
Marc C. Andiel
VP, Strategic Business Management
[email protected]
Project: Health-care provider with 14 hospitals expects to have 400 information-technology staffers using PlanView by 2006 for project management.

Hallmark Cards
Cheryl Randle
Mgr., I.T. Project Office
[email protected]
Project: Greeting card maker uses PlanView to track and analyze more than 100 major projects and schedule work for 450 staffers.

Ben Stivers
Dir., Project Management Office
[email protected]
Project: Human-resources outsourcing provider based in Minneapolis runs about 45 projects in PlanView.

Health Net
Bob Green
Dir., I.T.
[email protected]
Project: Health maintenance organization in Woodland Hills, Calif., migrated from Microsoft Project to PlanView in 2004; it now runs about 80 big projects using the system.

Commerce Bank
Jerry Stanley
VP, I.T. Project Office
[email protected]
Project: The 330-branch bank uses PlanView to manage hundreds of projects, which include 25 large-scale ones, and to schedule work for 450 employees.

State of New Jersey
Charles Davis
Project Manager
[email protected]
Project: State’s central information-technology group manages 4,000 projects and 950 technology employees with PlanView.

Executives listed here are all users of PlanView’s products. Their willingness to talk has been confirmed by Baseline.


Revenue, 2004: $37.0M
U.S. sales, 2004: $22.2M
Annual growth, 2003 to ’04: 30%
Venture funding: $25M from Apax Partners, Nov. 2004
Customers: 400
Users: 350,000 employees

BMC Software, Business Objects, EMC, IBM, Microsoft, VeriSign

Austin, Texas (headquarters); Atlanta; Boston; Boulder, Colo.; Chicago; Dallas; Denver; Houston; Irvine, Calif.; Jacksonville, Fla.; Philadelphia; San Antonio; San Francisco; Seattle; Washington, D.C.

Paris; Frankfurt, Germany; Reading, U.K.; Milan, Italy; Rome; Schiphol-Rijk, The Netherlands


Company founded

Releases its first Web-based project management software

Signs deal to resell ProSight’s portfolio management product; deal ends a year later

Relocates Austin headquarters to larger offices

Receives first outside funding, $25M from Apax Partners