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Meet your 
Planview
 Contact

David Blumhorst

Sr Customer Success Strategist
dblumhorst@planview.com
dblumhorst@planview.com
LinkedIn
Company Description
Planview focuses on providing the most comprehensive portfolio management solutions in the industry to enable better decision making and business accountability. Founded in 1989 by visionary and CEO Patrick Durbin, Planview is recognized as an undeniable leader in the PPM market in the Forrester Wave- Project Portfolio Management Tools, Q4 2009, and is positioned in the leaders quadrant in the Gartner Magic Quadrant for IT Project and Portfolio Management, 2010. With offices across the U.S., Europe, and Asia-Pacific, Planview supports more than 550 customers worldwide in virtually every industry. Planview customers include Wells Fargo, WellPoint, Citi, Hallmark, Freddie Mac, BP, and Aetna, as well as public sector agencies such as the American Red Cross, the U.S. Department of Transportation, and the United Kingdom Ministry of Defence. Planview provides solutions for the most successful technology organizations in the world, and they are successful for a reason. These market-leading, knowledge worker organizations have savvy managers who lead the way in optimizing the business by balancing strategy against their scarce resources of people and money. They do this by using Planview solutions, which give them a proven discipline for investment decision-making, resource allocation, and staying on track.

Business Outcomes

Key Performance Indicators (KPIs): Support Services

Improve CSAT and first-call resolution, and make your agents more proficient by putting the most relevant, case-specific information at their fingertips as they engage with customers.

Knowledge Management Best Practices

Gather information from everywhere, any source, any silo, no matter how unstructured, and unify the relevant results in a single user interface.

Top Trends for Self-Service

Today’s empowered customers want to solve issues on their own. Why stand in their way? Coveo helps you deliver AI-powered search within your self-service site so customers can easily and quickly find the most relevant solutions.