Planview Clarizen Comprehensive Review

Last updated on 

November 15, 2021

by

The VA Reviewer

Employees are eager to ditch hours of dealing email exchanges and go to relevant work. Unlike linear emails, online project management (PM) solutions bring all project activities together, enabling better collaboration and scheduling. The same tasks may be completed in every project, regardless of timeline and output (two unique aspects of projects).

A comprehensive business solution that helps improve productivity and achieve company objectives delivered by scalable project management software, Planview Clarizen is a purposeful collaborative tool that provides real-time information. 

Increasing visibility and responsibility benefits companies as well as teams that make up the organization. Clarizen is a management program that enables various work styles and hybrid methods to offer employees more freedom and empowerment. By using proactive cooperation and real-time information, users may dynamically realign and take action.

Clarizen Project and Portfolio Management Software

Brief Background About Clarizen

A privately owned computer software business headquartered in Milpitas, California, USA, with operations in Israel, the United Kingdom, Japan, and South Africa, Clarizen was established in 2006 by Avinoam Nowogrodski and Tanya Epstein. 

Planview through Clarizen strives to make work more enjoyable, get jobs done, and foster innovation with various features. The business received $100 million in funding from K1 Investment Management in 2018 to further spur its development. 

In January 2021, Clarizen was acquired by Planview after K1 Investment Management signed the agreement to sell it. The goal of purchasing Clarizen by Planview is to offer clients all the benefits of a combined PPM software to support them in their efforts to navigate the new world and dynamic of work.

Connecting ideas, strategies, plans, and actions from across the business are made possible by linking project management discipline, workflow automation, and collaboration. 

Companies choose Clarizen because it allows them to operate the way they want it, giving them real-time insights into all of their workstreams. By using Clarizen, companies can concentrate on their priorities and meet their business and customer objectives more quickly. 

Customers in over one hundred and twenty-four countries worldwide, such as Box, Dell, Bartle Bogle Hegarty (BBH), London, Jones Lang LaSalle (JLL), and Shaw Industries, rely on Clarizen to assist them in their business endeavors.

How Clarizen works

How Clarizen Works

Clarizen Planview combines project management, customizable process automation, and context-aware collaboration. It has dashboards, a fully customizable user interface, adjustable project workflows, and seamless interfaces with task management applications, allowing customers to tailor the program to their own company needs. 

Users may collaborate with internal and external stakeholders on conversations, emails, files, and links. Additionally, it has centralized digital proofreading and approval procedures that assist users in staying in sync. 

Further, data-driven resource and financial management workspaces. A Slide Publisher automatically generates a real-time status report in PowerPoint, and time and cost monitoring are included.

Moreover, Planview Clarizen Go is a task management application designed for marketing, development, information technology, and professional services organizations. This tool is excellent since it provides many boards that keep teams organized and oversee various projects, teams, clients, or goods.

Every board may be tailored with a specific procedure that corresponds to the organization, enabling them to fine-tune the process at the last minute if necessary. 

The team’s flexibility is increased while at the same time they have more insight into their progress with the integration of Planview Clarizen One. 

In addition, there are additional capabilities like a centralized view, Scrum and Kanban boards, progress monitoring, and file management. The program includes in-context comments, milestones, guest access, and simple management.

Features

Clarizen enables companies to accommodate a variety of work styles and provides a comprehensive set of capabilities for accelerating team performance and optimizing business outcomes:

  • Planning, implementation, and management of projects and portfolios 
  • Management of resources and capacity planning 
  • Financial planning for projects 
  • Management of documents and digital proofreading 
  • Dashboards, reporting, and analytics 
  • Security and user administration
  • Management of time and expenses 
  • Management of work requests and project requirements 
  • Scrum, Kanban, and agile task management 
  • Essential collaboration and communication
  • Tracking of issues and risks 

Pricing

There are two versions of the Planview Clarizen platform, Enterprise Edition, and Unlimited Edition. The vendor does not provide rates. 

The designations in both versions are designed to offer an infinite number of projects, portfolios, programs, and cases. 

It comes with additional customization options and other sophisticated capabilities that the unlimited version doesn’t have. Those who are interested may fill out an online form to obtain a quote. 

You may test the service for 30 days before you commit.

Pros 

  • Automated workflow management 
  • Capacity planning and resource management 
  • Project and portfolio optimization
  • Project financial management 
  • Reports and dashboard
  • Unlimited email-only users
  • API/Email integration
  • Modern-looking interface
  • Free-trial

Cons

  • Higher learning curve
  • With limited support mailboxes
  • Overwhelming features for beginners
  • Configuration is challenging for some users
  • No free version

Other Alternatives 

Clarizen is best for collaborative work management and is ideal for enterprise-level project managers, information technology companies, and professional services teams that need solid and intuitive project management. 

For other alternatives, you can go for BigTime or Polaris PSA.

BigTime is an excellent fit for professional services companies, particularly accountants, architects, engineers, information technology service providers, and consultants. In comparison, Polaris PSA provides hassle-free time tracking for projects, reducing billing mistakes and inefficiencies and assisting you in improving cash flow via quicker billing cycles.

Check out some other project management reviews:

Overall Review

With Clarizen, businesses can rapidly transform ideas into strategies, plans, and actions to react to market circumstances that change quickly and constantly. Teams may work in whatever comfortable manner for them, and managers will have continuous real-time access to all their projects. 

It facilitates team participation, and everyone stays focused on priorities, ensuring results are provided more quickly and the company’s objectives and consumers’ expectations are surpassed. 

Nevertheless, it’s not a perfect one-size fits all project management software with its own limitations. So, better compare other alternatives that would suit your business needs. 

Large organizations find Clarizen a dependable approach to workplace management, project management, and team communication, exploring many exciting features. Although costly, it is a better alternative to comparable solutions and is less cumbersome to use. 

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