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Service 01

Planisware Implementation

New deployments, module rollouts and re-implementations — configured around how your organization actually plans, funds and governs work.

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Focus areas

Solution designModule configurationData migrationGo-live readiness

Experience across Planisware Enterprise (V6 / V7) and Orchestra.

What we deliver

Scope we cover.

Delivered hands-on, inside your environments and within your governance.

Solution design

01
  • Requirements and planning-process mapping
  • Data model and object structure design
  • Security and access model
  • Phased rollout planning

Platform configuration

02
  • Portfolio, project, resource and financial modules
  • Workflows, stage gates and approval routing
  • Fields, formulas and calculated indicators
  • Forms, views and user-facing layouts

Data and migration

03
  • Legacy data mapping and cleansing
  • Migration scripting and reconciliation
  • Initial load validation

Go-live readiness

04
  • Test planning and UAT support
  • Key-user and administrator training
  • Cutover planning and post-go-live support

When teams bring us in

Common starting points.

The outcome

A platform configured for how your organization really works — documented, tested and ready for your team to own.

  1. 01

    Starting a Planisware deployment and needing hands-on platform expertise on the delivery team

  2. 02

    Extending an existing deployment to new modules, business units or regions

  3. 03

    Re-implementing a heavily customized environment that has become hard to maintain

  4. 04

    Recovering an implementation that has stalled or drifted from what the business needs

How we work

A delivery approach built for enterprise governance.

Consistent, transparent and designed to leave your team stronger than we found it.

  1. 01

    Discover

    We start with your environment, objectives and constraints: what works today, what doesn't and what matters most.

  2. 02

    Assess

    We review the relevant configuration, scripts, data and integrations so the work is scoped accurately.

  3. 03

    Deliver

    Hands-on delivery in your environments, with regular checkpoints and changes managed through your governance.

  4. 04

    Enable

    Documentation and knowledge transfer, so your team can own and support what we deliver.

Related services

Have a Planisware challenge?

Whether you're implementing, optimizing, upgrading or simply need experienced delivery capacity, let's discuss where we can help.

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