Synerg-X helps organisations design, implement, improve and support Planview solutions that are practical, easy to use and capable of delivering reliable management information.
Our services cover the full lifecycle of a Planview investment - from solution architecture and implementation to reporting, data quality, integration, automation and continuous improvement.
Planview Solution Design and Implementation
We help organisations translate their portfolio, programme and project management requirements into practical, scalable Planview solutions.
Our services include solution architecture, system configuration, workflow and process design, data migration, integration, testing, rollout and operational support. We work collaboratively with internal teams, implementation partners and senior stakeholders to ensure solutions are delivered smoothly and aligned with the organisation’s objectives.
We can support new implementations, major enhancements and the continued evolution of established Planview environments.
Automation and Operational Efficiency
Enterprise systems should reduce administrative effort, not create more of it.
We help organisations automate repetitive, high-volume and error-prone activities such as project creation, data loading, bulk updates, validation and regular maintenance.
Our FoliosFlow automation platform is designed specifically for Planview Portfolios. It helps customers process data efficiently, improve consistency and retain clear evidence of what was changed. This releases PMO and administrative teams from routine processing so they can concentrate on higher-value work.
Optimisation and Continuous Improvement
Planview requirements evolve as organisations, operating models and investment priorities change.
We assess existing implementations, identify areas of unnecessary complexity and recommend practical improvements. This can include configuration changes, process simplification, reporting enhancements, automation and improved operational controls.
Whether addressing a specific issue or reviewing the wider solution, our focus is on achievable improvements that deliver measurable value.
Data Quality and Governance
Reliable decisions depend on reliable data. We help organisations improve the completeness, accuracy and consistency of their portfolio, programme and project information.
Data quality is not a one-time cleansing exercise. It requires clear ownership, practical processes and ongoing visibility. We use Planview dashboards, reports and automation to identify issues, monitor improvement and help prevent poor-quality data from reappearing.
The result is trusted information that can support decisions at project, portfolio and enterprise level.
Integration and Data Flows
Portfolio information often needs to move between Planview and other enterprise platforms, spreadsheets and data sources.
We design controlled data workflows that extract, validate, transform and exchange information between systems. These can support migrations, regular operational feeds and cross-platform processes involving technologies such as Jira and ServiceNow.
Our approach prioritises security, transparency, minimal change and the ability to validate proposed updates before they are applied.
A Practical, Collaborative Approach
We combine deep Planview knowledge with extensive business, technical and consulting experience. We work alongside customer teams, adapting our involvement to suit the organisation—from targeted specialist advice to complete solution delivery.
Our goal is straightforward: to help customers get more value from Planview while reducing complexity, improving information and making everyday processes easier.
Reporting and Portfolio Insight
We create reporting and analytics solutions that turn enterprise data into meaningful management information.
Our expertise includes Microsoft SQL Server, SQL Server Reporting Services, Power BI and other enterprise reporting technologies. We deliver everything from operational reports and scheduled data extracts to executive dashboards and portfolio-level analytics.
Each solution is designed around the decisions the organisation needs to make—not simply the data available within the system.
User Experience and Adoption
Even the best-designed solution will struggle if people find it difficult or time-consuming to use.
We simplify screens, processes and workflows so users can provide the required information with minimal administrative overhead. We also support training, communication, rollout and change management to help new ways of working become successfully embedded.
The aim is to make the correct process the easiest process for users to follow.