How to Choose the Perfect Project and Portfolio Management Tool in 5 Steps

Are you looking to enhance your Project Portfolio Management (PPM) processes?

Perhaps you're currently facing some PPM challenges, such as a lack of visibility into your projects and portfolio, misalignment with strategy, the inability to gather data quickly, and budget overspending.

Using improper or disparate PPM methods, practices or tools can contribute to these common issues. And, if you're reading this guide, we can only assume you've come to the same realization.

Well, now's your chance to change the narrative. In the following pages, we communicate the importance of finding a good PPM tool - one that'll help you overcome your PPM challenges, improve your processes, and help you achieve your ambitious goals.

What is PPM?

Before we dive into PPM tools, here's a quick refresher on what PPM is and how it can benefit your organization.

In short, Project Portfolio Management is a mixture of Project Management methodologies, resource management, risk, and profitability analysis. As a practice, it aims to achieve your organization's strategic objectives and goals by the means of project governance.

An organization with a high level of PPM maturity can:

• Increase alignment between strategy and execution, delivering projects and products that genuinely create value for the organization.
• Support and develop business agility.
• Increase productivity by optimizing project prioritization and resource allocation, and orchestrating project execution, regardless of the methodology used — waterfall, Agile or a combination of both.
• Deliver more with less and eliminate "waste".
• Provide actionable data to decision-makers by streamlining data collection and automating reporting.
• Provide better visibility on projects (and products) to stakeholders, and facilitate communication.

Who is Involved in PPM?

Depending on the size and maturity of your organization, the following roles will typically be involved one way or another in PPM:

• Project Management Offices (and officers). These are responsible for the overarching project and portfolio strategy (e.g. grouping projects together into portfolios), creating and maintaining processes, training and coaching, reporting, and follow-up.
• Executives, Heads of Departments, and the C-suite. These are the high-level stakeholders you will need to report to.
• Project and Program Managers. These are the people who will manage projects, communicate with PMOs, and manage operational tasks.
• Project teams. These are the people on the ground who execute tasks.

Why Do You Need a PPM Tool?

A staggering 47% of project professionals do not have access to real-time KPIs. And 50% of these respondents admit to spending 1 or more days per month manually collecting data for reporting.

Unavailable or inaccurate data doesn't just affect your projects on an operational level; it impacts your strategic decision-making. This can hinder your company's growth or make your business spend valuable resources unnecessarily.

Without data transparency, it's impossible to make accurate decisions about project prioritization, resource management, and budget allocation, or determine if your organization can reach its strategic objectives with its current capacity. A lack of accessible, truthful data also means you can't guarantee data compliance and accurate insights for your stakeholders.

This is where a PPM tool really shines.

In short, a PPM tool helps you plan and consolidate your organization's projects and the data related to them. It allows you to oversee diverse projects, analyze your efforts and make sound project management decisions.

Key features of most PPM tools include:

• The ability to capture all aspects of a project, including the project roadmap and business case, or dependencies with other projects.
• Project prioritization and ranking.
• Risk management insights, including probability occurrence and impact scores.
• Resource management and budget optimization workflows.
• Reporting dashboards and templates.
• Portfolio monitoring, including insights into project milestones.
• Documents and deliverables management.
• Collaborative features and integrations.

Benefits of a PPM Solution:

Of course, the benefits of a PPM solution reach far beyond transparency and simplified data reporting. If you make the right selection, you can also:

• Consolidate all your disparate tools into one centralized place, ensuring there are no hidden pockets of data in your organization.
• Increase visibility into projects and resources, which can reduce project failure rates.
• Improve budget management and decrease overspending.
• Prioritize projects based on data. Score projects based on your business criteria, speed up decision-making, improve portfolio selection, and reduce the number of low-value projects.
• Speed-up time-to-market thanks to centralized product data - this allows you to iterate review cycles faster.
• Reduce admin time spent collecting project data and generating reports.
• Streamline project management by providing customized templates that include all past lessons-learned.

How to Select and Implement the Right PPM Solution

So, you want to improve your PPM maturity with a tool fit for your unique needs. In the next 5 steps, you'll understand what the best PPM solution looks like for your organization.

1. Why do you want to implement a PPM tool?
2. Who are your stakeholders and how do you get their buy-in?
3. Assess your company's readiness
4. Choose the right PPM solution
5. Chart your implementation and onboarding journey

Ready to get started? Roll up your sleeves. Let's begin step 1.

Step 1: Why Do You Want to Implement a PPM Tool?

This first step requires some introspection. When making any important business decision, you must evaluate the reasons behind it. (And, no, wanting a new tool because everyone else is using it is not a good reason!)

Before you can choose a PPM tool, you need to answer the following:

• Why are you looking for a PPM tool? And why now? You need to pinpoint your objectives. Is your aim to align project teams and better communicate deadlines? Are you hoping to generate more accurate data insights?
• What tasks do you plan to use your PPM for? What pain points will it solve? Will the use of a PPM tool increase your efficiency in managing projects? If so, how long will it take to see these benefits?
• Do you already use PPM tools? How successful have these been? What would you change or keep? It's worth asking all relevant stakeholders to weigh in on this. They may highlight some problems you hadn't even thought of. For instance, is the need for a new PPM tool circumscribed to just one team, or would all departments benefit from access?
• What are the expected benefits and risks? Understanding the benefits will help you sell the idea to your stakeholders (more on that in step 2). And understanding the risks will allow you to better plan your rollout and mitigate (or tackle) any bottlenecks down the line.
• How do you plan on rolling out this PPM tool? Consider the time frame of the rollout, as well as which tasks you'll focus on first. Many companies discover during implementation that their processes are not up to scratch or need some tweaking, which adds time to the process. This emphasizes the importance of choosing an experienced PPM provider that can guide you toward best practices for your industry. (And help you get more out of your tool.)

Create Reachable and Measurable Objectives

It's important to note that you can't implement your PPM tool in one go. Rather, you must deploy it in sprints.

So, at this point, we want you to set some reachable objectives for the first sprint of the PPM solution implementation.

Write down what you hope to accomplish by the end of this first sprint, as well as which tasks will have to factor into the next. This will help you plan ahead and understand what success looks like to you.

Examples of measurable objectives may include:

• 100% of projects identified on the PPM platform
• 100% of projects budget above US$100K are validated

Step 2: Who Are Your Stakeholders and How Do You Get Their Buy-In?

We wouldn't advise you to go rogue on your hunt for a new tool. Like any change project, selecting a new PPM solution requires the support of influential individuals, particularly those in senior management. This is especially true if you need to involve multiple organizational units in the process.

Anyone who uses your PPM tool, in any capacity, is a stakeholder. These people may be:

• Head of the PMO
• Project Directors
• Heads of departments/BU managers
• C-suite executives
• Finance officers
• Project teams

Of course, each stakeholder will have different perspectives and objectives. Senior executives will most likely want to see the cost benefits, or perhaps a faster time-to-market. Project teams, on the other hand, will have more technical expectations. They'll want a tool that's transparent, intuitive to use, and works well with their other tools.

Meeting these expectations is crucial to getting buy-in, which in turn is crucial for the success of the PPM tool project.

How To Achieve Buy-In

The introduction of a PPM tool is a project that will undeniably generate change in your organization. For some of your stakeholders, this change may be unsettling or impact their day-to-day work life.

That's why it's key to build a business case and involve stakeholders in your selection process so that they can act as your advocate.

We encourage you to identify your stakeholders and their unique needs. Your IT department might be focused on ensuring the safety of the data, while your project managers will be more concerned with platform adoption and training.

Once you have established these priority requirements, follow 4 key steps to secure their support:

1. Define the common vision to agree on the type of PPM tool you want.
2. Demonstrate the expected financial benefits, ROI and decrease in cost and waste. If you need help calculating the expected benefits, get in touch with the Planisware team.
3. Demonstrate the expected qualitative benefits, and what you can achieve through the optimization of your projects, resources, and related elements.
4. Establish a clear, objective, and transparent selection process.

Step 3: Assess Your Company's Readiness

You're inching closer to the finish line, but don't start sprinting just yet. Before you can choose a PPM solution, you need to reflect on your current project management maturity.

This step is primarily an internal effort. And it's one you can't afford to skip.

Many organizations expect to standardize, simplify, or even establish their project management processes with a tool. However, installing new software won't solve your maturity problems alone. Even if you adopt software that comes with a preconfigured process, you will still have to adapt it to fit your organization.

This problem is only exacerbated when you have several departments to think about. The maturity of each department may differ - for instance, some may struggle with the waterfall methodology, others may not. You must consider these differences to understand what the expected (but realistic) margin of progress is. The objective is to level up gradually, and onboard each department to the PPM tool without slowing down the others.

If you'd like some help distilling your level of maturity, watch our webinar on the topic, 'Taking the Next Steps in Project Portfolio Management Maturity'.

Criteria for Assessing Your PM Maturity

Here are the 5 criteria Planisware uses for assessing PPM maturity.

• Robust and clear governance. This involves identifying what you're doing and how you're going to do it. Through rigorous governance, you can better prioritize tasks, measure performance, and help stakeholders make important decisions.
• Reliable processes. Establish execution, monitoring, and control processes that result in efficient and high-quality deliverables. But remember, you can't standardize everything. Beyond creating processes for execution, you must also leave room for collaboration, communication, and continuous improvement. This ensures your processes remain flexible.
• Integration of Project Management and Project Portfolio Management methodologies. Do your teams use waterfall, Agile, or a bit of both? How comfortable are your teams with the underlying principles of each methodology?
• Quality data. Some of the key markers of quality data are: homogeneity, clarity, integrity, and how up-to-date your information is. The quality of your data is directly influenced by your PPM processes, methodologies, and data capture processes. And your data quality is only as good as your lowest quality data point. The lower the quality, the lower the trust and reliability.
• Collaboration and harmonization of practices. Siloed activities will affect the success of your PPM efforts. Ideally, you need to implement global processes and methodologies across your departments and teams.

For each criterion, you must evaluate your organization's maturity. There are a number of matrices you can use to do this, including Gartner's 5-level PPM Maturity Model.

Don't want to slog through extensive questionnaires, but still want a quick benchmark of the current state of your PPM processes? We understand. That's why we created our PPM maturity assessment, which will help you assess your maturity in less than 15 minutes. You can take the survey here.

Step 4: Choose the Right PPM Solution

Here comes the hard part: making your selection.

Now, we're not in the business of telling you which PPM solution to choose, but rather helping you answer questions that'll inform your decision.

So, to help you along, we've made a step-by-step process, full of considerations and questions that'll guide you during your selection.

1. Understand the PPM Tool Ecosystem

The project management technology landscape contains a number of different players, from basic office tools to comprehensive enterprise software. To navigate this ecosystem, you must first understand it.

You can begin by familiarizing yourself with the categories of application:

• Office Tools. These basic applications help your employees handle office-related tasks, such as document management and manual execution reporting.
• Collaborative Work Management (CWM). CWM tools are easy to use and help you to plan projects, communicate with your teams, and track time and data. They're execution-only and agile-oriented, without functionalities to support strategic vision.
• Project Management (PM). PM tools enable project managers to handle individual projects, from planning to tracking progress. Again, these are more execution-based tools, with only some strategic frameworks in place.
• Project Portfolio Management (PPM). PPM tools allow you to oversee all of your projects, portfolios, and project-related data across your organization in a holistic approach that balances project execution and strategy. They combine some elements of collaboration software to enhance coordination.
• Enterprise Project and Portfolio Management (Enterprise PPM). These tools are similar to PPM tools, only meatier. They have a larger footprint, contain more high-end features, and lean more toward a strategic framework.

In the following table, we outline the criteria you can use to determine your project tool selection. You should make your decision based on your size, business model, and anticipated use cases. 

To make it easier for you, we’ve ranked each category based on common stakeholder goals across your organization, including strategic vision, ease of use, and cost.

2. List and Prioritize Your Requirements

You'll then need to dig deeper into the specific requirements you're looking for. Once again, consider the needs across your project and strategic teams. From a high level, these requirements may be:

• Idea management
• Schedule management and work effort
• Collaboration and user experience
• Cost management
• Reporting & simulations
• Portfolio management
• Resource management
• Risk management
• Time tracking

Each of these top-level requirements will, of course, generate more granular requirements. To help you parse through them all, download our extensive PPM tool requirements lists.

Don't Forget Your Existing IT Stack! Determine how the solution will fit into your current environment:

• Can the solution integrate with other types of solutions you already use?
• Do their security standards meet your requirements?
• Do they have reputable industry certifications?
• Where are their data centers located? Is that compatible with your data management policies?
• Are they transparent about their data security practices?

3. Identify Skills and Resources Needed

Once you've prioritized your requirements, you should now reflect on your organization's readiness. This will ensure your solution (and the relationship with your vendor) gets off to a flying start.

• What IT and project management skills will you need to set up a new PPM tool?
• Who will take ownership of the tool?
• Do you have the right resources to set up the tool, roll out training, and maintain the platform?
• Will you need to retire current tools?
• Is the tool easy to configure and maintain? Does it operate effectively with your current ecosystem?
• How much will the tool cost? Will you pay outright or via a subscription model?

4. Consider Your Upcoming Relationship With the Vendor

Once you've prioritized your requirements, you should now reflect on your organization's readiness. This will ensure your solution (and the relationship with your vendor) gets off to a flying start.

• Is the vendor a newcomer on the market or do they have a proven track-record with strong references in your industry?
• Do they understand the specific needs of your business? Do they have case studies relevant to your industry?
• Can you control what features of the solution you implement and when? And is the implementation approach step-by-step or modular?
• How will you teach users to adopt the tool? Does the vendor have online training programs and materials you can use? Are end-users well supported?
• Does the vendor offer follow-up support after you implement the tool? Who will be your point of contact and are they reliable?
• Will the vendor take your feedback into account? Are they customer-centric? Do customers have a voice in improving the product?
• How much will the tool cost? Will you pay outright or via a subscription model?

5. Check What Analysts and Customers Say About the Vendor

• How do leading analysts in the market (e.g. Gartner, Forrester, IDC) evaluate the vendor?
• Where are they located? Do they have an international presence? What about locally?
• Are their customers satisfied? What is their customer retention rate and how long do their business relationships typically last?
• Does the company look financially healthy and profitable? Do they invest money in the product or other external factors, such as communication or marketing?
• What do their employees say? Are they mentioned on sites such as GlassDoor and GreatPlaceToWork?
• What is the vendor's employee turnover percentage? How long has the team been in place and how experienced are they?

Need some additional help with your decision? Download the latest "Adaptive Project Management and Reporting Tools" Magic Quadrant by Gartner to find out the current positioning of PPM tools.

Step 5: Select KPIs and Chart Your Implementation

You've assessed your maturity, picked your tool, and determined your requirements. But don't get ahead of yourself yet. You'll need to establish KPIs first. If you're struggling to determine these, your vendor should be able to offer assistance.

Some examples may be:

• Do your project managers, team members, and PMO spend less time on reporting?
• What was the average project duration before and after?
• What is the average go-to-market time before and after?

Onboarding With Confidence

Start small. Pick tasks or functions that are quick to implement and will have immediate benefits. For example, you may choose to use your PPM tool for low-risk internal projects, such as assigning time for R&D. Doing this will allow you to demonstrate quick wins to your stakeholders and maintain buy-in.

As you extend your Project Management standards and expand your use of the tool, be sure to check in with your users. What are your project teams struggling with? What's working for your project managers? Are your stakeholders happy with the progress you're making?

And last,  but certainly not least, keep track of your PPM maturity. Refer back to the requirements and objectives you defined in step 1, as well as the maturity gaps you identified in step 3. Are you making progress toward your goals? Are you filling your PM maturity gaps? Have the priority areas for growing maturity changed?

Navigating Change Management Challenges

While you've made great strides to get your stakeholders onboard with your new PPM tool, don't expect plain sailing. Change projects can cause a lot of stress or fall flat after a bumper moment of enthusiasm. And, if you don't mitigate this, your PPM implementation may end up being one of the 50% of change initiatives that fail.

As such, it's important to implement a change management plan alongside your deployment. We'd recommend you:

• Choose your PPM tool champions and experts. Engage your stakeholders as early in the process as possible. Find a core group of people who believe in what you are trying to achieve, and include them in the process. They will become your ambassadors, helping you convince other members in your organization.
• Listen, record, and follow up on user feedback. Ask lots of questions as you go and create channels for sharing problems, bugs, and tips.
• Create training resources and videos. If your vendor already has these to hand, this will make your job easier. If not, provide base materials for the training, tailored to suit the audience.
• Start small. Give your committed champions small and enticing features to get to grips with first, then expand as they build upon their maturity. For instance, project reporting or milestone building. You should only involve your end users once a truly usable minimum viable product exists.

As a Project Management expert, you'll be no stranger to meticulous planning. Adopting a PPM tool is no different. If you do your due diligence, ask the right people the right questions, and keep your stakeholders in mind throughout, you'll find a tool that fits perfectly.

About Planisware

Planisware is a global provider of software solutions for project portfolio management. Planisware solutions are specifically designed to support product development, engineering and IT business processes.

For more than 20 years, Planisware has been helping its customers to achieve strategic and innovative excellence, make valid business decisions and increase portfolio value. Today, over 500 companies worldwide rely on Planisware products to manage their projects, resources and portfolios.

To find out more about our PPM solutions, please get in touch.

Frequently Asked Questions
Q: For more information about selecting and evaluating PPM software, what resources can I consult?

A: A comprehensive library of resources is available to help you navigate the PPM software selection process:

• Selecting the Right Strategic Portfolio Management Software Vendor – A practical guide to evaluate vendors and match software capabilities to business needs
• Pocket Guide to Project & Portfolio Management Vendors – An in-depth overview of the PPM software landscape with definitions of key solution categories
• Performing a Strategic Portfolio Management Software Needs Assessment – A structured framework for conducting a thorough needs assessment
• Best Project Software Vendor Landscape Meta-Analysis – A synthesis of 18 benchmark reports from five leading IT analyst firms
• Planisware vs Planview Comparison – An in-depth side-by-side comparison of two market leaders
• 6 Ways a PPM Tool Can Transform Processes and Help Make Better Decisions – How PPM solutions shine a light on processes and enable data-driven decisions
• How to Design and Implement a PPM Process – A step-by-step guide to successfully integrating PPM processes
• What Is Project Portfolio Management (PPM)? – A comprehensive glossary entry defining PPM and its core concepts

Q: What are the most important criteria to evaluate when selecting a PPM tool?

A: When evaluating PPM software, organizations should assess capabilities across multiple dimensions to ensure the solution meets both current and future needs:

Buyer's Guide Best Practice:

Create a weighted scoring model that prioritizes criteria based on your organization's specific pain points. For example, organizations struggling with resource conflicts should weight capacity planning and workload intelligence higher than those primarily focused on strategic alignment.

Learn more: Benefits of Integrating a PPM Tool into Your Product Development Process

Q: What common project portfolio management challenges can PPM software solve?

A: Organizations typically adopt PPM software to address persistent challenges that undermine project success and strategic execution:

Top PPM Challenges and How Software Solves Them:

ROI Impact:

Organizations implementing enterprise PPM solutions report:

• 30-50% reduction in time spent on manual reporting
• 20-30% improvement in resource utilization
• Significant reduction in budget overruns through early warning systems
• Faster decision-making enabled by real-time portfolio visibility

Explore solutions: Six Key Benefits of Implementing a Project Portfolio Management Solution

Q: What's the difference between PPM, SPM, and EPPM software—and which does my organization need?

A: While these terms are often used interchangeably, they represent distinct levels of portfolio management maturity and organizational scope:

Decision Framework:

Choose PPM if:

• You need to improve project execution, resource allocation, and reporting at the department or business unit level
• Your primary pain points are schedule delays, resource conflicts, and manual status reporting
• You're managing 50-500 projects with 50-500 users

Choose EPPM if:

• You need portfolio-level visibility across multiple departments, regions, or business units
• Your PMO is responsible for optimizing the investment mix and balancing competing priorities
• You're managing 500-5,000+ projects with hundreds to thousands of users

Choose SPM if:

• You need to connect strategic objectives to portfolio investments and measure outcome delivery
• Your organization runs regular strategic planning cycles with dynamic reprioritization
• You need to govern complex transformations involving products, capabilities, and applications

Modern platforms like Planisware offer solutions that span the full continuum—from mid-market PPM (Orchestra) to enterprise EPPM/SPM (Enterprise)—allowing organizations to start where they are and scale as they mature.

Learn more: What Is Strategic Portfolio Management (SPM)?

Q: How long does it typically take to implement PPM software, and what factors affect successful adoption?

A: Implementation timelines vary significantly based on organizational size, complexity, and readiness. Understanding the key success factors can help organizations plan realistic rollouts.

Typical Implementation Timelines:

Critical Success Factors:

1. Executive Sponsorship

• Studies show that 79% of projects with effective executive sponsorship meet their objectives
• Secure C-level champions who can remove barriers and drive adoption

2. Clear Objectives & KPIs

• Define measurable success criteria before implementation (e.g., "reduce time spent on reporting by 40%")
• Establish baseline metrics to demonstrate ROI post-implementation

3. Phased Rollout Strategy

• Start with a pilot team or department that's likely to champion the tool
• Build internal success stories before enterprise-wide deployment
• Avoid "big bang" rollouts that overwhelm teams

4. Change Management & Training

• Plan role-specific training sessions (executives, PMO, project managers, contributors)
• Create quick-start guides, video tutorials, and on-demand help resources
• Address resistance through stakeholder engagement and feedback loops

5. Data Migration Planning

• Clean and standardize data before migration from legacy systems
• Plan for parallel runs during transition periods
• Leverage tools like Planisware's MSP Connector for seamless Microsoft Project data import

6. Integration Architecture

• Prioritize integrations with mission-critical systems (ERP, CRM, ITSM)
• Test data flows end-to-end before go-live
• Ensure real-time or near-real-time synchronization

Adoption Best Practices:

• Appoint "PPM champions" within each team to provide peer support
• Celebrate quick wins and share success metrics broadly
• Continuously gather user feedback and iterate on processes

Read more: What It's Like to Implement a PPM Software Solution with Planisware

Q: Are there industry-specific considerations when selecting PPM software?

A: Yes. While core PPM capabilities apply across industries, certain sectors have unique requirements that demand specialized features and domain expertise from vendors.

Industry-Specific PPM Requirements:

Why Industry Expertise Matters:

1. Pre-built templates & best practices – Accelerate implementation with industry-standard workflows
2. Compliance & reporting – Meet regulatory requirements without custom development
3. Integration ecosystems – Connect to industry-specific systems (CTMS, PLM, EAM)
4. Benchmarking data – Compare performance against industry peers
5. Advisory & change management – Leverage vendor experience from similar implementations

Planisware's Industry Focus:

Over a third of the world's 100 largest R&D portfolios are managed with Planisware. The platform serves Fortune 500 companies across life sciences, automotive, CPG, aerospace, and energy—with dedicated industry solutions and expertise.

Explore industry solutions: Planisware for Pharmaceutical and Medical Devices Organizations | CPG Project Management Software

Q: How can I start evaluating PPM software for my organization?

A: Selecting the right PPM platform requires a structured, methodical approach. Here's a practical roadmap to guide your evaluation:

Step 1: Conduct a Needs Assessment (2-4 weeks)

• Map your current project management processes and identify pain points
• Interview stakeholders across the PMO, project managers, executives, and resource managers
• Document specific challenges: visibility gaps, resource conflicts, budget overruns, strategic misalignment
• Define measurable success criteria (e.g., "reduce reporting time by 40%", "improve resource utilization by 25%")

Step 2: Define Your Requirements (1-2 weeks)

Create a prioritized requirements list across key categories:

• Must-have capabilities (deal-breakers if absent)
• Should-have capabilities (important but negotiable)
• Nice-to-have capabilities (differentiators but not critical)

Include both functional requirements (features) and non-functional requirements (performance, security, scalability)

Step 3: Research Vendors & Build a Shortlist (2-3 weeks)

• Review independent analyst reports (Gartner, Forrester, IDC)
• Consult vendor comparison resources and meta-analyses
• Narrow to 3-5 vendors based on market fit, customer reviews, and feature alignment
• Request vendor RFI responses to validate capabilities

Step 4: Request Demos & Pilots (4-8 weeks)

• Schedule customized demos focused on your specific use cases
• Ask vendors to demonstrate solutions to your documented pain points
• Request pilot or proof-of-concept engagements with real data
• Involve end users in demos to assess usability and adoption likelihood

Step 5: Evaluate Total Cost of Ownership (1-2 weeks)

Consider beyond license fees:

• Implementation and configuration services
• Training and change management support
• Integration development and maintenance
• Ongoing support and subscription costs
• Internal resource requirements (IT, PMO, training)

Step 6: Check References & Conduct Due Diligence (2-3 weeks)

• Request customer references in your industry and of similar size
• Ask about implementation experience, support responsiveness, and ROI achieved
• Review analyst recognition and peer review ratings (Gartner Peer Insights)
• Assess vendor financial stability and product roadmap

Step 7: Make Your Decision & Plan Implementation (1-2 weeks)

• Present findings and recommendation to executive sponsors
• Negotiate contract terms and service-level agreements
• Develop detailed implementation plan with phased rollout
• Assign project team and executive sponsor

Ready to explore Planisware?

• Request a personalized demo – See how Planisware addresses your specific PPM challenges
• Download the complete buyer's guide – Get the full 5-step PPM selection framework
• Explore Planisware solutions – Compare Orchestra (mid-market) and Enterprise (large organizations)