Planview Migration from Smartsheet Overview

This document is an informational guide detailing the migration process from Smartsheet to Planview. It outlines the limitations of Smartsheet in terms of portfolio management, highlighting issues such as lack of portfolio-level visibility, manual resource management, and disconnected data across teams. The guide presents a comparison between Smartsheet and Planview, emphasizing Planview's capabilities in strategic portfolio management, real-time resource capacity planning, and financial portfolio management. It describes the Smartswitch Migration Journey, which consists of five key steps: Discovery, Migration Plan, Data Transfer, Enablement, and Go Live. Each step is designed to ensure a smooth transition with minimal disruption to business operations. The document also mentions the benefits of using Planview, such as improved strategy-to-execution visibility, real-time portfolio intelligence, and enterprise-grade security. Overall, it serves as a comprehensive resource for organizations considering the switch to Planview for enhanced portfolio management.