Pros / Daptiv PPM is fully customizable and includes over 150 integrations. It is one of the best applications for project portfolio management (PPM).
Cons / You'll want to carefully configure your team members' dashboard so they are not overwhelmed with the features and customization options.
Verdict / For those looking to create a fully customized solution that can manage numerous projects and resources simultaneously, Daptiv PPM is one to put on your short list. While it can be more difficult to quickly master than others, ample training is available.
Daptiv PPM is a Changepoint project portfolio management product most popularly utilized in IT and project management service (PMO) offices. Its key market comprises teams of 200 or so licenses. Customers often use this solution for new product development (DPDI) and manufacturing. As the name implies, this PM software is highly adaptive and includes dynamic applications for creating processes without coding. It includes over 150 prebuilt integrations, which connect with business systems such as ERP and CRM solutions.
The latest release includes an improved design and UX as well as new resource management tools. It offers resource plan templates, soft planning of resource types and a new resource plan interface. If you need to schedule a variety of resources across multiple projects, Daptiv PPM can help you achieve it. Daptiv has a new feature called "user impersonation," which was its most demanded desired feature last year. Other improvement includes increased integration with Microsoft Outlook and MS Project. Daptiv's latest version includes over 200 enhancements.
Ease of Use
If you are a project manager who has been looking for PPM software that can do far more than what you have seen in the market, Daptiv PPM might be the answer. You can customize this software to do anything you desire, and it can run any type of report you configure. However, it may take time to learn how to best perform more complex tasks. With patience though, you should be able to master the software. Further, Daptiv provides ample training and implementation assistance. You can customize the dashboards to make the software easier to navigate, and you can clone projects, tasks and resource plans to facilitate quicker turnarounds later. Daptiv also has created configurations specific to certain industries such as IT governance, project management offices (PMO), and new product development and introduction DPDI.
While experienced project managers will appreciate the volume of options available within the software, our team of testers found it to be a bit overwhelming. When you configure this software, you'll want to ensure that you streamline the team member, executive and stakeholder dashboards so they are not distracted with too many options. When testing this software, one of our testers completed the task list in average time, whereas another gave up before completion and had to consult the help pages to figure out how to complete basic tasks. Lower ease-of-use scores does not indicate a poorly conceived product. What it does mean, though, is that you should customize team member screens and take full advantage of the training provided by Daptiv to help your team adopt the software easily.
Project Initiation & Prioritization
Since this is a PPM solution, it includes many tools for project scoring and analysis. Daptiv, being fully customizable, is capable of monitoring unique indicators to help you take on projects that best align with your corporate or team objectives. It easily manages approvals, and you can configure custom approval processes. Project managers can check the pipeline view of projects and quickly see project scores, approval statuses, risk and benefits, and projected budget information. It also can handle "what-if" scenarios, and it includes prebuilt scoring models to help you get started. If you need to manage multiple projects consecutively, or you are a PMO or provide PM services, Daptiv PPM is one to consider since it has powerful tools for analyzing projects before and after they are executed.
Daptiv PPM supports all project management methodologies and includes improved resource and capacity planning tools. Using this system, you can clone and tweak project templates and create dynamic applications to help you automate process, such as managing change or issue requests. It includes powerful, integrated Gantt charts and graphical reports. As mentioned, it has greatly improved its resource management features. It can manage time sheets, schedules, resources across multiple projects and generic resources. And its new user impersonation feature allows managers to impersonate certain roles when they need to mark off tasks, add comments, submit time worked and more as the impersonated user.
Execution & Monitoring
After the project is set into action, Daptiv has many tools for monitoring progress and tracking issues. You can easily run mid-project reports, configure alerts, monitor discussions and manage requests. If you are managing numerous projects, you can quickly view all project statuses through one dashboard and view health indicators to access the status of your projects. Using Daptiv's more than 150 integrations, you can tie in project data with other business systems to help lower your workload and streamline processes. It includes a feature called Work Intelligence, which includes reports, complex dashboards and project visibility. Using this high-level of visibility, you can easily target problem areas to keep projects on track.
Delivery & Closure
Delivery and closure features help you access and determine whether a project is complete and ready to deliver to clients. Daptiv can run open items, issue and change order reports so you can make sure that all issues have been satisfactorily addressed. Lesson-learned reports help you plan future projects better, and you can archive projects and use them as project templates later. It also tracks financials such as actual expenses, invoices, purchase orders, labor estimates and material expense to assist with accounting and payroll. You can utilize direct integrations to connect to financial business systems.
Security & Compliance
Daptiv PPM employs numerous security protocols to help keep your company's proprietary information and your client's data secure. It is ISO 27001 certified; this means that it meets specific requirements for securing information. The Daptiv facility as completed a SOC2 audit, and it is compliant with the U.S.-EU Safe Harbor requirements. Data transfers are secured. Daptiv is a fully SaaS solution and does not offer on-premises deployment options.
This project management system includes technologies to control data access as well. You can configure the system to block certain information, such as financial data, from team members. Since the dashboards are fully customizable, you can configure them to only show information relevant to each person or job role. Daptiv can help you set up profiles during the implementation phase to ensure you create the proper user roles for your company.
Integration & Professional Services
Since this software is highly customizable and designed to handle complex projects, upfront configuration and training is extremely valuable. Understanding that proper setup and training lead to long term adoption and success, Daptiv offers a broad range of professional support. It begins with the Discover phase where Daptiv learns about your business. The next phase is the Model phase. During the Model phase, you and Daptiv map your process to what Daptiv is capable of managing. The next phase is Deploy during which you and your team are trained and the software is rolled out. The last phase, Optimize, lasts indefinitely and is available to help you to continue to adapt and expand Daptiv PPM. Training is available on-site, online and via webinars.
We highly recommend that you download Daptiv's Essential Buyer's Guide for PPM. This document includes information on how to estimate ROI, accessing your organization maturity level and a vendor comparison list of features you can use to compare potential vendors.
Daptiv PPM is a complex project management system capable of managing numerous projects simultaneously and resources across multiple projects. If you are looking for a system that is highly customizable and integratable, Daptiv is worth considering.