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Planview Marketing Analysis: SEO, Brand Search and AI Visibility (Updated 2025)

Overview

Planview, a leader in work and portfolio management software, delivers enterprise-grade solutions built for agility, scale, and strategic alignment.

What makes their content strategy stand out is the fusion of deep topical authority with high-intent SEO targeting. Their top-ranking assets double as thought leadership and lead-generation machines. From decision-stage landing pages to visibility in AI-driven search results, Planview positions itself squarely in the prospect’s path.

Their blend of decision-stage content, AI SERP visibility, and competitive keyword conquesting makes them nearly impossible to ignore. 

If you’re in the same space, this is a roadmap to learn from.

Table of Contents

At-a-Glance: Concurate Scorecard

AttributeScore (/100%)What It Reflects
Decision-Stage Coverage95Volume and ranking of ‘vs,’ ‘pricing,’ ‘best [X]’ pages
AI SERP Readiness93Presence in ChatGPT/Perplexity, schema use, answer-ready formatting
Branded Query Ownership85How well the brand ranks for all its name variations
Topical Authority90Depth of content cluster coverage (TOFU–BOFU)
Technical SEO Health87Core Web Vitals + crawl efficiency
Link Authority90Referring domain quality, link velocity

Planview’s SEO Snapshot

MetricValue
Organic Traffic (Monthly)80K+
Domain Rating78
Backlinks286K Backlinks
Referring Domains7.2K
High-Intent Keywords225 Keywords
Informational Keywords35.5K Keywords
Branded Keywords7.4K Keywords

Planview’s SEO profile shows a strong, well-rounded foundation across decision-stage coverage, branded visibility, and topical authority. Their blend of educational resources and product-focused content enables them to capture both high-intent buyers and early-stage researchers

Planview’s AI Visibility

Planview’s presence on AI-driven platforms like ChatGPT and Perplexity for enterprise PPM-related searches means they’re future-proofing their search strategy. 

These rankings place them directly in AI-generated recommendations:

  • Best PPM tools for enterprise
  • PPM tool alternatives for enterprises
  • Top project portfolio management software

Planview’s Top Ranking Pages That Get Them in Front of Their Target Audience

PageWhy It Matters
Project Portfolio ManagementTargets high-intent users searching for portfolio management solutions, positioning Planview as a leader in optimizing project investments.
What is Lean?Educates audiences on lean methodology fundamentals, attracting process improvement professionals and Agile practitioners.
Strategic vs Tactical PlanningClarifies key differences between strategic and tactical planning, appealing to business leaders seeking better alignment between vision and execution.
Cross-Functional TeamsHighlights the value of cross-functional collaboration, drawing in leaders aiming to break down silos and improve team efficiency.
AgilePlaceShowcases Planview’s AgilePlace product, attracting teams searching for LeanKit and agile project management solutions.
Project Portfolio Management DefinedExplains PPM concepts, connecting with audiences seeking clarity on portfolio management principles and best practices.
A3 Process Problem SolvingProvides an in-depth guide to the A3 problem-solving framework, appealing to lean managers and operational excellence teams.
PI PlanningExplains Program Increment planning under SAFe, targeting agile release train leaders and scaled agile practitioners.
Agile Methodologies – A Beginner’s GuideIntroduces agile methodologies to beginners, capturing search interest from new adopters and agile-curious professionals.
Lean Business ModelOutlines lean business model concepts, appealing to entrepreneurs and strategists optimizing for efficiency.

Planview’s top-ranking pages strategically target high-intent and educational searches across portfolio management, agile methodologies, lean practices, and strategic planning.

By blending product-focused pages with authoritative guides, they capture both solution-ready buyers and early-stage researchers in their target audience.

Top Buying Intent Keywords Planview Ranks For Organically

These paid keywords show that Planview’s go-to-market strategy focuses on capturing high-intent, methodology-driven audiences.

This mix positions them to nurture early-stage researchers and directly convert solution-ready buyers.

KeywordWhy It Matters
Application Portfolio Management Best PracticesIndicates users are seeking structured guidance on optimizing application portfolios, aligning directly with Planview’s enterprise portfolio management expertise.
Scrum Best PracticesTargets agile teams aiming to enhance Scrum implementation, positioning Planview as a trusted agile enablement resource.
Agile Development Best PracticesCaptures agile-focused audiences looking for proven development practices, ideal for showcasing Planview’s agile tools and guidance.
Agile Software Development Best PracticesAttracts teams searching for software-specific agile improvement strategies, aligning with Planview’s agile solutions portfolio.
Resource Management Best PracticesAppeals to PMOs and managers optimizing team and budget allocation, perfectly matching Planview’s resource management solutions.
Strategic vs TacticalDraws in leaders seeking clarity on planning approaches, aligning with Planview’s strategic planning resources.
Lean MethodologyReaches audiences learning or refining lean principles, connecting Planview with continuous improvement initiatives.
Resource ManagementHigh-volume keyword appealing to organizations optimizing workforce and budget use, showcasing Planview’s resource management tools.
Project Portfolio Management SoftwareStrong commercial intent—users are evaluating software options, giving Planview a direct path to influence buying decisions.

What Planview Is Paying to Show Up For (and Why That Matters)?

KeywordWhy It Matters
wrike demoCompetitive targeting of Wrike prospects actively seeking a demo, aiming to redirect interest to Planview’s PSA offering.
adaptive workBranded product term for Planview AdaptiveWork, defending market share and improving discoverability.
ppmproVariation of branded keyword, capturing all search traffic related to PPM Pro regardless of spacing.
itfm softwareHigh-intent software search for IT financial management, positioning Planview in a niche but lucrative segment.
sales planBroad but commercially relevant keyword connecting Planview’s solutions to sales planning and performance alignment.
it budgeting processTargets organizations researching IT budgeting workflows, a strong entry point to PPM solution discussions.
release management process flow diagramAppeals to DevOps and IT leaders seeking process visuals, introducing Planview’s release management tools.
agile placeBranded keyword for Planview AgilePlace, ensuring full brand coverage for agile planning solutions.
jira align reviewCompetitive interception of Jira Align users researching reviews, positioning Planview as an alternative.
executing strategyTargets executives and PMOs seeking strategy execution guidance, aligning with Planview’s thought leadership.
release management devopsTechnical keyword combining DevOps and release processes, drawing in engineering decision-makers.
it service management governanceTargets ITSM governance-focused audiences, linking Planview’s capabilities to enterprise service control.

Patterns in Planview’s Paid Strategy

  • Competitive conquesting – Planview targets rival brands (e.g., “wrike demo,” “jira align review”) to intercept prospects already in competitor funnels.
  • Product rebranding reinforcement – They use paid ads to bridge old product names to new ones (e.g., “planview clarizen” → AdaptiveWork).
  • Niche high-intent software targeting – They bid on industry-specific, high-value terms like “itfm software” and “it service management governance.”
  • Process & workflow keyword capture – They target searches like “it budgeting process” and “release management process flow diagram” to pull in early-stage solution seekers.

Your Move

If you’re analyzing and trying to replicate Planview, here are some tips you can adopt:

  • Own your brand terms – Defend all variations of your product names to block competitive hijacking.

  • Target competitor funnels – Build content and ads to intercept searches for top rivals and their product reviews.

  • Secure AI SERP presence – Optimize for conversational search snippets and schema to appear in ChatGPT/Perplexity results.

  • Expand into high-value workflows – Capture early-stage process queries like budgeting, release management, or strategic planning.

  • Balance thought leadership with conversion – Pair educational guides with product CTAs to convert researchers into leads.

Planview’s Technical Health (Core Web Vitals)

MetricValueStatus
Largest Contentful Paint (LCP)1.7sGood
Interaction to Next Paint (INP)65msGood
Cumulative Layout Shift (CLS)0.11Poor
Mobile Optimization63/100Pass

Planview’s site loads quickly and responds well, but their layout stability needs improvement to enhance user experience. 

Competitors in the Enterprise Work Management Space:

Here are 5 competitors of Planview:

  1. Smartsheet
  2. Wrike
  3. Asana
  4. monday.com
  5. Workfront

Concurate’s POV

Planview’s SEO playbook is strong and forward-looking. Their mix of authoritative content, competitive ad targeting, and AI SERP readiness positions them as a market leader.

Here’s what makes their strategy stand out:

  • Strong decision-stage content ensures visibility for purchase-ready queries.
  • AI search readiness future-proofs discoverability in conversational search.
  • Competitive ad strategy captures traffic from rival brands.


Planview is playing an advanced, multi-channel SEO game with a clear grasp of where search is headed. Sharpening technical UX and expanding workflow-specific authority could help them widen their competitive moat. 

However, if you are getting started in this space, Planview’s strategy offers significant insights you can learn from. 

Disclaimer

All product names, logos, and brands are the property of their respective owners. This profile is for identification, analysis, and benchmarking purposes only. Concurate is not affiliated with or endorsed by any featured company unless stated otherwise. The analysis is based on publicly available information as of the date noted. If you’re a representative and spot outdated or incorrect details, feel free to contact us for an update.