Inside Planview Copilot: How the Award-Winning, Multi-Agent AI Is Transforming Enterprise Planning

We sat down with Richard Sonnenblick, Chief Data Scientist at Planview, to discuss the innovation behind Planview Copilot—winner of Best AI/ML Powered Solution in the 2025 DevOps Awards.

Sonnenblick shares how Copilot’s multi-agent AI architecture transforms enterprise planning, helps teams unlock real-time insights, and redefines how organizations turn complex data into decisive action.

What industry pressures/challenges are enterprise portfolios facing that inspired Planview to develop Copilot? Enterprise teams struggle to access the information they need, spending hours tracking updates, compiling reports, or switching between systems just to get to a point where they can begin to derive insights. We set out to give organizational leaders a more accessible and efficient way to harness the power of their data across business areas, and that’s how Copilot was born. It enables teams to turn complex data into communicable analysis to turn data into decisions—and new hires into productive contributors—faster.

How does Copilot’s multi-agent AI architecture set it apart from traditional enterprise AI tools?

Copilot is a comprehensive AI solution specifically designed for the needs of enterprise planning today. Unlike point solutions, Planview Copilot integrates decades of portfolio management expertise into a single intelligent platform. It’s not a single model; it’s an ecosystem of AIs that work together to provide proactive and prescriptive guidance from strategy through to execution. It has the immediate cross-portfolio awareness to provide direction to teams—from strategy and planning through to execution—with the proficiency that can only come from combining decades of expertise in enterprise management with deep understanding of AI technologies. 

What steps should enterprises take to prepare their data environments to ensure Copilot delivers trusted, real-time insights?

It’s clichéd, but it's true: AI tools are only as good as the data they have at their disposal. If an organization lacks comprehensive governance around data management and maintenance, the return on AI investments will always fall short. To ensure they get the full value of Copilot’s capabilities, organizations need to first establish data management and maintenance guardrails designed to address three core pillars:

1. Accuracy. Incorrect, redundant, or misaligned datapoints can quickly skew results. It’s critical that organizations standardize collection, reconciliation, and interpretation practices to maintain quality across operations.

2. Access. Siloed databases hide patterns and hinder understanding. Copilot only works when its web of AI agents has access to a complete picture of what’s happening from end-to-end.

3. Timeliness. Real-time insight demands real-time collection. If the system is not continuously updating, recommendations about next steps will always be two steps behind internal trends.

Can you share some real-world examples where Copilot reduced inefficiencies/shortened decision cycle times?

From the start, we were committed to building Copilot to go beyond surface-level productivity gains—and I think it’s safe to say we have succeeded in that goal. Planview Copilot has rolled out to a range of customers across industries, and they’ve reported significant improvements in efficiency through automation and more productive project delivery, allowing teams to shift focus from reactive problem-solving to value-driven execution.

Copilot offers unmatched visibility into workflows across entire portfolios of departments and teams, enhancing alignment to drive collaboration and accountability from end to end. Our customers report that it has helped streamline decision-making and surface insights across portfolio, value stream, and work management systems, saving time, money, and wasted effort. In short, the platform enables teams to trade hours of chasing updates for direct, situational recommendations that help circumvent bottlenecks and move projects forward.

How does Copilot adapt its experience to the needs of different user personas (from executives to project managers to developers)?

Copilot was built to be a one-stop shop for enterprise users, no matter their role within the organization. It’s built on a deep understanding of the way enterprises work, drawn from decades of Planview expertise. It is highly customizable—both at the user and organizational levels—so each individual gets exactly what they need to make informed decisions about the next best step for their project, their team, and the organization as a whole. Copilot doesn’t just answer questions; it offers contextually aware answers that help each contributor move forward with confidence and in alignment with overall goals.

What role will Copilot play in the future of enterprise workflows?

Building the future of connected work is central to Planview’s overall mission, and Copilot is a reflection of that commitment. The future of organizational strategy is product- rather than project-focused; it’s about continuous enhancement, end-to-end ownership, and overall alignment toward one, broad-reaching goal. Copilot is built to enable organizations to adapt their approaches to this new paradigm—no matter which industries they serve or their size. It connects workflows to improve execution, resource utilization, and overall business performance, providing a foundation for success as businesses pursue this new model.