Remote Planview Consultant

Insight Global is seeking a Planview Portfolios SME for a leading enterprise healthcare client. This individual will act as a hands-on expert responsible for transforming the organization's current usage of Planview from basic time tracking into a fully integrated enterprise portfolio, resource, and financial management platform. The ideal candidate will combine strong technical configuration expertise with strategic leadership, driving adoption across a large IT organization while partnering closely with PMO leadership and executive stakeholders. This role will play a critical part in scaling tool usage, implementing best practices, enhancing reporting visibility, and leading change management initiatives to modernize portfolio operations and eliminate reliance on manual processes like Excel.

• 5 years hands-on experience with Planview Portfolios and with Planview AgilePlace

• Experience configuring and implementing Planview modules (resource management, financials, demand intake)

• Background in PMO environments and enterprise project portfolio management

• Ability to drive tool adoption and rollout strategies across organization

• Experience with portfolio planning, governance workflows, and reporting/dashboards

• Strong stakeholder engagement skills (working with PMO directors, enterprise teams)

• Deep functional/configuration expertise (not purely advisory experience)

• Experience training users and enabling "train-the-trainer" models * Familiarity with Agile / SAFe frameworks

• Healthcare industry experience (especially with large enterprise orgs like payers)

• Strong background with data visualization and reporting (Power BI)

• Exposure to integrations (ERP, Jira - not yet implemented but desirable)