Planisware Configuration Specialist
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Job description
An experienced Planisware Configurator is required to support the implementation, enhancement, and ongoing optimization of the enterprise Planisware platform. This role serves as a critical liaison between business stakeholders and technical teams, translating business requirements into scalable Planisware solutions that support portfolio management, project planning, resource management, financial planning, and strategic decision-making. The selected candidate will work closely with PMO, Product Development, R&D, Finance, Planning, IT teams, and implementation partners to configure Planisware capabilities, improve business processes, drive user adoption, and ensure alignment with enterprise portfolio management strategy., * Partner with business and IT stakeholders to understand objectives, processes, challenges, and reporting needs.
- Facitilate workshops, requirements gathering sessions, and solution design reviews.
- Analyze current-state and future-state business and IT processes to translate requirements into Planisware functional designs and configuration specifications.
- Configure Planisware modules, workflows, forms, views, dashboards, reports, and portfolio structures.
- Configure project lifecycle, stage-gate, resource management, demand management, financial planning, and governance processes.
- Support setup and maintenance of user roles, permissions, and security configurations.
- Identify opportunities to simplify and standardize portfolio and project management processes.
- Develop test scenarios, validate configured solutions, and support system integration testing (SIT) and user acceptance testing (UAT).
- Design and maintain dashboards, reports, KPIs, and executive scorecards to assist users in leveraging Planisware reporting capabilities.
- Develop user documentation, job aids, training materials, and conduct end-user training sessions to drive platform adoption.
Requirements
Education: Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field of study.
Experience: Minimum of 5 years of experience as a Functional Consultant, Business Analyst, Systems Analyst, or Planisware Configurator, including at least 3 years of hands-on Planisware configuration experience.
Technical Skills: Proven experience supporting Portfolio and Project Management (PPM) processes including Resource Management, Financial Planning, Demand Management, and Stage-Gate Processes. Strong analytical, problem-solving, and requirements gathering workshop facilitation skills are required.
Preferred Qualifications
- Prior experience with Planisware Enterprise implementations.
- Automotive, engineering, manufacturing, R&D, or product development industry experience.
- Familiarity with SAP, Jira, Power BI, and enterprise reporting solutions.
- Experience supporting SaaS-based enterprise applications.
- Knowledge of Agile, Waterfall, and Hybrid project delivery methodologies.
- Planisware certification is highly preferred.
About the company
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at, UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.
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