PROFESSIONAL SERVICES

Product Planning and Intelligence Software for Professional Services and Consulting Teams

Built for teams that need to plan, prioritize, and communicate digital work across complex organizations.

23M+ INITIATIVES PLANNED
1000+ Customers
FOUNDED IN 2013
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4.3/5 on G2
Professional Services

Trusted by leading consulting, advisory, and services teams to make every delivery your best delivery.

Zions Bancorporation
Zebra
Western Governors University
VirginAtlantic
Verifone
Trane Technologies
Teach For America
Standard Life
SLB
Shell Energy Solutions
Schneider Electric
Northwestern University
National Vision
National Van Lines
Mirion Technologies
Ministry of Justice
Michelin
Medtronic
Lexmark
Lockheed Martin
Hubspot
Gulfstream
GDOT
ecolab
Dollar Tree
Crate&Barrel
Brightstar
Boston Dynamics
Boomberg Industry Group
Amica
“ProductPlan has just enough. I don’t want tools that have so much functionality that it’s too hard to learn and never gets used or we only use a fraction of features.”
Jason Wix
|
Director of Program Management
“It helps Product Managers focus on addressing real issues rather than worry about capturing all the aspects of a roadmap.”
Verified User in Logistics and Supply Chain
|
Verified G2 User
“We're not making roadmaps because it's fun, we're making roadmaps because we're trying to tell something to somebody. With ProductPlan, our product management team is spending less time talking about what we're doing and more time actually doing it.”
Chris Dudak
|
Senior Manager Product Management
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WHY IT MATTERS

Digital Initiatives Are Complex. Your Planning Doesn't Have to Be.

Consulting firms, services organizations, and internal innovation teams are managing more digital work than ever: client portals, internal platforms, data tools, and operational systems that need to move in sync with the business.

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  • ProductPlan gives these teams a single connected platform to plan what to build, understand why, and keep every stakeholder aligned.
  • Whether teams are looking for a roadmap tool for professional services environments or a full planning and intelligence platform, ProductPlan is up and running in days, accessible to everyone, and flexible enough to work across any initiative type.
  • With built-in Product Intelligence, teams can connect real customer and stakeholder feedback directly to priorities, so every decision is grounded in evidence rather than assumption.

40%

of teams have strategy, discovery, roadmap, and launch in separate tools, creating the coordination gap that delays launches.

60%+

say leadership escalations are the main reason agreed priorities change. A shared live plan reduces this significantly.

72%

of PMs spend 25% or less of their time on actual strategy. When coordination is the bottleneck, strategy suffers.
HOW IT WORKS

One Connected Platform for Planning, Prioritization, and Intelligence

From the first customer signal to the last milestone of delivery, ProductPlan gives every team everything they need in one connected platform.

Plan and communicate every initiative

Keep digital initiatives, client deliverables, and internal platforms visible on a single shared plan. Every stakeholder sees what's happening, what's on track, and where decisions are needed.

Prioritize with evidence in hand

ProductPlan's Product Intelligence connects real customer and stakeholder feedback to every priority decision, so every choice is grounded in data.

Keep every stakeholder aligned

Create audience-specific views for leadership, clients, and delivery teams so everyone sees exactly what they need, in a format built for them.

Keep dependencies visible across every workstream

When initiatives share timelines, resources, or technology dependencies, teams can surface and resolve them in planning so every workstream stays coordinated.

Report confidently to leadership

Live, presentation-ready views mean leadership and board updates are generated from the actual plan, not rebuilt from scratch before every meeting.

Connect feedback to the plan

AI-moderated research surveys let teams capture client and stakeholder feedback directly, synthesize it in one click, and connect insights to the initiatives they inform.

Turn coordination into results.
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HOW PRODUCTPLAN COMPARES

ProductPlan vs. Aha!, Productboard, and Jira

Not every product management tool is the right fit for every team. Here's how ProductPlan compares on the capabilities that matter most.

CAPABILITY
Time to first real, shareable roadmap
Hours
Weeks to Months
Weeks
Months
Strategic goals connected to roadmap items
Yes
Yes (complex)
Partial
No
Executive-ready views without exporting
Yes
Yes (complex)
Partial
No
Built-in AI-moderated user research connected to planning
Native
No
No
No
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Take a tour and see how ProductPlan gives consulting, advisory, and services product teams one connected place for compliance, engineering, and business milestones, at your own pace.

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Frequently Asked Questions

ProductPlan's Product Intelligence platform lets teams run AI-moderated research surveys with clients, customers, or internal stakeholders. Responses are synthesized automatically into structured insights that connect directly to roadmap priorities, so every planning decision is grounded in real feedback.

ProductPlan is product planning and intelligence software built for teams that need to plan, prioritize, and communicate digital work across complex organizations. Consulting firms, agencies, and internal innovation teams use ProductPlan to go beyond roadmapping by connecting customer and stakeholder intelligence, prioritization, and portfolio visibility in one platform.

ProductPlan gives teams a portfolio view across every active initiative—client deliverables, internal platforms, and digital programs—so nothing falls out of sight. Each initiative has its own roadmap and stakeholder view, and dependencies across workstreams are visible before they become blockers.

ProductPlan's Product Intelligence platform lets teams run AI-moderated research surveys with clients, customers, or internal stakeholders. Responses are synthesized automatically into structured insights that connect directly to roadmap priorities, so every planning decision is grounded in real feedback.

Most teams have a shared plan their clients and leadership are actually looking at within days. ProductPlan's visual, intuitive interface means non-technical stakeholders—including clients and executives—can use it from day one without training or lengthy onboarding.

Yes. ProductPlan lets teams share curated roadmap views via private links, giving clients, executives, or external stakeholders visibility into the initiatives and timelines relevant to them, without exposing internal resourcing or cross-client work. Links update automatically as the plan changes, and exported snapshots are available for steering committees and board readouts.

Yes. ProductPlan follows industry-standard security practices to protect sensitive data, including encryption in transit and at rest, role-based access controls, and audit logging. The platform is SOC 2 compliant and enforces strong internal security controls such as multi-factor authentication.

See ProductPlan in Action

See how consulting firms, agencies, and service organizations use ProductPlan to plan, prioritize, and communicate complex initiatives. Tailored to your team, not a generic walkthrough.
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4.3/5 on G2