What Initiativa does

Initiativa Spa is a privately held management consulting firm and Planview Elite Partner that helps large enterprises connect strategy with execution through Strategic Portfolio Management (SPM), Capital Planning, and Enterprise Agile Planning engagements. Founded in 2011 and headquartered in Santiago, Chile (LATAM) with a European headquarters in Rotterdam, Netherlands, the firm delivers a portfolio of services — Consulting, Change Management, and the accelerated deployment methodology Planview FastTrack — built on top of Planview's enterprise platform (covering SPM, Project Portfolio Management, Enterprise Agile Planning, and Professional Services Automation). Founded by Managing Director Aarnoudt Oskam, with a named leadership team including Director of Capital Planning Laurent Haumonté and regional Business Development Managers, the company operates with a stated headcount of 1–10 employees.

The firm's revenue model is professional services and consulting, with project-based engagements ranging from multi-month implementations to ongoing advisory relationships, supplemented by premium-priced Planview FastTrack rapid deployment work. Customer acquisition is sales-led, with direct enterprise outreach through business development managers and channel flow via the Planview partner ecosystem. Target buyers are CIOs, CFOs, PMO leaders, and transformation executives at large organizations investing $100M+ annually in technology and strategic initiatives, with active logos spanning banking (Commonwealth Bank of Australia, deploying to 13,000+ users to govern AUD $1B+ annual technology spend), mining (BHP, Anglo American, De Beers, Codelco), transportation/railways (EFE Railways in Chile, managing a $5.5B investment plan through 2027), dairy (Fonterra), animal nutrition (Nutreco across 40+ countries), and energy (Vista).

Initiativa delivers services across six geographies (Europe, Latin America, North America, Australia, New Zealand, and South Africa), is founder-controlled with no disclosed institutional investors, and generates no public revenue disclosures. The firm is operationally active (current job postings, 2025 blog content) and has referral/co-delivery exposure to Deloitte as a secondary partner alongside Planview.

Name

Initiativa

Legal name

Initiativa Spa

Website

https://initiativa.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Initiativa is a founder-led Planview Elite Partner and management consulting firm that helps large enterprises implement Strategic Portfolio Management, Capital Planning, and Enterprise Agile Planning solutions across banking, mining, transportation, and agriculture worldwide.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Organization Design & Operating Model Consulting (BPAHAGAB)

akta.pro secondary industry

Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH)

Keywords

• Strategic portfolio management
• Capital planning consulting
• Enterprise agile planning
• Project portfolio management
• Management consulting services

Headquarters

HQ city

Santiago

HQ country

Chile

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services and Consulting: Revenue generated through consulting engagements for Planview implementation, strategic portfolio management advisory, capital planning, and change management services. Engagements are typically project-based with duration ranging from several months to ongoing advisory relationships with enterprise clients.
2. Planview FastTrack Implementation: Accelerated Planview platform implementation services using best practices and streamlined adoption methodologies. Premium pricing for rapid deployment engagements.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Initiativa is a management consulting firm and Planview Elite Partner that implements Planview's Strategic Portfolio Management, Enterprise Agile Planning, Project Portfolio Management, and Professional Services Automation solutions for large enterprises. The firm delivers these implementations through three professional service offerings: Consulting (advisory and implementation expertise), Change Management (organizational adoption), and Planview FastTrack (accelerated deployment).

Product overview

Initiativa is a management consulting and business SaaS firm that operates as a Planview Elite Partner, offering a portfolio of Planview-powered solutions alongside professional consulting services. The core product suite consists of Strategic Portfolio Management, Enterprise Agile Planning, Project Portfolio Management, and Professional Services Automation—all built on the Planview platform. These solutions work together to help organizations connect strategy with execution: Strategic Portfolio Management provides enterprise-wide portfolio visibility and prioritization; Enterprise Agile Planning enables agile transformation; Project Portfolio Management scales project delivery; and Professional Services Automation optimizes services organizations. Initiativa complements these solutions with three professional services: Consulting (advisory and implementation expertise), Change Management (organizational adoption support), and Planview FastTrack (accelerated deployment methodology). The company specializes in implementing Planview solutions for clients across Europe, Latin America, North America, Australia, and New Zealand.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Portfolio Management Implementation

Quantifiable outcome

• CBA achieved ability to verify AUD $1 billion annual technology investment spending against intended outcomes
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• PlanviewcoreImplementation/ SI/ Consulting PartnerPlanview Elite Partner status - the highest partnership level in Planview's partner program. Initiativa implements Planview's full suite of solutions including Strategic Portfolio Management, Project Portfolio Management, Enterprise Agile Planning, and Professional Services Automation. The partnership provides access to Planview methodologies, best practices, and implementation resources.
• DeloitteminorStrategic or Co-development PartnerDeloitte logo appears in partners section of website alongside Planview, suggesting a working relationship or collaboration on client engagements in consulting and implementation services.
• Commonwealth Bank of AustraliacoreOthersInitiativa managed integration architecture as part of the Planview implementation team for CBA's deployment of Planview Enterprise One to over 13,000 users across the bank.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• PwC: Big 4 advisory firm offering portfolio and program management consulting across financial services, mining, and infrastructure — the same verticals Initiativa serves. Competes for SPM implementation and capital planning mandates with significantly larger global delivery teams.
• EY: Big 4 advisory firm with a consulting practice covering transformation, program management, and technology strategy. Competes for enterprise clients seeking PPM/SPM advisory and implementation, particularly across financial services and resources.
• Adobe Workfront: Enterprise work and project management platform competing directly with Planview's PPM/SPM suite. Adobe Workfront has its own implementation partner ecosystem that overlaps with the channel partners Initiativa relies on, making it both a competing vendor and a competing talent pool.
• Deloitte: Already a listed partner of Initiativa and one of the largest global management consulting and SI firms with a dedicated Enterprise Agile, PPM, and transformation practice. Deloitte competes for the same CIO/CFO/PMO mandates and can absorb larger transformations on balance sheet.
• Accenture: Global systems integrator with a large strategy & consulting practice including portfolio management, agile transformation, and capital planning offerings. Competes for enterprise SPM engagements and has deeper bench capacity and broader geographic coverage than Initiativa.
• Planview: The platform vendor whose solutions Initiativa implements as an Elite Partner. Planview owns the Strategic Portfolio Management, Project Portfolio Management, Enterprise Agile Planning, and PSA products, and its partner ecosystem directly competes with and channels demand to firms like Initiativa.
• ServiceNow: Enterprise platform with Strategic Portfolio Management, Agile, and PPM capabilities that competes with Planview's offering. ServiceNow's expanding partner ecosystem and bundled platform approach directly challenge Planview-led deployments Initiativa specializes in.
• KPMG: Big 4 firm with a consulting practice spanning technology transformation, agile, and capital project advisory. Competes in adjacent enterprise transformation deals, particularly for CFOs and CIOs pursuing portfolio visibility and investment governance.

Emerging players

• Kantata: Professional Services Automation (PSA) platform competing directly with Planview's PSA offering. Targets the same services organizations Initiativa serves and competes for the same implementation partner ecosystem.
• Smartsheet: Cloud-based work execution and PPM platform increasingly competing in the mid-market and enterprise portfolio management space. Its growing implementation partner network overlaps with the consulting channel Initiativa operates in.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/InitiativaLA
• LinkedInlinkedin.com/company/initiativa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Initiativa