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Extending Azure DevOps and JIRA
Into An Agile Portfolio Management Solution
In partnership with
...Organizations are Shifting to the Left
Customers need to get results & make decisions faster
Different Methodologies and Frameworks
Agile
Waterfall
Hybrid
• Agile is growing
• Waterfall is still being used
• Agile variants
• Hybrid methodologies
• Personalized, cherry-picked versions
Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management
Where Are You in the Agile Transformation Spectrum?
• Strategic Themes, Portfolio Canvas
Value Stream, Lean Budgets and
Value Streams, Program Increment
Planning.
• All projects managed in Scrum Agile
approach and Agile Portfolio
Management.
• Create, Select, Prioritize,
Plan, Manage, Close.
• Majority of Projects in
Waterfall methodology and
Project Portfolio
Management
• Agile and Waterfall PPM
Governance Concepts and Tools.
• Neither approach dominate. Still
large set of projects managed in
Waterfall or Hybrid.
• Associate and align
• Aggregate and rollup
• Different methodologies
• Variety of tools
• Translate to common
metrics for leadership
Consolidating and Translating
Adaptive/Hybrid
Corporate Goals
Business Units
Portfolios
Programs
Initiative Initiative Initiative Initiative Initiative Initiative
Methodology
Tools
Teams
Leadership
Corporate Goals
Portfolios
Strategic Themes
Programs
Initiative Initiative Initiative Initiative Initiative Initiative
Methodology
Tools
• Associate and align
• Aggregate and rollup
• Different methodologies
• Variety of tools
• Translate to common
metrics for leadership
Teams
Leadership
• NPV
• IRR
• ROI
• Earned Value
• Utilization
• Milestones
• CPI
• SPI
• Cost Variance
• Burn Down
• Burn Up
• Velocity
• Cumulative
Flow Diagram
• WSJF
• Bug Trends
Consolidating and Translating
All Agile Teams
Role of the EPMO
Organizations are moving to EPMOs instead of multiple
departmental, or business unit PMOs
• To ensure strategy-to-execution alignment and orchestrate
enterprise-wide execution.
• Focusing solely on the achievement of enterprise-level
objectives and desired outcomes.
Multiple Agile Scaling Frameworks – Principles and Practices
OnePlan Modules for Agile Portfolio Management
Portfolio Plan
Status Reporting
Time Management
Work Plan
Resource Plan Financial Plan
Agile Plan
Portfolio
Delivery
Demand
Changes
Projects
Requests
Funnel All Intake Through a Common Governance
and Control Structure.
Select
Work
Demand Comes From Many Sources
Ideation
Requests
Opportunities
Ideation & Project Requests
Strategic Portfolio Management - OKRs
Strategic
Portfolio
Leadership develops and executes a strategic plan with metrics on progress
Strategy Execution and Alignment
Strategy
Execution
Order Processing 2.0 Program
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Capability
Order Processing
Business Objectives Key Results
Initiatives
Application
Picking System
Enterprise Architecture
Enhance Implement
The Need for Further Alignment
All Done in OnePlan
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Capability
Order Processing
Business Objectives Key Results
Application
Picking System
Enterprise Architecture
Order Processing 2.0 Program
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Initiatives
Enhance Implement
Enterprise Architecture
Strategic Plan
Project Portfolio
Objective Runway
Project Runway
OnePlan Visualizer
Software
Development
Ideation
Professional
Services
Financial
Management
Work
Management
Service
Management
Private Cloud Connector
OnePlan Integrations
Dynamics 365
Dynamics 365
Dynamics 365
Strategy
Enterprise
Architecture
Viva Goals
• Data / field mapping
• Business rules
• Workflows
• Scheduling
• Logging
• Extensible and Flexible
Hybrid PPM
Solution – Agile
Teams with
Traditional
Leadership
Enables a 360 view of investment
progress
Builds trust and transparency
Let’s teams work in their tool of
choice
Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Waterfall Scheduling
Agile Planning
Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Waterfall Scheduling
Agile Planning
Hybrid PPM
Solution –
Waterfall &
Agile
Enables a 360 view of investment
progress
Builds trust and transparency
Let’s teams work in their tool of
choice
Agile Planning
Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Agile Planning
Agile PPM
Solution – Agile
Teams with
Agile Leadership
Teams executing with Agile
approaches and tools
Details synched to portfolio level
Agile PPM and PI Planning
Portfolio provides views and
metrics for leadership
Portfolio
Program
Epic
Feature
User Story
Tasks
Bugs
Epic
Feature
User Story
Tasks
Bugs
My Portfolio
Work Plan
Portfolio Workplan Insights
Resource
Financial
S1 S2 Sn
Agile Portfolio Management
OnePlan in Azure DevOps
OnePlan in Teams
OnePlan in Power Apps
OnePlan in Dynamics 365
Built For The Microsoft Cloud
With a Fused User Experience
OnePlan in SharePoint
Stay working in the tools that you work in everyday.
OnePlan in JIRA
Costly and Inefficient Uses of Time
• Manual data crunching multiple tools
and data sources
• Manual report creation, formatting and
updating
• Data re-entry is time consuming and
prone to errors
• Chasing team members for status and
updates
• Packaging and distribution of reports to
different stakeholders and organizational
levels
• Trying to track completeness and
timeliness of submissions
Demonstration
Summary & Next Steps
Summary
• Organizations are stiving for more agility
• Use of multiple tools and methodologies is prevalent
• OnePlan provides flexible portfolio management wherever
you are on your journey
• OnePlan helps provide scaling and consistency in the use of
Agile execution tools
• OnePlan can support any Agile scaling frameworks
• Users can continue to work in their execution tool of choice
• OnePlan provides all work, resources & financial information
into common hub
• OnePlan provides strategy execution and alignment
• Teams continue to be Agile, and leadership gets visibility
and metrics they require
• Better collaboration and decision support across all areas of
the business
Awarded Partner of the Year Again in 2022!
OnePlan cited as a top vendor in “Determine the Future of
Microsoft Project in Your Organization”
OnePlan recognized in the Market Guide for
Collaborative Work Management
Next Webinars
https://oneplan.ai/webinars/
www.appsource.com
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions/
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions
https://marketplace.atlassian.com/addons/app/jira
Special Offer – Free Roadmap Workshop
• Review your current use of solutions and
tools
• Assess current requirements and desired
future state
• Determine how to implement or migrate
into the new solution
• Implementation roadmap for best adoption
success
• Total cost of ownership evaluation
For more information:
contact@oneplan.ai
Next Steps
• FREE – Trial
• FREE – Roadmap Workshop
• FREE – Personalized 1:1 Demo
www.oneplan.ai
www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
The Power of One
One
Interface
One
Experience

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Extending Azure DevOps and JIRA into an Agile Portfolio Management Solution

  • 1. Extending Azure DevOps and JIRA Into An Agile Portfolio Management Solution In partnership with
  • 2.
  • 3. ...Organizations are Shifting to the Left Customers need to get results & make decisions faster
  • 4. Different Methodologies and Frameworks Agile Waterfall Hybrid • Agile is growing • Waterfall is still being used • Agile variants • Hybrid methodologies • Personalized, cherry-picked versions
  • 5. Agile Transformation Journey Enterprise Agile Adaptive Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management Where Are You in the Agile Transformation Spectrum? • Strategic Themes, Portfolio Canvas Value Stream, Lean Budgets and Value Streams, Program Increment Planning. • All projects managed in Scrum Agile approach and Agile Portfolio Management. • Create, Select, Prioritize, Plan, Manage, Close. • Majority of Projects in Waterfall methodology and Project Portfolio Management • Agile and Waterfall PPM Governance Concepts and Tools. • Neither approach dominate. Still large set of projects managed in Waterfall or Hybrid.
  • 6. • Associate and align • Aggregate and rollup • Different methodologies • Variety of tools • Translate to common metrics for leadership Consolidating and Translating Adaptive/Hybrid Corporate Goals Business Units Portfolios Programs Initiative Initiative Initiative Initiative Initiative Initiative Methodology Tools Teams Leadership
  • 7. Corporate Goals Portfolios Strategic Themes Programs Initiative Initiative Initiative Initiative Initiative Initiative Methodology Tools • Associate and align • Aggregate and rollup • Different methodologies • Variety of tools • Translate to common metrics for leadership Teams Leadership • NPV • IRR • ROI • Earned Value • Utilization • Milestones • CPI • SPI • Cost Variance • Burn Down • Burn Up • Velocity • Cumulative Flow Diagram • WSJF • Bug Trends Consolidating and Translating All Agile Teams
  • 8. Role of the EPMO Organizations are moving to EPMOs instead of multiple departmental, or business unit PMOs • To ensure strategy-to-execution alignment and orchestrate enterprise-wide execution. • Focusing solely on the achievement of enterprise-level objectives and desired outcomes.
  • 9. Multiple Agile Scaling Frameworks – Principles and Practices
  • 10. OnePlan Modules for Agile Portfolio Management Portfolio Plan Status Reporting Time Management Work Plan Resource Plan Financial Plan Agile Plan Portfolio Delivery
  • 11. Demand Changes Projects Requests Funnel All Intake Through a Common Governance and Control Structure. Select Work Demand Comes From Many Sources Ideation Requests Opportunities Ideation & Project Requests
  • 12. Strategic Portfolio Management - OKRs Strategic Portfolio Leadership develops and executes a strategic plan with metrics on progress
  • 13. Strategy Execution and Alignment Strategy Execution
  • 14. Order Processing 2.0 Program Grow Revenue 15% Application Order System Implement 5 new partners Grow online ordering to 20% of all transactions Current Market growth of 10% Online ordering system enhancements EPIC IT Incentive campaign to drive online ordering EPIC Marketing Automated Picking System Implementation Waterfall IT Capability Order Processing Business Objectives Key Results Initiatives Application Picking System Enterprise Architecture Enhance Implement The Need for Further Alignment
  • 15. All Done in OnePlan Grow Revenue 15% Application Order System Implement 5 new partners Grow online ordering to 20% of all transactions Current Market growth of 10% Capability Order Processing Business Objectives Key Results Application Picking System Enterprise Architecture Order Processing 2.0 Program Online ordering system enhancements EPIC IT Incentive campaign to drive online ordering EPIC Marketing Automated Picking System Implementation Waterfall IT Initiatives Enhance Implement Enterprise Architecture Strategic Plan Project Portfolio
  • 17. Software Development Ideation Professional Services Financial Management Work Management Service Management Private Cloud Connector OnePlan Integrations Dynamics 365 Dynamics 365 Dynamics 365 Strategy Enterprise Architecture Viva Goals • Data / field mapping • Business rules • Workflows • Scheduling • Logging • Extensible and Flexible
  • 18. Hybrid PPM Solution – Agile Teams with Traditional Leadership Enables a 360 view of investment progress Builds trust and transparency Let’s teams work in their tool of choice Investment Approval Program & Portfolio Management Financial & Capacity Planning Waterfall Scheduling Agile Planning
  • 19. Investment Approval Program & Portfolio Management Financial & Capacity Planning Waterfall Scheduling Agile Planning Hybrid PPM Solution – Waterfall & Agile Enables a 360 view of investment progress Builds trust and transparency Let’s teams work in their tool of choice
  • 20. Agile Planning Investment Approval Program & Portfolio Management Financial & Capacity Planning Agile Planning Agile PPM Solution – Agile Teams with Agile Leadership Teams executing with Agile approaches and tools Details synched to portfolio level Agile PPM and PI Planning Portfolio provides views and metrics for leadership
  • 22. Portfolio Workplan Insights Resource Financial S1 S2 Sn Agile Portfolio Management
  • 23. OnePlan in Azure DevOps OnePlan in Teams OnePlan in Power Apps OnePlan in Dynamics 365 Built For The Microsoft Cloud With a Fused User Experience OnePlan in SharePoint Stay working in the tools that you work in everyday. OnePlan in JIRA
  • 24. Costly and Inefficient Uses of Time • Manual data crunching multiple tools and data sources • Manual report creation, formatting and updating • Data re-entry is time consuming and prone to errors • Chasing team members for status and updates • Packaging and distribution of reports to different stakeholders and organizational levels • Trying to track completeness and timeliness of submissions
  • 26. Summary & Next Steps
  • 27. Summary • Organizations are stiving for more agility • Use of multiple tools and methodologies is prevalent • OnePlan provides flexible portfolio management wherever you are on your journey • OnePlan helps provide scaling and consistency in the use of Agile execution tools • OnePlan can support any Agile scaling frameworks • Users can continue to work in their execution tool of choice • OnePlan provides all work, resources & financial information into common hub • OnePlan provides strategy execution and alignment • Teams continue to be Agile, and leadership gets visibility and metrics they require • Better collaboration and decision support across all areas of the business
  • 28. Awarded Partner of the Year Again in 2022! OnePlan cited as a top vendor in “Determine the Future of Microsoft Project in Your Organization” OnePlan recognized in the Market Guide for Collaborative Work Management
  • 30. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
  • 31. Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions https://marketplace.atlassian.com/addons/app/jira
  • 32. Special Offer – Free Roadmap Workshop • Review your current use of solutions and tools • Assess current requirements and desired future state • Determine how to implement or migrate into the new solution • Implementation roadmap for best adoption success • Total cost of ownership evaluation
  • 33. For more information: contact@oneplan.ai Next Steps • FREE – Trial • FREE – Roadmap Workshop • FREE – Personalized 1:1 Demo www.oneplan.ai