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Redefining Enterprise Work Management - All new Microsoft Planner and OnePlan

At the recent Microsoft Ignite 2023 conference, Microsoft unveiled a groundbreaking strategy that will redefine collaborative work management. The plan involves integrating Microsoft’s key planning tools, Microsoft To Do, Microsoft Planner, and Microsoft Project for the web into a unified experience called “Microsoft Planner.” What does this new strategy from Microsoft mean for current users? Join us and learn how best to take advantage of this announcement while gaining a clear path on how to elevate the current state of Microsoft Planner from a basic task manager to a comprehensive tool for Enterprise Work Management using OnePlan. Learn how OnePlan’s integration with Microsoft Planner allows for strategic alignment with business goals through advanced features like strategic planning, portfolio management, financial management, and more!

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Redefining Enterprise Work Management
All New Microsoft Planner and OnePlan
In partnership with
GAP
For The Web
Planner
Microsoft Project and Work Management
Previous Evolutions
Task
Management
Professional
Project
Management
Modern Project
Management
Project Online
PPM
Project for the web | Project PowerApps | Power BI | Flow
Azure Boards Applications | Integrations
Teams | Planner | To-Do | Outlook | SharePoint | Tasks
MyAnalytics | Project Operations
D
ynamics 365 Office 365
P
r
o
j
e
c
t
P
o
w
e
r
A
p
p
s
ISV
A
zure DevOps
Myriad of Tools Available
Projects, Tasksand WorkHaveBeenIn Silos
Microsoft’s Market Landscape
Collaborative Work Management
Business Users
Informal Project Managers
• Individual Task Management
• Team Projects
• Kanban
• Goals
• Team Workload
• Dependencies
• Issues and Risks
Enterprise Work Management
Professional Project Managers
PMO
Executive Team
• Portfolio Management
• Resource Management
• OKRs
• Reporting
• Cost Management
• Advanced Scheduling
The State of Collaborative Work Management
Microsoft’s Assessment
59% of employees say their
collaboration tools are not aligned
with how they work
64% of employees say current
tools don’t integrate with their
organization’s processes
72% of employees wish their
collaboration tools were
compatible with one another
Source: Microsoft WorkLab, Four Ways Leaders Can Empower People
Gartner: Hype Cycle for Hybrid Work, July 2023
“Collaborative work
management empowers
business users to plan,
carry out and manage
their work.”
“CWM tools are a natural
complement to
workstream collaboration,
visual collaboration tools,
and meeting solutions.”
Gartner: Market Guide for Collaborative Work Management,
January 2023
Microsoft Project Management Vision
Teams work the way they want
Enterprises get the results they need

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Redefining Enterprise Work Management - All new Microsoft Planner and OnePlan

  • 1. Redefining Enterprise Work Management All New Microsoft Planner and OnePlan In partnership with
  • 2. GAP For The Web Planner Microsoft Project and Work Management Previous Evolutions Task Management Professional Project Management Modern Project Management Project Online PPM
  • 3. Project for the web | Project PowerApps | Power BI | Flow Azure Boards Applications | Integrations Teams | Planner | To-Do | Outlook | SharePoint | Tasks MyAnalytics | Project Operations D ynamics 365 Office 365 P r o j e c t P o w e r A p p s ISV A zure DevOps Myriad of Tools Available Projects, Tasksand WorkHaveBeenIn Silos
  • 4. Microsoft’s Market Landscape Collaborative Work Management Business Users Informal Project Managers • Individual Task Management • Team Projects • Kanban • Goals • Team Workload • Dependencies • Issues and Risks Enterprise Work Management Professional Project Managers PMO Executive Team • Portfolio Management • Resource Management • OKRs • Reporting • Cost Management • Advanced Scheduling
  • 5. The State of Collaborative Work Management Microsoft’s Assessment 59% of employees say their collaboration tools are not aligned with how they work 64% of employees say current tools don’t integrate with their organization’s processes 72% of employees wish their collaboration tools were compatible with one another Source: Microsoft WorkLab, Four Ways Leaders Can Empower People Gartner: Hype Cycle for Hybrid Work, July 2023 “Collaborative work management empowers business users to plan, carry out and manage their work.” “CWM tools are a natural complement to workstream collaboration, visual collaboration tools, and meeting solutions.” Gartner: Market Guide for Collaborative Work Management, January 2023
  • 6. Microsoft Project Management Vision Teams work the way they want Enterprises get the results they need
  • 7. Task and Project Management Tools Microsoft Planner Microsoft To Do Microsoft Project for the web
  • 8. Initial Consolidation of Tools Microsoft Planner Microsoft To Do Microsoft Project for the web Tasks by Planner and To Do
  • 9. Next Stage of Consolidation Microsoft Planner Microsoft To Do Microsoft Project for the web Announcing the new Microsoft Planner One simple, familiar experience for task and project management Announcing the new Microsoft Planner One simple, familiar experience for task and project management
  • 10. The New Microsoft Planner Manage all your tasks and plans in one simple, familiar experience Flexible Work the way you want Simple Manage all your work in one place Scalable Power your plans, big and small Intelligent Accelerate outcomes with AI
  • 12. Future of Microsoft Project and Portfolio Management EPMO PMO Project Teams OnePlan OnePlan Project Online Microsoft Cloud Platform Strategic Portfolio Management (SPM) Project Portfolio Management (PPM) Collaborative Work Management (CWM) Planner / Teams Project for the web Office 365 Planner
  • 13. Project Management OnePlan Platform Complements With Complete Set of Capabilities Demand Management Programs Prioritization / Selection Project Management Task Management Portfolios & Strategy Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Capacity Reports and Dashboards My Work Timesheet •Project schedules •Assign resources to tasks •Dependencies •Project reports Strategy
  • 14. Project Management OnePlan Platform For Complete Adaptive Portfolio Management Demand Management Programs Prioritization / Selection Project Management Task Management Portfolios & Strategy Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Capacity Reports and Dashboards My Work Timesheet •Project schedules •Assign resources to tasks •Dependencies •Project reports Strategy •Project Desktop •Project for the web •Planner •Azure DevOps •More…
  • 15. Project Management OnePlan Platform is Ready for the New Planner Now! Demand Management Programs Prioritization / Selection Project Management Task Management Portfolios & Strategy Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Capacity Reports and Dashboards My Work Timesheet •Project schedules •Assign resources to tasks •Dependencies •Project reports Strategy •Project Desktop •New Planner •Azure DevOps •More…
  • 16. Capabilities, Roles, and Process Flow Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Intake Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Planning Do the right work Do the work right Resource Negotiation Resource Managers Enterprise Architecture Execution Analysis What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization Strategy
  • 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. 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 Fused into the tools that you work in everyday.
  • 19. Say Hello to OnePlan’s Sofia GPT “AI as a Collaborator” The Revolutionary New Language Model for Strategic Portfolio and Work Management OnePlan’s Sofia GPT can leverage data not only from OpenAI’s large network of data sources but also from OnePlan itself OnePlan's Sofia GPT is an advanced Azure OpenAI GPT (Generative Pre- trained Transformer) module developed by OnePlan to revolutionize the way people and business manage their strategic portfolio and work OnePlan’s Sofia GPT can understand natural language and responds in real-time, making it an invaluable assets for anyone looking to streamline their strategic planning and decision-making process OnePlan’s Sophia GPT automates several tedious and time-consuming tasks. Data entry, Information retrieval, Communications, Estimating, Identifying, Finding Data Anomalies, and much more.
  • 21. Summary & Next Steps
  • 22. Summary • Microsoft is in the process of reimagining, and combining Project for the web and Planner • Microsoft focusing on Collaborative Work Management • OnePlan provides a platform that extends the new Microsoft Planner to provide full PPM and SPM capabilities for Enterprise Work Management • OnePlan integrates with other solutions/tools as needed • OnePlan is delivered in the Microsoft cloud • OnePlan provides the solutions, services, migration and support to ensure customer transition, value and success
  • 23. - Global PPM Leader for 5 Consecutive Years Consistently Recognized as a Market Leader OnePlan cited as a top vendor in “Determine the Future of Microsoft Project in Your Organization” Strategy and Innovation 2023 Peer Insights “Voice of the Customer” Strategic Portfolio Management
  • 24. Our Webinars https://oneplan.ai/webinars/ • Frequent webinars on a variety of topics • Register for new webinars • Library of recorded, on-demand webinars
  • 25. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
  • 26. For more information: contact@oneplan.ai Free Offers and Next Steps • FREE - OnePlan Trial • FREE – Roadmap Workshop • FREE – Personalized 1:1 Demo www.oneplan.ai