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!

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

11. Microsoft Planner Video
Aka.ms/TaskPublishingInPlanner

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.

20. Demonstration

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

27. www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
The Power of One