SlideShare a Scribd company logo
1 of 36
Download to read offline
In partnership with
Revolutionizing Strategic Portfolio Management
with AI
Importance of Strategic Portfolio Management in
Today's Business Environment
Emerging Technologies and
Business Models
Increasing Complexity in
Business Environments
Greater Need for Financial
& Resource Optimization
Demand for Data-Driven
Decision Making
Adoption of Agile and Other Project
Management Methodologies
As the business environment becomes more complex and uncertain,
organizations are seeking ways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizations are facing budget constraints and limited
resources. OnePlan helps organizations to identify and prioritize
the most critical projects and investments and allocate resources
more effectively to maximize their return on investment.
With the increasing availability of data and analytics tools, there is a growing
demand for data-driven decision making. OnePlan leverages data and analytics to
provide insights into portfolio performance, enabling organizations to make
informed decisions that align with their strategic goals.
As more organizations adopt agile and other iterative project management
methodologies, there is a greater need for effective portfolio management.
OnePlan can help organizations to ensure that their project portfolios are
aligned with their strategic goals, identify areas of overlap and duplication,
and allocate resources more effectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizations to evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall business strategy.
Most valuable to meet business challenges
Need for Data-Driven Decision-Making and
Portfolio Optimization
“By 2025, 70% of digital
investments will fail to
deliver the expected
business outcomes due
to the absence of a
strategic portfolio
management approach.”
27%
32%
34%
35%
38%
43%
48%
49%
49%
52%
60%
2%
7%
5%
5%
12%
16%
7%
9%
10%
12%
15%
0% 50% 100%
Managing regulatory risk and compliance
Ensuring portfolio governance
Portfolio benefits or value realization
Value-based portfolio decision-making
Project, program and/or portfolio management
Collaborate across groups to align strategy
Interdependencies are monitored & managed
Resources across investment & initiatives
Promoting & enabling org change
Quick & effective portfolio prioritization
Execution of large, enterprise-wide initiatives
Sum of Top
5 ranks
Rank 1
1
2
3
3
Objective
Key Result
Project
Value
Stream
Epic
Product
Key Result
Feature
Capability
Strategic Portfolio Management (SPM)
Gartner defines the Strategic Portfolio Management market
as a set of business capabilities, processes and supporting
portfolio management technology.
• Business leaders, Enterprise Portfolio Management office (EPMO)
leaders, and IT leaders require SPM to support enterprise-wide
strategy-to-execution alignment and adaptation.
• SPM technology supports clear definition of key business strategies
and desired business outcomes, and formulation and mapping of
these with key portfolio elements, such as business capabilities,
investments, programs, digital and physical products,
applications, and projects.
• A complete SPM solution must capture, define and prioritize
business strategies; manage the execution of initiatives and
projects that drive the achievement of these strategies; and provide
full visibility and management of core IT assets.
• The solution supports three key stakeholders from Leadership who
sets direction, IT/Functional management who owns the critical
assets in infrastructure and Execution teams that plan and deliver
projects and products in the pursuit of reaching the business goals.
OnePlan Strategic Portfolio Management
A complete solution for the Enterprise
BUSINESS LEADERS
Solutions that define business goals and strategies,
as well as track progress at the levels of portfolios,
business capabilities, products and strategic
initiatives.
OKRs | VALUE STREAMS
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
ENTERPRISE ARCHITECTURE MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT
- Full SPM
Senior Leadership
(Strategy Officers)
OKRs
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation
Artificial Intelligence – Sofia GPT
Intake
Timesheets
My Work
Stakeholders
(Internal/External)
Team Members
Executives
Portfolio Planning
Portfolio Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Enterprise Architecture
Requests
Execution Delivery/Outcomes
What-if Scenario Modeling
Benefits Realization
Capacity Planning
Capabilities, Roles, and Process Flow
Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
Professional
Services
App/Product
Development Operations
Across the Enterprise
PMOs use OnePlan
solutions to manage
the organization's
portfolios of projects
and ensure that
resources are being
used effectively to
achieve the
organization's
strategic goals and
objectives.
Transformation
departments use
OnePlan as a tool to
help them prioritize
and manage the
various projects and
initiatives that they
undertake as part of a
broader transformation
effort.
IT departments use
OnePlan solutions to
manage their portfolios
of technology projects
and ensure that
resources are being
used effectively to
achieve their goals and
objectives.
App/Product
Development
departments use
OnePlan solutions to
effectively manage the
development of new
applications &
products and ensure
that resources are
allocated appropriately
to maximize value
Professional Services
departments use
OnePlan solutions to
optimize their project
and resource
portfolios, align them
with their strategic
objectives, and
maximize the value of
their services.
Sales & Marketing
departments use
OnePlan to manage
various marketing
campaigns and
initiatives, such as
product launches,
advertising, and
events.
Operations
departments use
OnePlan solutions to
manage their portfolios
of initiatives and
investments related to
improving operational
efficiency and ensuring
that resources are
being used effectively.
AI Evolution in Strategic Portfolio Management
Step 01
Step 02
Step 03
Step 04
Step 05
APIs
Scripts
Predictive Analytics
In-built AI Assistant
Fully Auto Mode
Integration
Automation
AI Based
Suggestive for SPM
AI Based
Assistant for SPM
AI Based
Autonomous for SPM
Previously Now Future
nePlan AI
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.
Demonstration
Sofia GPT - Use Cases
Sample Use Cases for AI in Strategic Portfolio Management
OnePlan's Sofia GPT helps
organizations make data-
driven decisions and
forecast outcomes.
Strategic
Planning
Work
Management
OnePlan's Sofia GPT helps
organizations balance
their portfolio of projects
to maximize value.
Resource
Allocation
OnePlan's Sofia GPT helps
organizations manage
resources, tasks, and
timelines more efficiently.
Investment
Forecasting
OnePlan's Sofia GPT helps
organizations identify and
mitigate potential risks to
their projects and
portfolios.
Risk
Assessment
OnePlan's Sofia GPT helps
organizations optimize
resource allocation across
projects and teams.
Portfolio
Optimization
OnePlan's Sofia GPT helps
organizations manage
project costs, budgets,
and forecasts.
AI-Driven Strategic Planning with OnePlan
➢ Increased Productivity: Sofia GPT's AI-based strategic planning tools can help to increase
productivity by streamlining the OKR development process, reducing manual input, and
automating routine tasks.
➢ Improved Alignment: Sofia GPT can help to align organizational objectives with individual
and team OKRs. By analyzing business performance metrics and identifying areas for
improvement, Sofia GPT can inform the development of OKRs and ensure alignment with
overall organizational objectives.
➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify
patterns, opportunities, and potential risks. It can use predictive analytics to forecast OKR
outcomes and identify potential roadblocks. This can help stakeholders make data-driven
decisions to achieve their strategic goals.
➢ Optimization: Sofia GPT can analyze OKRs and provide recommendations to optimize
outcomes. By recommending adjustments to OKRs, resource allocations, and other
factors, Sofia GPT can maximize OKR success and improve business outcomes.
Analyze data to identify patterns, opportunities, and potential risks
AI-enabled Portfolio Optimization with OnePlan
➢ Data analysis: OnePlan's Sofia GPT can analyze data related to a company's project
portfolio, including project goals, resources, timelines, budgets, and risks. This analysis can
help identify patterns and trends that can inform decision-making around project selection
and prioritization.
➢ Prediction and forecasting: By analyzing OnePlan data, OnePlan's Sofia GPT can make
predictions and forecasts about the likely outcomes of different project scenarios. This can
help decision-makers anticipate potential problems or opportunities and make more
informed decisions about project prioritization.
➢ Risk assessment: OnePlan's Sofia GPT can help assess the risk associated with different
projects in a portfolio, including the likelihood of project delays, cost overruns, and other
potential issues. This information can help inform project prioritization and resource
allocation decisions.
➢ Portfolio Optimization: OnePlan's Sofia GPT can use optimization algorithms to identify
the best combination of projects to include in a portfolio based on various criteria, such as
business goals, resource availability, and risk tolerance.
Provide a summary of the portfolio data
AI-enabled Work Management with OnePlan
➢ Work plan creation: OnePlan's Sofia GPT can help create and manage work templates for
common types of work, such as project planning, marketing campaigns, or software
development. These templates can be customized based on the specific needs of a
project, and they can be used to standardize workflows, reduce errors, and improve
efficiency.
➢ Schedule risk assessment: OnePlan's Sofia GPT can help teams assess the risk associated
with individual tasks and projects by analyzing data related to past performance, resource
availability, and other factors that can impact project success. By identifying and
mitigating risks early on, teams can improve the likelihood of project success and avoid
potential delays or failures.
➢ Schedule optimization: OnePlan's Sofia GPT can help teams optimize project schedules by
analyzing data related to resource availability, task dependencies, and project goals. By
identifying the most efficient and effective schedule, teams can reduce delays and
improve overall project outcomes.
Build a Project Schedule for a Smart Home Automation System
AI-enabled Risk Identification & Mitigation with OnePlan
➢ Identifying and categorizing risks: Sofia GPT can analyze large volumes of data and
identify potential risks that may affect an organization. It can also categorize the risks
based on severity, likelihood of occurrence, and potential impact on the organization.
➢ Predicting future risks: Sofia GPT can analyze historical data and use machine learning
algorithms to predict future risks that may arise. This can help organizations take
preventive measures and prepare for potential risks.
➢ Recommending mitigation strategies: Based on the identified risks, Sofia GPT can
recommend mitigation strategies that can help organizations reduce the likelihood or
impact of the risks. These strategies can be customized based on the specific needs and
characteristics of the organization.
Identify potential risks and how to mitigate them
AI-enabled Resource Capacity Planning with OnePlan
➢ Resource Allocation: Sofia GPT can help organizations optimize resource allocation by
analyzing the current resource usage patterns and predicting future demand. This can help
organizations to allocate resources more efficiently and avoid over/underutilization of
resources.
➢ Capacity Planning: Sofia GPT can help organizations to plan for future capacity requirements
by analyzing historical usage data and predicting future demand. This can help organizations
to make informed decisions about when to add or remove resources to meet changing
business needs.
➢ Resource Optimization: Sofia GPT can be used to optimize resource utilization by identifying
opportunities to reduce waste, improve efficiency, and increase productivity. This can help
organizations to reduce costs and improve their overall performance.
➢ Predictive Talent Acquisition: Sofia GPT can analyze OnePlan data to predict future hiring
needs based on trends and patterns. This can help businesses plan their talent acquisition
strategy and identify the right candidates for their organization
Provide a sample Resource Plan by hours and month for this plan
What resources do I need to hire?
AI-powered Investment Forecasting and Predictive Analytics
➢ Predicting and forecasting costs: Sofia GPT can analyze OnePlan financial data, identify
patterns, and predict future costs. This can help businesses plan their budgets more
accurately and avoid unexpected expenses.
➢ Optimizing spending: Sofia GPT can analyze spending patterns and identify areas where
costs can be reduced or optimized. This can help businesses make more informed
decisions about where to allocate their resources.
➢ Providing real-time insights: Sofia GPT can provide real-time insights into financial data,
allowing businesses to make more informed decisions quickly. This can help businesses
respond to changes in the market or in their own financial situation more effectively.
What are the key insights and trends that can be inferred from the financial data?
Help me write a project summary email to my manager
OnePlan with Sophia GPT
Available Now!
Summary & Next Steps
• Strategic Portfolio Management (SPM) has
become important in today’s business
environment
• Increased complexity, and the fast pace of
change requires enhanced methods and
approaches
• OnePlan provides end-to-end Strategic
Portfolio Management in the Microsoft Cloud
• The use of AI provides valuable assistance and
insights to our SPM efforts
• Sofia GPT provides AI-enabled capabilities in
OnePlan to make users more efficient and
effective
• Sofia is available now included in OnePlan, and
leverages Azure OpenAI for secure and safe use
of AI
Summary
Consistently Recognized as a Leader
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
Strategy and Innovation
Our Next Webinar
https://oneplan.ai/webinars/
www.appsource.com
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions/
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
Contact Us
contact@oneplan.ai
www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
The Power of One
One
Interface
One
Experience

More Related Content

What's hot

CONTRACT ADMINISTRATION- Presentation dated 22.11.16
CONTRACT ADMINISTRATION- Presentation dated 22.11.16CONTRACT ADMINISTRATION- Presentation dated 22.11.16
CONTRACT ADMINISTRATION- Presentation dated 22.11.16Arvind Solanki
 
Ss training fidic moustafa ismail 2017 _ lec. 1
Ss training fidic moustafa ismail  2017 _ lec. 1Ss training fidic moustafa ismail  2017 _ lec. 1
Ss training fidic moustafa ismail 2017 _ lec. 1Moustafa Ismail Abu Dief
 
Effective contract administration may 2014
Effective contract administration may 2014Effective contract administration may 2014
Effective contract administration may 2014SHKLaw
 
Procurement Contract Types | PMP | iZenBridge - Webinar
Procurement Contract Types | PMP | iZenBridge - Webinar Procurement Contract Types | PMP | iZenBridge - Webinar
Procurement Contract Types | PMP | iZenBridge - Webinar Saket Bansal
 
Fidic 99 ppt by dr karim
Fidic 99 ppt by dr karimFidic 99 ppt by dr karim
Fidic 99 ppt by dr karimSalama Shurrab
 
Ss 5 training fidic Dr. Moustafa Ismail 2017 _ lec 5
Ss 5 training fidic Dr. Moustafa Ismail  2017 _ lec 5Ss 5 training fidic Dr. Moustafa Ismail  2017 _ lec 5
Ss 5 training fidic Dr. Moustafa Ismail 2017 _ lec 5Moustafa Ismail Abu Dief
 
FIDIC SIlver Book in Power Projects
FIDIC SIlver Book in Power ProjectsFIDIC SIlver Book in Power Projects
FIDIC SIlver Book in Power ProjectsFrancis Ho
 
Stakeholder’s Involvement in Construction Industry
Stakeholder’s Involvement in Construction IndustryStakeholder’s Involvement in Construction Industry
Stakeholder’s Involvement in Construction IndustryAkshika Mahanama
 
Managing Risks and Changes under NEC4
Managing Risks and Changes under NEC4Managing Risks and Changes under NEC4
Managing Risks and Changes under NEC4Sarah Fox
 
Construction Law - Presentation - Construction Contractual Claims
Construction Law - Presentation - Construction Contractual ClaimsConstruction Law - Presentation - Construction Contractual Claims
Construction Law - Presentation - Construction Contractual ClaimsYee Len Wan
 
Effective Contract Management
Effective Contract ManagementEffective Contract Management
Effective Contract ManagementDr Gordon Murray
 
Measure And Pay Contract
Measure And Pay Contract Measure And Pay Contract
Measure And Pay Contract Venuri Lakshani
 
Professional practice 1 (QS)
Professional practice 1 (QS)Professional practice 1 (QS)
Professional practice 1 (QS)Hasif Alias
 
Professional Practice 1 Group Assignment
Professional Practice 1 Group AssignmentProfessional Practice 1 Group Assignment
Professional Practice 1 Group AssignmentHaziq1511
 

What's hot (20)

CONTRACT ADMINISTRATION- Presentation dated 22.11.16
CONTRACT ADMINISTRATION- Presentation dated 22.11.16CONTRACT ADMINISTRATION- Presentation dated 22.11.16
CONTRACT ADMINISTRATION- Presentation dated 22.11.16
 
Ss training fidic moustafa ismail 2017 _ lec. 1
Ss training fidic moustafa ismail  2017 _ lec. 1Ss training fidic moustafa ismail  2017 _ lec. 1
Ss training fidic moustafa ismail 2017 _ lec. 1
 
Effective contract administration may 2014
Effective contract administration may 2014Effective contract administration may 2014
Effective contract administration may 2014
 
Integrated project-delivery
Integrated project-deliveryIntegrated project-delivery
Integrated project-delivery
 
PP2 - Assignment
PP2 - Assignment PP2 - Assignment
PP2 - Assignment
 
Fidic Form of Contract.
Fidic Form of Contract.Fidic Form of Contract.
Fidic Form of Contract.
 
Procurement Contract Types | PMP | iZenBridge - Webinar
Procurement Contract Types | PMP | iZenBridge - Webinar Procurement Contract Types | PMP | iZenBridge - Webinar
Procurement Contract Types | PMP | iZenBridge - Webinar
 
Fidic 99 ppt by dr karim
Fidic 99 ppt by dr karimFidic 99 ppt by dr karim
Fidic 99 ppt by dr karim
 
Ss 5 training fidic Dr. Moustafa Ismail 2017 _ lec 5
Ss 5 training fidic Dr. Moustafa Ismail  2017 _ lec 5Ss 5 training fidic Dr. Moustafa Ismail  2017 _ lec 5
Ss 5 training fidic Dr. Moustafa Ismail 2017 _ lec 5
 
FIDIC SIlver Book in Power Projects
FIDIC SIlver Book in Power ProjectsFIDIC SIlver Book in Power Projects
FIDIC SIlver Book in Power Projects
 
Law of Agency
Law of AgencyLaw of Agency
Law of Agency
 
Stakeholder’s Involvement in Construction Industry
Stakeholder’s Involvement in Construction IndustryStakeholder’s Involvement in Construction Industry
Stakeholder’s Involvement in Construction Industry
 
Managing Risks and Changes under NEC4
Managing Risks and Changes under NEC4Managing Risks and Changes under NEC4
Managing Risks and Changes under NEC4
 
Construction Law - Presentation - Construction Contractual Claims
Construction Law - Presentation - Construction Contractual ClaimsConstruction Law - Presentation - Construction Contractual Claims
Construction Law - Presentation - Construction Contractual Claims
 
Effective Contract Management
Effective Contract ManagementEffective Contract Management
Effective Contract Management
 
Epc overview
Epc  overviewEpc  overview
Epc overview
 
Contract management
Contract managementContract management
Contract management
 
Measure And Pay Contract
Measure And Pay Contract Measure And Pay Contract
Measure And Pay Contract
 
Professional practice 1 (QS)
Professional practice 1 (QS)Professional practice 1 (QS)
Professional practice 1 (QS)
 
Professional Practice 1 Group Assignment
Professional Practice 1 Group AssignmentProfessional Practice 1 Group Assignment
Professional Practice 1 Group Assignment
 

Similar to Revolutionizing Strategic Portfolio Management with AI - Webinar 31Aug23.pdf

Transforming Strategic Portfolio Management with OnePlan Sofia GPT
Transforming Strategic Portfolio Management with OnePlan Sofia GPTTransforming Strategic Portfolio Management with OnePlan Sofia GPT
Transforming Strategic Portfolio Management with OnePlan Sofia GPTOnePlan Solutions
 
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...Transforming Smartsheet into a Strategic Portfolio Management Solution with O...
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...OnePlan Solutions
 
Embracing Change - The Impact of Generative AI on Strategic Portfolio Management
Embracing Change - The Impact of Generative AI on Strategic Portfolio ManagementEmbracing Change - The Impact of Generative AI on Strategic Portfolio Management
Embracing Change - The Impact of Generative AI on Strategic Portfolio ManagementOnePlan Solutions
 
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...OnePlan Solutions
 
Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...
Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...
Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...OnePlan Solutions
 
Integrating OnePlan and Smartsheet for Adaptive Portfolio Management
Integrating OnePlan and Smartsheet for Adaptive Portfolio ManagementIntegrating OnePlan and Smartsheet for Adaptive Portfolio Management
Integrating OnePlan and Smartsheet for Adaptive Portfolio ManagementOnePlan Solutions
 
Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...
Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...
Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...OnePlan Solutions
 
Unified Project Portfolio Management Achieving a Single Source of Truth with ...
Unified Project Portfolio Management Achieving a Single Source of Truth with ...Unified Project Portfolio Management Achieving a Single Source of Truth with ...
Unified Project Portfolio Management Achieving a Single Source of Truth with ...OnePlan Solutions
 
Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...
Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...
Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...OnePlan Solutions
 
Navigating the Never Normal Strategies for Portfolio Leaders
Navigating the Never Normal Strategies for Portfolio LeadersNavigating the Never Normal Strategies for Portfolio Leaders
Navigating the Never Normal Strategies for Portfolio LeadersOnePlan Solutions
 
Primavera p6 r8 in a complex healthcare environment white paper
Primavera p6 r8 in a complex healthcare environment white paperPrimavera p6 r8 in a complex healthcare environment white paper
Primavera p6 r8 in a complex healthcare environment white paperp6academy
 
Navigating the Strategic Portfolio Management Landscape with OnePlan.pdf
Navigating the Strategic Portfolio Management Landscape with OnePlan.pdfNavigating the Strategic Portfolio Management Landscape with OnePlan.pdf
Navigating the Strategic Portfolio Management Landscape with OnePlan.pdfOnePlan Solutions
 
Chap11 Developing Business It Strategies[1]
Chap11 Developing Business It Strategies[1]Chap11 Developing Business It Strategies[1]
Chap11 Developing Business It Strategies[1]sihamy
 
Rore Consulting Overview Presentation 100828
Rore Consulting Overview Presentation 100828Rore Consulting Overview Presentation 100828
Rore Consulting Overview Presentation 100828rohan_berry
 
205480 oracle primavera enterprise success at city of hope
205480 oracle primavera enterprise success at city of hope205480 oracle primavera enterprise success at city of hope
205480 oracle primavera enterprise success at city of hopep6academy
 
Oracle Primavera P6 EPPM for City of Hope
Oracle Primavera P6 EPPM for City of HopeOracle Primavera P6 EPPM for City of Hope
Oracle Primavera P6 EPPM for City of HopeVolantic, Inc
 

Similar to Revolutionizing Strategic Portfolio Management with AI - Webinar 31Aug23.pdf (20)

Transforming Strategic Portfolio Management with OnePlan Sofia GPT
Transforming Strategic Portfolio Management with OnePlan Sofia GPTTransforming Strategic Portfolio Management with OnePlan Sofia GPT
Transforming Strategic Portfolio Management with OnePlan Sofia GPT
 
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...Transforming Smartsheet into a Strategic Portfolio Management Solution with O...
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...
 
Embracing Change - The Impact of Generative AI on Strategic Portfolio Management
Embracing Change - The Impact of Generative AI on Strategic Portfolio ManagementEmbracing Change - The Impact of Generative AI on Strategic Portfolio Management
Embracing Change - The Impact of Generative AI on Strategic Portfolio Management
 
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...
 
Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...
Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...
Transform your Corporate Strategy Office - Harness OnePlan’s Strategic Portfo...
 
Integrating OnePlan and Smartsheet for Adaptive Portfolio Management
Integrating OnePlan and Smartsheet for Adaptive Portfolio ManagementIntegrating OnePlan and Smartsheet for Adaptive Portfolio Management
Integrating OnePlan and Smartsheet for Adaptive Portfolio Management
 
Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...
Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...
Shaping the Future of Project Portfolio Management – AI Powered Adaptive PPM ...
 
Unified Project Portfolio Management Achieving a Single Source of Truth with ...
Unified Project Portfolio Management Achieving a Single Source of Truth with ...Unified Project Portfolio Management Achieving a Single Source of Truth with ...
Unified Project Portfolio Management Achieving a Single Source of Truth with ...
 
Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...
Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...
Unleashing Jira’s Full Potential - Extending into a Strategic Project Portfol...
 
Navigating the Never Normal Strategies for Portfolio Leaders
Navigating the Never Normal Strategies for Portfolio LeadersNavigating the Never Normal Strategies for Portfolio Leaders
Navigating the Never Normal Strategies for Portfolio Leaders
 
Primavera p6 r8 in a complex healthcare environment white paper
Primavera p6 r8 in a complex healthcare environment white paperPrimavera p6 r8 in a complex healthcare environment white paper
Primavera p6 r8 in a complex healthcare environment white paper
 
Tonoy Kumar Bhattacharya
Tonoy Kumar BhattacharyaTonoy Kumar Bhattacharya
Tonoy Kumar Bhattacharya
 
Navigating the Strategic Portfolio Management Landscape with OnePlan.pdf
Navigating the Strategic Portfolio Management Landscape with OnePlan.pdfNavigating the Strategic Portfolio Management Landscape with OnePlan.pdf
Navigating the Strategic Portfolio Management Landscape with OnePlan.pdf
 
Chap11 Developing Business It Strategies[1]
Chap11 Developing Business It Strategies[1]Chap11 Developing Business It Strategies[1]
Chap11 Developing Business It Strategies[1]
 
PRESTO Continuous Improvement
PRESTO Continuous ImprovementPRESTO Continuous Improvement
PRESTO Continuous Improvement
 
Rore Consulting Overview Presentation 100828
Rore Consulting Overview Presentation 100828Rore Consulting Overview Presentation 100828
Rore Consulting Overview Presentation 100828
 
205480 oracle primavera enterprise success at city of hope
205480 oracle primavera enterprise success at city of hope205480 oracle primavera enterprise success at city of hope
205480 oracle primavera enterprise success at city of hope
 
Oracle Primavera P6 EPPM for City of Hope
Oracle Primavera P6 EPPM for City of HopeOracle Primavera P6 EPPM for City of Hope
Oracle Primavera P6 EPPM for City of Hope
 
PRESTO Continuous Improvement
PRESTO Continuous ImprovementPRESTO Continuous Improvement
PRESTO Continuous Improvement
 
Innovate with PRESTO Digital Enterprise
Innovate with PRESTO Digital EnterpriseInnovate with PRESTO Digital Enterprise
Innovate with PRESTO Digital Enterprise
 

More from OnePlan Solutions

Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...OnePlan Solutions
 
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...OnePlan Solutions
 
Tech Tuesday Slides - Getting Started with the Portfolio Module.
Tech Tuesday Slides - Getting Started with the Portfolio Module.Tech Tuesday Slides - Getting Started with the Portfolio Module.
Tech Tuesday Slides - Getting Started with the Portfolio Module.OnePlan Solutions
 
Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...
Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...
Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...OnePlan Solutions
 
How is ChatGPT and AI Revolutionizing Adaptive Project Portfolio Management
How is ChatGPT and AI Revolutionizing Adaptive Project Portfolio ManagementHow is ChatGPT and AI Revolutionizing Adaptive Project Portfolio Management
How is ChatGPT and AI Revolutionizing Adaptive Project Portfolio ManagementOnePlan Solutions
 
Redefining Enterprise Work Management - All new Microsoft Planner and OnePlan
Redefining Enterprise Work Management - All new Microsoft Planner and OnePlanRedefining Enterprise Work Management - All new Microsoft Planner and OnePlan
Redefining Enterprise Work Management - All new Microsoft Planner and OnePlanOnePlan Solutions
 
The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...
The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...
The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...OnePlan Solutions
 
Modern Project and Work Management in the Microsoft Cloud
Modern Project and Work Management in the Microsoft CloudModern Project and Work Management in the Microsoft Cloud
Modern Project and Work Management in the Microsoft CloudOnePlan Solutions
 
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...OnePlan Solutions
 
Unified Resource Capacity Planning - Unite the Top Work Management Platforms
Unified Resource Capacity Planning - Unite the Top Work Management PlatformsUnified Resource Capacity Planning - Unite the Top Work Management Platforms
Unified Resource Capacity Planning - Unite the Top Work Management PlatformsOnePlan Solutions
 
Tales from Implementation OnePlan Microsoft PPM and the effective PMO Webinar
Tales from Implementation OnePlan Microsoft PPM and the effective PMO WebinarTales from Implementation OnePlan Microsoft PPM and the effective PMO Webinar
Tales from Implementation OnePlan Microsoft PPM and the effective PMO WebinarOnePlan Solutions
 
Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...
Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...
Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...OnePlan Solutions
 
Exploring the Future of Project Online with Project for the Web and OnePlan
Exploring the Future of Project Online with Project for the Web and OnePlanExploring the Future of Project Online with Project for the Web and OnePlan
Exploring the Future of Project Online with Project for the Web and OnePlanOnePlan Solutions
 
Extending Azure DevOps and JIRA into an Agile Portfolio Management Solution
Extending Azure DevOps and JIRA into an Agile Portfolio Management SolutionExtending Azure DevOps and JIRA into an Agile Portfolio Management Solution
Extending Azure DevOps and JIRA into an Agile Portfolio Management SolutionOnePlan Solutions
 

More from OnePlan Solutions (14)

Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
 
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
 
Tech Tuesday Slides - Getting Started with the Portfolio Module.
Tech Tuesday Slides - Getting Started with the Portfolio Module.Tech Tuesday Slides - Getting Started with the Portfolio Module.
Tech Tuesday Slides - Getting Started with the Portfolio Module.
 
Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...
Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...
Revolutionizing IT Project Delivery - Embrace the Future with OnePlan’s AI-Po...
 
How is ChatGPT and AI Revolutionizing Adaptive Project Portfolio Management
How is ChatGPT and AI Revolutionizing Adaptive Project Portfolio ManagementHow is ChatGPT and AI Revolutionizing Adaptive Project Portfolio Management
How is ChatGPT and AI Revolutionizing Adaptive Project Portfolio Management
 
Redefining Enterprise Work Management - All new Microsoft Planner and OnePlan
Redefining Enterprise Work Management - All new Microsoft Planner and OnePlanRedefining Enterprise Work Management - All new Microsoft Planner and OnePlan
Redefining Enterprise Work Management - All new Microsoft Planner and OnePlan
 
The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...
The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...
The Future of Microsoft Project Portfolio Management (PPM) for Delivering Val...
 
Modern Project and Work Management in the Microsoft Cloud
Modern Project and Work Management in the Microsoft CloudModern Project and Work Management in the Microsoft Cloud
Modern Project and Work Management in the Microsoft Cloud
 
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...
 
Unified Resource Capacity Planning - Unite the Top Work Management Platforms
Unified Resource Capacity Planning - Unite the Top Work Management PlatformsUnified Resource Capacity Planning - Unite the Top Work Management Platforms
Unified Resource Capacity Planning - Unite the Top Work Management Platforms
 
Tales from Implementation OnePlan Microsoft PPM and the effective PMO Webinar
Tales from Implementation OnePlan Microsoft PPM and the effective PMO WebinarTales from Implementation OnePlan Microsoft PPM and the effective PMO Webinar
Tales from Implementation OnePlan Microsoft PPM and the effective PMO Webinar
 
Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...
Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...
Unlocking the Power of Jira Extending into a Scaled Agile Portfolio Managemen...
 
Exploring the Future of Project Online with Project for the Web and OnePlan
Exploring the Future of Project Online with Project for the Web and OnePlanExploring the Future of Project Online with Project for the Web and OnePlan
Exploring the Future of Project Online with Project for the Web and OnePlan
 
Extending Azure DevOps and JIRA into an Agile Portfolio Management Solution
Extending Azure DevOps and JIRA into an Agile Portfolio Management SolutionExtending Azure DevOps and JIRA into an Agile Portfolio Management Solution
Extending Azure DevOps and JIRA into an Agile Portfolio Management Solution
 

Recently uploaded

Simplify Your Funding: Quick and Easy Business Loans
Simplify Your Funding: Quick and Easy Business LoansSimplify Your Funding: Quick and Easy Business Loans
Simplify Your Funding: Quick and Easy Business LoansNugget Global
 
Roman Kyslyi: Використання та побудова LLM агентів (UA)
Roman Kyslyi: Використання та побудова LLM агентів (UA)Roman Kyslyi: Використання та побудова LLM агентів (UA)
Roman Kyslyi: Використання та побудова LLM агентів (UA)Lviv Startup Club
 
Paul Turovsky - Real Estate Professional
Paul Turovsky - Real Estate ProfessionalPaul Turovsky - Real Estate Professional
Paul Turovsky - Real Estate ProfessionalPaul Turovsky
 
WSMM Technology February.March Newsletter_vF.pdf
WSMM Technology February.March Newsletter_vF.pdfWSMM Technology February.March Newsletter_vF.pdf
WSMM Technology February.March Newsletter_vF.pdfJamesConcepcion7
 
Entrepreneurial ecosystem- Wider context
Entrepreneurial ecosystem- Wider contextEntrepreneurial ecosystem- Wider context
Entrepreneurial ecosystem- Wider contextP&CO
 
Excvation Safety for safety officers reference
Excvation Safety for safety officers referenceExcvation Safety for safety officers reference
Excvation Safety for safety officers referencessuser2c065e
 
Fundamentals Welcome and Inclusive DEIB
Fundamentals Welcome and  Inclusive DEIBFundamentals Welcome and  Inclusive DEIB
Fundamentals Welcome and Inclusive DEIBGregory DeShields
 
Go for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptx
Go for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptxGo for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptx
Go for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptxRakhi Bazaar
 
Ivey Leveraging Information Technology MBA 2024
Ivey Leveraging Information Technology MBA 2024Ivey Leveraging Information Technology MBA 2024
Ivey Leveraging Information Technology MBA 2024Nihal Nishadul
 
Unveiling the Soundscape Music for Psychedelic Experiences
Unveiling the Soundscape Music for Psychedelic ExperiencesUnveiling the Soundscape Music for Psychedelic Experiences
Unveiling the Soundscape Music for Psychedelic ExperiencesDoe Paoro
 
Pistachio Caviar and raisins from Iran.pdf
Pistachio Caviar and raisins from Iran.pdfPistachio Caviar and raisins from Iran.pdf
Pistachio Caviar and raisins from Iran.pdfRezaSeif2
 
Healthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare NewsletterHealthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare NewsletterJamesConcepcion7
 
Jewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource CentreJewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource CentreNZSG
 
Certificate of Good Standing Ferber Enterprises USA LLC
Certificate of Good Standing Ferber Enterprises USA LLCCertificate of Good Standing Ferber Enterprises USA LLC
Certificate of Good Standing Ferber Enterprises USA LLCFerber Enterprises
 
Pitch Deck Teardown: Xpanceo's $40M Seed deck
Pitch Deck Teardown: Xpanceo's $40M Seed deckPitch Deck Teardown: Xpanceo's $40M Seed deck
Pitch Deck Teardown: Xpanceo's $40M Seed deckHajeJanKamps
 
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...Aggregage
 
Implementing Exponential Accelerators.pptx
Implementing Exponential Accelerators.pptxImplementing Exponential Accelerators.pptx
Implementing Exponential Accelerators.pptxRich Reba
 
How to Conduct a Service Gap Analysis for Your Business
How to Conduct a Service Gap Analysis for Your BusinessHow to Conduct a Service Gap Analysis for Your Business
How to Conduct a Service Gap Analysis for Your BusinessHelp Desk Migration
 
Welding Electrode Making Machine By Deccan Dynamics
Welding Electrode Making Machine By Deccan DynamicsWelding Electrode Making Machine By Deccan Dynamics
Welding Electrode Making Machine By Deccan DynamicsIndiaMART InterMESH Limited
 
Rakhi sets symbolizing the bond of love.pptx
Rakhi sets symbolizing the bond of love.pptxRakhi sets symbolizing the bond of love.pptx
Rakhi sets symbolizing the bond of love.pptxRakhi Bazaar
 

Recently uploaded (20)

Simplify Your Funding: Quick and Easy Business Loans
Simplify Your Funding: Quick and Easy Business LoansSimplify Your Funding: Quick and Easy Business Loans
Simplify Your Funding: Quick and Easy Business Loans
 
Roman Kyslyi: Використання та побудова LLM агентів (UA)
Roman Kyslyi: Використання та побудова LLM агентів (UA)Roman Kyslyi: Використання та побудова LLM агентів (UA)
Roman Kyslyi: Використання та побудова LLM агентів (UA)
 
Paul Turovsky - Real Estate Professional
Paul Turovsky - Real Estate ProfessionalPaul Turovsky - Real Estate Professional
Paul Turovsky - Real Estate Professional
 
WSMM Technology February.March Newsletter_vF.pdf
WSMM Technology February.March Newsletter_vF.pdfWSMM Technology February.March Newsletter_vF.pdf
WSMM Technology February.March Newsletter_vF.pdf
 
Entrepreneurial ecosystem- Wider context
Entrepreneurial ecosystem- Wider contextEntrepreneurial ecosystem- Wider context
Entrepreneurial ecosystem- Wider context
 
Excvation Safety for safety officers reference
Excvation Safety for safety officers referenceExcvation Safety for safety officers reference
Excvation Safety for safety officers reference
 
Fundamentals Welcome and Inclusive DEIB
Fundamentals Welcome and  Inclusive DEIBFundamentals Welcome and  Inclusive DEIB
Fundamentals Welcome and Inclusive DEIB
 
Go for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptx
Go for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptxGo for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptx
Go for Rakhi Bazaar and Pick the Latest Bhaiya Bhabhi Rakhi.pptx
 
Ivey Leveraging Information Technology MBA 2024
Ivey Leveraging Information Technology MBA 2024Ivey Leveraging Information Technology MBA 2024
Ivey Leveraging Information Technology MBA 2024
 
Unveiling the Soundscape Music for Psychedelic Experiences
Unveiling the Soundscape Music for Psychedelic ExperiencesUnveiling the Soundscape Music for Psychedelic Experiences
Unveiling the Soundscape Music for Psychedelic Experiences
 
Pistachio Caviar and raisins from Iran.pdf
Pistachio Caviar and raisins from Iran.pdfPistachio Caviar and raisins from Iran.pdf
Pistachio Caviar and raisins from Iran.pdf
 
Healthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare NewsletterHealthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare Newsletter
 
Jewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource CentreJewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource Centre
 
Certificate of Good Standing Ferber Enterprises USA LLC
Certificate of Good Standing Ferber Enterprises USA LLCCertificate of Good Standing Ferber Enterprises USA LLC
Certificate of Good Standing Ferber Enterprises USA LLC
 
Pitch Deck Teardown: Xpanceo's $40M Seed deck
Pitch Deck Teardown: Xpanceo's $40M Seed deckPitch Deck Teardown: Xpanceo's $40M Seed deck
Pitch Deck Teardown: Xpanceo's $40M Seed deck
 
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
 
Implementing Exponential Accelerators.pptx
Implementing Exponential Accelerators.pptxImplementing Exponential Accelerators.pptx
Implementing Exponential Accelerators.pptx
 
How to Conduct a Service Gap Analysis for Your Business
How to Conduct a Service Gap Analysis for Your BusinessHow to Conduct a Service Gap Analysis for Your Business
How to Conduct a Service Gap Analysis for Your Business
 
Welding Electrode Making Machine By Deccan Dynamics
Welding Electrode Making Machine By Deccan DynamicsWelding Electrode Making Machine By Deccan Dynamics
Welding Electrode Making Machine By Deccan Dynamics
 
Rakhi sets symbolizing the bond of love.pptx
Rakhi sets symbolizing the bond of love.pptxRakhi sets symbolizing the bond of love.pptx
Rakhi sets symbolizing the bond of love.pptx
 

Revolutionizing Strategic Portfolio Management with AI - Webinar 31Aug23.pdf

  • 1. In partnership with Revolutionizing Strategic Portfolio Management with AI
  • 2. Importance of Strategic Portfolio Management in Today's Business Environment Emerging Technologies and Business Models Increasing Complexity in Business Environments Greater Need for Financial & Resource Optimization Demand for Data-Driven Decision Making Adoption of Agile and Other Project Management Methodologies As the business environment becomes more complex and uncertain, organizations are seeking ways to manage risk and optimize their portfolios to ensure they are aligned with their strategic goals. Many organizations are facing budget constraints and limited resources. OnePlan helps organizations to identify and prioritize the most critical projects and investments and allocate resources more effectively to maximize their return on investment. With the increasing availability of data and analytics tools, there is a growing demand for data-driven decision making. OnePlan leverages data and analytics to provide insights into portfolio performance, enabling organizations to make informed decisions that align with their strategic goals. As more organizations adopt agile and other iterative project management methodologies, there is a greater need for effective portfolio management. OnePlan can help organizations to ensure that their project portfolios are aligned with their strategic goals, identify areas of overlap and duplication, and allocate resources more effectively. The emergence of new technologies and business models creates new opportunities and challenges for organizations. OnePlan provides a framework for organizations to evaluate and prioritize these opportunities, and to ensure that they are aligned with their overall business strategy.
  • 3. Most valuable to meet business challenges Need for Data-Driven Decision-Making and Portfolio Optimization “By 2025, 70% of digital investments will fail to deliver the expected business outcomes due to the absence of a strategic portfolio management approach.” 27% 32% 34% 35% 38% 43% 48% 49% 49% 52% 60% 2% 7% 5% 5% 12% 16% 7% 9% 10% 12% 15% 0% 50% 100% Managing regulatory risk and compliance Ensuring portfolio governance Portfolio benefits or value realization Value-based portfolio decision-making Project, program and/or portfolio management Collaborate across groups to align strategy Interdependencies are monitored & managed Resources across investment & initiatives Promoting & enabling org change Quick & effective portfolio prioritization Execution of large, enterprise-wide initiatives Sum of Top 5 ranks Rank 1 1 2 3 3
  • 4. Objective Key Result Project Value Stream Epic Product Key Result Feature Capability Strategic Portfolio Management (SPM) Gartner defines the Strategic Portfolio Management market as a set of business capabilities, processes and supporting portfolio management technology. • Business leaders, Enterprise Portfolio Management office (EPMO) leaders, and IT leaders require SPM to support enterprise-wide strategy-to-execution alignment and adaptation. • SPM technology supports clear definition of key business strategies and desired business outcomes, and formulation and mapping of these with key portfolio elements, such as business capabilities, investments, programs, digital and physical products, applications, and projects. • A complete SPM solution must capture, define and prioritize business strategies; manage the execution of initiatives and projects that drive the achievement of these strategies; and provide full visibility and management of core IT assets. • The solution supports three key stakeholders from Leadership who sets direction, IT/Functional management who owns the critical assets in infrastructure and Execution teams that plan and deliver projects and products in the pursuit of reaching the business goals.
  • 5. OnePlan Strategic Portfolio Management A complete solution for the Enterprise BUSINESS LEADERS Solutions that define business goals and strategies, as well as track progress at the levels of portfolios, business capabilities, products and strategic initiatives. OKRs | VALUE STREAMS FUNCTIONAL LEADERS Solutions that can present the interrelated perspectives, views and considerations needed to make strategic decisions across the business. ENTERPRISE ARCHITECTURE MANAGEMENT APPLICATION PORTFOLIO MANAGEMENT EXECUTION LEADERS Solutions that support the selection, planning and execution of a variety of different Initiatives across the organization ADAPTIVE | PSA | AGILE | PRODUCT
  • 6. - Full SPM Senior Leadership (Strategy Officers) OKRs Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation Artificial Intelligence – Sofia GPT Intake Timesheets My Work Stakeholders (Internal/External) Team Members Executives Portfolio Planning Portfolio Planning Do the right work Do the work right Resource Negotiation Resource Managers Enterprise Architecture Requests Execution Delivery/Outcomes What-if Scenario Modeling Benefits Realization Capacity Planning Capabilities, Roles, and Process Flow
  • 7. Project Management Office Innovation/ Transformation Sales & Marketing Information Technology Professional Services App/Product Development Operations Across the Enterprise PMOs use OnePlan solutions to manage the organization's portfolios of projects and ensure that resources are being used effectively to achieve the organization's strategic goals and objectives. Transformation departments use OnePlan as a tool to help them prioritize and manage the various projects and initiatives that they undertake as part of a broader transformation effort. IT departments use OnePlan solutions to manage their portfolios of technology projects and ensure that resources are being used effectively to achieve their goals and objectives. App/Product Development departments use OnePlan solutions to effectively manage the development of new applications & products and ensure that resources are allocated appropriately to maximize value Professional Services departments use OnePlan solutions to optimize their project and resource portfolios, align them with their strategic objectives, and maximize the value of their services. Sales & Marketing departments use OnePlan to manage various marketing campaigns and initiatives, such as product launches, advertising, and events. Operations departments use OnePlan solutions to manage their portfolios of initiatives and investments related to improving operational efficiency and ensuring that resources are being used effectively.
  • 8. AI Evolution in Strategic Portfolio Management Step 01 Step 02 Step 03 Step 04 Step 05 APIs Scripts Predictive Analytics In-built AI Assistant Fully Auto Mode Integration Automation AI Based Suggestive for SPM AI Based Assistant for SPM AI Based Autonomous for SPM Previously Now Future nePlan AI
  • 9. 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.
  • 11. Sofia GPT - Use Cases
  • 12. Sample Use Cases for AI in Strategic Portfolio Management OnePlan's Sofia GPT helps organizations make data- driven decisions and forecast outcomes. Strategic Planning Work Management OnePlan's Sofia GPT helps organizations balance their portfolio of projects to maximize value. Resource Allocation OnePlan's Sofia GPT helps organizations manage resources, tasks, and timelines more efficiently. Investment Forecasting OnePlan's Sofia GPT helps organizations identify and mitigate potential risks to their projects and portfolios. Risk Assessment OnePlan's Sofia GPT helps organizations optimize resource allocation across projects and teams. Portfolio Optimization OnePlan's Sofia GPT helps organizations manage project costs, budgets, and forecasts.
  • 13. AI-Driven Strategic Planning with OnePlan ➢ Increased Productivity: Sofia GPT's AI-based strategic planning tools can help to increase productivity by streamlining the OKR development process, reducing manual input, and automating routine tasks. ➢ Improved Alignment: Sofia GPT can help to align organizational objectives with individual and team OKRs. By analyzing business performance metrics and identifying areas for improvement, Sofia GPT can inform the development of OKRs and ensure alignment with overall organizational objectives. ➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify patterns, opportunities, and potential risks. It can use predictive analytics to forecast OKR outcomes and identify potential roadblocks. This can help stakeholders make data-driven decisions to achieve their strategic goals. ➢ Optimization: Sofia GPT can analyze OKRs and provide recommendations to optimize outcomes. By recommending adjustments to OKRs, resource allocations, and other factors, Sofia GPT can maximize OKR success and improve business outcomes.
  • 14. Analyze data to identify patterns, opportunities, and potential risks
  • 15. AI-enabled Portfolio Optimization with OnePlan ➢ Data analysis: OnePlan's Sofia GPT can analyze data related to a company's project portfolio, including project goals, resources, timelines, budgets, and risks. This analysis can help identify patterns and trends that can inform decision-making around project selection and prioritization. ➢ Prediction and forecasting: By analyzing OnePlan data, OnePlan's Sofia GPT can make predictions and forecasts about the likely outcomes of different project scenarios. This can help decision-makers anticipate potential problems or opportunities and make more informed decisions about project prioritization. ➢ Risk assessment: OnePlan's Sofia GPT can help assess the risk associated with different projects in a portfolio, including the likelihood of project delays, cost overruns, and other potential issues. This information can help inform project prioritization and resource allocation decisions. ➢ Portfolio Optimization: OnePlan's Sofia GPT can use optimization algorithms to identify the best combination of projects to include in a portfolio based on various criteria, such as business goals, resource availability, and risk tolerance.
  • 16. Provide a summary of the portfolio data
  • 17. AI-enabled Work Management with OnePlan ➢ Work plan creation: OnePlan's Sofia GPT can help create and manage work templates for common types of work, such as project planning, marketing campaigns, or software development. These templates can be customized based on the specific needs of a project, and they can be used to standardize workflows, reduce errors, and improve efficiency. ➢ Schedule risk assessment: OnePlan's Sofia GPT can help teams assess the risk associated with individual tasks and projects by analyzing data related to past performance, resource availability, and other factors that can impact project success. By identifying and mitigating risks early on, teams can improve the likelihood of project success and avoid potential delays or failures. ➢ Schedule optimization: OnePlan's Sofia GPT can help teams optimize project schedules by analyzing data related to resource availability, task dependencies, and project goals. By identifying the most efficient and effective schedule, teams can reduce delays and improve overall project outcomes.
  • 18. Build a Project Schedule for a Smart Home Automation System
  • 19. AI-enabled Risk Identification & Mitigation with OnePlan ➢ Identifying and categorizing risks: Sofia GPT can analyze large volumes of data and identify potential risks that may affect an organization. It can also categorize the risks based on severity, likelihood of occurrence, and potential impact on the organization. ➢ Predicting future risks: Sofia GPT can analyze historical data and use machine learning algorithms to predict future risks that may arise. This can help organizations take preventive measures and prepare for potential risks. ➢ Recommending mitigation strategies: Based on the identified risks, Sofia GPT can recommend mitigation strategies that can help organizations reduce the likelihood or impact of the risks. These strategies can be customized based on the specific needs and characteristics of the organization.
  • 20. Identify potential risks and how to mitigate them
  • 21. AI-enabled Resource Capacity Planning with OnePlan ➢ Resource Allocation: Sofia GPT can help organizations optimize resource allocation by analyzing the current resource usage patterns and predicting future demand. This can help organizations to allocate resources more efficiently and avoid over/underutilization of resources. ➢ Capacity Planning: Sofia GPT can help organizations to plan for future capacity requirements by analyzing historical usage data and predicting future demand. This can help organizations to make informed decisions about when to add or remove resources to meet changing business needs. ➢ Resource Optimization: Sofia GPT can be used to optimize resource utilization by identifying opportunities to reduce waste, improve efficiency, and increase productivity. This can help organizations to reduce costs and improve their overall performance. ➢ Predictive Talent Acquisition: Sofia GPT can analyze OnePlan data to predict future hiring needs based on trends and patterns. This can help businesses plan their talent acquisition strategy and identify the right candidates for their organization
  • 22. Provide a sample Resource Plan by hours and month for this plan
  • 23. What resources do I need to hire?
  • 24. AI-powered Investment Forecasting and Predictive Analytics ➢ Predicting and forecasting costs: Sofia GPT can analyze OnePlan financial data, identify patterns, and predict future costs. This can help businesses plan their budgets more accurately and avoid unexpected expenses. ➢ Optimizing spending: Sofia GPT can analyze spending patterns and identify areas where costs can be reduced or optimized. This can help businesses make more informed decisions about where to allocate their resources. ➢ Providing real-time insights: Sofia GPT can provide real-time insights into financial data, allowing businesses to make more informed decisions quickly. This can help businesses respond to changes in the market or in their own financial situation more effectively.
  • 25. What are the key insights and trends that can be inferred from the financial data?
  • 26. Help me write a project summary email to my manager
  • 27. OnePlan with Sophia GPT Available Now!
  • 28. Summary & Next Steps
  • 29. • Strategic Portfolio Management (SPM) has become important in today’s business environment • Increased complexity, and the fast pace of change requires enhanced methods and approaches • OnePlan provides end-to-end Strategic Portfolio Management in the Microsoft Cloud • The use of AI provides valuable assistance and insights to our SPM efforts • Sofia GPT provides AI-enabled capabilities in OnePlan to make users more efficient and effective • Sofia is available now included in OnePlan, and leverages Azure OpenAI for secure and safe use of AI Summary
  • 30. Consistently Recognized as a Leader 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 Strategy and Innovation
  • 32. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
  • 33. 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
  • 34. For more information: contact@oneplan.ai Next Steps • FREE – Trial • FREE – Roadmap Workshop • FREE – Personalized 1:1 Demo www.oneplan.ai