Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Management with Microsoft 365 and OnePlan - Webinar

Transforming the Modern PMO
Harnessing AI-Driven Strategic Portfolio Management
with Microsoft 365 and OnePlan
In partnership with

Strategic Portfolio Leaders Are
Forming Critical Partnerships With
“Digital Business Leaders”
to Achieve Desired Business Outcomes
* “Digital Business Leaders” is a term used only to describe a general group of key
leadership roles in an enterprise (e.g., the C-suite; business executives)
© 2022 Gartner, Inc – The Strategic Portfolio Leader’s Business Case for Strategic Portfolio Management

Why?
What do we mean by a Digital Business Leader?
Any executive in an enterprise who participates in
strategy and investment decisions to achieve strategic
digital business outcomes.
Gartner’s 2021 Digital Business Leaders Survey on Enterprise PMOs

They Look Like This…
Almost half are leading business
decisions and strategies
Almost three in four are involved in
PPM activities at the highest level
Almost three in four are CEOs or
report directly to the CEO
50%
75%
75%
*The survey research was conducted online September & October 2021 among 156 respondents from the U.S. at organizations of +$500 million worldwide revenue.
© 2022 Gartner, Inc

Many Are Engaging in Programs and Portfolios
Digital business leaders are involved
in program or portfolio management in their
organizations.
*n = 156 Digital Business Leaders
Question: Which best characterizes your involvement with the program or portfolio management activities in your
organization? (very involved, involved, familiar with, aware of)
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)

They Also Represent a Wide Range of Industries
Manufacturing
19%
Technology
14%
Retail
13%
Healthcare
12%
Other
42%
n = 156 Digital Business Leaders
Question: What is your Organizations primary industry classification?

Digital Business Leaders Face These Top
Challenges to Success
Orchestrating
enterprise change
Speed to deliver
value
Prioritizing and
executing on
cross-functional
investments
Question: What are the challenges encountered by business leaders in driving digital business success?

Top Challenges to Digital Business Success
Rank 1-5
Top Ranked Challenges to Digital Business Success
Orchestrating
enterprise change,
portfolio prioritization
and speed to deliver
value are common
concerns to executives
and senior leadership
across the board.
Question: What are the challenges encountered by business leaders in driving digital business success?
56%
57%
62%
63%
65%
9%
15%
12%
15%
20%
0% 50% 100%
Business value of digital business investments
Implement key operating model changes
Speed delivery to drive digital business acceleration
Prioritize & execute on cross-functional investments
Orchestrate enterprise or organizational change
Sum of Top 5
ranks
Rank 1

How Are These Leaders
Responding to These Top
Challenges?

of organizations
have an EPMO
function
49%
n = 150 Digital Business Leaders, excluding Unsure
Question: What are your Organizations plans for implementing an EPMO as defined?

WHY?
… Because Digital Business Leaders With
an EPMO Are Gaining Competitive
Advantage

Responding to major
internal and external
disruptions and ongoing
changes
Quickly launching new
digital initiatives
Realizing business value
from digital initiatives
Organizations
with an EPMO are
about twice as
likely to be ahead
or far ahead of
peers and
competitors on …
N= 154-156 Digital Business Leaders, excluding Unsure/NA
Question: How would you characterize your enterprise's overall performance on the following outcomes relative to
its peers or competitors? Scale 1-5 from far behind to far ahead

36%
78%
43%
62%
59%
48%
49%
58%
62%
37%
72%
37%
53%
45%
33%
32%
41%
42%
0% 50% 100%
Speed of completing digital initiatives
Responding to COVID-19 pandemic
Speed of innovation funnel
Generating new ideas that become innovations
Responding to ongoing changes (internal or external)
Speed of launching new digital initiatives
Realizing expected business value from digital initiatives
Responding to major internal organizational disruptions
Responding to major external disruptions
Not currently in use (n=76) EPMO in use (n=74)
Organization Performance Relative to Peers and Competitors
Ahead or Far Ahead
Organizations with
an EPMO are
significantly ahead
of peers and
competitors on
several areas of
digital business
performance.
20% 2.3
17% 2.0
17% 2.0
15% 1.8
15% 1.8
10% 1.5
6% -
6% -
0% -
Gap Odds
ratio
Statistically
significant
standouts for
EPMOs
N= 154-156 Digital Business Leaders, excluding Unsure/NA
Question: How would you characterize your enterprise's overall performance on the following outcomes relative to its peers or competitors?
Scale 1-5 from far behind to far ahead
Organizations With EPMOs Are Ahead in Digital Business Performance

of the digital business
leaders without an
EPMO would be likely or
very likely to champion
its adoption
68%
n = 82 organizations with EPMO not in use (Q05)
Question: If your organization could have the benefits of an EPMO, how likely would you be to champion the adoption of this
program?
Digital Business Leaders Without an EPMO
Say They Want One

60% 52%
Most-Prized Benefits for Respondents Without
an EPMO
Execution of large,
enterprise-wide initiatives
Quick and effective portfolio
prioritization
Question. If it were available, which, if any, of the following would be valuable in meeting your organization’s digital business challenges?

What’s Stopping Digital Business Leaders From
Getting the EPMO They Want?
The Top Hurdle to
EPMO Adoption:
The business doesn’t
understand the value
of an EPMO
Q08a. From your perspective, what would you consider the key hurdles to implementing an
EPMO as described?

Q08a. From your perspective, what would you consider the key hurdles to implementing an EPMO as described?
Key hurdles to implementing an EPMO: EPMO not in use
Multiple Responses
Other Hurdles in EPMO Adoption
50%
43%
40%
35%
35%
27%
22%
0% 50% 100%
Business does not understand the value
Other business priorities take precedent
Business culture does not support
Lack of support for from senior leadership
Lack of PPM leadership
Lack of talent
Negative perceptions of EPMO

Traditional Project Portfolio Management (PPM)
Traditional PPM, and departmental PMOs have advanced
the capabilities and effectiveness of organizations
significantly
Major benefits of PPM
• Clarity and consistency to project management
activities
• Helps define and pursue clearer objectives
• Make planning operations more realistic and complete
• Optimize the allocation of resources
• Improve the quality of deliverables
• Better visibility and reporting.

Align Strategy With Execution
Gartner states: Executing strategy in the digital age requires tools
connecting the shared objectives of business strategists and those
executing the change and measuring true business value. Program
and portfolio management leaders directing transformation should
invest in strategy execution management to succeed.
• As a set of processes — Process involving people, strategy and
operations
• As a system — System of strategy development and planning,
organizational alignment, operational plans, monitoring and
learning, and testing and adapting afterward forms the basis for an
increase in value by “executing” the strategy
Gartner: Market Guide for Strategy Execution Management Software

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.

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/functional 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.

Key Attributes of SPM
The increasing need to deliver value from digital
initiatives is giving rise to strategic portfolio
management, a digital investment management
discipline that enables strategy realization in complex
and dynamic environments.
SPM for technology initiatives and digital investments
has three key attributes:
1. Portfolio alignment
2. Value-driven decision making
3. Ongoing portfolio flexibility
A recent Gartner study shows that organizations that are
highly effective at all three attributes are approximately
twice as likely to drive positive business outcomes.

Shift Toward SPM to Enable Organizational Agility
The increasing pace of change and environmental turbulence creates
unsustainable strain for organizations. The need for agility will drive
strategic portfolio leaders to increase adoption of strategic portfolio
management, evolve EPMO capabilities, and change supporting tooling
and metrics.
Key Findings
• Only 16% of organizations are highly effective at all three key
attributes of strategic portfolio management (SPM) — portfolio
alignment, ongoing portfolio flexibility and value-driven decision
making.
• A fragmented approach to designing the future of work can lead to
excessive costs due to conflicting priorities, redundant
processes and misaligned goals.
• In a distributed delivery environment, business leaders overemphasize
local customer needs while making decisions and unintentionally pull
the enterprise away from its strategic objectives.
Gartner - Predicts 2022: Shift Toward Strategic Portfolio Management to Enable Organizational Agility
Published 11 November 2021

OnePlan Provides the Path to 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

OnePlan Meets You Where You Are
Crawl
Walk
Run

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

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
effectively manage the
development of new
applications &
products and ensure
that resources are
allocated appropriately
to maximize value
Professional Services
departments use
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
manage their portfolios
of initiatives and
investments related to
improving operational
efficiency and ensuring
that resources are
being used effectively.

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

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 OnePlan in JIRA
Fused UI - Stay working in the tools that you use in everyday.

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.

Sofia GPT Always Available in OnePlan

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
organizations balance
their portfolio of projects
to maximize value.
Resource
Allocation
organizations manage
resources, tasks, and
timelines more efficiently.
Investment
Forecasting
organizations identify and
mitigate potential risks to
their projects and
portfolios.
Risk
Assessment
organizations optimize
resource allocation across
projects and teams.
Portfolio
Optimization
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

• 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
• Evolution from departmental PMOs to EPMOs to
address the needs of modern organizations
• OnePlan provides end-to-end Strategic Portfolio
Management in the Microsoft Cloud
• From a bottom-up standpoint, OnePlan connects to
existing Work Management tools to provide the
overarching governance for an EPMO
• The use of AI provides valuable assistance and
insights to our SPM efforts, and Sofia GPT provides
AI-enabled capabilities in OnePlan
Summary

Consistently Recognized as a Leader
OnePlan cited as a top vendor in “Determine the
Future of Microsoft Project in Your
Organization”
2023 Peer Insights
“Voice of the Customer”
Strategic Portfolio Management
Strategy and Innovation

Our Next Webinars
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topics
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webinars

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tools
• Assess current requirements and desired
future state
• Determine how to implement or migrate into
the new solution
• Implementation roadmap for best adoption
success
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For more information:
contact@oneplan.ai
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Contact Us
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www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
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