In today's diverse project management landscape, organizations often find themselves juggling multiple work management tools like Planner, Microsoft Project, Project for the web, Azure DevOps, Jira, Smartsheets, Monday.com and more. This fragmentation can lead to inefficiencies, especially when it comes to holistic enterprise resource capacity planning. Enter OnePlan: the solution designed to seamlessly bridge these platforms for a consolidated view of your resources at an enterprise level.

1. Unified Resource Capacity Planning
Unite the Top Work Management Platforms
In partnership with

2. Proliferation of Tools Across the Organization
Demand Management
Portfolio Management
Project Management
Time Management
Reporting & Analysis
PMO Marketing Finance
Application
Development
Operational
Excellence NPD Engineering

3. Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management
Organizations Strive to Become More Agile
• Strategic Themes, Portfolio Canvas
Value Stream, Lean Budgets and
Value Streams, Program Increment
Planning.
• All projects managed in Scrum Agile
approach and Agile Portfolio
Management.
• Create, Select, Prioritize,
Plan, Manage, Close.
• Majority of Projects in
Waterfall methodology and
Project Portfolio
Management
• Agile and Waterfall PPM
Governance Concepts and Tools.
• Neither approach dominate. Still
large set of projects managed in
Waterfall or Hybrid.

4. Information Silos Bring Barriers and Inefficiency
• Myriad of tools being used for project,
portfolio, and resource management
• Disconnected information difficult to remain
accurate and current across the board
• Duplication of data entry is time consuming
and prone to errors
• Manual mash-ups of data from multiple
tools and data sources
• Comprehensive resource planning typically
happens as its own separate data silo that is
disconnected

5. Too Much
Information
Resource
Tracking
Resource
Focus
Non-Project
Workload
Resource Management Challenges
Resource
Ownership
Resource
Visibility
Resource
Reporting

6. Resource Management Maturity Dimensions
Planning /
Tracking
Granularity
Roles /
Resources
Resource
Costs
Approval /
Negotiation
Governance /
Prioritization
Forecasting
vs. Actuals

7. Still Critical With Increasingly Agile Approaches

8. Mature Approaches Need to Consider All Work Types

9. Must Be An Ongoing, Rolling Wave Process

10. Balance Top-Down and Bottom Up
Top-Down
High-Level
Project/Initiative
Capacity Plan
Early Estimates
Generic Roles
Commitments
Schedules
Work Items
Task Assignments
Named Resources
Bottom-Up
• Early-stage planning
and estimating
• Often % or FTE-
based planning
• Easiest method to
get started and
maintain
• Many stay at this
level only
• Begin when detailed
schedules/plans
created
• Assign resources to
tasks/work items
• Effort or sizing
estimates
• Rollup aggregate
time-phased effort
• More rigor for
consistent quality

11. Excel Used By Many Today
Why?
• It’s freely available
• We all know how to use it
• Unaware of alternatives

12. Use of Roles
in Demand and Portfolio Management
Identify Generic
Roles
Determine
Quantity of Each
Role
Identify
Constraining
Resources/
People
Time Sequence
Projects
Match High-
Level Demand
to Supply
Request
Resource
Allocation
Ideas &
Requests
Go / No Go
Business
Case
Proposed
Portfolio
Governance/Steering
Committee Approves
Portfolio

13. PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Adaptive Portfolio Management – Power to Choose
Comprehensive portfolio management capabilities supporting multiple methodologies and tools

14. • Associate and align
• Aggregate and rollup
• Different methodologies
• Variety of tools
• Translate to common
metrics for leadership
Teams Execute How They Need To
Leadership Gets Visibility It Needs
Strategies/Objectives
Key Results
Portfolios
Programs
Initiative Initiative Initiative Initiative Initiative Initiative
Methodology
Tools
Teams
Leadership

15. Strategic Themes
Portfolios
Value Streams
Programs
Initiative Initiative Initiative Initiative Initiative Initiative
Methodology
Tools
• Associate and align
• Aggregate and rollup
• Different methodologies
• Variety of tools
• Translate to common
metrics for leadership
Teams
Leadership
• NPV
• IRR
• ROI
• Earned Value
• Utilization
• Milestones
• CPI
• SPI
• Cost Variance
• Burn Down
• Burn Up
• Velocity
• Cumulative
Flow Diagram
• WSJF
• Bug Trends
Consolidating and Translating
All Agile Teams

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. Strategy Execution and Alignment
Strategy
Execution
Ensure that resources are allocated
to initiatives that are high value
and strategically aligned

18. Visual Resource Capacity Planning Within Projects
• Detail time-phased resource
estimates
• From idea to execution
• FTE, percentage and hours
• Look at existing demand and
commitments as you are planning
Resource planning for individual
projects based on organization-
wide capacity and demand

19. Resource Capacity Planning Organization-Wide
• High-level capacity and demand with a
fast and visual user experience
• Look at resources proposed and
committed across all project and work
efforts
• Easily substitute and balance resourcing
with drag-and-drop re-assignment, or
simple replacement
• Match individual resources to the project’s
requirements by finding team members
according to their roles, skills, and
availability.
Resource planning and visibility
across the enterprise

20. Drive business value with
robust portfolio analysis
Easily model different portfolio scenarios
to determine the best strategic path.
Weigh project proposals against strategic
business drivers and objective scoring
criteria, all while considering cost and
resource constraints
Leverage for Strategic Portfolio Analysis

21. Financial Planning
• Flexible cost types and
categories
• From original estimates to
budgets, revised forecasts, and
actuals tracking
• Time-phased costing
• Part of the original business case
and ongoing project execution
Labor Costs Based on Resource
Capacity Planning

22. Deliver new insights into your
business with visual reporting &
analytics.
Make the right decisions with access to
reporting and analytics. Visually monitor
utilization of your team to help with capacity
planning. Slice and dice the data to personalize
your view. Monitor and improve your team’s
efficiency and compliance.
Dynamic Resource Reporting and Analytics

23. 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

24. Demonstration

25. Summary & Next Steps

26. Resource Management Next Steps
1. Assess readiness
2. Understand your resource management maturity
3. Understand the culture/environment
4. Build a resource management roadmap
5. Develop practical action plan to get to the next
maturity level
6. Define your process first, and then automate

27. Summary
• Resource management is a critical success factor for
PPM success
• Approach and processes should align with
organizational readiness and maturity
• High-level capacity planning is a good place to start
• More detailed resource allocation can follow as ready
or needed
• OnePlan provides a great platform for all PPM
capabilities
• OnePlan connects your various execution tools into a
comprehensive portfolio hub
• OnePlan also enhances all aspects of top-down and
bottom-up resource planning and analysis
• OnePlan is fully integrated and embedded in the
Microsoft Cloud

28. 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

29. Our Next Webinars
https://oneplan.ai/webinars/
• Frequent webinars on a variety of
topics
• Register for new webinars
• Library of recorded, on-demand
webinars

30. www.appsource.com
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions/

31. 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

32. For more information:
contact@oneplan.ai
Next Steps
• FREE – Trial
• FREE – Roadmap Workshop
• FREE – Personalized 1:1 Demo
www.oneplan.ai

33. Contact Us
contact@oneplan.ai
www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
The Power of One

34. One
Interface
One
Experience
One
Hub