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Unified Resource Capacity Planning
Unite the Top Work Management Platforms
In partnership with
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
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.
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
Too Much
Information
Resource
Tracking
Resource
Focus
Non-Project
Workload
Resource Management Challenges
Resource
Ownership
Resource
Visibility
Resource
Reporting
Resource Management Maturity Dimensions
Planning /
Tracking
Granularity
Roles /
Resources
Resource
Costs
Approval /
Negotiation
Governance /
Prioritization
Forecasting
vs. Actuals
Still Critical With Increasingly Agile Approaches
Mature Approaches Need to Consider All Work Types
Must Be An Ongoing, Rolling Wave Process
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
Excel Used By Many Today
Why?
• It’s freely available
• We all know how to use it
• Unaware of alternatives
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
PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Adaptive Portfolio Management – Power to Choose
Comprehensive portfolio management capabilities supporting multiple methodologies and tools
• 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
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
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
Strategy Execution and Alignment
Strategy
Execution
Ensure that resources are allocated
to initiatives that are high value
and strategically aligned
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
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
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
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
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
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
Demonstration
Summary & Next Steps
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
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
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
https://oneplan.ai/webinars/
• Frequent webinars on a variety of
topics
• Register for new webinars
• Library of recorded, on-demand
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
One
Hub

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Unified Resource Capacity Planning - Unite the Top Work Management Platforms

  • 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
  • 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