OnePlan provides strategic portfolio management capabilities for Jira users, extending Jira into a full SPM solution. SPM brings together business capabilities, investments, programs, products, applications and projects to align strategy with execution. OnePlan can be configured for a company's specific Jira implementation. Compared to other tools, OnePlan offers lower cost and faster implementation for quicker value. It also integrates with other solutions as needed.

1. Unleashing Jira’s Full Potential
Extending into a Strategic Project Portfolio Management Solution
with OnePlan
In partnership with

2. Traditional Project Portfolio Management (PPM)
PPM has 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.

3. 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

4. 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 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 is Strategic Portfolio Management
The OnePlan team’s purpose is to help your organization on its path to innovation, flexibility, and speed by
offering technology and consulting services to suit your needs at different stages of your journey.
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.
IT LEADERS
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
Solutions that can present the interrelated
perspectives, views and considerations needed
to make strategic decisions across the business.

6. Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management
Facilitate the Enterprise Digital Transformation
• 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.

7. • 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

8. 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

9. ONEPLAN PROVIDES PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Preconfigured Solutions
Microsoft Project
JIRA

10. - Capabilities, Roles, and Process Flow
Strategy
Ideas & Requests
Portfolio Managers
Capacity Planning
Investments
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Enterprise Architecture
Artificial Intelligence – Sofia GPT
Intake Delivery
Execution
My Work
Time Tracking
Strategic Planners
Team Members
Executives
Portfolio Planning
Planning
Do the right work Do the work right

11. Strategy Execution and Alignment
Strategy
Execution

12. Order Processing 2.0 Program
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Capability
Order Processing
Business Objectives Key Results
Initiatives
Application
Picking System
Enterprise Architecture
Enhance Implement
The Need for Further Alignment

13. Objective Runway
Project Runway
OnePlan Visualizer

14. 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

15. Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Agile Planning
SPM Solution –
Agile Teams
with Agile
Leadership
Teams executing with Agile
approaches and tools
Details synched to portfolio level
Agile PPM and PI Planning
Portfolio provides views and
metrics for leadership

16. Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Waterfall Scheduling
Agile Planning
Hybrid PPM
Solution –
Waterfall &
Agile
Enables a 360 view of investment
progress
Builds trust and transparency
Let’s teams work in their tool of
choice

17. Portfolio
Program
Epic
Feature
User Story
Tasks
Bugs
Epic
Feature
User Story
Tasks
Bugs
My Portfolio
Work Plan

18. OnePlan in Azure DevOps
OnePlan in Teams
OnePlan in Power Apps
OnePlan in Dynamics 365
Built For The Microsoft Cloud
With a Fused User Experience
OnePlan in SharePoint OnePlan in JIRA
Fused UI - Stay working in the tools that you use in everyday.

19. OnePlan More Flexible and Simpler to Deploy

20. 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.

21. Demonstration

22. Summary & Next Steps

23. • SPM is now expanding on PPM, and adapting for the
modern, digital business
• SPM brings to together business capabilities,
investments, programs, digital and physical products,
applications, and projects
• OnePlan adds the full set of SPM capabilities for JIRA
users
• OnePlan can be configured to your specific JIRA
configuration.
• Compared to other portfolio management tools,
OnePlan is lower cost and faster to implement
leading to faster time to value
• OnePlan integrates with other solutions/tools as
needed
Summary

24. 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

25. Our Webinars
https://oneplan.ai/webinars/

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

27. Get Started Today! - Free Trial on Atlassian Marketplace
https://marketplace.atlassian.com/apps/1228923/oneplan?hosting=cloud&tab=overview

28. 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

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

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

31. One
Interface
One
Experience