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Embracing Change: The Impact of Generative AI
on Strategic Portfolio Management
The Pace of Change
Continues to Accelerate
Advanced the capabilities and effectiveness
of organizationssignificantly
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.
Traditional Project Portfolio Management (PPM)
Typical traditional
PPM benefits
include…
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
Align Strategy With Execution
As a set of processes
Process involving people, strategy and operations
Requires tools connecting the shared objectives of business strategists and those executing the change
and measuring true business value.
Leadershiprequires SPM to support enterprise-wide strategy-to-execution
alignment and adaptation.
Definition of key business strategies and desired business outcomes,
and mapping key portfolio elements, such as business capabilities,
investments, programs,digital and physical products,
applications, and projects.
Capture, define and prioritize business strategies; manage the
execution of initiatives and projects that drive the achievementof
these strategies; and provide full visibilityand managementof core
functional assets.
Strategic Portfolio Management (SPM)
Supports three key stakeholders from Leadership who sets direction,
IT/Functionalmanagement who owns the critical assets in infrastructure and
Execution teams that plan and deliver projects and products in the pursuitof
reachingthe business goals.
Gartner defines as a set of business capabilities, processes and supporting portfolio management
technology.
Importance of Strategic Portfolio Management in
Today's Business Environment
Emerging Technologiesand
Business Models
Increasing Complexity in
Business Environments
Greater Needfor Financial
& Resource Optimization
Demand for Data-Driven
DecisionMaking
Adoption of Agile and Other Project
ManagementMethodologies
As the business environmentbecomes more complex and uncertain,
organizations areseekingways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizationsarefacingbudget constraints and limited
resources.OnePlan helps organizationstoidentify and prioritize
the most critical projects and investments andallocate resources
more effectively to maximize their return on investment.
With the increasingavailability of data and analyticstools,there is a growing
demand for data-driven decision making.OnePlan leverages data and analytics to
provideinsights into portfolio performance, enablingorganizations to make
informed decisions that align with their strategic goals.
As more organizationsadoptagileand other iterativeproject 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 allocateresources moreeffectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizationsto evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall businessstrategy.
Shift Toward SPM to Enable Organizational Agility
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
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.
SPM has three key attributes:
1. Portfolio alignment
2. Value-driven decision making
3. Ongoing portfolio flexibility
A recent Gartner study shows thatorganizations thatare highly
effective at all three attributes areapproximately twice as likely to
drivepositive business outcomes.
Introduction of AI =
More Disruption and Opportunity
AI Evolution and Rapid Adoption
ChatGPT currently has over 180 million users
(GA to the public November 2022).
5 days
2.5 months
Changes in AI Investment
Since ChatGPT public release November 30, 2022
Hot new technology with excitement and apprehension
Ease of access for personal use and experimentation
Massive market implications
It offers significant potential opportunities, but also
entails disruption and risk
Strategic portfolio leaders must cut through GenAI hype
Must identify its business and functional implications fast
GenAI will impact your strategic portfolio management life
cycle
Prepare now for four key inbound GenAI impacts to ensure
effective strategic planning and execution
Current Challenges
Impacts on Strategic Portfolio Leaders
• For strategic portfolio leaders and their teams
• Left unaddressed, will negatively impact their ability to accelerate and
optimize strategic planning and execution
The emergence of GenAI in the workplace and in the generalpublic
creates immediateknowledge and skills gaps
• Requiring strategic portfolio leaders to manage and prioritize the demand
for new, unfamiliar types of investments and initiatives
Leveraging and investingin GenAI will flood portfolio demand
pipelineswith competing investmentideas
• To get the most value from investments in GenAI designed to optimize
strategic planning and execution
Strategic portfolio leaderslack the partnershipsthey need to have
to acquire the necessary data
• Due to the proliferation of GenAI technologies
Strategic portfolio leaders, program managers, project managers
and delivery teams will experience dramaticchanges in their
responsibilities
1
2
3
4
3
Recommendations for Strategic Portfolio Leaders
Close, as quickly as possible, GenAI knowledge and skills gaps by training staff to
recognize and exploit the potential for strategic portfolio management (SPM)
efficiencies.
Create portfolio activities, processes, checkpoints and standards designed to
assess, evaluate, prioritize and manage GenAI-related portfolio demand from
executive and senior leadership.
Identify the types of data and data sources GenAI technologies require to
optimize processes and activities in and around the SPM life cycle. Partner with
the owners of these data sources to enable GenAI use.
Document the known and perceived responsibilities of key positions within the
SPM life cycle (e.g., portfolio managers, program managers, project managers,
resource managers). As GenAI adoption and infusion progresses, change and
update these positions and their responsibilities to ensure consistency and
common understanding across the critical positions within the SPM life cycle
Incorporate GenAI Into Overall SPM Practices
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
T
echnology
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.
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
Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for StrategicPortfolio Management
Data Integration:
Accesses data from both OpenAI's extensive network and
OnePlan's own resources.
AI-Driven Collaboration
Sofia GPT, an advanced Azure OpenAI module, is tailored to
transform strategic portfolio and work management.
Intuitive Interaction:
Understands natural language and provides real-time responses,
enhancing strategic planning and decision-making efficiency.
Automation Powerhouse:
Simplifies tasks like data entry, information retrieval,
communication, estimation, anomaly detection, and more.
Sofia GPT Always Available in OnePlan
AI Evolution in 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
Assistantfor SPM
AI Based
Autonomousfor SPM
Previously Now Future
nePlan AI
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.
Demonstration
AI-Driven Strategic Planning with OnePlan
➢ Increased Productivity: Sofia GPT's AI-based strategic planningtoolscan help to increase
productivityby streamliningthe OKR developmentprocess, reducing manual input, and
automatingroutine tasks.
➢ Improved Alignment: Sofia GPT can help to align organizational objectiveswith individual
and team OKRs. By analyzingbusiness performance metrics and identifyingareas for
improvement, Sofia GPT can inform the developmentof OKRs and ensure alignment with
overallorganizational objectives.
➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify
patterns, opportunities,and potentialrisks. It can use predictive analyticsto forecast OKR
outcomes and identify potentialroadblocks.Thiscan help stakeholdersmake data-driven
decisionsto achieve their strategic goals.
➢ Optimization: Sofia GPT can analyze OKRs and providerecommendationsto optimize
outcomes. By recommending adjustmentsto 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'sSofia GPT can analyze data related to a company'sproject
portfolio, includingproject goals, resources, timelines, budgets, and risks. This analysiscan
help identify patterns and trends that can inform decision-makingaroundproject selection
and prioritization.
➢ Prediction and forecasting:By analyzingOnePlan data, OnePlan's Sofia GPT can make
predictions and forecasts about the likely outcomes of different project scenarios. This can
help decision-makers anticipatepotentialproblemsor 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, includingthe likelihoodof project delays, cost overruns, and other
potentialissues. This informationcan help inform project prioritization andresource
allocation decisions.
➢ PortfolioOptimization:OnePlan's Sofia GPT can use optimizationalgorithmsto identify
the best combinationof 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
Budget and Plan Optimization - Intake Lead – Select Projects based on criteria
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.
Augmented Data Entry – Project Manager Business Case Definition
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
➢ ResourceAllocation: Sofia GPT can help organizationsoptimize resource allocation by
analyzingthe current resource usage patternsand predicting future demand. This can help
organizationsto allocateresources more efficiently and avoidover/underutilization of
resources.
➢ Capacity Planning: Sofia GPT can help organizationsto plan for future capacity requirements
by analyzinghistoricalusage data and predicting future demand. Thiscan help organizations
to make informed decisions about when to add or remove resources to meet changing
business needs.
➢ ResourceOptimization: Sofia GPT can be used to optimize resource utilizationby identifying
opportunitiesto reduce waste, improve efficiency, and increase productivity.This can help
organizationsto reduce costs and improve their overallperformance.
➢ 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 candidatesfor their organization
Provide a sample Resource Plan by hours and month for this plan
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
Augmented Data Entry – Project Manager Status Report Narrative
Summary & Next Steps
• Strategic Portfolio Management (SPM) has become
important in today’s business environment
• Increasedcomplexity, and the fast pace of change
requires enhanced methods and approaches
• Introduction of Gen AI is adding to the degree of
change
• OnePlan provides end-to-end Strategic Portfolio
Management in the Microsoft Cloud
• OnePlan meets you where you are, and enables a
crawl, walk, run approach to attain the full benefits of
SPM
• The use of AI provides valuable assistance and
insights to our SPM efforts, and Sofia GPT provides
AI-enabled capabilities in OnePlan
Summary
- Global PPM Leader for 5 Consecutive Years
Consistently Recognized as a Market Leader
OnePlan cited as a top vendor in
“Determine the Future of Microsoft
Project in Your Organization”
Strategy and Innovation
2023 Peer Insights
“Voice of the Customer”
Strategic Portfolio Management
Our 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
Assistanceavailable 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

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Embracing Change - The Impact of Generative AI on Strategic Portfolio Management

  • 1. In partnership with Embracing Change: The Impact of Generative AI on Strategic Portfolio Management
  • 2. The Pace of Change Continues to Accelerate
  • 3. Advanced the capabilities and effectiveness of organizationssignificantly 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. Traditional Project Portfolio Management (PPM) Typical traditional PPM benefits include…
  • 4. 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 Align Strategy With Execution As a set of processes Process involving people, strategy and operations Requires tools connecting the shared objectives of business strategists and those executing the change and measuring true business value.
  • 5. Leadershiprequires SPM to support enterprise-wide strategy-to-execution alignment and adaptation. Definition of key business strategies and desired business outcomes, and mapping key portfolio elements, such as business capabilities, investments, programs,digital and physical products, applications, and projects. Capture, define and prioritize business strategies; manage the execution of initiatives and projects that drive the achievementof these strategies; and provide full visibilityand managementof core functional assets. Strategic Portfolio Management (SPM) Supports three key stakeholders from Leadership who sets direction, IT/Functionalmanagement who owns the critical assets in infrastructure and Execution teams that plan and deliver projects and products in the pursuitof reachingthe business goals. Gartner defines as a set of business capabilities, processes and supporting portfolio management technology.
  • 6. Importance of Strategic Portfolio Management in Today's Business Environment Emerging Technologiesand Business Models Increasing Complexity in Business Environments Greater Needfor Financial & Resource Optimization Demand for Data-Driven DecisionMaking Adoption of Agile and Other Project ManagementMethodologies As the business environmentbecomes more complex and uncertain, organizations areseekingways to manage risk and optimize their portfolios to ensure they are aligned with their strategic goals. Many organizationsarefacingbudget constraints and limited resources.OnePlan helps organizationstoidentify and prioritize the most critical projects and investments andallocate resources more effectively to maximize their return on investment. With the increasingavailability of data and analyticstools,there is a growing demand for data-driven decision making.OnePlan leverages data and analytics to provideinsights into portfolio performance, enablingorganizations to make informed decisions that align with their strategic goals. As more organizationsadoptagileand other iterativeproject 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 allocateresources moreeffectively. The emergence of new technologies and business models creates new opportunities and challenges for organizations. OnePlan provides a framework for organizationsto evaluate and prioritize these opportunities, and to ensure that they are aligned with their overall businessstrategy.
  • 7. Shift Toward SPM to Enable Organizational Agility 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 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. SPM has three key attributes: 1. Portfolio alignment 2. Value-driven decision making 3. Ongoing portfolio flexibility A recent Gartner study shows thatorganizations thatare highly effective at all three attributes areapproximately twice as likely to drivepositive business outcomes.
  • 8. Introduction of AI = More Disruption and Opportunity
  • 9. AI Evolution and Rapid Adoption ChatGPT currently has over 180 million users (GA to the public November 2022). 5 days 2.5 months
  • 10. Changes in AI Investment Since ChatGPT public release November 30, 2022 Hot new technology with excitement and apprehension Ease of access for personal use and experimentation Massive market implications It offers significant potential opportunities, but also entails disruption and risk
  • 11. Strategic portfolio leaders must cut through GenAI hype Must identify its business and functional implications fast GenAI will impact your strategic portfolio management life cycle Prepare now for four key inbound GenAI impacts to ensure effective strategic planning and execution Current Challenges
  • 12. Impacts on Strategic Portfolio Leaders • For strategic portfolio leaders and their teams • Left unaddressed, will negatively impact their ability to accelerate and optimize strategic planning and execution The emergence of GenAI in the workplace and in the generalpublic creates immediateknowledge and skills gaps • Requiring strategic portfolio leaders to manage and prioritize the demand for new, unfamiliar types of investments and initiatives Leveraging and investingin GenAI will flood portfolio demand pipelineswith competing investmentideas • To get the most value from investments in GenAI designed to optimize strategic planning and execution Strategic portfolio leaderslack the partnershipsthey need to have to acquire the necessary data • Due to the proliferation of GenAI technologies Strategic portfolio leaders, program managers, project managers and delivery teams will experience dramaticchanges in their responsibilities 1 2 3 4
  • 13. 3 Recommendations for Strategic Portfolio Leaders Close, as quickly as possible, GenAI knowledge and skills gaps by training staff to recognize and exploit the potential for strategic portfolio management (SPM) efficiencies. Create portfolio activities, processes, checkpoints and standards designed to assess, evaluate, prioritize and manage GenAI-related portfolio demand from executive and senior leadership. Identify the types of data and data sources GenAI technologies require to optimize processes and activities in and around the SPM life cycle. Partner with the owners of these data sources to enable GenAI use. Document the known and perceived responsibilities of key positions within the SPM life cycle (e.g., portfolio managers, program managers, project managers, resource managers). As GenAI adoption and infusion progresses, change and update these positions and their responsibilities to ensure consistency and common understanding across the critical positions within the SPM life cycle
  • 14. Incorporate GenAI Into Overall SPM Practices
  • 15. 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
  • 16. OnePlan Meets You Where You Are Crawl Walk Run
  • 17. 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
  • 18. Project Management Office Innovation/ Transformation Sales & Marketing Information T echnology 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.
  • 19. 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
  • 20. Say Hello to OnePlan’s ‘Sofia GPT’ A Game-Changer for StrategicPortfolio Management Data Integration: Accesses data from both OpenAI's extensive network and OnePlan's own resources. AI-Driven Collaboration Sofia GPT, an advanced Azure OpenAI module, is tailored to transform strategic portfolio and work management. Intuitive Interaction: Understands natural language and provides real-time responses, enhancing strategic planning and decision-making efficiency. Automation Powerhouse: Simplifies tasks like data entry, information retrieval, communication, estimation, anomaly detection, and more.
  • 21. Sofia GPT Always Available in OnePlan
  • 22. AI Evolution in 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 Assistantfor SPM AI Based Autonomousfor SPM Previously Now Future nePlan AI
  • 23. 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.
  • 25. AI-Driven Strategic Planning with OnePlan ➢ Increased Productivity: Sofia GPT's AI-based strategic planningtoolscan help to increase productivityby streamliningthe OKR developmentprocess, reducing manual input, and automatingroutine tasks. ➢ Improved Alignment: Sofia GPT can help to align organizational objectiveswith individual and team OKRs. By analyzingbusiness performance metrics and identifyingareas for improvement, Sofia GPT can inform the developmentof OKRs and ensure alignment with overallorganizational objectives. ➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify patterns, opportunities,and potentialrisks. It can use predictive analyticsto forecast OKR outcomes and identify potentialroadblocks.Thiscan help stakeholdersmake data-driven decisionsto achieve their strategic goals. ➢ Optimization: Sofia GPT can analyze OKRs and providerecommendationsto optimize outcomes. By recommending adjustmentsto OKRs, resource allocations,and other factors, Sofia GPT can maximize OKR success and improve business outcomes.
  • 26. Analyze data to identify patterns, opportunities, and potential risks
  • 27. AI-enabled Portfolio Optimization with OnePlan ➢ Data analysis: OnePlan'sSofia GPT can analyze data related to a company'sproject portfolio, includingproject goals, resources, timelines, budgets, and risks. This analysiscan help identify patterns and trends that can inform decision-makingaroundproject selection and prioritization. ➢ Prediction and forecasting:By analyzingOnePlan data, OnePlan's Sofia GPT can make predictions and forecasts about the likely outcomes of different project scenarios. This can help decision-makers anticipatepotentialproblemsor 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, includingthe likelihoodof project delays, cost overruns, and other potentialissues. This informationcan help inform project prioritization andresource allocation decisions. ➢ PortfolioOptimization:OnePlan's Sofia GPT can use optimizationalgorithmsto identify the best combinationof projects to include in a portfolio based on various criteria, such as business goals, resource availability,and risk tolerance.
  • 28. Provide a summary of the portfolio data
  • 29. Budget and Plan Optimization - Intake Lead – Select Projects based on criteria
  • 30. 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.
  • 31. Augmented Data Entry – Project Manager Business Case Definition
  • 32. 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.
  • 33. Identify potential risks and how to mitigate them
  • 34. AI-enabled Resource Capacity Planning with OnePlan ➢ ResourceAllocation: Sofia GPT can help organizationsoptimize resource allocation by analyzingthe current resource usage patternsand predicting future demand. This can help organizationsto allocateresources more efficiently and avoidover/underutilization of resources. ➢ Capacity Planning: Sofia GPT can help organizationsto plan for future capacity requirements by analyzinghistoricalusage data and predicting future demand. Thiscan help organizations to make informed decisions about when to add or remove resources to meet changing business needs. ➢ ResourceOptimization: Sofia GPT can be used to optimize resource utilizationby identifying opportunitiesto reduce waste, improve efficiency, and increase productivity.This can help organizationsto reduce costs and improve their overallperformance. ➢ 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 candidatesfor their organization
  • 35. Provide a sample Resource Plan by hours and month for this plan
  • 36. 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.
  • 37. What are the key insights and trends that can be inferred from the financial data?
  • 38. Help me write a project summary email to my manager
  • 39. Augmented Data Entry – Project Manager Status Report Narrative
  • 40. Summary & Next Steps
  • 41. • Strategic Portfolio Management (SPM) has become important in today’s business environment • Increasedcomplexity, and the fast pace of change requires enhanced methods and approaches • Introduction of Gen AI is adding to the degree of change • OnePlan provides end-to-end Strategic Portfolio Management in the Microsoft Cloud • OnePlan meets you where you are, and enables a crawl, walk, run approach to attain the full benefits of SPM • The use of AI provides valuable assistance and insights to our SPM efforts, and Sofia GPT provides AI-enabled capabilities in OnePlan Summary
  • 42. - Global PPM Leader for 5 Consecutive Years Consistently Recognized as a Market Leader OnePlan cited as a top vendor in “Determine the Future of Microsoft Project in Your Organization” Strategy and Innovation 2023 Peer Insights “Voice of the Customer” Strategic Portfolio Management
  • 43. Our Webinars https://oneplan.ai/webinars/ • Frequent webinars on a variety of topics • Register for new webinars • Library of recorded, on-demand webinars
  • 44. www.appsource.com Get Started Today! - Free Trials Assistanceavailable from OnePlan https://oneplan.ai/solutions/
  • 45. 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
  • 46. For more information: contact@oneplan.ai Next Steps • FREE – Trial • FREE – Roadmap Workshop • FREE – Personalized 1:1 Demo www.oneplan.ai