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1. Streamlining Project Management in
Microsoft Project, Planner, and
Teams with AI and OnePlan
Jim Patterson
jpatterson@oneplan.ai

2. GAP
For The Web
Planner
Microsoft Project and Work Management
Previous Evolutions
Task
Management
Professional
Project
Management
Modern Project
Management
Project Online
PPM

3. Microsoft Direction for PPM
• Microsoft announced in late 2018 a
plan to re-imagine Project and the end
of investments in Project Online
• In the fall of 2019, they launched
Project for the web
• Their vision going forward is to provide
project management capabilities
leveraging the M365 platform.

4. The New Microsoft Planner

5. Bringing together to-dos, tasks, plans, and projects…
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
Announcing the new Microsoft Planner
One simple, familiar experience for task and project management
The New Microsoft Planner
One simple, familiar experience for task and project management

6. The new Planner is
simple
Access your work faster with
simple navigation, including three
main views: My Day, My Tasks, and
My Plans
Manage your tasks, to-do lists,
plans, and projects across Microsoft
365 apps in one place
Stay on top of your daily tasks with a
view that helps you focus on what
needs to get done today

7. The new Planner is
intelligent
Copilot can help you plan for
work—getting you started with
tasks, buckets, and goals
Copilot can help you set clear,
measurable goals to align your
team towards success
Copilot can help you stay up to
date on upcoming high priority
tasks, overloaded team members,
and big risks
NOTE: Does not have feature parity
with Project Professional or Project
Online

8. ONEPLAN PROVIDES PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Preconfigured Solutions
Planner
(Basic & Premium)
Project Professional

9. OnePlan is an AI-enabled Strategic Portfolio & Work Management platform that
enable businesses to streamline their operations, optimize their investments &
resources, while driving growth.
Connect Strategy to
Execution
We bridge the gap between strategic goals
and on-the-ground work, ensuring alignment
across portfolios, programs, and projects.
Deliver Real-Time
Visibility & Insights
Gain a unified view across all work with real-
time dashboards and analytics that support
faster, data-driven decision-making.
Unify Tools and
Teams
Integrate with Microsoft Project, Planner,
Azure DevOps, Jira, Smartsheet, and more—
breaking down silos and improving
collaboration.
Optimize Resource &
Capacity Planning
Model capacity, demand, and resource
allocation to ensure the right teams are
focused on the right work at the right time.
Centralize Financial
Management
Plan, track, and forecast budgets and actuals
to improve investment performance and
financial governance.
Support Hybrid Work
Delivery Models
Enable Agile, Waterfall, and Hybrid work
execution—all within a single platform that
provides leadership with a consolidated view.
Plan Strategically. Execute Effectively. Deliver Value.

10. Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Demand
Timesheets
My Work
Stakeholders
Team Members
Executives
Portfolio Planning
Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Products, Applications, etc.
Execution Analysis
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
Strategy
End-to-EndCapabilities

11. IT R&D Product Operations
Build Your Own Solution
Portfolio
Plan
Resource
Plan
Financial
Plan
Portfolio
Modeler
Work
Plan
Time
Tracking
Strategic
Plan
Strategy
PMO
Work Management Application Development Ideation Service Management Financial Management
OneConnect/OneAnalytics
Reporting
Status
Reports
Innovation
Portal
Capabilities
Solution
Areas
Integrations
Extensibility
EnterprisePlatform
Demand Planning Execution Analysis
Governance

12. OnePlan helps unify your tech stack by integrating with the tools your teams already use. Whether it's Jira,
Smartsheet, Salesforce, or custom systems, OnePlan creates a connected portfolio ecosystem.
OpenIntegrationHub
Connect with Jira, Smartsheet, ServiceNow,
Salesforce, and more.
Automated DataSync
Keep project data consistent across systems
without manual effort.
Bi-DirectionalAPIs
Enable real-time updates between OnePlan
and external platforms.
Cross-SystemIntelligence
Use AI and insights across integrated toolsets
for smarter decisions.
See OnePlan in action!
Connect the Tools Your Teams Already Use

13. OnePlan helps you make faster, smarter decisions with built-in AI powered by Sofia. From plan generation to
real-time recommendations, Sofia enhances productivity, improves decision-making, and reduces manual
effort..
GeneratePlanswithPrompts
Use natural language to generate project,
work, or financial plans instantly.
SummarizeUpdates &Status
Automatically summarize plan health,
progress, and risks for executives and
stakeholders.
IdentifyRisks& Anomalies
Leverage AI to flag potential issues based on
data trends and inconsistencies.
Context-AwareAssistance
Get in-app suggestions and automation
tailored to your specific work context.
See OnePlan in action!
AI-Driven Intelligence (Sofia GPT)

14. OnePlan helps extend the power of Microsoft 365 for strategic portfolio management. It seamlessly connects
with Teams, Project, Planner, Power BI, and more.
NativeMicrosoftEcosystemSupport
Connect with Teams, Power BI, Project,
Planner, and Azure DevOps.
Two-WaySync
Push and pull data between OnePlan and
Microsoft tools seamlessly
UseMicrosoftTeamsforCollaboration
Manage work, hold meetings, and update
plans directly in Teams.
Enterprise-GradeSecurity
Compliant with Microsoft standards and
certified for enterprise use.
See OnePlan in action!
Extend the Power of Microsoft 365

15. 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.

16. OnePlan in Microsoft Teams

17. What Else Is Needed in Teams?
A Complete Project Portfolio Management Platform for Microsoft Teams
Stay connected and organized. Define strategy, set priorities, capture requests and execute projects all within Teams.
Key Features
The success of your deliverables relies on strong communication and visibility into your project assets. Share information with
your stakeholders in a single location and ensure teams are progressing towards common goals. Real- time visibility into project
performance keeps teams aligned and stakeholders in the know – allowing you to shift direction or remove barriers quickly when
necessary.

18. Microsoft Authorized Teams App
Left Rail for Full OnePlan Access
On Left Navigation Rail

19. Complete Strategic Portfolio Management Capabilities
In Microsoft Teams

20. OnePlan Within Individual Teams
Access OnePlan Within the Team/Channel
Within a
Team/Channel
Add App to a Team or Channel

21. OnePlan in Microsoft Power Platform

22. Project for Web
Modern Project Management

23. All Projects in Dataverse – Power Apps Solutions
Dataverse

24. Accelerator Solution with Power Apps
(aka “Project Accelerator”, PPM Accelerator. PMO Accelerator)
Developed for Microsoft by OnePlan
Demonstrates the use the Power
Platform and with Planner for Project,
Program, and Portfolio Management
requirements.
Reports
Project
Requests
Programs
Projects
Resources
Note: Does not provide full feature parity with Project Online

25. OnePlan
Portfolio Management

26. Future of Microsoft Project and Portfolio Management
EPMO
PMO
Project Teams
OnePlan
OnePlan
Planner Premium + Accelerator
Project Online
Microsoft Cloud
Platform
Strategic Portfolio Management
(SPM)
Enterprise Work Management
(EWM)
Collaborative Work
Management
(CWM)
Planner / Teams
Planner Premium
(formerly Project for the web)
Office 365

27. Demonstration

28. Summary & Next Steps

29. OnePlan Meets You Where You Are
Crawl
Walk
Run

30. Summary
• OnePlan has enhanced and deployed the Microsoft Project
offerings for many years as a strategic Microsoft partner
• Microsoft has reimagined Project, and has combined Project
for the web and Planner
• Microsoft focusing on Collaborative Work Management
• OnePlan provides a platform that extends the new Microsoft
Planner, Project and Azure DevOps to provide full EWM, PPM
and SPM capabilities
• OnePlan integrates with other solutions/tools as needed
• OnePlan is delivered in the Microsoft cloud
• OnePlan is an authorized Microsoft Teams app, and provides
full capabilities in that user experience
• OnePlan’s fused UI approach lets you use OnePlan capabilities
across the M365 and Power Platforms
• AI assistants Copilot and Sofia GPT are available today

31. Industry Recognitions
Secured Platform
Strategic Partnership
ataGlance
Private Equity Partner

32. Customer Testimonials
"OnePlan has brought
transparency, adaptability, and real
strategic alignment to our project
portfolio—it's truly invaluable."
“OnePlan helped us go from 20% to
92% adoption by enabling
standardization, transparency, and
governance."
"OnePlan became our single source
of truth — it helped us standardize
processes, scale efficiently, and
deliver real-time data to our
leadership."
"OnePlan gives us the tools to
track, plan, and report on major
initiatives — helping our teams stay
focused and aligned on what
matters most.
"OnePlan gives us one source of
truth to manage multiple portfolios,
drive innovation, and make better
business decisions."
“OnePlan has been a game
changer for visibility and
alignment across the
organization.”
"OnePlan brought us global
visibility and helped us manage
strategic projects in a way we never
could before.”
See More OnePlan Customer Testimonials
Watch the Testimonial Watch the Testimonial Watch the Testimonial
Watch the Testimonial Watch the Testimonial Watch the Testimonial Watch the Testimonial
""OnePlan brought everything into
one place, streamlined our
reporting, and really took our PMO
to the next level."
Watch the Testimonial

33. IMPLEMENTATION
SERVICES
ONE-STOP-SHOP FOR BUSINESS TRANSFORMATION
Technical Consulting & Advisory Services
Your dedicated partner in maximizing work productivity and creating the shortest path to value
EDUCATION AND
TRAINING
CUSTOMER SUCCESS
AND SUPPORT
ADVISORY
SERVICES
Dedicated to creating the
shortest path to value
Training how you want it,
when you need it
Peace of mind with 24/7
customer support
Drive and support
continuous improvement
FastTrack
KickStart Package
Select Package
Online University
Role-based Learning Paths
Instructor Led Courses
Access to Experts
Community
Knowledge Library
Business Strategy Workshop
Advisory Consulting
Staffing

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

35. Free Trials
https://oneplan.ai/solutions/
Complimentary
assistance available
from OnePlan

36. Next Steps
• FREE – Business Strategy Workshop
• FREE - Trial & Support
• Personalized 1:1 demo for your organization
• contact@oneplan.ai
• www.oneplan.ai

37. www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai