Embrace a new era of Portfolio Management excellence by uniting the strengths of OnePlan’s Adaptive Portfolio Management solution with the versatility of Smartsheet. Join us for a webinar that unveils the exciting possibilities of integrating these two powerhouse platforms. Learn how to seamlessly bridge the gap between project execution and strategic alignment by leveraging the collaborative capabilities of Smartsheet within the framework of OnePlan’s comprehensive strategic portfolio management environment. Our experts will guide you through real-world examples and strategies, demonstrating how this integration enhances visibility, streamlines decision-making, and empowers your organization to proactively adapt to dynamic business landscapes. Don’t miss this chance to explore the expanded horizons of portfolio management through the synergy of OnePlan and Smartsheet.

1. Integrating OnePlan and Smartsheet
for Adaptive Portfolio Management
In partnership with

2. Different Methodologies
Agile
Waterfall
Hybrid
• Agile is growing
• Waterfall is still widely used
• Agile variants
• Hybrid methodologies
• Personalized, cherry-picked versions

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. Adaptive
PPM Solution
Transparency and
insights for better,
faster business
decisions
Quick adjustments to
shifting business
priorities and market
changes
Balance investments
and resources with
demand to optimize
business value
Support teams that
use a variety of tools
and execution
methods
Automated
consolidation of
information from a
variety of sources
Provide a single
source of truth
Adaptive PPM
Solution
Project
Portfolio
Program
Portfolio
Product
Portfolio
IT Service
Portfolio

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

6. • 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

7. Adaptive Project Management and Reporting Process Flow
• Multiple execution tools
• Varying needs in different parts of the
enterprise
• Diversified execution methods
• Support continuous delivery
• Reduce overall project durations
• Promote continuous customer
responsiveness
• Adapt to changing customer needs
• Execution approaches based on time-to-
value

8. Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
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.

9. Costly and Inefficient Uses of Time
• Manual data crunching multiple tools
and data sources
• Manual report creation, formatting and
updating
• Data re-entry is time consuming and
prone to errors
• Chasing team members for status and
updates
• Packaging and distribution of reports to
different stakeholders and organizational
levels
• Trying to track completeness and
timeliness of submissions

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

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

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

13. - Adaptive PPM
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation
Artificial Intelligence – Sofia GPT
Intake
Timesheets
My Work
Stakeholders
(Internal/External)
Team Members
Executives
Planning & Prioritization
Portfolio Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Requests
Execution Analysis/Outcomes
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Capabilities, Roles, and Process Flow
Issues Risks Changes
• Business Value
• Benefits
Realization

14. Extending Smartsheet Capabilities
• Smartsheet has had explosive growth for
individuals and teams
• Ease of use and flexibility are big drivers of
adoption
• Broader use highlights gaps and missing
capabilities
• Organizations and PMOs/EPMOs have
trouble harnessing for portfolio level needs
• More advanced approaches require
additional capabilities that can extend
beyond existing Smartsheet use
• Enhancement, rather than replacement, is
often preferred

15. Flexible Portfolio Visibility
Unified Portfolio Oversight
By melding Smartsheet’s detailed project management
tools with OnePlan’s strategic framework, users obtain
a centralized view of all their initiatives. This synergy
makes it easier to monitor project milestones in
conjunction with overarching strategic objectives.

16. Prioritization, Selection, & What-If Scenario Modeling
Advanced Portfolio Prioritization and Modeling
Integrating OnePlan with Smartsheet introduces a
sophisticated framework for portfolio evaluation.
Organizations can effortlessly rank projects based on
strategic alignment, potential ROI, and other custom
criteria. This ensures that the highest-impact projects
get precedence. Moreover, with enhanced modeling
tools, teams can simulate various portfolio scenarios,
assessing risks and outcomes of different strategies
before committing resources. This proactive approach
enables firms to chart out the most optimal path
forward, balancing both short-term and long-term
objectives.

17. Resource Capacity Planning
Optimized Resource Utilization
With the integrated platforms, organizations can fine-
tune resource allocation, ensuring that the right
resources are dedicated to the most impactful projects.
The merge also aids in identifying and rectifying any
resource bottlenecks or overutilizations in real-time.

18. Financial Planning and Tracking
Optimized Financial Investment
The synergy between OnePlan and Smartsheet
provides financial clarity at every project stage. By
integrating budgeting and forecasting tools,
organizations can gain real-time insights into their
financial health, ensuring investments are directed
towards projects that offer the highest value.

19. Dashboards At All Levels
Enhanced Decision-making
With combined data from both platforms,
stakeholders gain richer insights, making it
easier to take data-driven decisions. The real-
time dashboards and comprehensive reports
make it simpler for leaders to analyze the
project’s trajectory in the context of broader
business goals.

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. 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

22. Demonstration

23. Summary & Next Steps

24. Value of OnePlan for Adaptive PPM
• Teams choose how they work, and leadership gets visibility
and metrics they require
• Keeps users working in their preferred tools/solutions
appropriate for their role, maturity and type of work
• OnePlan adds full Adaptive PPM capabilities for Smartsheet
users
• OnePlan provides a pre-built connector for Smartsheet
• Improves adoption by minimizing duplication of effort and
unnecessary complexity
• Modern user experience drives better participation &
compliance
• Integrates all work & resources into common hub
• Sophia GPT provides an AI Assistant for advanced analysis, and
automation/streamlining of tasks

25. 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
Strategy and Innovation

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

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

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

31. One
Interface
One
Experience
One
Hub