Achieving operational excellence is paramount for firms aiming for expansion and sustaining a competitive advantage. This webinar presents an integrated approach to boosting operational efficiency, spotlighting the transformative role of AI technology. From fine-tuning resource allocation and enhancing time management to leveraging AI for improved project performance and deepening client connections, learn actionable tactics to streamline your operations, elevate billing precision, and spur innovation in your service offerings. Embrace the agility needed to navigate market changes, all while leveraging OnePlan’s advanced features to fortify your firm’s competitive position.

1. In partnership with
Maximizing Efficiency and Profitability
with OnePlan’s Professional Services Automation

2. Economy of project-based,
people-centric, services
businesses.
Age of Manufacturing
Mass manufacturing makes industrial
powerhouses successful.
Age of Distribution
Global connections & transportation
systems make distribution key.
Age of Information
Connected PCs & supply chains
mean those who control
information flow dominate.
Age of the Customer
Empowered buyers demand a new
level of customer obsession.
Financial Managers
Account Managers
Project Managers
Team Members
Age of the
Customer
Empowered Customers: Customers today have access to unprecedented amounts of information.
Customers have greater control over their buying journeys and forces businesses to adapt to meet
their evolving needs and expectations.
Customer-Centricity: Businesses are shifting their focus towards customer-centric strategies.
Companies are prioritizing customer experience, satisfaction, and loyalty.
Digital Transformation: Transformed the way businesses engage with customers.
Transparency and Trust: With increased access to information, customers demand transparency and
authenticity from businesses.
Customer Feedback and Advocacy: Social media and online review platforms empower customers
to share their experiences and opinions with a global audience.
Agility and Adaptability: Businesses must be agile and adaptable to respond quickly to changing
customer preferences, market trends, and competitive pressures.
Fundamental shift in power from companies to customers. Customers hold significant influence over businesses due to their
ability to access vast amounts of information, interact through various channels, and share their experiences widely.

3. State of the Market
Customer Experience
Customer experience overtakes price
and product as the key brand
differentiator.
Productivity
40% of a worker’s productive time
is lost when switching tasks. This costs the
global economy $450B per year.
Speed of Business
Organizations embracing digital
transformation generate an average of $100M
more income each year.

4. Now an economy of project-based,
people-centric, services businesses
Globalization, centralization,
modernization and streamlining
operation
Clients demand greater predictability,
accountability and value for their
services spend
Often a hodge-podge of point solutions,
spreadsheets and email.
Service Market Trends & Challenges
More than half of service projects are
fixed fee/time. Increase in Agile delivery.
Diverse workforce across a variety of
generations and cultures.

5. Disparate Systems and Data Silos are Impacting Success

6. Information Silos
Segregated
Workforce
Complex
Environment
Confused and
Unhappy Employees
No Consistent
Processes
Lost Productivity
Communication
Barriers
Ineffective Ways of
Working
Low Engagement
High Turnover
Low Response
Times
Impacts of Disconnected Processes & Systems
Increased Costs
Lower Profits
Customer
Dissatisfaction

7. Process maturity drives business performance
SPI Research analysis based on Professional Services Maturity™ Benchmark study data for 257 organizations with over 100 employees
and an average size of 1,315 employees.
“Maturity is determined through
alignment
and focus within and
across functions.”
Top 5% Best-of-the-Best
organizations show
31%profit
as opposed to -2% for the
bottom 55%
Level 1 Level 2 Level 3 Level 4 Level 5

8. Performance and process maturity are tightly linked
Level 5
Level 4
Level 3
Level 2
Level 1
30% 25% 25% 15% 5%
Bid-to-Win Ratio (per 10 bids) 3.70 4.28 5.64 5.57 5.97
Deal pipeline relative to quarterly Bookings forecast 147% 165% 194% 210% 263%
Employee Billable Utilization 63.2% 70.1% 73.1% 81.1% 77.9%
Projects Delivered on Time 63.5% 74.1% 79.0% 84.2% 91.3%
Annual Revenue per billable consultant (k) $116 $192 $219 $239 $252
Annual revenue per employee (k) $101 $141 $185 $189 $210
Project Margin 23.3% 29.9% 37.0% 42.9% 36.8%
Earnings Before Income Taxes, Depreciations &
Amortization (EBITDA)
2.4% -1.1% 7.1% 18.7% 30.9%
At Level 4 the organization has implemented structured business processes and utilizes integrated information systems to assure there is “one view of the business.”
“Maturity is determined through alignment
and focus both within and across functions.”
Source: SPI Research analysis based on Professional Services Maturity™ Benchmark study data for 257 organizations with over 100 employees and an average size of 1,315 employees.

9. Traditional PSA Capabilities
From prospect to payment to profit

10. NextGen PSA Capabilities via OnePlan
Improved
Visibility Within
The Sales Process
Support Multiple
Methodologies For
Project Delivery
Integrate The Use
Of Multiple Tools
And Solutions
Effective Handoff
Of Project From
Sales To Delivery
Scenario Modeling
To Manage Dynamic
Environment
AI Tools To Ensure
Data Is Complete
And Accurate
Predictive
Analytics And
Decision Support

11. ONEPLAN PROVIDES PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Preconfigured Solutions

12. OnePlan for PSA

13. OnePlan Provides Integrated PSA
CRM
Dynamics 365
Financial
System
PSA

14. Improve Proposal Estimating
Create Proposed
Schedules
Create proposed schedules and resource
estimates during the sales cycle to provide
insight to the delivery team for resource
planning

15. Improve Proposal Estimating
Create Resource
Estimates
Create proposed schedules and resource
estimates during the sales cycle to provide
insight to the delivery team for resource
planning

16. Resource Forecast Modeling
Model Future
Resource Needs
Model resourcing based on current and
proposed work in a single view. Use this
information to plan project timing and future
hiring.

17. Financial Scenario Modeling
Analyze Forecast
Cost Models
Analyze the list of current and proposed
projects for forecast costs and revenue to
optimize spend and timing.

18. Seamless Sales to Delivery Transition
One Version of the
Truth
Delivery takes over the schedule created during
the sales cycle and engages the customer as
the project begins.

19. Connect to Other Scheduling Tools
Manage the project
with common tools
Connect your schedule to common planning
tools such as Project for the web and Project
Professional for effective planning and delivery

20. Agile Accelerates Value to Delivery
Deliver using a
hybrid model
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

21. Agile Accelerates Value to Delivery
Deliver using a
hybrid model
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

22. Agile Accelerates Value to Delivery
Deliver using a
hybrid model
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

23. Insights AI
Surface key
information to the
team
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

24. Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for Portfolio Management and PSA
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.

25. 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

26. 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.

27. OnePlan is the Bridge to NextGen PSA
Customers/Accounts
Opportunities

28. Synergy with the Sales Process (using Salesforce)
Create Opportunity in CRM Sales Activities & Tracking Quotes & Proposals
Wins Become
Engagements
Sales
Service Delivery
CRM Opportunity Quotes and Timelines
Resource Capacity & Scenario Modeling

29. Sales Handoff to Service
Delivery
Active Engagement Reporting and Status Financials and Invoicing
Synergy with the Sales Process (using Salesforce)
Sales
Service Delivery
Project Status to CRM
Users
Quotes and Timelines
for Execution
Timesheets & Status
Reports
Integrated Financial
System

30. Synergy with the Sales Process (using Dynamics CRM)
Create Opportunity in CRM Sales Activities & Tracking Quotes & Proposals
Wins Become
Engagements
Sales
Service Delivery
CRM Opportunity Quotes and Timelines
Resource Capacity &
Scenario Modeling

31. Synergy with the Sales Process (using Dynamics CRM)
Sales Handoff to Service
Delivery
Active Engagement Reporting and Status Financials and Invoicing
Sales
Service Delivery
Project Status to CRM
Users
Quotes and Timelines
for Execution
Timesheets & Status
Reports
Integrated Financial
System

32. Demonstration

33. Summary and Next Steps

34. • Implementing a PSA solution is one of the most
impactful decisions your organization will make
• Most organizations adopting PSA have seen dramatic
improvements in efficiency, collaboration and quality
• Frees up management, finance and operations to focus
on running the business, not reacting to the business
• OnePlan adds NextGen capabilities to enhance the
traditional PSA discipline
• Accurate and timely information is critical for regulatory
reporting, and operational performance improvement
• Real-time visibility can mean the difference between
low and high profitability
• Ability to anticipate and respond to changing
conditions can both make and save a lot of money
Summary

35. NextGen PSA Capabilities via OnePlan
• Improved synergy with the sales process
• Adaptive project management with
multiple methodologies and frameworks
• Integrate the use of multiple tools and
solutions as needed
• More effective handoff from Sales to
Service Delivery
• Portfolio scenario modeling for evaluating
frequently changing situations
• AI assists in ensuring that data is more
complete and more accurate
• Trend information for predictive analytics
and decision support

36. - 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

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

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

39. For more information:
contact@oneplan.ai
Free Offers and Next Steps
• FREE - OnePlan Trial
• FREE – Roadmap Workshop
• FREE – Personalized 1:1 Demo
www.oneplan.ai

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

41. One
Interface
One
Experience
One
Hub