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Modern Project & Work Management in the
Microsoft Cloud
In partnership with
Teams work the way they want
Enterprises get the results they need
Microsoft’s project management vision
Modern work management problems
Transparent
Get the big picture:
all work, from tasks
to portfolios, across
multiple services
Versatile
Collaborate on
projects with flexible
methodologies and
familiar Microsoft
tools
Intuitive
Start fast with
simple interfaces
and modern web
experiences
Integrated
Run your end-to-
end business
processes on a
single platform
Compliant
Innovate with
confidence on a
highly compliant,
secure, scalable
platform
Work is happening
everywhere all the
time – we lose track
Our teams choose
their own tools to
work the way they
want
Our informal PMs
and millennials want
simple, visual tools
Our business
processes cross
functions and
systems
A single compliance,
security, or platform
issue can disrupt
business
Modern problems
Modern solutions
All your project management needs…
Tasks
Collaboration
Documents
Financials
Communication
Security
Workflows
Relationships
Methodologies
Reporting
Data
Apps
Manage the planning and
execution of your projects
Plan, communicate,
collaborate in one place
Tailor, configure, or
build based on needs
Provide for visibility
across projects
Automate repetitious
processes and flows
Drive further productivity
with familiar applications
All on the Microsoft trusted cloud
…in one connected platform
Provide purpose
and alignment
Prioritize and manage
portfolios and resources
Connecting work across the enterprise
Ideation Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
Status Reports Governance KPIs
Prioritization Financials
Resource
Capacity
Reports
and
Dashboards
My Work Timesheet
•Planner
•Project Desktop
•Project for the web
•Azure DevOps
•More…
Objectives and Key Results
Strategy
Execution
Collaboration
Copilot
Sofia GPT
Capabilities, Roles, and Process Flow
Stakeholders
(internal/external)
Requests
Portfolio Managers
Capacity Planning
Financial Investments
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Enterprise Architecture
Artificial Intelligence – Sofia GPT
Initiation
Strategy
My Work
Time Tracking
Senior Leadership
Team Members
Executives
Portfolio Planning
Planning
Do the right work Do the work right
Project Resourcing
Resource Managers
Ideation
Goals
Execution Analysis
What-if Scenario Modeling
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.
Demonstration
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.
Summary & Next Steps
• Microsoft’s ambitious vision for work and project management and OnePlan can
connect work across the enterprise from strategy to execution
• Ensures that organizations are working on the right things, aligned to strategies
and priorities
• Visibility allows for rapid responses to changing conditions
• Keeps users working in their preferred tools/solutions appropriate for their role,
maturity and type of work
• Improves adoption by minimizing duplication of effort and unnecessary
complexity
• Modern user experience drives better participation & compliance
• AI for advanced analysis, and automation/streamlining of tasks
• Integrates all work & resources into common hub
Summary
The new Microsoft Planner: bringing together to-dos, plans and projects
Online Only
Using Copilot in Microsoft Planner for simple and advanced projects
Thursday, November 16 | 1:30 PM – 1:45 PM PST
The future of AI-enabled work management with Microsoft Planner
Thursday, November 16 | 11:45 AM – 12:30 PM PST
AI-enabled work management in Microsoft 365
Online Only
Work and Task Management in Microsoft 365
Online Only
Consistently Recognized as a Market 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
Our Next Webinars
https://oneplan.ai/webinars/
• Frequent webinars on a variety of topics
• Register for new webinars
• Library of recorded, on-demand webinars
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions www.appsource.com
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
Thank You!!
The Power of One

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Modern Project and Work Management in the Microsoft Cloud

  • 1. Modern Project & Work Management in the Microsoft Cloud In partnership with
  • 2. Teams work the way they want Enterprises get the results they need Microsoft’s project management vision
  • 3. Modern work management problems Transparent Get the big picture: all work, from tasks to portfolios, across multiple services Versatile Collaborate on projects with flexible methodologies and familiar Microsoft tools Intuitive Start fast with simple interfaces and modern web experiences Integrated Run your end-to- end business processes on a single platform Compliant Innovate with confidence on a highly compliant, secure, scalable platform Work is happening everywhere all the time – we lose track Our teams choose their own tools to work the way they want Our informal PMs and millennials want simple, visual tools Our business processes cross functions and systems A single compliance, security, or platform issue can disrupt business Modern problems Modern solutions
  • 4. All your project management needs… Tasks Collaboration Documents Financials Communication Security Workflows Relationships Methodologies Reporting Data Apps
  • 5. Manage the planning and execution of your projects Plan, communicate, collaborate in one place Tailor, configure, or build based on needs Provide for visibility across projects Automate repetitious processes and flows Drive further productivity with familiar applications All on the Microsoft trusted cloud …in one connected platform Provide purpose and alignment Prioritize and manage portfolios and resources
  • 6. Connecting work across the enterprise Ideation Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Resource Capacity Reports and Dashboards My Work Timesheet •Planner •Project Desktop •Project for the web •Azure DevOps •More… Objectives and Key Results Strategy Execution Collaboration Copilot Sofia GPT
  • 7. Capabilities, Roles, and Process Flow Stakeholders (internal/external) Requests Portfolio Managers Capacity Planning Financial Investments Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Enterprise Architecture Artificial Intelligence – Sofia GPT Initiation Strategy My Work Time Tracking Senior Leadership Team Members Executives Portfolio Planning Planning Do the right work Do the work right Project Resourcing Resource Managers Ideation Goals Execution Analysis What-if Scenario Modeling
  • 8. 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.
  • 10. 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.
  • 11. Summary & Next Steps
  • 12. • Microsoft’s ambitious vision for work and project management and OnePlan can connect work across the enterprise from strategy to execution • Ensures that organizations are working on the right things, aligned to strategies and priorities • Visibility allows for rapid responses to changing conditions • Keeps users working in their preferred tools/solutions appropriate for their role, maturity and type of work • Improves adoption by minimizing duplication of effort and unnecessary complexity • Modern user experience drives better participation & compliance • AI for advanced analysis, and automation/streamlining of tasks • Integrates all work & resources into common hub Summary
  • 13. The new Microsoft Planner: bringing together to-dos, plans and projects Online Only Using Copilot in Microsoft Planner for simple and advanced projects Thursday, November 16 | 1:30 PM – 1:45 PM PST The future of AI-enabled work management with Microsoft Planner Thursday, November 16 | 11:45 AM – 12:30 PM PST AI-enabled work management in Microsoft 365 Online Only Work and Task Management in Microsoft 365 Online Only
  • 14. Consistently Recognized as a Market 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
  • 15. Our Next Webinars https://oneplan.ai/webinars/ • Frequent webinars on a variety of topics • Register for new webinars • Library of recorded, on-demand webinars
  • 16. Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions www.appsource.com
  • 17. 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