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Navigating the Never Normal – Strategies
for Portfolio Leaders
Managing Continuous Disruption
Remote Work, Accelerated Digital Transformation,
Supply Chain Resilience, Health and Safety Focus
Continuous Adaptation, Emphasis on Innovation,
Agile Mindset, Predictive Analytics and AI
Uncertainty and Disruption Create the “Never Normal”
Technological
Advancements
The rapid pace of technological
change, such as the adoption of
AI, blockchain, and big data
analytics, can significantly
impact investment strategies
and decision-making processes.
Regulatory
Changes
New regulations or changes in
existing ones, especially in
sectors like finance, healthcare,
and technology, can require
adjustments in strategic
portfolios
Geopolitical
Risks
Political instability,
trade wars, and
other geopolitical
events can create
uncertainty and
impact global
markets, affecting
portfolio strategies.
Economic
Volatility
Fluctuations in the global economy,
including interest rate changes,
inflation, and currency exchange
rates, can alter the risk and return
profile of investments.
Market
Competition
The emergence of new
competitors or disruptive
business models can
challenge established
companies and require a
strategic re-evaluation of
investment priorities.
Environmental
and Social
Governance (ESG)
Factors
Increasing focus on
sustainability and social
responsibility is pushing
companies to integrate
ESG factors into their
investment decisions.
Consumer
Behavior Shifts
Changes in consumer
preferences and behaviors,
often driven by technology
and social trends, can impact
sectors differently,
necessitating portfolio
adjustments.
Cybersecurity
Risks
The increasing prevalence of cyber
threats can impact the stability and
security of investments, particularly
in technology-driven sectors
Desired Outcome
Current State
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
01 02 03 04 05
• Acknowledge and adapt to
continuous change.
• Stay agile in the face of internal
and external disruptions
Embrace the
Never Normal
Accelerate Change
Responsiveness
• Enhance agility to keep up with
the quickening pace of change.
• Implement strategies for
coping with unpredictable
disruptions.
Enhance Organizational
Change Management
Leverage AI for
Strategic
Advantage
Mature into Highly
Effective SPM
• Strengthen change
management skills.
• Utilize an enterprise program
management office as a
Center of Excellence for OCM.
• Integrate AI technologies to
enhance decision-making and
efficiency.
• Realign functions to fully utilize AI
capabilities.
• Evolve into method-agnostic
frameworks in hybrid
environments.
• Focus on processes that support
flexibility and resilience.
Succeeding in the “Never Normal” as Portfolio Leaders
Predicts 2024: Strategic
Portfolio Leaders Must Plan
for the “Never Normal”
Maturing into Highly Effective Strategic Portfolio Management
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 | IDEATION
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
PRODUCT PORTFOLIO MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
ENTERPRISE ARCHITECTURE MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | AGILE | PSA
Navigating “Never Normal”: From Strategy, Through Execution, to Realized Outcomes
Real-World Success Stories
OnePlan integrates IT PMO
into all areas of IT.
OnePlan with a
focus on Strategy
Execution.
OnePlan
enables the
EPMO that
supports entire
organization.
OnePlan as the
best choice for
PPM.
OnePlan as the
primary solution
for IT Delivery.
Real-World Success Stories
✓ EPMO/PMO
considered
critical part of the
organization.
✓ Focus on
continuous
improvement of
SPM/PPM.
✓ Long term
phased roadmap
for leveraging
OnePlan to
improve
SPM/PPM.
Key Takeaways
Objective
& Key
Results
Enterprise
Architecture
Innovation
Management
Portfolio Planning
Capacity Panning
Funding Planning
Business Case
Management
Schedule
Management
Agile
Management
Resource Management
Artificial Intelligence – Sofia GPT
Strategy Plan Optimize
Execute
Dashboards
Time
Management
Visualize
Work
Collaboration
Status Reports
Flow
Prioritization
Do the Right Work Do the Work Right
Risks Issues Changes
Tasks
Achieving Strategic Portfolio Excellence with OnePlan
Applications
Services
Products
Capabilities
Business Value
OnePlan Strategic Portfolio and Work Management Platform
Adaptive
Portfolio Management
Agile
Portfolio Management
Product Portfolio
Management
Professional
Service Automation
Build Your Own Solution
Portfolio
Plan
Resource
Plan
Financial
Plan
Portfolio
Modeler
Work
Plan
Time
Tracking
Insights
AI
Strategy Execution Management
Enterprise Architecture Management
Work Management Application Development
Strategy Service Management Financial Management
OneConnect
Reporting
Status
Reports Mobile
Modules
Solutions
Integrations
Extensibility/
Security
Action Plan for the “Never Normal”
Embracing the
Never Normal
01
Accelerating Change
Responsiveness
02
03 Enhancing Organizational
Change Management
04 Leveraging AI for
Strategic Advantage
05 Maturing into Highly
Effective SPM
To Manage “Never Normal” Leverage OnePlan Capabilities
Build a Phased Implementation and Adoption Roadmap for
OnePlan.
Integrate OnePlan SofiaGPT into the SPM/PPM Roles in the
organization by creating a “playbook” for primary users.
Include Organizational Change Management practices and
content into the OnePlan Configuration through Templates
and sections in OnePlan Details for each initiative.
Focus on key areas of OnePlan that allow for scenario planning
(Resource Plans, Portfolio Details) in OnePlan Modeler.
Harmonize Agile, Waterfall, Hybrid Planning Data. Focus more
on Agile Planning.
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
Timesheets
My Work
Stakeholders
Team Members
Executives
Portfolio Planning
Plan
Do the Right Work Do the Work Right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execute Optimize
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
Strategy
OnePlan SPM Platform
01
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
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
Timesheets
My Work
Stakeholders
Team Members
Executives
Portfolio Planning
Plan
Do the Right Work Do the Work Right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execute Optimize
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
Strategy
OnePlan SPM Platform
02
02
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
Timesheets
My Work
Stakeholders
Team Members
Executives
Portfolio Planning
Plan
Do the Right Work Do the Work Right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execute Optimize
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
Strategy
OnePlan SPM Platform
03 03
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
Timesheets
My Work
Stakeholders
Team Members
Executives
Portfolio Planning
Plan
Do the Right Work Do the Work Right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execute Optimize
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
Strategy
OnePlan SPM Platform
04
Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for Strategic Portfolio & Work 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.
Sample Use Cases for AI in Strategic Portfolio Management​
OnePlan's Sofia GPT
helps organizations
make data-driven
decisions and
forecast outcomes.
Strategic
Planning
OnePlan's Sofia GPT
helps organizations
balance their
portfolio of
initiatives to
maximize value.
Resource
Allocation
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 investment
forecasting by
providing data-
driven insights, and
predictive accuracy.
Work
Management
OnePlan's Sofia GPT
helps organizations
manage resources,
tasks, and timelines
more efficiently.
Which plans will allow me to maximize benefits while minimizing budget
What are the key insights and trends that can be inferred from the financial data?
What resources do I need to hire?
Build a Project Schedule for a Smart Home Automation System
#5 Mature into Highly Effective SPM
Create the “SPM Implementation and Adoption Roadmap”
Summary & Next Steps
• “Never Normal” presents continuous disruption to
portfolio leaders.
• Create a SPM implementation plan, that includes
agile integration, what-if modeling, organizational
change management and Generative AI.
• OnePlan provides end-to-end Strategic Portfolio
Management to manage the “Never Normal”
• OnePlan customer’s demonstrate benefits of
improving SPM to manage “Never Normal”.
• “Leverage AI for Strategic Advantage” is a critical
action in managing the “Never Normal”. Sofia GPT
provides AI-enabled capabilities in OnePlan to meet
the requirement.
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 Next 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
Assistance available from OnePlan
https://oneplan.ai/solutions/
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
Contact Us
contact@oneplan.ai
www.oneplan.ai
Jose Levy
jrlevy@oneplan.ai
Thank You!!
The Power of One
One
Interface
One
Experience
One
Hub

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Navigating the Never Normal Strategies for Portfolio Leaders

  • 1. In partnership with Navigating the Never Normal – Strategies for Portfolio Leaders
  • 2. Managing Continuous Disruption Remote Work, Accelerated Digital Transformation, Supply Chain Resilience, Health and Safety Focus Continuous Adaptation, Emphasis on Innovation, Agile Mindset, Predictive Analytics and AI
  • 3. Uncertainty and Disruption Create the “Never Normal” Technological Advancements The rapid pace of technological change, such as the adoption of AI, blockchain, and big data analytics, can significantly impact investment strategies and decision-making processes. Regulatory Changes New regulations or changes in existing ones, especially in sectors like finance, healthcare, and technology, can require adjustments in strategic portfolios Geopolitical Risks Political instability, trade wars, and other geopolitical events can create uncertainty and impact global markets, affecting portfolio strategies. Economic Volatility Fluctuations in the global economy, including interest rate changes, inflation, and currency exchange rates, can alter the risk and return profile of investments. Market Competition The emergence of new competitors or disruptive business models can challenge established companies and require a strategic re-evaluation of investment priorities. Environmental and Social Governance (ESG) Factors Increasing focus on sustainability and social responsibility is pushing companies to integrate ESG factors into their investment decisions. Consumer Behavior Shifts Changes in consumer preferences and behaviors, often driven by technology and social trends, can impact sectors differently, necessitating portfolio adjustments. Cybersecurity Risks The increasing prevalence of cyber threats can impact the stability and security of investments, particularly in technology-driven sectors Desired Outcome Current State
  • 4. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05 • Acknowledge and adapt to continuous change. • Stay agile in the face of internal and external disruptions Embrace the Never Normal Accelerate Change Responsiveness • Enhance agility to keep up with the quickening pace of change. • Implement strategies for coping with unpredictable disruptions. Enhance Organizational Change Management Leverage AI for Strategic Advantage Mature into Highly Effective SPM • Strengthen change management skills. • Utilize an enterprise program management office as a Center of Excellence for OCM. • Integrate AI technologies to enhance decision-making and efficiency. • Realign functions to fully utilize AI capabilities. • Evolve into method-agnostic frameworks in hybrid environments. • Focus on processes that support flexibility and resilience. Succeeding in the “Never Normal” as Portfolio Leaders Predicts 2024: Strategic Portfolio Leaders Must Plan for the “Never Normal”
  • 5. Maturing into Highly Effective Strategic Portfolio Management 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 | IDEATION FUNCTIONAL LEADERS Solutions that can present the interrelated perspectives, views and considerations needed to make strategic decisions across the business. PRODUCT PORTFOLIO MANAGEMENT APPLICATION PORTFOLIO MANAGEMENT ENTERPRISE ARCHITECTURE MANAGEMENT EXECUTION LEADERS Solutions that support the selection, planning and execution of a variety of different Initiatives across the organization ADAPTIVE | AGILE | PSA Navigating “Never Normal”: From Strategy, Through Execution, to Realized Outcomes
  • 6. Real-World Success Stories OnePlan integrates IT PMO into all areas of IT. OnePlan with a focus on Strategy Execution. OnePlan enables the EPMO that supports entire organization. OnePlan as the best choice for PPM. OnePlan as the primary solution for IT Delivery.
  • 7. Real-World Success Stories ✓ EPMO/PMO considered critical part of the organization. ✓ Focus on continuous improvement of SPM/PPM. ✓ Long term phased roadmap for leveraging OnePlan to improve SPM/PPM. Key Takeaways
  • 8. Objective & Key Results Enterprise Architecture Innovation Management Portfolio Planning Capacity Panning Funding Planning Business Case Management Schedule Management Agile Management Resource Management Artificial Intelligence – Sofia GPT Strategy Plan Optimize Execute Dashboards Time Management Visualize Work Collaboration Status Reports Flow Prioritization Do the Right Work Do the Work Right Risks Issues Changes Tasks Achieving Strategic Portfolio Excellence with OnePlan Applications Services Products Capabilities Business Value
  • 9. OnePlan Strategic Portfolio and Work Management Platform Adaptive Portfolio Management Agile Portfolio Management Product Portfolio Management Professional Service Automation Build Your Own Solution Portfolio Plan Resource Plan Financial Plan Portfolio Modeler Work Plan Time Tracking Insights AI Strategy Execution Management Enterprise Architecture Management Work Management Application Development Strategy Service Management Financial Management OneConnect Reporting Status Reports Mobile Modules Solutions Integrations Extensibility/ Security
  • 10. Action Plan for the “Never Normal” Embracing the Never Normal 01 Accelerating Change Responsiveness 02 03 Enhancing Organizational Change Management 04 Leveraging AI for Strategic Advantage 05 Maturing into Highly Effective SPM To Manage “Never Normal” Leverage OnePlan Capabilities Build a Phased Implementation and Adoption Roadmap for OnePlan. Integrate OnePlan SofiaGPT into the SPM/PPM Roles in the organization by creating a “playbook” for primary users. Include Organizational Change Management practices and content into the OnePlan Configuration through Templates and sections in OnePlan Details for each initiative. Focus on key areas of OnePlan that allow for scenario planning (Resource Plans, Portfolio Details) in OnePlan Modeler. Harmonize Agile, Waterfall, Hybrid Planning Data. Focus more on Agile Planning.
  • 11. Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Strategy Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Plan Do the Right Work Do the Work Right Resource Negotiation Resource Managers Enterprise Architecture Execute Optimize What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization Strategy OnePlan SPM Platform 01
  • 12. 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
  • 13. Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Strategy Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Plan Do the Right Work Do the Work Right Resource Negotiation Resource Managers Enterprise Architecture Execute Optimize What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization Strategy OnePlan SPM Platform 02 02
  • 14. Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Strategy Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Plan Do the Right Work Do the Work Right Resource Negotiation Resource Managers Enterprise Architecture Execute Optimize What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization Strategy OnePlan SPM Platform 03 03
  • 15. Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Strategy Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Plan Do the Right Work Do the Work Right Resource Negotiation Resource Managers Enterprise Architecture Execute Optimize What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization Strategy OnePlan SPM Platform 04
  • 16. Say Hello to OnePlan’s ‘Sofia GPT’ A Game-Changer for Strategic Portfolio & Work 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.
  • 17. Sample Use Cases for AI in Strategic Portfolio Management​ OnePlan's Sofia GPT helps organizations make data-driven decisions and forecast outcomes. Strategic Planning OnePlan's Sofia GPT helps organizations balance their portfolio of initiatives to maximize value. Resource Allocation 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 investment forecasting by providing data- driven insights, and predictive accuracy. Work Management OnePlan's Sofia GPT helps organizations manage resources, tasks, and timelines more efficiently.
  • 18. Which plans will allow me to maximize benefits while minimizing budget
  • 19. What are the key insights and trends that can be inferred from the financial data?
  • 20. What resources do I need to hire?
  • 21. Build a Project Schedule for a Smart Home Automation System
  • 22. #5 Mature into Highly Effective SPM Create the “SPM Implementation and Adoption Roadmap”
  • 23. Summary & Next Steps
  • 24. • “Never Normal” presents continuous disruption to portfolio leaders. • Create a SPM implementation plan, that includes agile integration, what-if modeling, organizational change management and Generative AI. • OnePlan provides end-to-end Strategic Portfolio Management to manage the “Never Normal” • OnePlan customer’s demonstrate benefits of improving SPM to manage “Never Normal”. • “Leverage AI for Strategic Advantage” is a critical action in managing the “Never Normal”. Sofia GPT provides AI-enabled capabilities in OnePlan to meet the requirement. Summary
  • 25. - 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
  • 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. 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