In this webinar, we’ll delve into the latest trends and insights from a industry analysts on Strategic Portfolio Management and its alignment with OnePlan’s capabilities and features. This session will serve as your guide to effectively harness OnePlan’s capabilities when applying the best practices and technologies highlighted in this prominent Strategic Portfolio Management best practices. By integrating OnePlan with these leading-edge strategies, you can ensure that your organization remains at the forefront of Strategic Portfolio Management. Key Takeaways: SPM Strategic Planning Assumptions and OnePlan: Discover how OnePlan supports emerging trends such as, AI-driven initiatives, Lean Portfolio Management and Strategy Execution Management. Responding to the Hype Cycle with OnePlan: Grasp how OnePlan assists in overcoming challenges in high-adoption areas and transitioning from initial setbacks to periods of clarity and progress. OnePlan’s Alignment with the Priority Matrix: Uncover how OnePlan syncs with transformative and high-impact innovations set to mature in the coming years.

1. Navigating the Strategic Portfolio
Management Landscape with OnePlan
In partnership with

2. Need for Improving Project Portfolio Management
Project Portfolio Management (PPM) as a Discipline
✓ Evolved over the past 50 years
✓ Requires to be Recognized as a Capability in Organizations
✓ Process and Tools for achieving strategy, making better
investments, improving the use of resources (people)
✓ PPM Requires Continuous Improvement

3. “Point of Reference for Best Practices and Tools”
Continuous Improvement Resources for Project Portfolio Management

4. Strategic Portfolio Management Use Cases
“Practices and Technologies”
Hype Cycle for Strategic Portfolio Management, 2023, 13 July 2023 - ID G00790917

5. RPA Enabled PPM
AI Enabled PPM
Product Funding
Lean Portfolio Management
Strategy Realization Office
Digital Transformation Office
Agile Beyond IT
Strategic Portfolio Management
Adaptive PM and Reporting
Agile Project Management
Product-Centric Delivery Model
EPMO
Enterprise Agile Frameworks
Resource Management
Adaptive Program Management
Application Portfolio Management
Adaptive Portfolio Governance
Domain PMO
PPM for New Product Development
Time to Implement
Maturity
Required
Focus Process and Tools for Strategic Portfolio Management
Currently in Adoption

6. RPA Enabled PPM
AI Enabled PPM
Product Funding
Lean Portfolio Management
Strategy Realization Office
Digital Transformation Office
Agile Beyond IT
Strategic Portfolio Management
Adaptive PM and Reporting
Agile Project Management
Product-Centric Delivery Model
EPMO
Enterprise Agile Frameworks
Resource Management
Adaptive Program Management
Application Portfolio Management
Adaptive Portfolio Governance
Domain PMO
PPM for New Product Development
Time to Implement
Maturity
Required
Focus Process and Tools for Strategic Portfolio Management
Currently in Adoption
Adoption in Future

7. - Full SPM: 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
Portfolio Planning
Do the right work Do the work right
Project Resourcing
Resource Managers
Ideation
OKRs
Execution Delivery/Outcomes
What-if Scenario Modeling
Benefits Realization

8. OnePlan as a Strategic Portfolio Management Platform for
Multiple Use Cases
Strategic
Portfolio
Management
Adaptive
Project
Management
Agile
Portfolio
Management
Collaborative
Work
Management

9. Lean Portfolio Management
Strategy Realization Office
Digital Transformation Office
Agile Beyond IT
Strategic Portfolio Management
Adaptive PM and Reporting
Agile Project Management
EPMO
Enterprise Agile Frameworks
Adaptive Program Management
Application Portfolio Management
Adaptive Portfolio Governance
OnePlan Solution Template Support for SPM Process and Tools

10. OnePlan Solution Template Support for SPM Process and Tools
RPA Enabled PPM
AI Enabled PPM
Product Funding
Product-Centric Delivery Model
PPM for New Product Development
Domain PMO
Resource Management
SofiaGPT
Portfolio Planning
Translate strategy into delivery
on an organization-wide, cross-
functional scale with roadmaps
that connect the investments,
outcomes, business capabilities,
milestones, technology and
financials required to realize
strategies.

11. 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

12. AI Evolution in Strategic Portfolio Management
Step 01
Step 02
Step 03
Step 04
Step 05
APIs
Scripts
Predictive Analytics
In-built AI Assistant
Fully Auto Mode
Integration
Automation
AI Based
Suggestive for SPM
AI Based
Assistant for SPM
AI Based
Autonomous for SPM
Previously Now Future
nePlan AI

13. OnePlan Customer Stories Demonstrate SPM Improvement
https://oneplan.ai/customer-stories-testimonials/

14. Problem Statement:
• Lack of alignment of initiatives to corporate strategy
• Lack of revenue contribution from New Product Development
• Lack of investment in NPD Capabilities
• Lack of interdependencies to other Value Streams
Solutions: (SEM, EPMO, NPD)
• OnePlan for SPM
• OnePlan for New Product Development
• 100 Managers / 200 Team Members
Customer Story – Personal Care and Grooming (CPG)
Expected Outcome:
• Overall inventory of Initiatives aligned to OKRs
• Greater attainment of NPD Revenue Contribution
• Better handoff and coordination with cross matrix initiatives
• Improved Governance of NPD Lifecycle

15. Problem Statement:
• No formal PMO
• Lack of strategic alignment of major initiatives to company OKRs
• Lack of interdependencies between initiatives
• Need for Domain PMOs
Solutions: (EPMO, Domain PMO/PPM)
• OnePlan for EPMO
• OnePlan for Business Unit PMOs
• 75 Managers / 200 Team Members
Customer Story – Financial Transaction Processor
Expected Outcome:
• Greater visibility of initiatives that impact OKRs
• Greater governance for Business Unit PMOs
• Improved resource capacity planning and project delivery

16. Summary & Next Steps

17. • OnePlan is a full featured Strategic
Portfolio Management Platform that
covers multiple scenarios through its
solution templates.
• OnePlan modules and capabilities allows an
organization to focus on EPMO and enter
Strategy Execution as well as the
Integrated IT Portfolio Analysis
• From a bottom-up standpoint, OnePlan
connects to existing Collaborative Work
Management tools to provide the
overarching governance for an EPMO.
• OnePlan Adaptive and Agile solution
templates provide Adaptive and Agile
Portfolio Management capabilities.
Summary

18. 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

19. Our Webinars
https://oneplan.ai/webinars/

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

21. For more information:
contact@oneplan.ai
Next Steps
• FREE – Trial
• FREE – Personalized 1:1 Demo
www.oneplan.ai

22. Contact Us
contact@oneplan.ai
www.oneplan.ai
Jose Levy
jrlevy@oneplan.ai
Thank You!!
The Power of One

23. One
Interface
One
Experience