Operations departments are at the heart of organizational efficiency and effectiveness, constantly assessing performance against strategic objectives and key results. With OnePlan, operations leaders can gain the insights and tools needed to align resources optimally and drive essential outcomes. This webinar will delve into how OnePlan facilitates real-time visibility into performance metrics and resource allocation, enabling operations teams to remain agile and effective. Join us to explore actionable strategies for enhancing your operational efficiency and achieving your key results.

1. In partnership with
Optimizing Operations
by Aligning Resources with Strategic Objectives
Using OnePlan

2. Trends
That are shaping corporate operations departments:
Digital Transformation
Remote Work Enablement
Agile and Lean Practices
Customer-Centricity
Data Analytics and Business Intelligence
Risk Management
Reskilling and Upskilling
• The COVID-19 pandemic accelerated the adoption of remote work. Operations departments were investing in
tools and technologies to support remote collaboration, communication, and project management.
• Agile and lean methodologies were gaining traction beyond software development, with operations departments
adopting these principles to improve responsiveness, reduce waste, and enhance flexibility.
• Operations departments were aligning their processes and strategies more closely with customer needs and
preferences to deliver better products and services and enhance customer experiences.
• Operations departments were leveraging data analytics and business intelligence tools to gain insights into
their processes, identify areas for improvement, and make data-driven decisions.
• With increasing volatility and uncertainty in the business environment, operations departments were placing
greater emphasis on risk management strategies to mitigate disruptions and safeguard business continuity.
• Operations professionals were investing in reskilling and upskilling initiatives to adapt to changing technology
landscapes and evolving job roles within the operations function.
• This trend is accelerating, with operations departments leveraging digital technologies like AI, IoT, and
automation to streamline processes, enhance efficiency, and improve decision-making.

3. Challenges in Operations (initiatives and resources)
Addressing these challenges requires a combination of strategic
planning, effective communication, stakeholder engagement,
and continuous improvement efforts within operations
departments.
Resource Allocation:
• Ensuring that resources such as budget, manpower, and time are allocated efficiently
to various projects and initiatives can be complex.
• Operations departments often need to prioritize among competing demands to
optimize resource utilization.
Change Management:
• Implementing new initiatives or processes often requires changes in organizational
culture, workflows, or systems.
• Operations departments must manage resistance to change and ensure smooth
transitions to avoid disruptions to ongoing operations.
Coordination:
• Coordinating activities across different teams, departments, or even geographical
locations can be challenging.
• Lack of effective communication and collaboration can lead to delays, duplication of
efforts, or conflicts in resource allocation.
Risk Management:
• Identifying and mitigating risks associated with initiatives is crucial for successful
implementation.
• Operations departments need to assess potential risks, develop contingency plans,
and monitor progress to minimize the impact of unexpected events.
Technology Integration:
• Adopting new technologies or upgrading existing systems can pose challenges in terms of
integration with existing infrastructure, data migration, and user training.
• Operations departments must ensure that technology initiatives align with business goals and
provide the expected benefits.
Regulatory Compliance:
• Adhering to regulatory requirements and industry standards adds another layer of complexity
to initiative management.
• Operations departments must stay updated on relevant laws and regulations to ensure
compliance and avoid potential penalties or reputational damage.
Talent Management:
• Having the right skills and expertise within the operations team is crucial for successful
initiative management.
• Operations departments need to attract, retain, and develop talented professionals who can
drive initiatives forward effectively.
Performance Measurement:
• Establishing key performance indicators (KPIs) and metrics to track progress and evaluate the
success of initiatives is essential.
• Operations departments need to define clear goals and benchmarks against which
performance can be measured accurately.
Budget Constraints:
• Limited budgets may restrict the ability of operations departments to pursue all
desired initiatives.
• Prioritizing projects based on their potential impact and return on investment
becomes critical in such scenarios.

4. Challenges in Operations (aligning resources with strategy)
Addressing these challenges requires proactive strategic
planning, effective communication, stakeholder engagement,
and continuous monitoring and adjustment of resource
allocation efforts within operations departments.
Clarity of Strategic Objectives:
• Operations departments may struggle to align resources with strategic objectives if
those objectives are unclear or constantly changing.
• Lack of clarity can lead to misallocation of resources and inefficiencies.
Balancing Short-Term and Long-Term Goals:
• Operations departments often face pressure to deliver short-term results while also
working towards long-term strategic objectives.
• Balancing immediate needs with future goals can be challenging, especially when
resource allocation decisions need to be made.
Communication and Coordination:
• Ensuring all stakeholders, both within and outside the operations department, are
aligned with strategic objectives requires effective communication and coordination.
• Without clear channels of communication, there is a risk of misinterpretation or
conflicting priorities.
Resource Constraints:
• Limited resources, such as budget, manpower, and time, can pose a significant
challenge to aligning resources with strategic objectives.
• Operations departments must prioritize initiatives and projects based on their
strategic importance and potential impact, taking resource constraints into account
Market Dynamics:
• External factors such as changes in market conditions, customer preferences, or regulatory
requirements can impact the alignment of resources with strategic objectives.
• Operations departments need to adapt quickly to external changes while staying focused on
long-term goals.
Measurement and Evaluation:
• Measuring progress towards strategic objectives and evaluating the effectiveness of resource
allocation efforts can be difficult.
• Operations departments need to establish key performance indicators (KPIs) and metrics that
accurately reflect progress and outcomes aligned with strategic goals.
Organizational Silos:
• Siloed departments or teams within the organization may have conflicting priorities or operate
in isolation from one another.
• Breaking down these silos and fostering collaboration across departments is essential for
aligning resources with strategic objectives effectively.
Talent Management:
• Having the right talent with the necessary skills and expertise is crucial for aligning resources
with strategic objectives.
• Operations departments may face challenges in recruiting, retaining, and developing talent
that can drive strategic initiatives forward effectively.
Resistance to Change:
• Implementing changes to align resources with strategic objectives may face
resistance from within the organization.
• Employees may be reluctant to adopt new processes or technologies, especially if
they perceive them as threatening their roles or ways of working.

5. Common Components of Operations Projects
Planning & Initiation
• Project Charter
• Stakeholder ID
• Scope Definition
• Budgeting
Project Management
• Project Plan
• Scheduling &
Timelines
• Resource Allocation
Communication &
Coordination
• Communication Plan
• Team Meetings
• Reporting
Execution/Implementation
• Task Management
• Quality Assurance
• Change Management
Risk Management
• Risk Identification
• Risk Assessment
• Risk Mitigation
Monitoring/Control
• Performance Metrics
• Progress Tracking
• Issue Resolution
Technology & Tools
• PM Software
• Collaboration Tools
• Data Analytics
Training & Development
• Training Programs
• Skill Development
• Orientation
Sustainability & Continuous
Improvement
• Sustainability Planning
• Continuous Improvment
Evaluation & Closure
• Project Reveiw
• Lessons Learned
• Final Report

6. Organization & Information Silos Breed Increased Costs, Inefficiencies
and Lack of Alignment
• Poor alignment and collaboration between
participating functional areas
• Manual mash-ups of data from multiple tools
and data sources
• Manual report creation, formatting and
updating
• Duplication of efforts and data entry is time
consuming, wasteful and prone to errors
• Disconnected information difficult to remain
accurate and current across the board
• Chasing team members for timely/complete
status and updates
• Comprehensive resource planning typically is its
own separate data silo that is disconnected

7. As a system
System of strategy development and planning, organizational
alignment, operational plans, monitoring and learning, and
testing and adapting afterward forms the basis for an increase in
value by “executing” the strategy
As a set of processes
Process involving people, strategy and operations
Align Strategy With Execution
Gartner: Market Guide for Strategy Execution Management Software
Executing strategy in the digital age requires tools connecting the shared objectives of business strategists
and those executing the change and measuring true business value. Program and portfolio management
leaders directing transformation should invest in strategy execution management to succeed.

8. Leadership requires SPM to support enterprise-wide strategy-to-execution
alignment and adaptation.
Definition of key business strategies and desired business outcomes,
and mapping key portfolio elements, such as business capabilities,
investments, programs, digital and physical products,
applications, and projects.
Capture, define and prioritize business strategies; manage the
execution of initiatives, programs and projects that drive the
achievement of these strategies; and provide full visibility and
management of core functional assets.
Strategic Portfolio Management (SPM)
Supports three key stakeholders from Leadership who sets direction,
IT/Functional management who owns the critical assets in infrastructure and
Execution teams that plan and deliver projects and products in the pursuit of
reaching the business goals.
Strategic Portfolio Management as a set of business capabilities, processes and supporting portfolio
management technology.

9. Shift Toward SPM to Enable Organizational Agility
The increasing pace of change and environmental turbulence creates
unsustainable strain for organizations. The need for agility will drive
strategic portfolio leaders to increase adoption of strategic portfolio
management and change supporting tooling and metrics.
Key Findings
• Only 16% of organizations are highly effective at all three key
attributes of strategic portfolio management (SPM) — portfolio
alignment, ongoing portfolio flexibility and value-driven decision
making.
• A fragmented approach to designing the future of work can lead to
excessive costs due to conflicting priorities, redundant
processes and misaligned goals.
• In a distributed delivery environment, business leaders overemphasize
local customer needs while making decisions and unintentionally pull
the enterprise away from its strategic objectives.

10. OnePlan Provides the Path to Strategic Portfolio Management
A complete solution for the Enterprise
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
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
ENTERPRISE ARCHITECTURE MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
PRODUCT PORTFOLIO MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT

11. OnePlan Meets You Where You Are
Crawl
Walk
Run

12. 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
Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execution Analysis
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
OKRs

13. Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for Strategic Portfolio 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.

14. Sofia GPT Always Available in OnePlan

15. AI Evolution in 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

16. Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
Professional
Services
App/Product
Development Operations
For Departments and Programs 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 and
programs 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.

17. Incorporate GenAI Into Overall SPM Practices

18. Sample Use Cases for AI in Strategic Portfolio Management
OnePlan's Sofia GPT helps
organizations make data-
driven decisions and
forecast outcomes.
Strategic
Planning
Work
Management
OnePlan's Sofia GPT helps
organizations balance
their portfolio of projects
to maximize value.
Resource
Allocation
OnePlan's Sofia GPT helps
organizations manage
resources, tasks, and
timelines more efficiently.
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
organizations manage
project costs, budgets,
and forecasts.

19. Provide a list of viable OKRs for Corporate Operations

20. Demonstration

21. AI-Driven Strategic Planning with OnePlan
➢ Increased Productivity: Sofia GPT's AI-based strategic planning tools can help to increase
productivity by streamlining the OKR development process, reducing manual input, and
automating routine tasks.
➢ Improved Alignment: Sofia GPT can help to align organizational objectives with individual
and team OKRs. By analyzing business performance metrics and identifying areas for
improvement, Sofia GPT can inform the development of OKRs and ensure alignment with
overall organizational objectives.
➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify
patterns, opportunities, and potential risks. It can use predictive analytics to forecast OKR
outcomes and identify potential roadblocks. This can help stakeholders make data-driven
decisions to achieve their strategic goals.
➢ Optimization: Sofia GPT can analyze OKRs and provide recommendations to optimize
outcomes. By recommending adjustments to OKRs, resource allocations, and other
factors, Sofia GPT can maximize OKR success and improve business outcomes.

22. Analyze data to identify patterns, opportunities, and potential risks

23. AI-enabled Work Management with OnePlan
➢ Work plan creation: OnePlan's Sofia GPT can help create and manage work templates for
common types of work, such as project planning, marketing campaigns, or software
development. These templates can be customized based on the specific needs of a
project, and they can be used to standardize workflows, reduce errors, and improve
efficiency.
➢ Schedule risk assessment: OnePlan's Sofia GPT can help teams assess the risk associated
with individual tasks and projects by analyzing data related to past performance, resource
availability, and other factors that can impact project success. By identifying and
mitigating risks early on, teams can improve the likelihood of project success and avoid
potential delays or failures.
➢ Schedule optimization: OnePlan's Sofia GPT can help teams optimize project schedules by
analyzing data related to resource availability, task dependencies, and project goals. By
identifying the most efficient and effective schedule, teams can reduce delays and
improve overall project outcomes.

24. Plan Creation – Digital Transformation Program

25. AI-enabled Portfolio Optimization with OnePlan
➢ Data analysis: OnePlan's Sofia GPT can analyze data related to a company's project
portfolio, including project goals, resources, timelines, budgets, and risks. This analysis can
help identify patterns and trends that can inform decision-making around project selection
and prioritization.
➢ Prediction and forecasting: By analyzing OnePlan data, OnePlan's Sofia GPT can make
predictions and forecasts about the likely outcomes of different project scenarios. This can
help decision-makers anticipate potential problems or opportunities and make more
informed decisions about project prioritization.
➢ Risk assessment: OnePlan's Sofia GPT can help assess the risk associated with different
projects in a portfolio, including the likelihood of project delays, cost overruns, and other
potential issues. This information can help inform project prioritization and resource
allocation decisions.
➢ Portfolio Optimization: OnePlan's Sofia GPT can use optimization algorithms to identify
the best combination of projects to include in a portfolio based on various criteria, such as
business goals, resource availability, and risk tolerance.

26. Provide a summary of the portfolio data

27. Budget and Plan Optimization - Intake Lead – Select Projects based on criteria

28. AI-enabled Risk Identification & Mitigation with OnePlan
➢ Identifying and categorizing risks: Sofia GPT can analyze large volumes of data and
identify potential risks that may affect an organization. It can also categorize the risks
based on severity, likelihood of occurrence, and potential impact on the organization.
➢ Predicting future risks: Sofia GPT can analyze historical data and use machine learning
algorithms to predict future risks that may arise. This can help organizations take
preventive measures and prepare for potential risks.
➢ Recommending mitigation strategies: Based on the identified risks, Sofia GPT can
recommend mitigation strategies that can help organizations reduce the likelihood or
impact of the risks. These strategies can be customized based on the specific needs and
characteristics of the organization.

29. Identify potential risks and how to mitigate them

30. AI-enabled Resource Capacity Planning with OnePlan
➢ Resource Allocation: Sofia GPT can help organizations optimize resource allocation by
analyzing the current resource usage patterns and predicting future demand. This can help
organizations to allocate resources more efficiently and avoid over/underutilization of
resources.
➢ Capacity Planning: Sofia GPT can help organizations to plan for future capacity requirements
by analyzing historical usage data and predicting future demand. This can help organizations
to make informed decisions about when to add or remove resources to meet changing
business needs.
➢ Resource Optimization: Sofia GPT can be used to optimize resource utilization by identifying
opportunities to reduce waste, improve efficiency, and increase productivity. This can help
organizations to reduce costs and improve their overall performance.
➢ Predictive Talent Acquisition: Sofia GPT can analyze OnePlan data to predict future hiring
needs based on trends and patterns. This can help businesses plan their talent acquisition
strategy and identify the right candidates for their organization

31. Provide a sample Resource Plan by hours and month for this plan

32. AI-powered Investment Forecasting and Predictive Analytics
➢ Predicting and forecasting costs: Sofia GPT can analyze OnePlan financial data, identify
patterns, and predict future costs. This can help businesses plan their budgets more
accurately and avoid unexpected expenses.
➢ Optimizing spending: Sofia GPT can analyze spending patterns and identify areas where
costs can be reduced or optimized. This can help businesses make more informed
decisions about where to allocate their resources.
➢ Providing real-time insights: Sofia GPT can provide real-time insights into financial data,
allowing businesses to make more informed decisions quickly. This can help businesses
respond to changes in the market or in their own financial situation more effectively.

33. What are the key insights and trends that can be inferred from the financial data?

34. Help me write a project summary email to my manager

35. Augmented Data Entry – Project Manager Status Report Narrative

36. Summary and Next Steps

37. • Operations has its own unique challenges for success in the
organization
• Better alignment with strategy and business architecture is
needed for successful outcomes
• Strategic Portfolio Management (SPM) has become
important in today’s business environment
• Increased complexity, and the fast pace of change requires
enhanced methods and approaches
• Introduction of Gen AI is adding to the degree of change
impacting the Engineering and Product Portfolios
• OnePlan provides end-to-end Strategic Portfolio
Management in the Microsoft Cloud
• OnePlan meets you where you are, and enables a crawl,
walk, run approach to attain the full benefits of SPM
• The use of AI provides valuable assistance and insights to
our SPM efforts, and Sofia GPT provides AI-enabled
capabilities in OnePlan
Summary

38. - 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

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

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

41. 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

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