The document discusses OnePlan as a strategic portfolio management solution integrated within the Microsoft Cloud, highlighting its features for adaptive project management and collaboration. It showcases various case studies from companies like Albany International, Wahl, and Technicolor, illustrating their project management challenges and successes using OnePlan with Microsoft tools. The document emphasizes OnePlan's ability to enhance project visibility, streamline processes, and improve reporting across diverse business needs.

1. Powered by
Adaptive PPM in the Microsoft Cloud
End-to-End Project and Portfolio Management
Business Agility Transformation
CompanyName
Xxxx - Microsoft
Jim Patterson - OnePlan
Tales from Implementation: OnePlan,
Microsoft PPM, and the effective PMO
In partnership with

2. 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

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

4. 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
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.
RPA Enabled PPM
AI Enabled PPM
Product Funding
Product-Centric Delivery Model
Domain PMO
Resource Management

5. 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

6. OnePlan as a Strategic Portfolio Management Application
HR
ERP (Financial)
Strategic Portfolio
Management
R&D
Supply Chain /
Manufacturing
Sales &
Marketing
IT Application Landscape

7. Planner To Do
Teams
Task apps
Strategic
Portfolio
Management
(Project Portfolio
Management)
Azure
Dynamics
SharePoint
Excel
Loop
OneNote
Outlook
Task hubs
Edge
Power Automate
PowerPoint
Word
Project Desktop Client
Project for the web
Viva Goals
External
Systems
OnePlan as the SPM Platform for M365

8. OnePlan for SPM in M365

9. OnePlan Strategic Portfolio Management Solution for M365
Purpose Built Portfolio Management SaaS Solution hosted
in Azure
Best of Breed, Enterprise Ready > Avoid Power App Power Apps Component Framework
“Single Apps” / “Widgets”
Flexible Deployment for the Microsoft Clouds
Accessible through Teams, PowerApps, Project Operations, ADO or just Web Experience >
Avoid “Lock in” > Lower Risk
Integrate all Work that Impacts Business Outcomes
“Bring your Own Project / Work Management Experience”
Microsoft – ADO, Project, Planner, ADO; Others – JIRA, etc. > Avoid “Disconnected Work
Management Data”

10. OnePlan Solutions Meet You Where You Are
Crawl
Walk
Run

11. Extend with OnePlan for Advanced PPM
• Strategy
• Portfolios
• Prioritization & scenarios
• Financial plans
• Resource capacity plans
• Extended reporting
• My work
• Timesheets
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
Status Reports Governance KPIs
Prioritization Financials Capacity
Reports and Dashboards
My Work Timesheet

12. Adding OnePlan Capabilities to the Accelerator
Portfolio Plan
Schedule
Resource Plan Financial Plan
Backlog
Execution
Strategy
My Work and Timesheets Insights AI

13. Extend with OnePlan Connectors for Full Adaptive PPM
• Productized connectors
• Choice of execution tools
• Enhanced Adaptive PPM
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
Status Reports Governance KPIs
Prioritization Financials Capacity
Reports and Dashboards
My Work Timesheet
…more

14. Albany International

15. About Albany
• Global manufacturing business specializing in high-tech weaving w/
two core business:
– Machine Clothing: World's leading producer of consumable fabrics and belts
for the manufacture of paper products.
– Engineered Composites: Manufacture advanced components for the aerospace
industry
• 5K employees worldwide, and are heavily invested in the Microsoft
technology stack

16. What was the business objective
• Albany tried different project management solutions over the past five years
with varying degrees of success.
• Project Managers are not full-time. Main goals were:
– Simple project work organization and milestone/task planning
– Project work visibility (to both executors and upper management)
• Chose Microsoft Project for the Web
– Already a Microsoft shop (Teams, O365, etc)
– Saw the opportunities for integration of project-related work with the rest of our Microsoft
technology stack
– Chose to layer the Accelerator atop Project for the Web to light up additional functionality,
including:
• Additional project metadata (program/portfolio grouping, business unit assignment, project state, project
narratives, financials, …)
• Project Status updates and integrated reporting

17. Project Requests
Ideation / Innovation
Projects
Tasks
Programs
Programs (Portfolios)
Issues
Governance
Risks Changes
Status Reports KPIs
Project Management
Dashboards & Reports
Portfolio Insights
Project Accelerator Solution

18. Where is Albany Today
• Fully leveraging the Project Accelerator atop Project for the Web for project
management system
– Customized to our needs with additional project metadata and flows
– Use flows to assign ‘owner groups’ based on other metadata to make the projects
visible to our specific functional teams
• Currently supporting ~800 active projects
• ~200 users enabled with Project for the Web licensing

19. Wahl

20. About Wahl
Wahl Clipper is the world leader in the manufacture and distribution of
professional and consumer clippers, trimmers, shavers, and personal care
devices. Wahl has a remarkable list of ground-breaking innovations and
products that are sold in more than 165 countries.

21. What was the business objective
• Implement a hybrid work environment – access from anywhere
• Collaborate centrally – Leverage the Accelerator (Power Apps), Project for
the web and Teams
– Fits current M365 model
• Meet maturity level of organization – casual PMs
• Manage Strategic projects using OnePlan for greater control
• Leverage Power BI for reporting across all projects

22. Where is Wahl Today
• Initial implementation complete
• Continuing to roll out with training and onboarding
• Widening to business audience

23. Projects
Tasks
Issues
Governance
Risks Changes
Status Reports KPIs
Project Management
Dashboards & Reports
Portfolio Insights
Wahl Current State
Portfolio Programs
Prioritization Financials
Resource
Capacity
Portfolio & Programs
Prioritization / Selection
• Project Desktop
• Project for the
web
Project Accelerator
Collaborative Work
Management
OnePlan
Strategic Portfolio
Management

24. What are Wahl’s future goals
• Adoption and Change Management
– Increase Project Manager and Team Member Participation
– Change culture and mindset to increase collaboration
• Provide more training, more support
• Connect more Project for the web Projects to OnePlan when they are
qualified as strategic

25. Technicolor

26. About Technicolor
Worldwide creative technology leader in the media and entertainment sector
and is at the forefront of digital innovation. Technicolor supports the delivery of
exciting new experiences for consumers in theatres, homes and on the go.
Technicolor has award winning artists and technologists who work with the
creative community to bring the universal art of storytelling to audiences
everywhere.

27. What was the business objective
• Migrate off Project Server 2013 (End of Life)
• Bring together multiple groups who were managing projects using
different tools and budget tracking methods
– Provide better visibility on budget consumption and a single source of
information
• Engage users of a variety of tools and bring them into a common
platform
– Integrate with JIRA, Project Professional and Excel
• Adopt a modern user experience to support intake through execution
• Address reporting limitations in the current solution
– Needed to bring financial and status information into a common platform

28. Where is Technicolor Today
• Migration of key projects off Project Server 2013 is complete
• Integration with JIRA is in place
• Power Automate is pulling data from multiple business systems into the
OnePlan PPM platform to enable consistent reporting
• Azure Data Lake has been implemented to enable regular data
snapshots and enhanced reporting
• A custom App in Teams has been implemented to support consistent
timesheeting across all users
• Automated user management has been enabled with Power Automate

29. • Project Desktop
• OnePlan Work
Planner
• JIRA

30. What are Technicolor’s future goals
• Continue to enhance the user experience on Power Apps and Teams
• Continue to grow the use of the Power Platform with new Apps and
automation to support a growing user community.
• Continue to enhance their use of Power BI analytics to meet growing
reporting requirements

31. Demonstration

32. Summary & Next Steps

33. • OnePlan is a full featured Strategic
Portfolio Management Platform that
maximizes your investment in M365.
• OnePlan modules and capabilities allows an
organization to focus improve Project
Portfolio Management in the Microsoft
Cloud.
• OnePlan provides the greatest flexibility,
focus on SPM and shortest time to value
Management tools for an EPMO.
Summary

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contact@oneplan.ai
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Jose Levy
jrlevy@oneplan.ai
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38. One
Interface
One
Experience