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The Future of Microsoft Project Portfolio Management (PPM)
for Delivering Value to your Organization
In partnership with
For The Web
Planner
Microsoft Project and Work Management
Prior Evolution
Task
Management
Professional
Project
Management
Modern Project
Management
Project Online
PPM
Project for the web | Project PowerApps | Power BI | Flow
Azure Boards Applications | Integrations
Teams | Planner | To-Do | Outlook | SharePoint | Tasks
MyAnalytics | Project Operations
D
ynamics 365 Office 365
P
r
o
j
e
c
t
P
o
w
e
r
A
p
p
s
ISV
A
zure DevOps
Myriad of Tools Available
Projects, Tasksand WorkHaveBeenIn Silos
Market Landscape
Collaborative Work Management
Business Users
Informal Project Managers
• Individual Task Management
• Team Projects
• Kanban
• Goals
• Team Workload
• Dependencies
• Issues and Risks
Enterprise Work Management
Professional Project Managers
PMO
Executive Team
• Portfolio Management
• Resource Management
• OKRs
• Reporting
• Cost Management
• Advanced Scheduling
The State of Collaborative Work Management
Microsoft’s Assessment
59% of employees say their
collaboration tools are not aligned
with how they work
64% of employees say current
tools don’t integrate with their
organization’s processes
72% of employees wish their
collaboration tools were
compatible with one another
Source: Microsoft WorkLab, Four Ways Leaders Can Empower People
Gartner: Hype Cycle for Hybrid Work, July 2023
“Collaborative work
management empowers
business users to plan,
carry out and manage
their work.”
“CWM tools are a natural
complement to
workstream collaboration,
visual collaboration tools,
and meeting solutions.”
Gartner: Market Guide for Collaborative Work Management,
January 2023
Microsoft Project Management Vision
Teams work the way they want
Enterprises get the results they need
Task and Project Management Tools
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
Task and Project Management Tools
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
To Do, Planner and Project Combined
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
The New Microsoft Planner
Microsoft Planner Demo
Future of Microsoft Project and Portfolio Management
EPMO
PMO
Project Teams
OnePlan
OnePlan
Project Online
Microsoft Cloud
Platform
Strategic Portfolio Management
(SPM)
Project Portfolio Management
(PPM)
Collaborative Work
Management
(CWM)
Planner / Teams
Project for the web
Office 365 Planner
Project Management
OnePlan Platform Complements With Complete Set of Capabilities
Demand Management
Programs
Prioritization / Selection
Project Management
Task Management
Portfolios &
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
Status Reports Governance KPIs
Prioritization Financials Capacity
Reports and Dashboards
My Work Timesheet
•Project schedules
•Assign resources to tasks
•Dependencies
•Project reports
Strategy
Project Management
OnePlan Platform For Complete Adaptive Portfolio Management
Demand Management
Programs
Prioritization / Selection
Project Management
Task Management
Portfolios &
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
Status Reports Governance KPIs
Prioritization Financials Capacity
Reports and Dashboards
My Work Timesheet
•Project schedules
•Assign resources to tasks
•Dependencies
•Project reports
Strategy
•Project Desktop
•Project for the web
•Planner
•Azure DevOps
•More…
Project Management
OnePlan Platform For Complete Adaptive Portfolio Management
Demand Management
Programs
Prioritization / Selection
Project Management
Task Management
Portfolios &
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
Status Reports Governance KPIs
Prioritization Financials Capacity
Reports and Dashboards
My Work Timesheet
•Project schedules
•Assign resources to tasks
•Dependencies
•Project reports
Strategy
•Project Desktop
•Project for the web
•Planner
•Azure DevOps
•More…
Capabilities, Roles, and Process Flow
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Intake
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
Strategy
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
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
Fused into the tools that you work in everyday.
Say Hello to OnePlan’s Sofia GPT
“AI as a Collaborator”
The Revolutionary New Language Model for
Strategic Portfolio and Work Management
OnePlan’s Sofia GPT can leverage data not only from OpenAI’s large
network of data sources but also from OnePlan itself
OnePlan's Sofia GPT is an advanced Azure OpenAI GPT (Generative Pre-
trained Transformer) module developed by OnePlan to revolutionize
the way people and business manage their strategic portfolio and work
OnePlan’s Sofia GPT can understand natural language and responds in
real-time, making it an invaluable assets for anyone looking to streamline
their strategic planning and decision-making process
OnePlan’s Sophia GPT automates several tedious and time-consuming
tasks. Data entry, Information retrieval, Communications, Estimating,
Identifying, Finding Data Anomalies, and much more.
Demonstration
Summary & Next Steps
Summary
• Microsoft is in the process of reimagining,
and combining Project for the web and
Planner
• Microsoft focusing on Collaborative Work
Management
• OnePlan provides a platform that extends the
new Microsoft Planner to provide full PPM
and SPM capabilities
• OnePlan integrates with other solutions/tools
as needed
• OnePlan is delivered in the Microsoft cloud
• OnePlan provides the solutions, services,
migration and support to ensure customer
transition, value and success
- 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
Thank You!!
The Power of One

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The Future of Microsoft Project Portfolio Management (PPM) for Delivering Value to your Organization

  • 1. The Future of Microsoft Project Portfolio Management (PPM) for Delivering Value to your Organization In partnership with
  • 2. For The Web Planner Microsoft Project and Work Management Prior Evolution Task Management Professional Project Management Modern Project Management Project Online PPM
  • 3. Project for the web | Project PowerApps | Power BI | Flow Azure Boards Applications | Integrations Teams | Planner | To-Do | Outlook | SharePoint | Tasks MyAnalytics | Project Operations D ynamics 365 Office 365 P r o j e c t P o w e r A p p s ISV A zure DevOps Myriad of Tools Available Projects, Tasksand WorkHaveBeenIn Silos
  • 4. Market Landscape Collaborative Work Management Business Users Informal Project Managers • Individual Task Management • Team Projects • Kanban • Goals • Team Workload • Dependencies • Issues and Risks Enterprise Work Management Professional Project Managers PMO Executive Team • Portfolio Management • Resource Management • OKRs • Reporting • Cost Management • Advanced Scheduling
  • 5. The State of Collaborative Work Management Microsoft’s Assessment 59% of employees say their collaboration tools are not aligned with how they work 64% of employees say current tools don’t integrate with their organization’s processes 72% of employees wish their collaboration tools were compatible with one another Source: Microsoft WorkLab, Four Ways Leaders Can Empower People Gartner: Hype Cycle for Hybrid Work, July 2023 “Collaborative work management empowers business users to plan, carry out and manage their work.” “CWM tools are a natural complement to workstream collaboration, visual collaboration tools, and meeting solutions.” Gartner: Market Guide for Collaborative Work Management, January 2023
  • 6. Microsoft Project Management Vision Teams work the way they want Enterprises get the results they need
  • 7. Task and Project Management Tools Microsoft Planner Microsoft To Do Microsoft Project for the web
  • 8. Task and Project Management Tools Microsoft Planner Microsoft To Do Microsoft Project for the web
  • 9. To Do, Planner and Project Combined Microsoft Planner Microsoft To Do Microsoft Project for the web
  • 10. The New Microsoft Planner
  • 12. Future of Microsoft Project and Portfolio Management EPMO PMO Project Teams OnePlan OnePlan Project Online Microsoft Cloud Platform Strategic Portfolio Management (SPM) Project Portfolio Management (PPM) Collaborative Work Management (CWM) Planner / Teams Project for the web Office 365 Planner
  • 13. Project Management OnePlan Platform Complements With Complete Set of Capabilities Demand Management Programs Prioritization / Selection Project Management Task Management Portfolios & Strategy Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Capacity Reports and Dashboards My Work Timesheet •Project schedules •Assign resources to tasks •Dependencies •Project reports Strategy
  • 14. Project Management OnePlan Platform For Complete Adaptive Portfolio Management Demand Management Programs Prioritization / Selection Project Management Task Management Portfolios & Strategy Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Capacity Reports and Dashboards My Work Timesheet •Project schedules •Assign resources to tasks •Dependencies •Project reports Strategy •Project Desktop •Project for the web •Planner •Azure DevOps •More…
  • 15. Project Management OnePlan Platform For Complete Adaptive Portfolio Management Demand Management Programs Prioritization / Selection Project Management Task Management Portfolios & Strategy Project Requests Portfolio Programs Projects Tasks Issues Risks Changes Status Reports Governance KPIs Prioritization Financials Capacity Reports and Dashboards My Work Timesheet •Project schedules •Assign resources to tasks •Dependencies •Project reports Strategy •Project Desktop •Project for the web •Planner •Azure DevOps •More…
  • 16. Capabilities, Roles, and Process Flow Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Intake 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 Strategy
  • 17. 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
  • 18. 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 Fused into the tools that you work in everyday.
  • 19. Say Hello to OnePlan’s Sofia GPT “AI as a Collaborator” The Revolutionary New Language Model for Strategic Portfolio and Work Management OnePlan’s Sofia GPT can leverage data not only from OpenAI’s large network of data sources but also from OnePlan itself OnePlan's Sofia GPT is an advanced Azure OpenAI GPT (Generative Pre- trained Transformer) module developed by OnePlan to revolutionize the way people and business manage their strategic portfolio and work OnePlan’s Sofia GPT can understand natural language and responds in real-time, making it an invaluable assets for anyone looking to streamline their strategic planning and decision-making process OnePlan’s Sophia GPT automates several tedious and time-consuming tasks. Data entry, Information retrieval, Communications, Estimating, Identifying, Finding Data Anomalies, and much more.
  • 21. Summary & Next Steps
  • 22. Summary • Microsoft is in the process of reimagining, and combining Project for the web and Planner • Microsoft focusing on Collaborative Work Management • OnePlan provides a platform that extends the new Microsoft Planner to provide full PPM and SPM capabilities • OnePlan integrates with other solutions/tools as needed • OnePlan is delivered in the Microsoft cloud • OnePlan provides the solutions, services, migration and support to ensure customer transition, value and success
  • 23. - 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
  • 24. Our Next Webinars https://oneplan.ai/webinars/ • Frequent webinars on a variety of topics • Register for new webinars • Library of recorded, on-demand webinars
  • 25. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
  • 26. 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