Dive into this illuminating webinar to discover:
The Contemporary PMO: Explore the dynamic role of the PMO in today’s businesses and the necessity of marrying strategy with practical execution.
Strategic Portfolio Management Demystified: Gain a comprehensive understanding of Strategic Portfolio Management’s core principles, its relevance in the present landscape, and its future trajectory.
OnePlan’s AI-Enabled Advantage: Unpack how OnePlan’s AI-driven Strategic Portfolio, Financial, Resource, and Work Management Platform—integrated with tools like Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet, and more—offers a panoramic view of enterprise work. Grasp how this holistic perspective can empower PMOs to make data-driven decisions.
Integration Excellence: Learn the seamless way OnePlan integrates with Microsoft 365, maximizing collaboration, productivity, and strategic alignment across your organization.
Case Studies: Delve into real-life success stories where organizations have capitalized on the combined might of Microsoft 365 and OnePlan to redefine their portfolio management and align with their strategic imperatives.
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...OnePlan Solutions
Your Project Management Office (PMO) faces a daunting task. You need to align project portfolios with strategic business objectives, all while optimizing resource allocation and maximizing ROI. Traditional, static approaches to managing work are a potential liability in a world full of fast-paced change and unforeseen disruptions. That’s why we developed OnePlan’s AI-powered Strategic Portfolio and Work Management Platform.
Attend this webinar to see the cutting-edge capabilities of OnePlan’s Strategic Portfolio Management solution. Learn how OnePlan can help you leverage the power of artificial intelligence to transform how you plan, execute, and analyze your project portfolios. Discover how aligning all work with business strategies can help you more effectively adapt to the inevitable changes and disruptions in real-time.
Beyond Spreadsheets: How to Take Your Budgeting and Planning to the Next LevelProformative, Inc.
Video & Slides: http://www.proformative.com/events/beyond-spreadsheets-how-take-your-budgeting-planning-next-level
Technology is the key to unlocking the strategic value of budgeting and planning for your company. Join us as Adaptive Planning shares 6 proven best practices for best in class budgeting and planning and benchmarking data while delivering actionable advice on how to improve your company's budgeting and planning process. In addition, you will hear from Rick Smith, Manager FP&A at Engine Yard - a high growth technology company, who'll share how he's performing headcount planning, CapEx planning and more. Finally, you'll see an Adaptive Planning product demo of what strategic planning looks like when a company moves beyond spreadsheets.
We’ve worked with Executives and IT leaders for over 30 years, and the single most common complaint we hear from them is their profound frustration with the lack of results and transparency from their never-ending IT investments.
To add further complexity, the demand for digital products and services has made it increasingly difficult for organizations to make ongoing investments and balance the need for innovation with optimization.
The latest data, combined from global enterprises, big consulting and research firms, makes the case that companies need to urgently act to address the digital disruption of their business and their related skills gaps. The data shows that 70% of digital business initiatives are likely to fail to deliver business growth, due to lack of business process and product innovation, as well as poor organizational adaptability.
Poor governance and legacy product management processes to align business and IT initiatives, coupled with insufficient leadership engagement across the organization, are the main reason most companies are wasting money on IT.
This thought paper speaks to these challenges and how optimizing both technology innovation and cross-organizational engagement will accelerate the positive business outcomes that organizations are looking to achieve especially in lieu of increasing digital disruption.
Authors - Alex Adamopoulos and Bob Kantor
Data and Findings - Accelerating IT Transformation with DATAMatt Mandich
Despite a global IT spend of over $4 Trillion, 67% of CEOs & CIOs are misaligned on how IT should be enabling the business* With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.
By the Numbers:
• 66% of CEOs don’t understand how to use IT to transform the business.
• 84% of IT Organizations score below 80% on IT satisfaction
• 43% of CIOs overestimate the size of their next budget.
• 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
• 72% of business leaders misjudge which services really matter to them
* Info-Techs CEO/CIO Alignment study
These slides--based on the webinar hosted by leading IT analyst firm Enterprise Management Associates (EMA) and Digitate--provide insights into the impact of machine learning on managing workload automation.
Transforming PMO Success with AI - Discover OnePlan Strategic Portfolio Work ...OnePlan Solutions
Your Project Management Office (PMO) faces a daunting task. You need to align project portfolios with strategic business objectives, all while optimizing resource allocation and maximizing ROI. Traditional, static approaches to managing work are a potential liability in a world full of fast-paced change and unforeseen disruptions. That’s why we developed OnePlan’s AI-powered Strategic Portfolio and Work Management Platform.
Attend this webinar to see the cutting-edge capabilities of OnePlan’s Strategic Portfolio Management solution. Learn how OnePlan can help you leverage the power of artificial intelligence to transform how you plan, execute, and analyze your project portfolios. Discover how aligning all work with business strategies can help you more effectively adapt to the inevitable changes and disruptions in real-time.
Beyond Spreadsheets: How to Take Your Budgeting and Planning to the Next LevelProformative, Inc.
Video & Slides: http://www.proformative.com/events/beyond-spreadsheets-how-take-your-budgeting-planning-next-level
Technology is the key to unlocking the strategic value of budgeting and planning for your company. Join us as Adaptive Planning shares 6 proven best practices for best in class budgeting and planning and benchmarking data while delivering actionable advice on how to improve your company's budgeting and planning process. In addition, you will hear from Rick Smith, Manager FP&A at Engine Yard - a high growth technology company, who'll share how he's performing headcount planning, CapEx planning and more. Finally, you'll see an Adaptive Planning product demo of what strategic planning looks like when a company moves beyond spreadsheets.
We’ve worked with Executives and IT leaders for over 30 years, and the single most common complaint we hear from them is their profound frustration with the lack of results and transparency from their never-ending IT investments.
To add further complexity, the demand for digital products and services has made it increasingly difficult for organizations to make ongoing investments and balance the need for innovation with optimization.
The latest data, combined from global enterprises, big consulting and research firms, makes the case that companies need to urgently act to address the digital disruption of their business and their related skills gaps. The data shows that 70% of digital business initiatives are likely to fail to deliver business growth, due to lack of business process and product innovation, as well as poor organizational adaptability.
Poor governance and legacy product management processes to align business and IT initiatives, coupled with insufficient leadership engagement across the organization, are the main reason most companies are wasting money on IT.
This thought paper speaks to these challenges and how optimizing both technology innovation and cross-organizational engagement will accelerate the positive business outcomes that organizations are looking to achieve especially in lieu of increasing digital disruption.
Authors - Alex Adamopoulos and Bob Kantor
Data and Findings - Accelerating IT Transformation with DATAMatt Mandich
Despite a global IT spend of over $4 Trillion, 67% of CEOs & CIOs are misaligned on how IT should be enabling the business* With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.
By the Numbers:
• 66% of CEOs don’t understand how to use IT to transform the business.
• 84% of IT Organizations score below 80% on IT satisfaction
• 43% of CIOs overestimate the size of their next budget.
• 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
• 72% of business leaders misjudge which services really matter to them
* Info-Techs CEO/CIO Alignment study
These slides--based on the webinar hosted by leading IT analyst firm Enterprise Management Associates (EMA) and Digitate--provide insights into the impact of machine learning on managing workload automation.
Enterprise Fusion: Your Pathway To A Better Customer ExperienceCognizant
In June 2018, Cognizant commissioned Forrester Consulting to test the hypothesis that digital transformation will succeed best when two conditions are met.
Séptima Encuesta Mundial del Coeficiente Digital de las empresasPwC España
La Séptima Encuesta Mundial sobre el Coeficiente Digital en las empresas se ha realizado a partir de entrevistas a casi 2.000 directivos y líderes de IT de empresas de diez sectores en 51 países (entre las que se encuentran 70 compañías españolas). El informe mide el grado de digitalización de las compañías entendido por cómo estas afrontan, valoran e integran las tecnologías digitales en su organización -lo que hemos denominado el coeficiente digital- a partir de diez comportamientos digitales clave.
Embracing Change - The Impact of Generative AI on Strategic Portfolio ManagementOnePlan Solutions
The rapid emergence of Generative AI (GenAI) presents a transformative challenge and opportunity for strategic portfolio leaders. This webinar delves into how GenAI is reshaping the landscape of strategic planning and execution. As GenAI technology infiltrates the workplace, it introduces substantial knowledge and skills gaps that can hinder the efficiency of strategic portfolio management (SPM) if not promptly addressed.
What actions can leaders take to confirm their digital investments deliver and sustain value? The practices and performance of global companies, drawn from the experience of nearly 2,000 business and technology executives.
Governance: The key to effecting successful Digital TransformationGuy Pearce
A deck I presented at McMaster University (DeGroote School of Business) on the multi-disciplinary complexity of achieving successful digital transformation
With a fundamental shift in the CFO mission, the finance function has become a critical change agent across organizations. The role of financial leaders such as CFOs is evolving, from a traditional financial controller, to one that drives performance improvements across the organization.
Successful Digital Transformation starts with a well defined StrategyGlen Alleman
Leading successful Digital Transformation projects cannot be successful without a Strategy for their success.
This briefing shows how to develop and apply a Strategy for Program Success through clear and concise descriptions of the strategic outcomes, Measures of Effectiveness and Performances, and identification of Value needed to meet business goals in a timely manner for the needed budget.
Crowe Horwath Jamaica (www.crowehorwath.com.jm) is one of the largest public accounting, consulting, and advisory firms in Jamaica . Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
Crowe Horwath Jamaica serves clients worldwide as an independent member of Crowe Horwath International, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Preparing for ERP? 9 Steps to Minimizing Mistakes and Maximizing ROIJeff Carr
When looking for a new ERP system, your organization should take the time to evaluate software vendors and their systems to find the best fit for your needs. Equally important is to look internally and evaluate the level of readiness for ERP among your project team and throughout your company. This informative webinar helps companies jump-start their efforts when considering an ERP project.
Get the details on avoiding common pitfalls when preparing for ERP including:
- Project Management Strategies
- Executive Alignment
- Data Conversion
- Future State Visioning
Aligning Business and Technology for Competitive AdvantageDijitle
Until quite recently, I.T. has functioned primarily as a technology implementer for the business. it has focused on providing a robust infrastructure, along with the implementation and integration of package software to automate the main business processes. But now we have entered the age of digital business, where many businesses exist solely because of technologies – in many cases technology is now driving the business rather than being subservient to it.
CIO’s 17th annual “State of the CIO” survey was conducted with the goal of understanding how the CIO role continues to evolve in today’s business climate and to help define the CIO agenda for 2018.
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...OnePlan Solutions
In today’s rapidly evolving business landscape, digital transformation is not just an option; it’s a necessity for staying competitive. However, managing a Digital Transformation Office (DTO) presents unique challenges, from aligning strategic goals to efficiently allocating resources. OnePlan’s Strategic Portfolio Management Platform, powered by advanced AI, offers a comprehensive solution to these challenges, enabling managers to excel in their roles and drive successful digital transformation. Join us in this enlightening webinar to discover how OnePlan can revolutionize your management approach.
Key Takeaways:
Strategic Alignment and Decision Making: Learn how OnePlan’s platform facilitates the alignment of digital transformation initiatives with business objectives, ensuring that every project contributes to the overarching strategy.
Resource Optimization and Forecasting: Discover the tools and methodologies OnePlan offers for optimal resource allocation and forecasting, maximizing efficiency, and minimizing waste.
Risk Management and Adaptability: Understand how OnePlan’s AI capabilities can help your DTO navigate uncertainties and adapt to changes swiftly and effectively.
Enhancing Collaboration and Transparency: Explore how OnePlan promotes a culture of collaboration and transparency across departments, crucial for the success of digital transformation efforts.
Driving Innovation and Competitive Advantage: See how integrating OnePlan’s Strategic Portfolio Management Platform and AI into your management practices can not only streamline operations but also foster innovation and create a sustainable competitive advantage.
This webinar is for managers, leaders, and anyone involved in driving digital transformation within their organizations. Whether you’re just starting your digital transformation journey or looking to enhance your current strategies, OnePlan’s platform offers the tools, insights, and support needed to achieve success in the digital era.
Despite a global IT spend of over $4 Trillion, 67% of CEOs & CIOs are misaligned on how IT should be enabling the business*.. With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities. Info-Tech has found too often this is done through ad-hoc and informal processes, making improvement hard to measure, and success impossible to define. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.
In this session Info-Tech will present how CIOs can overcome these challenges, and forge a new data driven approach to rapidly accelerate decision making, as well as measure the benefits of IT with DATA. Info-Tech will share insights from Info-Tech’s 3 year Stakeholder Satisfaction Study & how IT can enable transformation at unparalleled rates.
By the Numbers:
• 66% of CEOs don’t understand how to use IT to transform the business.
• 84% of IT Organizations score below 80% on IT satisfaction
• 43% of CIOs overestimate the size of their next budget.
• 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
• 72% of business leaders misjudge which services really matter to them
* Info-Techs CEO/CIO Alignment study
Accelerating IT Transformation with Data & Analytic s Matt Mandich
Despite a global IT spend of over $4 Trillion, 67% of CEOs & CIOs are misaligned on how IT should be enabling the business*.. With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities. Info-Tech has found too often this is done through ad-hoc and informal processes, making improvement hard to measure, and success impossible to define. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.
In this session Info-Tech will present how CIOs can overcome these challenges, and forge a new data driven approach to rapidly accelerate decision making, as well as measure the benefits of IT with DATA. Info-Tech will share insights from Info-Tech’s 3 year Stakeholder Satisfaction Study & how IT can enable transformation at unparalleled rates.
By the Numbers:
• 66% of CEOs don’t understand how to use IT to transform the business.
• 84% of IT Organizations score below 80% on IT satisfaction
• 43% of CIOs overestimate the size of their next budget.
• 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
• 72% of business leaders misjudge which services really matter to them
* Info-Techs CEO/CIO Alignment study
“CFOs will shift from their traditional role as administration and finance
experts, with technical skills based on administration, management
control, cash-flow management, and financial planning
A shift in organizational approach to digital over the past five years indicates that companies have become increasingly aware that they must eliminate structural barriers to realize the opportunities
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...OnePlan Solutions
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.
How OnePlan Aligns with Microsoft’s new Enterprise Work Management (EWM) VisionOnePlan Solutions
Join us for this webinar as we explore how OnePlan integrates with Microsoft’s latest Enterprise Work Management (EWM) vision. Microsoft has defined a compelling roadmap for the future, with Microsoft Planner playing a central role. The Planner Accelerator highlights the platform’s PPM advancements, making it essential for existing Project Online users to grasp these changes.
In this strategic collaboration, OnePlan has worked extensively with Microsoft to develop new functionalities that leverage the Planner Accelerator, while also adopting an innovative approach to support this new direction.
More Related Content
Similar to Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Management with Microsoft 365 and OnePlan - Webinar
Enterprise Fusion: Your Pathway To A Better Customer ExperienceCognizant
In June 2018, Cognizant commissioned Forrester Consulting to test the hypothesis that digital transformation will succeed best when two conditions are met.
Séptima Encuesta Mundial del Coeficiente Digital de las empresasPwC España
La Séptima Encuesta Mundial sobre el Coeficiente Digital en las empresas se ha realizado a partir de entrevistas a casi 2.000 directivos y líderes de IT de empresas de diez sectores en 51 países (entre las que se encuentran 70 compañías españolas). El informe mide el grado de digitalización de las compañías entendido por cómo estas afrontan, valoran e integran las tecnologías digitales en su organización -lo que hemos denominado el coeficiente digital- a partir de diez comportamientos digitales clave.
Embracing Change - The Impact of Generative AI on Strategic Portfolio ManagementOnePlan Solutions
The rapid emergence of Generative AI (GenAI) presents a transformative challenge and opportunity for strategic portfolio leaders. This webinar delves into how GenAI is reshaping the landscape of strategic planning and execution. As GenAI technology infiltrates the workplace, it introduces substantial knowledge and skills gaps that can hinder the efficiency of strategic portfolio management (SPM) if not promptly addressed.
What actions can leaders take to confirm their digital investments deliver and sustain value? The practices and performance of global companies, drawn from the experience of nearly 2,000 business and technology executives.
Governance: The key to effecting successful Digital TransformationGuy Pearce
A deck I presented at McMaster University (DeGroote School of Business) on the multi-disciplinary complexity of achieving successful digital transformation
With a fundamental shift in the CFO mission, the finance function has become a critical change agent across organizations. The role of financial leaders such as CFOs is evolving, from a traditional financial controller, to one that drives performance improvements across the organization.
Successful Digital Transformation starts with a well defined StrategyGlen Alleman
Leading successful Digital Transformation projects cannot be successful without a Strategy for their success.
This briefing shows how to develop and apply a Strategy for Program Success through clear and concise descriptions of the strategic outcomes, Measures of Effectiveness and Performances, and identification of Value needed to meet business goals in a timely manner for the needed budget.
Crowe Horwath Jamaica (www.crowehorwath.com.jm) is one of the largest public accounting, consulting, and advisory firms in Jamaica . Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
Crowe Horwath Jamaica serves clients worldwide as an independent member of Crowe Horwath International, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Preparing for ERP? 9 Steps to Minimizing Mistakes and Maximizing ROIJeff Carr
When looking for a new ERP system, your organization should take the time to evaluate software vendors and their systems to find the best fit for your needs. Equally important is to look internally and evaluate the level of readiness for ERP among your project team and throughout your company. This informative webinar helps companies jump-start their efforts when considering an ERP project.
Get the details on avoiding common pitfalls when preparing for ERP including:
- Project Management Strategies
- Executive Alignment
- Data Conversion
- Future State Visioning
Aligning Business and Technology for Competitive AdvantageDijitle
Until quite recently, I.T. has functioned primarily as a technology implementer for the business. it has focused on providing a robust infrastructure, along with the implementation and integration of package software to automate the main business processes. But now we have entered the age of digital business, where many businesses exist solely because of technologies – in many cases technology is now driving the business rather than being subservient to it.
CIO’s 17th annual “State of the CIO” survey was conducted with the goal of understanding how the CIO role continues to evolve in today’s business climate and to help define the CIO agenda for 2018.
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...OnePlan Solutions
In today’s rapidly evolving business landscape, digital transformation is not just an option; it’s a necessity for staying competitive. However, managing a Digital Transformation Office (DTO) presents unique challenges, from aligning strategic goals to efficiently allocating resources. OnePlan’s Strategic Portfolio Management Platform, powered by advanced AI, offers a comprehensive solution to these challenges, enabling managers to excel in their roles and drive successful digital transformation. Join us in this enlightening webinar to discover how OnePlan can revolutionize your management approach.
Key Takeaways:
Strategic Alignment and Decision Making: Learn how OnePlan’s platform facilitates the alignment of digital transformation initiatives with business objectives, ensuring that every project contributes to the overarching strategy.
Resource Optimization and Forecasting: Discover the tools and methodologies OnePlan offers for optimal resource allocation and forecasting, maximizing efficiency, and minimizing waste.
Risk Management and Adaptability: Understand how OnePlan’s AI capabilities can help your DTO navigate uncertainties and adapt to changes swiftly and effectively.
Enhancing Collaboration and Transparency: Explore how OnePlan promotes a culture of collaboration and transparency across departments, crucial for the success of digital transformation efforts.
Driving Innovation and Competitive Advantage: See how integrating OnePlan’s Strategic Portfolio Management Platform and AI into your management practices can not only streamline operations but also foster innovation and create a sustainable competitive advantage.
This webinar is for managers, leaders, and anyone involved in driving digital transformation within their organizations. Whether you’re just starting your digital transformation journey or looking to enhance your current strategies, OnePlan’s platform offers the tools, insights, and support needed to achieve success in the digital era.
Despite a global IT spend of over $4 Trillion, 67% of CEOs & CIOs are misaligned on how IT should be enabling the business*.. With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities. Info-Tech has found too often this is done through ad-hoc and informal processes, making improvement hard to measure, and success impossible to define. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.
In this session Info-Tech will present how CIOs can overcome these challenges, and forge a new data driven approach to rapidly accelerate decision making, as well as measure the benefits of IT with DATA. Info-Tech will share insights from Info-Tech’s 3 year Stakeholder Satisfaction Study & how IT can enable transformation at unparalleled rates.
By the Numbers:
• 66% of CEOs don’t understand how to use IT to transform the business.
• 84% of IT Organizations score below 80% on IT satisfaction
• 43% of CIOs overestimate the size of their next budget.
• 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
• 72% of business leaders misjudge which services really matter to them
* Info-Techs CEO/CIO Alignment study
Accelerating IT Transformation with Data & Analytic s Matt Mandich
Despite a global IT spend of over $4 Trillion, 67% of CEOs & CIOs are misaligned on how IT should be enabling the business*.. With the dramatic increase in digital technology & the business’s appetite to understand and enable their own innovations through technology, CIOs are challenged with the need to rapidly understand business inputs, stakeholder satisfaction, and assess their own teams internal capabilities. Info-Tech has found too often this is done through ad-hoc and informal processes, making improvement hard to measure, and success impossible to define. A new model is needed to enable the CIO to rapidly make decisions, prove success & analyze challenges with DATA.
In this session Info-Tech will present how CIOs can overcome these challenges, and forge a new data driven approach to rapidly accelerate decision making, as well as measure the benefits of IT with DATA. Info-Tech will share insights from Info-Tech’s 3 year Stakeholder Satisfaction Study & how IT can enable transformation at unparalleled rates.
By the Numbers:
• 66% of CEOs don’t understand how to use IT to transform the business.
• 84% of IT Organizations score below 80% on IT satisfaction
• 43% of CIOs overestimate the size of their next budget.
• 78% of CEOs/CIOs are aligned on what IT issues impede innovation BUT are Highly Misaligned on the Business Barriers that Impede Innovation
• 72% of business leaders misjudge which services really matter to them
* Info-Techs CEO/CIO Alignment study
“CFOs will shift from their traditional role as administration and finance
experts, with technical skills based on administration, management
control, cash-flow management, and financial planning
A shift in organizational approach to digital over the past five years indicates that companies have become increasingly aware that they must eliminate structural barriers to realize the opportunities
Similar to Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Management with Microsoft 365 and OnePlan - Webinar (20)
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...OnePlan Solutions
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.
How OnePlan Aligns with Microsoft’s new Enterprise Work Management (EWM) VisionOnePlan Solutions
Join us for this webinar as we explore how OnePlan integrates with Microsoft’s latest Enterprise Work Management (EWM) vision. Microsoft has defined a compelling roadmap for the future, with Microsoft Planner playing a central role. The Planner Accelerator highlights the platform’s PPM advancements, making it essential for existing Project Online users to grasp these changes.
In this strategic collaboration, OnePlan has worked extensively with Microsoft to develop new functionalities that leverage the Planner Accelerator, while also adopting an innovative approach to support this new direction.
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At the recent Microsoft Ignite 2023 conference, Microsoft unveiled a groundbreaking strategy that will redefine enterprise work management. The plan involves integrating Microsoft’s key planning tools, Microsoft To Do, Microsoft Planner, and Microsoft Project for the web into a unified experience called “Microsoft Planner.”
What does this new strategy from Microsoft mean for current users? Join us and learn how best to take advantage of this announcement while gaining a clear path on how to elevate the current state of Microsoft Planner from a basic task manager to a comprehensive tool for Enterprise Work Management using OnePlan. Learn how OnePlan’s integration with Microsoft Planner allows for strategic alignment with business goals through advanced features like strategic planning, portfolio management, resource management, financial management, and more!
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Join our Tech Tuesday Webinar to discover how you can transform your resource management strategy using OnePlan’s Resource Plan Module. This webinar is tailored for project managers, resource & functional managers, and anyone involved in resource planning. In this session, you will learn:
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In the engineering sector, mastering the intricacies of project management demands innovative solutions. This webinar explores the integration of AI into project planning for engineering, tackling both immediate challenges in planning and execution while also setting the stage for unprecedented efficiency and quality. With a spotlight on practical applications, we’ll explore strategies for harnessing AI to optimize resource distribution, ensure precise time management, and elevate project quality. Discover how adopting a technology-forward approach, exemplified by platforms like OnePlan, can transform project outcomes, enhance team collaboration, and boost overall profitability without sacrificing the high standards engineering projects require.
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Achieving operational excellence is paramount for firms aiming for expansion and sustaining a competitive advantage. This webinar presents an integrated approach to boosting operational efficiency, spotlighting the transformative role of AI technology. From fine-tuning resource allocation and enhancing time management to leveraging AI for improved project performance and deepening client connections, learn actionable tactics to streamline your operations, elevate billing precision, and spur innovation in your service offerings. Embrace the agility needed to navigate market changes, all while leveraging OnePlan’s advanced features to fortify your firm’s competitive position.
Tech Tuesday - Mastering Time Management Unlock the Power of OnePlan's Timesh...OnePlan Solutions
Join us for a How-To webinar that dives deep into OnePlan’s Timesheet Module, your ultimate tool for streamlined time tracking and management. Whether you’re a project manager aiming to enhance productivity or a team member seeking to simplify your weekly time submissions, this session is designed to empower you with practical insights and hands-on strategies.
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...OnePlan Solutions
Kickstart your project management journey with OnePlan’s Work Plan module in this beginner-friendly webinar. We will guide you through the basics of setting up and navigating the Work Plan module, including how to:
Simplify project scheduling with user-friendly tools.
Manage backlogs visually for better organization and prioritization.
Create customized work plans with the help of AI.
Benefit from seamless integration with various project management tools.
This session is perfect for those new to project management or OnePlan, providing you with the knowledge and confidence to start managing your projects effectively.
As a Corporate Strategy Leader, you are under immense pressure to drive organizational success, align strategic initiatives, and ensure the effective allocation of resources to drive business outomes. OnePlan’s Strategic Portfolio Management Platform, powered by advanced AI, provides a comprehensive solution for managers looking to overcome these challenges with greater efficiency, insight, and impact. This webinar will explore how OnePlan’s SPM platform can transform strategic planning and execution within your organization. Learn How To:
Align Strategy and Execution: Discover how OnePlan ensures that every initiative aligns with your organization’s strategic objectives, optimizing outcomes and driving success.
Make Data-Driven Decisions: Learn how AI-powered analytics and predictive insights can empower managers to make informed decisions, anticipate future trends, and adapt strategies in real time.
Optimize Resources: Explore strategies for maximizing the use of available resources, reducing waste, and increasing ROI through intelligent planning and allocation features.
Collaborate with Transparency: Understand the importance of fostering a collaborative environment within the Corporate Strategy Office and across departments, facilitated by OnePlan’s centralized platform.
Manage Risk with Agility: See how OnePlan’s AI capabilities can help your team identify potential risks early, propose mitigation strategies, and maintain agility in the face of changing market conditions.
This webinar is designed for strategy executives, portfolio managers, and professionals involved in corporate planning and execution, who are looking to leverage advanced technologies to elevate their strategic processes and outcomes. Join us to uncover the transformative potential of OnePlan’s Strategic Portfolio Management Platform and AI for your Corporate Strategy Office.
Tech Tuesday Slides - Getting Started with the Portfolio Module.OnePlan Solutions
This webinar is your starting point for mastering OnePlan’s Portfolio Plan module. Designed for newcomers and those seeking a solid foundation, we’ll cover the essentials of setting up and managing your portfolios. You’ll learn how to:
Create and organize portfolios using element-neutral approaches and work hierarchies.
Track progress and key milestones with the Portfolio Gantt.
Employ Boards for a more visual and collaborative portfolio management experience.
Develop clear and impactful Portfolio Roadmaps.
Utilize reporting and BI tools for data-driven insights.
Harness the power of AI with Sofia GPT for smarter portfolio planning.
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https://oneplan.ai/
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Learn more: https://oneplan.ai/
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3. Why?
What do we mean by a Digital Business Leader?
Any executive in an enterprise who participates in
strategy and investment decisions to achieve strategic
digital business outcomes.
Gartner’s 2021 Digital Business Leaders Survey on Enterprise PMOs
5. Many Are Engaging in Programs and Portfolios
Digital business leaders are involved
in program or portfolio management in their
organizations.
*n = 156 Digital Business Leaders
Question: Which best characterizes your involvement with the program or portfolio management activities in your
organization? (very involved, involved, familiar with, aware of)
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
6. They Also Represent a Wide Range of Industries
Manufacturing
19%
Technology
14%
Retail
13%
Healthcare
12%
Other
42%
n = 156 Digital Business Leaders
Question: What is your Organizations primary industry classification?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
7. Digital Business Leaders Face These Top
Challenges to Success
Orchestrating
enterprise change
Speed to deliver
value
Prioritizing and
executing on
cross-functional
investments
n = 156 Digital Business Leaders
Question: What are the challenges encountered by business leaders in driving digital business success?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
8. Top Challenges to Digital Business Success
Rank 1-5
Top Ranked Challenges to Digital Business Success
Orchestrating
enterprise change,
portfolio prioritization
and speed to deliver
value are common
concerns to executives
and senior leadership
across the board.
n = 156 Digital Business Leaders
Question: What are the challenges encountered by business leaders in driving digital business success?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
56%
57%
62%
63%
65%
9%
15%
12%
15%
20%
0% 50% 100%
Business value of digital business investments
Implement key operating model changes
Speed delivery to drive digital business acceleration
Prioritize & execute on cross-functional investments
Orchestrate enterprise or organizational change
Sum of Top 5
ranks
Rank 1
9. How Are These Leaders
Responding to These Top
Challenges?
10. of organizations
have an EPMO
function
49%
n = 150 Digital Business Leaders, excluding Unsure
Question: What are your Organizations plans for implementing an EPMO as defined?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
12. Responding to major
internal and external
disruptions and ongoing
changes
Quickly launching new
digital initiatives
Realizing business value
from digital initiatives
Organizations
with an EPMO are
about twice as
likely to be ahead
or far ahead of
peers and
competitors on …
N= 154-156 Digital Business Leaders, excluding Unsure/NA
Question: How would you characterize your enterprise's overall performance on the following outcomes relative to
its peers or competitors? Scale 1-5 from far behind to far ahead
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
13. 36%
78%
43%
62%
59%
48%
49%
58%
62%
37%
72%
37%
53%
45%
33%
32%
41%
42%
0% 50% 100%
Speed of completing digital initiatives
Responding to COVID-19 pandemic
Speed of innovation funnel
Generating new ideas that become innovations
Responding to ongoing changes (internal or external)
Speed of launching new digital initiatives
Realizing expected business value from digital initiatives
Responding to major internal organizational disruptions
Responding to major external disruptions
Not currently in use (n=76) EPMO in use (n=74)
Organization Performance Relative to Peers and Competitors
Ahead or Far Ahead
Organizations with
an EPMO are
significantly ahead
of peers and
competitors on
several areas of
digital business
performance.
20% 2.3
17% 2.0
17% 2.0
15% 1.8
15% 1.8
10% 1.5
6% -
6% -
0% -
Gap Odds
ratio
Statistically
significant
standouts for
EPMOs
N= 154-156 Digital Business Leaders, excluding Unsure/NA
Question: How would you characterize your enterprise's overall performance on the following outcomes relative to its peers or competitors?
Scale 1-5 from far behind to far ahead
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
Organizations With EPMOs Are Ahead in Digital Business Performance
14. of the digital business
leaders without an
EPMO would be likely or
very likely to champion
its adoption
68%
n = 82 organizations with EPMO not in use (Q05)
Question: If your organization could have the benefits of an EPMO, how likely would you be to champion the adoption of this
program?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
Digital Business Leaders Without an EPMO
Say They Want One
15. 60% 52%
Most-Prized Benefits for Respondents Without
an EPMO
Execution of large,
enterprise-wide initiatives
Quick and effective portfolio
prioritization
n = 82 organizations with EPMO not in use (Q05)
Question. If it were available, which, if any, of the following would be valuable in meeting your organization’s digital business challenges?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
16. What’s Stopping Digital Business Leaders From
Getting the EPMO They Want?
The Top Hurdle to
EPMO Adoption:
The business doesn’t
understand the value
of an EPMO
n = 82 organizations with EPMO not in use (Q05)
Q08a. From your perspective, what would you consider the key hurdles to implementing an
EPMO as described?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
17. n = 82 organizations with EPMO not in use (Q05)
Q08a. From your perspective, what would you consider the key hurdles to implementing an EPMO as described?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)
Key hurdles to implementing an EPMO: EPMO not in use
Multiple Responses
Other Hurdles in EPMO Adoption
50%
43%
40%
35%
35%
27%
22%
0% 50% 100%
Business does not understand the value
Other business priorities take precedent
Business culture does not support
Lack of support for from senior leadership
Lack of PPM leadership
Lack of talent
Negative perceptions of EPMO
18. Traditional Project Portfolio Management (PPM)
Traditional PPM, and departmental PMOs have advanced
the capabilities and effectiveness of organizations
significantly
Major benefits of PPM
• Clarity and consistency to project management
activities
• Helps define and pursue clearer objectives
• Make planning operations more realistic and complete
• Optimize the allocation of resources
• Improve the quality of deliverables
• Better visibility and reporting.
19. Align Strategy With Execution
Gartner states: 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.
• As a set of processes — Process involving people, strategy and
operations
• 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
Gartner: Market Guide for Strategy Execution Management Software
20. Importance of Strategic Portfolio Management in
Today's Business Environment
Emerging Technologies and
Business Models
Increasing Complexity in
Business Environments
Greater Need for Financial
& Resource Optimization
Demand for Data-Driven
Decision Making
Adoption of Agile and Other Project
Management Methodologies
As the business environment becomes more complex and uncertain,
organizations are seeking ways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizations are facing budget constraints and limited
resources. OnePlan helps organizations to identify and prioritize
the most critical projects and investments and allocate resources
more effectively to maximize their return on investment.
With the increasing availability of data and analytics tools, there is a growing
demand for data-driven decision making. OnePlan leverages data and analytics to
provide insights into portfolio performance, enabling organizations to make
informed decisions that align with their strategic goals.
As more organizations adopt agile and other iterative project management
methodologies, there is a greater need for effective portfolio management.
OnePlan can help organizations to ensure that their project portfolios are
aligned with their strategic goals, identify areas of overlap and duplication,
and allocate resources more effectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizations to evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall business strategy.
21. Objective
Key Result
Project
Value
Stream
Epic
Product
Key Result
Feature
Capability
Strategic Portfolio Management (SPM)
Gartner defines the Strategic Portfolio Management market
as a set of business capabilities, processes and supporting
portfolio management technology.
• Business leaders, Enterprise Portfolio Management office (EPMO)
leaders, and IT leaders require SPM to support enterprise-wide
strategy-to-execution alignment and adaptation.
• SPM technology supports clear definition of key business strategies
and desired business outcomes, and formulation and mapping of
these with key portfolio elements, such as business capabilities,
investments, programs, digital and physical products,
applications, and projects.
• A complete SPM solution must capture, define and prioritize
business strategies; manage the execution of initiatives and
projects that drive the achievement of these strategies; and provide
full visibility and management of core IT/functional assets.
• The solution 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.
22. Key Attributes of SPM
The increasing need to deliver value from digital
initiatives is giving rise to strategic portfolio
management, a digital investment management
discipline that enables strategy realization in complex
and dynamic environments.
SPM for technology initiatives and digital investments
has three key attributes:
1. Portfolio alignment
2. Value-driven decision making
3. Ongoing portfolio flexibility
A recent Gartner study shows that organizations that are
highly effective at all three attributes are approximately
twice as likely to drive positive business outcomes.
23. 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, evolve EPMO capabilities, 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.
Gartner - Predicts 2022: Shift Toward Strategic Portfolio Management to Enable Organizational Agility
Published 11 November 2021
25. 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
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT
27. 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
28. Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
Professional
Services
App/Product
Development Operations
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 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.
30. 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 OnePlan in JIRA
Fused UI - Stay working in the tools that you use in everyday.
31. 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.
33. 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.
35. 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.
36. Analyze data to identify patterns, opportunities, and potential risks
37. 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.
40. • 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
• Evolution from departmental PMOs to EPMOs to
address the needs of modern organizations
• OnePlan provides end-to-end Strategic Portfolio
Management in the Microsoft Cloud
• From a bottom-up standpoint, OnePlan connects to
existing Work Management tools to provide the
overarching governance for an EPMO
• The use of AI provides valuable assistance and
insights to our SPM efforts, and Sofia GPT provides
AI-enabled capabilities in OnePlan
Summary
41. Consistently Recognized as a Leader
OnePlan cited as a top vendor in “Determine the
Future of Microsoft Project in Your
Organization”
2023 Peer Insights
“Voice of the Customer”
Strategic Portfolio Management
Strategy and Innovation
44. Special Offer – Free Roadmap Workshop
• Review your current use of solutions and
tools
• Assess current requirements and desired
future state
• Determine how to implement or migrate into
the new solution
• Implementation roadmap for best adoption
success
• Total cost of ownership evaluation