Accurate data in your initiatives is king, but often scattered across various tools; achieving a Single Source of Truth in Project Portfolio Management (PPM) becomes not just an advantage but a necessity. OnePlan stands at the forefront of this revolution, offering a comprehensive solution that transforms scattered project, resource and financial data into actionable insights. Join us for a webinar where we dive deep into the transformative power of OnePlan as your “Single Source of Truth” for Project Management.

1. In partnership with
OnePlan: The Ultimate Single Source of
Truth for Strategic Portfolio Management

2. Challenges with Traditional Project Portfolio Management
Traditional portfolio management often relies on
fragmented data and manual processes
Decisions are made based on outdated information
• Inefficiency
• Inaccuracy
• Lack visibility
• Lack agility

3. OnePlan SPM: The Ultimate Single Source of Truth for SPM
All portfolio management data in a central
platform ensuring consistency and accuracy.
Up-to-date information on projects,
resources, and financials for informed
decisions
Breaking down information silos and
improving communication.
Tailored reporting and analytics to track
performance and alignment.
Centralized Data Repository
Real Time Visibility
Collaborative Solution
Customizable Reporting

4. Customer Testimonials
“OnePlan is our single
source of the truth.
OnePlan enables us to
have real time
information and
there’s a lot of trust
that comes with that.”
“OnePlan has
assisted us in giving
us the tools and
capabilities to help
plan, track and
report on our major
initiatives.”

5. Maturing into Highly Effective Strategic Portfolio Management
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 | IDEATION
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
PRODUCT PORTFOLIO MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
ENTERPRISE ARCHITECTURE MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | AGILE | PSA
“Single Source of Truth” that covers Strategy, Through Execution, to Realized Outcomes

6. Objective
& Key
Results
Enterprise
Architecture
Innovation
Management
Portfolio Planning
Capacity Panning
Funding Planning
Business Case
Management
Schedule
Management
Agile
Management
Resource Management
Artificial Intelligence – Sofia GPT
Strategy Plan Optimize
Execute
Dashboards
Time
Management
Visualize
Work
Collaboration
Status Reports
Flow
Prioritization
Do the Right Work Do the Work Right
Risks Issues Changes
Tasks
Achieving Strategic Portfolio Excellence with OnePlan
Applications
Services
Products
Capabilities
Business Value

7. OnePlan Strategic Portfolio and Work Management Platform
Adaptive
Portfolio Management
Agile
Portfolio Management
Product Portfolio
Management
Professional
Service Automation
Build Your Own Solution
Portfolio
Plan
Resource
Plan
Financial
Plan
Portfolio
Modeler
Work
Plan
Time
Tracking
Insights
AI
Strategy Execution Management
Enterprise Architecture Management
Work Management Application Development
Strategy Service Management Financial Management
OneConnect
Reporting
Status
Reports Mobile
Modules
Solutions
Integrations
Extensibility/
Security

8. 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

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

10. Sample Use Cases for AI in Strategic Portfolio Management​
OnePlan's Sofia GPT
helps organizations
make data-driven
decisions and
forecast outcomes.
Strategic
Planning
OnePlan's Sofia GPT
helps organizations
balance their
portfolio of
initiatives to
maximize value.
Resource
Allocation
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 investment
forecasting by
providing data-
driven insights, and
predictive accuracy.
Work
Management
OnePlan's Sofia GPT
helps organizations
manage resources,
tasks, and timelines
more efficiently.

11. 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
Plan
Do the Right Work Do the Work Right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execute Optimize
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
Strategy
OnePlan SPM Platform

12. Solution Overview

13. Summary & Next Steps

14. • OnePlan can be your Single Source of Truth for
Project Portfolio Management data.
• Each stakeholder is addressed in the Strategic
Portfolio Management process with OnePlan.
• Our Customer’s demonstrate the benefits of
leveraging OnePlan as a Single Source of Truth for
SPM.
• Sofia GPT provides AI-enabled capabilities to enhance
OnePlan as the Single Source of Truth.
Summary

15. - 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

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

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

18. For more information:
contact@oneplan.ai
Free Offers and Next Steps
• FREE - OnePlan Trial
• FREE – Requirements Workshop
• FREE – Personalized 1:1 Demo
www.oneplan.ai

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

20. One
Interface
One
Experience
One
Hub