The various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft 365 platform, with the intent to leverage technology that our customers have already invested in. This also aids in adoption as a familiar application that is heavily incorporated into people’s day to day activities.
OnePlan Overview
OnePlan’s Microsoft 365 Services application will serve as the engine for portfolio management, including capabilities for managing portfolios, projects, programs, time, and resource management. The app is installed in your Microsoft work management cloud experience. It uses the standard Microsoft 365 Services app model. This means that authentication is all handled through your Entra ID and follows all your policies inherently. For more information, please see OnePlan Technology / Security Overview.
OnePlan Solutions
OnePlan has several solutions to enable business agility for your organization. See the OnePlan Solutions Gallery for full details.
Strategic Portfolio Management
Strategic Portfolio Management is a systematic process of balancing, aligning and optimizing a portfolio of projects, programs and assets with an organization’s strategic objectives, capabilities and risk tolerance. It involves the identification, prioritization, allocation and monitoring of resources, investments and initiatives to deliver value, innovation and competitive advantage.
Strategy Execution Management
Strategy Execution Management closes the strategy-execution gap, providing a transparent line of sight to ensure all initiatives are aligned with strategy. By connecting long-term business strategy, OKRs and results, your enterprise can more effectively measure progress to goals, adapt to market changes, and optimize value, so you can confidently translate strategy into action.
Adaptive Project Portfolio Management
Adaptive Project Portfolio Management is a combination of traditional project management approaches and Agile methodologies, tailored to fit the specific needs and constraints of an organization’s projects. Adaptive PPM seeks to balance the benefits of both methodologies, such as predictability and structure from traditional PM and adaptability and speed from Agile, in order to achieve project success in a complex and rapidly changing environment.
Agile Portfolio Management
Agile Portfolio Management is a flexible, iterative approach to managing an organization’s portfolio of projects, programs, and initiatives that aligns with Agile principles and values. It involves continuously prioritizing, funding, and directing work based on changing business priorities and stakeholder feedback, rather than a pre-determined plan.
Professional Service Automation
Professional Service Automation (PSA) solution automates and integrates various business processes for professional service organizations, such as consulting firms, law practices, and accounting firms. It streamlines workflows, enhances productivity, and provides real-time visibility into project performance, resource utilization, and customer engagement.
Product Portfolio Management
Product Portfolio Management is the systematic process of balancing, aligning and optimizing a company’s portfolio of products and services with its business strategy, capabilities and market opportunities. It involves the analysis, planning, development, marketing and ongoing assessment of products and services to ensure they meet customer needs, achieve desired revenue and profitability goals, and drive innovation and growth.
Collaborative Work Management
Collaborative Work Management solution is used by teams to efficiently plan, organize, and complete tasks together. It aims to improve team communication, productivity and overall results by enabling seamless collaboration, task delegation and progress tracking.
PPM for Biotech/Pharma
Product Portfolio Management (PPM) for Biotech/Pharma helps business leaders define their objectives and key results (OKRs) across programs, teams and departments, create visual roadmaps, and measure progress. Biotech/Pharma organizations can use these advanced yet simplified strategic planning tools to protect investments through more effective better planning and execution, while optimizing resources and eliminating unnecessary spend. These capabilities help visualize all work across the portfolio, control all investments and execute the way you work best.
PMBOK Portfolio Management Software
The Project Management Institute’s PMBOK Guide 7th Edition represents a significant shift in project management thinking, moving from a process-based to a principles-based approach. As organizations adapt to this new paradigm, OnePlan’s comprehensive portfolio, program & project management platform offers robust support for implementing the guide’s key concepts.
Enterprise Architecture Management
Enterprise Architecture bridges the gap between Business and IT. It enables you to view and manage all of the parts of your Enterprise as a whole from Strategy to Business Capabilities, Application Portfolios and Technology. Powerful enterprise architecture capabilities are required for an organization looking to drive transformations with IT strategies aligned to business goals. Enterprise Architecture Management (EAM) can help you define and manage the journey to your future state.
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