Innovate, Deliver, & Adopt

Bridging Strategy with Execution

All in OnePlan

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OnePlan’s AI-enabled Strategic Portfolio and Work Management Platform

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization. OnePlan connects with Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet and more for a complete view into all work across the enterprise.

Strategic Portfolio Management

Identify key business strategies and connect them to enterprise-wide execution activities.

Adaptive Project Portfolio Management

Automate selecting, prioritizing, and managing hybrid projects and programs within an organization.

Agile Portfolio Management

Expand agile practices to more teams and to the executive level, improving time to market, quality and productivity.

Product Portfolio Management

Balance, align and optimize your portfolio of products and services with your business strategy.

Professional Service Automation

Automate and streamline various aspects of a professional services business, including project management, resource allocation, and time.

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Connect business goals, strategy, OKRs, and results to adapt & thrive

Be the leader that has the ability to navigate change rapidly and with confidence using the OnePlan Strategic Portfolio Management Solution. Align work to objectives, business outcomes, and real-time performance. Make good choices on sequencing and resequencing your portfolio of work based on metrics of business value and key results.

Adopt and scale agile across your enterprise to achieve business agility

For the lean enterprise shifting from projects to products, OnePlan’s Agile Portfolio Management solution helps organizations scale and expand agile practices, improving time to market, quality, and productivity. While agile methods are growing at the small team or execution level, this solution benefits those organizations who understand the value of scaling agile across the enterprise.

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OnePlan Adaptive Project Mangement

Maintain visibility and decision-making while empowering teams to choose their way of working

For a PMO or EPMO with teams incorporating a mix of methodologies in play, for example, waterfall project management and agile management, the OnePlan Adaptive Portfolio Management Solution allows you to balance the different approaches. Enable different teams to use the execution approach and toolsets that best suit them while maintaining a layer of visibility and decision-making across all.

Understand your operating model and communicate it internally

Business capability modeling can be used to identify areas of the organization that are strong or weak, and to identify opportunities for improvement. It can also be used to help align the organization’s capabilities with its strategic goals and objectives, and to identify potential investments or changes that may be needed to support the organization’s desired future state.

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Empower Teams with a Fused Microsoft User Experience

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Project Online Azure DevOps Teams Sharepoint Dynamics 365 Project Accelerator/ Power Platform

Select the tools you use to learn what a fused experience can do for your team

OnePlan Recognized for the Fifth Year Running in Microsoft’s Global Partner of the Year Awards for Project and Portfolio Management

OnePlan is thrilled to be named the “Microsoft Global Partner of the Year” for Project and Portfolio Management for 2019, 2020, 2021, 2022, and now 2023 winner and finalist in acknowledgment of our commitment and leadership in creating innovative solutions for our customers.


People & Processes

Some teams may want to preserve their unique methods for managing work; others may need a better process, while some may simply need the bare minimum. We help you build the right approach to allow all these needs to co-exist. This means connecting execution to your strategy, improving skills, streamlining your tools, and finding common metrics for viewing and managing execution outcomes.

Business Strategy Workshop

With a small group of your leaders and change agents, we walk through your challenges today and your business objectives for change. We help you identify gaps and opportunities based on leading practices. The output is documented as a roadmap of near-term and long-term recommendations.


We support your rollout of an adaptive framework tailored to your needs. We integrate process and people considerations into your tools and technology implementation, including data design, processes, role updates, training, coaching, adoption, and change management.

OnePlan Webinars

Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our project portfolio management solutions.

Our Blog

How High Performers are Using AI 

How High Performers are Using AI 

A recent McKinsey Global Survey found that 65% of organizations are regularly using AI, nearly double the number from a survey from just ten months ago. The biggest increase in adoption is from those in professional services.  Where are organizational investments in...

Addressing the “Cult” of Project Management Tools

Addressing the “Cult” of Project Management Tools

Addressing the "Cult" of Project Management ToolsAccording to a recent Wall Street Journal article, most companies have at least 5 or 6 and some as many as 13 project management tools spread across multiple departments. And these tools have a cult-like following among...

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