AI powered platform that connects strategy, resources, and financials to drive faster decisions and better outcomes
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OnePlan connects strategy to execution in a single, AI-powered platform helping you prioritize the right work, optimize resources, control financials, and deliver results faster.
Too many competing projects? OnePlan helps you prioritize and fund the ones that align with strategy and deliver the most value
Teams overbooked or underutilized? OnePlan lets you model capacity and assign the right people to the right work at the right time.
Can’t see what’s really happening across projects? OnePlan gives you real-time visibility and AI insights to stay in control and act fast.
Too many work methods to manage? OnePlan supports agile, waterfall, and hybrid delivery so everyone works their way — with full visibility.
Losing track of budgets? OnePlan tracks forecasts and actuals in real time so you stay on budget and maximize ROI.
The gap isn’t ambition — it’s infrastructure.
Strategy rarely fails because the overall vision was wrong. It fails because strategy, funding, and execution live in different systems, so plans drift from the intended outcomes the moment conditions shift, and by the time anyone notices, the quarter is gone and critical project milestones are left behind.
Leading enterprises use AI to forecast outcomes, surface risk, and rebalance portfolios in real time. But when portfolio data lives in five systems, teams stitch it together by hand, and the insight arrives after the decision was already made.
Leaders approve initiatives without knowing what the organization can realistically execute on. Portfolios sprawl across regions and functions while spanning a mix of Agile, Waterfall, and Adaptive approaches. Without a single view of resource capacity, organizations overcommit, burn out teams, and miss deadlines they never had the people to meet.
Market conditions shift every quarter, but most portfolios still run on annual cycles. When strategy sits in one system and execution in another, every reforecast becomes a manual rebuild, so replanning gets deferred until it’s only an annual event. The plan quietly stops matching reality months before anyone acts on it.
Funding decisions get made in one system while execution lives in another, so there’s no real-time governance and it’s difficult to see when initiatives stall. Underperforming work keeps drawing budget on last year’s business case, while the initiatives that would actually move the strategy forward wait in a queue for money that is already committed.
For Every Team, Every Day
One unified platform empowers every team to focus on strategic initiatives and deliver the work that matters most.
Every initiative in a single live view, including those that never made it into a status report. Roll up status, resources, and spend without chasing down updates, and answer portfolio questions the day they’re asked instead of the week after.
IT work sits in the same portfolio as the business initiatives it supports, without leaving the systems it already runs on. Get the portfolio layer without the migration, and let leadership see IT’s real load before they commit more of it.
Every transformation program lives in one portfolio, pulled from the systems each function already works in. Tie every program back to the outcome it was funded for, so the next round of investment goes to the programs that actually delivered results.
One portfolio covers client work and internal initiatives, resourcing and time tracking included. See utilization and internal demand side by side, so billable hours stop disappearing into work nobody planned for.
Innovation pipelines get scored against every other bet the company is making, on the same terms and in the same portfolio. Weigh research investments in the same review as every other initiative, not in a budget cycle of its own.
Campaign planning and launch work now appear alongside the product and engineering work they depend on. See the dependencies before a date slips, not after the launch has already been announced.
Operational initiatives draw from the same capacity pool as project work. Plan against one set of people, and catch the double commitment while there is still time to resolve it.
Execution status automatically updates the portfolio while teams keep working in Azure DevOps and Jira at their own cadence. No one is asked to adopt a second system, which is why the data stays current instead of going stale in week two.
Sofia AI is OnePlan’s embedded AI assistant — purpose-built for enterprise portfolio and strategy management. It doesn’t just answer questions. It surfaces risks, rebalances portfolios, forecasts outcomes, and flags what your team can’t see.
From the C-suite setting strategic themes to the PMO managing delivery — OnePlan is the first continuous decision system that gives each stakeholder exactly the signal they need, at every layer of the enterprise.
Connect corporate strategy to capital allocation. See portfolio health, alignment, and ROI signals — without digging through project reports.
Real-time alignment between corporate strategy themes and where capital is actually flowing across the enterprise.
Financial governance tied to program performance, forecast accuracy, and scenario modeling — not spreadsheets.
Dynamically allocate resources, kill losing bets early, and keep portfolios aligned to shifting business priorities — across all programs.
Portfolio-wide visibility into digital and technology programs, capacity constraints, and AI-driven forecasting.
Dynamic rebalancing tools to realign portfolios as priorities shift — with full resource and dependency transparency.
Portfolio-wide visibility into digital and technology programs, capacity constraints, and AI-driven forecasting.
Execution data that rolls up directly to executive dashboards — connecting delivery outcomes to strategic value.
OnePlan has been recognized for 5 consecutive years as a Microsoft Partner of the Year for Project Portfolio Management. Our solutions are specifically designed to work seamlessly in any Microsoft platform, leveraging the unique capabilities and UI of each to provide a complete and seamless user experience. One Interface, One Experience, OnePlan.
Built on the Microsoft cloud, with a scalable, secure, and seamless experience for your users. Get more value out of your existing tools and Microsoft investment.
With OnePlan, integration drives innovation and success.
OnePlan effortlessly connects with leading work management tools like Microsoft Teams, Microsoft Planner, Microsoft Project, Azure DevOps, Jira, Smartsheet, monday.com, Asana, Wrike, Trello, and more bringing all your project data into one powerful Portfolio Management platform. By breaking down data silos and enhancing collaboration, OnePlan streamlines workflows, boosts efficiency, and delivers deep insights, empowering your team to work smarter, make informed decisions, and drive greater success.
Novari Health drives business efficiencies with strategic prioritization.
A leading multi-national bioscience company drives strategy across all cross-functional initiatives.
A leading multi-national bioscience company drives strategy across all cross-functional initiatives.
We’re dedicated to providing a secure and adaptable platform that fulfills the demands of today’s largest organizations. Discover the robust offerings at the OnePlan Trust Center.
“We are able to seamlessly keep track of projects and effectively communicate progress to our clients.”
“We tried many tools… OnePlan is literally the best solution on the market.”
“I love how OnePlan directly connects each initiative to its intended impact on key results.”
“It’s a win-win. You save time, increase collaboration, hold teams accountable, and get leadership buy-in through real-time data.”
“OnePlan delivers flexible capabilities to support PPM and Strategic Portfolio Management. Our team uses this daily to support our enterprise PMO. It has replaced a number of disparate tools, giving us one place that supports multiple use cases.”
Most software vendors give you a platform and point you to documentation. OnePlan takes a different approach. With expert-led Bootcamps, offered both virtually and in person, teams don’t just learn how the platform works. They learn how to actually use it in the context of their day-to-day roles, with guidance, real scenarios, and hands-on practice from the […]
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