Empower Your Success with OnePlan’s Advantage Program

We understand that the success of your business is an ever changing journey. OnePlan is used by hundreds of organizations across the globe to make key strategic decisions, as well as to execute their objectives. Our team of trusted advisors includes Technical Account Managers and Change Management Practitioners to guide you along the path to success as an integral part of your team.
Trusted by the World’s Best
Starbucks
Purple
Paccar
Molson Coors
Microsoft
Johnson + Johnson
Bridgestone

Key Features

Our approach

Features

Gain an advantage with OnePlan Advantage

  • Allows for enhanced collaboration with the OnePlan product development team.
  • Enhanced Assistance: Partner with highly specialized subject matter experts
  • Gain a technical ally: As your technical ally, we are committed to proactive engagement, offering timely recommendations and solutions tailored to your evolving needs.
  • Proactive Monitoring: Regular health checks and proactive issue resolution
  • Dedicated collaborator: The OnePlan Advantage program is not just a service; it’s a partnership focused on ensuring your long-term success. We believe in growing with you and providing consistent support and expertise throughout your business journey.
  • Strategic Guidance: Align your initiatives with best practices and strategic advice
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Integration and Scalability

Powerful Capabilities with OnePlan Advantage - Seamless Integration with Your Tools

OnePlan is designed to integrate with tools like Microsoft Teams, Azure DevOps, JIRA, and more, ensuring a unified platform that scales with your organization’s growth. Technical Account Managers are here to help with your ever-evolving integration needs.
Reporting Teams

Reporting & Analytics

Take Advantage of Data-Driven Decisions

Industry-Leading Power BI Expertise: Leverage custom-built reports and custom Power BI visualizations crafted by our industry-leading experts to gain actionable insights and track project status, timelines, budget adherence, resource allocation, strategic alignment and more.
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Awards and Accolades

Recognized as a Leader

Recognized Excellence: Our OnePlan Advantage team is widely recognized as a trailblazer in delivering innovative solutions and excellence across various domains, earning a reputation for exceptional success in driving user adoption and transformation.
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Get an Edge with OnePlan Advantage

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Personalized Architecture Guidance

Get access to expert OnePlan and OneConnect Configuration and Technical Advice. Achieve your goals with comprehensive expert skills and guidance across all phases of your journey.

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Product Adoption Strategies

Leverage our extensive industry experience to support your adoption of OnePlan. Having guided thousands of customers, we understand the path to success and can create a tailored roadmap for your organization.

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Performance Optimization

Regular health checks are included in your OnePlan subscription to ensure your OnePlan environment is configured for peak performance.

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Risk Mitigation

Reduce business risk through access to deep technical expertise with regular assessments and best practice guidance.

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New Feature Guidance

OnePlan continually enhances its product with new capabilities and features. To stay ahead of the curve and foster innovation, schedule regular meetings with your Technical Account Manager (TAM) for expert guidance and support.

OnePlan Advantage Expert Technical Services

Essentials

Plus

Core

Enterprise

*Major design and configuration changes will require the engagement of our professional services resources via a formal Statement of Work.*

A series of workshops and 1:1 sessions to create a roadmap for portfolio management in the organization. Current state challenges and future state opportunities for improvement Leading practices for process design and organizational design, including Strategic Portfolio Management Alignment of different teams, personas and stakeholders.

Outputs Portfolio Management Roadmap, including associated business benefits and OnePlan technology capabilities A documented end-to-end process design for portfolio management, including steps/phases, roles and outputs User stories and Implementation plan.

A presentation and discussion on planning and preparing for successful portfolio management adoption. Adoption and Change Management leading practices, including steps, roles, communications, learning/training, key activities, etc. Learning strategies and tactics, including Learning Management Systems, OnePlan Academy and instructor training.

Outputs A consultation to get ready for adoption and change management Provide a change management and adoption planning template and give guidance on leading practices Includes highlighting the recommended technical readiness preparation activities.

A series of workshops and consultations to help customers outline their future processes and roles, leveraging leading practices.

Outputs A documented end-to-end process design for portfolio management, including steps/phases, roles and outputs.

For a single department or team, a collaboration to create a backlog of user stories and a schedule of configuration work for implementation.

Outputs A project backlog of user stories A recommended project plan for configuration – sequencing and timing. It may include user stories and a backlog. A technical readiness meeting/consultation.

Instructor-led training on System Administration. Essential for self-implementation. Includes access to OnePlan Academy.

Outputs 2 x 90-minute instructor-led training events including Q&A and sharing of materials.

A series of 6 x 1-hour meetings on a regular cadence to provide support and guidance for self-implementation. Each may have its own agenda and focus, e.g., ‘preparation for go live.’ If there are additional releases, teams or phases, consider adding more than 6.
 

OnePlan hands-on help with executing technical tasks. Work which customer prefers to outsource.

Outputs (examples) System configuration – new or changes Views configuration (OnePlan) and reports (Power BI) Other technical work, e.g. workflows, system integrations, etc. Testing and environment migration as needed Documentation of the changes.

In some situations, conducting a change assessment can help create a more accurate change management plan. This includes assessing the current tools and process steps users follow today and comparing that with the future state after implementation to understand the delta. This will inform the learning and training needs, release planning, piloting, size of support needed, etc.

Outputs Change management assessment discovery interviews Change management assessment analysis of tools and artifacts Documented assessment and recommendations.

Collaborate with the customer to define the adoption and change management strategy for the various OnePlan users and stakeholders. Includes timeline, roles and personas, piloting activities, communications, release plan, learning, audience, etc.

Outputs Adoption and Change Management Plan.

Try OnePlan for free

No commitment. No credit card.

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Everything You Need To Get The Most From OnePlan

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Subject Matter Expertise
Gain insights from industry veterans who enhance your in-house skills and capabilities. Sidestep pitfalls with proactive guidance to prevent issues before they happen.
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Readiness And Deployment
We pay specific attention to people & processes that ensure success. Access the technical and strategic resources you need with a flexible, cost-effective approach.
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Adoption And Change Management
We take great care in data design, defining processes and roles & training and coaching to ensure a smooth adoption curve and enhanced efficiency.
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Accelerate Time to Value
We help you extract the maximum value from your investment, and show you additional capabilities to take it to the next level.

Recognized As An Innovator And Industry Leader

OnePlan is widely acknowledged as a pioneer and leader in the field of Strategic Portfolio and Work Management. Our consistent dedication to innovation in this area has earned us numerous accolades, establishing us as a distinctive and valuable partner for driving transformation.

One Plan Recognized by Microsoft as a Global PPM Leader for 5 Consecutive Years

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A Leader in The Forrester Wave Report: Strategic Portfolio Management

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OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”

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2024 and 2023 Consecutive Recognition in Peer Insights “Voice of the Customer” for Strategic Portfolio Management

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Top Choice For Today's PMO Leaders

Learn why these leading organizations all trust OnePlan to help them align all initiatives with strategy.

Johnson & Johnson

Budgeting Better: Johnson & Johnson Cuts Costs Using OnePlan

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Diversus Health Simplifies Strategic Planning with OnePlan

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Sol-Millennium’s Vision for a Healthier Tomorrow with OnePlan

Unlock Success In Every Project

Elevate your project outcomes with OnePlan.
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