Key Features

connect

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

adopt

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.

maintain

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.

understand

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.

Get an Edge with OnePlan Advantage

streamline ai edit spark solid

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

streamline ai edit spark solid 1

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. 

streamline ai edit spark solid 2

Performance Optimization

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

streamline ai edit spark solid 3

Risk Mitigation

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

streamline ai edit spark solid 5

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. 

streamline ai edit spark solid 4

Identifying Risks

Proactively identify potential risks and issues, allowing for timely mitigation and resolution.

streamline ai edit spark solid 5

Optimizing Budgets And Resources

Use AI to analyze and optimize budget allocations and resource utilization, maximizing efficiency.

streamline ai edit spark solid 6

Detecting Data Anomalies

Spot inconsistencies and anomalies in project data, ensuring accuracy and reliability.

OnePlan Advantage
Essentials
Plus
Core
Enterprise
Expert Technical Services
Virtual System Administrator and Operation Services
Personalized Guidance and Instruction for Config and Technical Questions
Configuration Reviews and Updates*
Power BI Report Development
OneConnect Integration Assistance*
-
Power Apps and Power Automate Flows Assistance
-
-
OneAnalytics Configuration Assistance
-
-
Customs Solutions Support (PowerShell, CSOM, JavaScript, etc)
-
-
Expert Consultation Services
Interactive Webinars for New Features and Best Practices
Analytics and Reporting Consultation Help
-
Dedicated Technical Account Manager
-
Product Roadmap Recommendations and Feature Prioritization Advice
-
Product Adoption Organizational Change Management Advice
-
Project Management and PMO Maturity Services
-
*Major design and configuration changes will require the engagement of our professional services resources via a formal Statement of Work.*
OFFERING
DESCRIPTION
Business Strategy Workshop
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.

Introduction to Adoption and Change Management
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.

Portfolio Management Process & Organizational Design
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.

Planning
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.

System Administrator Training
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.

Weekly Check-In Meetings
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.
Hands-On Technical Work
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.

Change Assessment
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.

Adoption and Change Management Plan (incl. Training Plan)
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.

one logo

Try OnePlan Today

Unlock the Full Potential of Your Project Management with OnePlan!

Everything You Need To Get The Most From OnePlan

Frame 427319554
Rectangle 1024
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.

Rectangle 1024 1
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.

Rectangle 1024 2
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.

Rectangle 1082
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.

Group 1 2024 06 04T144439.547 e1717522913694
OnePlan was acknowledged in the Forrester Strategic Portfolio Management Tool Landscape
Group 1 2024 06 04T151756.617
OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Oganizations”
gartners
2023 Peer Insights “Voice of the Customer” for Strategic Portfolio Management

Top Choice For Today's Transformation Leaders

Learn why these leading organizations all trust OnePlan to help them align all initiatives with strategy.
Frame 427319357 5

McCormick & Company

Better portfolio management framework drives better corporate strategy decisions.

Read Customer Story →

Frame 427319357

Bridgestone Americas

Portfolio management capabilities for agile products and centralized visibility into all work across the business.

Read Customer Story →

Frame 427319357 2

Starbucks

One consolidated view provides stakeholders and executives access into all project information in a single interface.

Read Customer Story →

Unlock Success In Every Project

Elevate your project outcomes with OnePlan.
Accelerate the delivery of your top-notch work with ease. Sign up for free today!