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.
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.
Regular health checks are included in your OnePlan subscription to ensure your OnePlan environment is configured for peak performance.
Reduce business risk through access to deep technical expertise with regular assessments and best practice 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.
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.
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.
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.
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