Key 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
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.
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.
Get an Edge with OnePlan Advantage

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.

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.

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

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

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.

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

Optimizing Budgets And Resources
Use AI to analyze and optimize budget allocations and resource utilization, maximizing efficiency.

Detecting Data Anomalies
Spot inconsistencies and anomalies in project data, ensuring accuracy and reliability.
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.
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.
Outputs A documented end-to-end process design for portfolio management, including steps/phases, roles and outputs.
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.
Outputs 2 x 90-minute instructor-led training events including Q&A and sharing of materials.
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.
Outputs Change management assessment discovery interviews Change management assessment analysis of tools and artifacts Documented assessment and recommendations.
Outputs Adoption and Change Management Plan.

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Everything You Need To Get The Most From OnePlan


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.

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.

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.

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.

OnePlan was acknowledged in the Forrester Strategic Portfolio Management Tool Landscape

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

2023 Peer Insights “Voice of the Customer” for Strategic Portfolio Management
Top Choice For Today's Transformation Leaders

McCormick & Company
Better portfolio management framework drives better corporate strategy decisions.

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

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