Agile Portfolio Management Software

One Plan’s project and portfolio management capabilities help you tap into the power of agility, speed to benefit, and innovation on an Enterprise scale. Connect your strategy to lean portfolios to deliver maximum business value every time.

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Adopt Agile Portfolio Management to achieve Business Agility in your organization.

Your business strategy has to continually adapt, but could be held back by traditional portfolio management. Agile organizations gain the benefits from business agility by aligning lean portfolio management of all your investments to defined business outcomes. Leverage powerful strategic portfolio management capabilities and watch your ideas come to life and deliver your customers awesome products and services every time.

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Connect Portfolios to Enterprise Strategy

Agile portfolio management helps you focus on the initiatives that bring the most value to the business. Visualize impacts when new initiatives are introduced and ensure that all contribute business outcomes for strategic results.

Shift to a Portfolio Kanban for Governance

Understand the continuous flow of value in your portfolios. Agile portfolio management ensures you prioritize based on the greatest business value in the shortest time. Focus on the attainment of your epic success criteria that connects to objectives and key results.

View all of the work from the Portfolio vantage point

Portfolio management provides visibility across all your investments top-down and bottom-up. Track progress against all initiatives in your planning structure from OKR to the Program level. Predict and forecast what’s coming with visual analytics that will drive powerful decision-making.

Agile Portfolio Management Across the Enterprise

Adapting to changing market conditions requires agility and a highly performing organization. Today’s enterprise must be ready to shift at every turn, embracing change, and aligning with strategy – investing in the initiatives that will delivery the greatest business outcomes. Adopt agile portfolio management to connect people, processes and technology for speed, agility and quality

Agile Portfofolio Alignment

Deliver More Strategic Value

Agile portfolio management helps keep your Agile teams aligned to strategy by connecting epics, features and to business objectives. 

Prioritize portfolios against objectives and key results. Leverage lean portfolio management to identify the initiatives that bring the most value. Make decisions instantly by analyzing the impact of new ideas against the current portfolio.

  • Powerful reporting – Data-driven decisioning to approve, manage and status the right work.
  • Ideation – Track all requests centrally and keep a backlog of ideas to foster innovation and competitive advantage
  • Scoring and ranking – Prioritize the initiatives that brings the most value to the business
  • Streamline work – Manage the flow of value to move work through process step

Portfolio Visibility and Insights

Robust approaches to portfolio management keep all stakeholders informed of real-time status and portfolio/program performance.

Stay ahead of potential risks and know when action is needed to mitigate impact. Easily create and configure dashboards and reports that are appropriate for every level of delivery. Identify change impact immediately and keep your portfolio on course.

  • Roadmap visibility – always keep an eye on future releases to keep stakeholders updated and prepared for the next iteration
  • Remove barriers – identify potential issues before they become team blockers
  • Budget alignment – understand portfolio budgets and ensure alignment across teams to prevent overruns
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Increase Resource Workload Transparency

Identify resource needs early on to ensure you have the right resources to fulfill your strategic objectives.

Have the agile practices and tools you need to manage unexpected change and new demand. Ensure you have the right project management skillsets and roles in your teams to optimize performance and delivery with speed. Powerful resource analytic tools such as what-if modeling can help you stay on top of changing needs and make decisions to keep your portfolio on track with new work on deck.

  • View labor cost in a consumable fashion by project, product, work type or epic. Determine where your money is spent – innovation or ongoing maintenance
  • View all your resource assignments with reports organized in a way that works best for you – via role, team, project, or product
  • Get a look into all your resource capacity risks and make changes to assignments to maximize utilization
  • Identify resource gaps from future work that could impact your team’s ability to deliver

Optimize Financial Investments

Forecast and track costs from start to finish with OnePlan’s financial management capabilities at the strategy, portfolio, and program levels.

Understand the cost of future initiatives and track actuals against all portfolios and programs to plan more accurately with every initiative. Create reports that drive decision making and keep your work in line with forecasts and planned costs

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Agile Integrations

Portfolio Integrations – All Work Management

OnePlan’s out of box integrations helps you bring all work together in one solution.

Gaps in visibility across work managed by traditional portfolio management can impact every aspect of delivery. Allow teams to leverage agile principles and work in the tool that works best for them while bringing it all together in one view for actionable insights that will help improve performance and productivity. Save your team’s time from moving from different tools and give them the visibility they need to stay informed and make the right decisions. OnePlan integrates with most common team planning ALM tools and offers plug and play connections that consolidates work and allows you to view the work through easy to use dashboards and reports. Agility requires the ability to react quickly to change across your portfolio – OnePlan gives you the tools to have a single source of truth for agile portfolios.

Portfolio Governance and Collaboration

Shared knowledge across teams is critical for maximum performance.

Global visibility improves accountability and fosters collaboration and teamwork. Manage work with easy while increasing speed to value, ensuring compliance, and streamlining performance. Do not get bogged down with traditional portfolio management processes – OnePlan introduces the right amount of agile portfolio governance to keep your teams productive and aligned with best practice standards.

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Sofia Agile Boards

Say Hello to Sofia GPT, Your AI-Powered Personal Assistant

Introducing Sofia GPT, the chatbot powered by OpenAI that is revolutionizing the world of Agile Portfolio Management.

With Sofia GPT, your team can now optimize your Agile portfolio, accelerate delivery, and enhance collaboration.

Sofia GPT offers real-time insights and predictive analysis to help you identify potential roadblocks and risks early on, allowing you to take corrective measures to mitigate the impact on your portfolio.

One of the key features of Sofia GPT is its ability to help your team prioritize features and backlogs for better resource allocation, improved delivery timelines, and enhanced customer satisfaction. Sofia GPT provides a collaborative platform for your team to easily communicate and share ideas, ensuring that everyone is on the same page.

Because Some Things Are Just Better Together

Empower Everyone to Innovate with One Integrated Project Portfolio Management (PPM) Platform

OnePlan's integration capabilities ensure that all your work management tools and systems work seamlessly together. By integrating with existing tools like Microsoft Teams, Microsoft Planner, Project for the Web, Microsoft Project, Azure DevOps, Jira, Smartsheet, or Monday.com, Power BI, and financial systems, OnePlan provides real-time data flow, advanced reporting, and strategic portfolio management. This cohesive approach eliminates data silos, enhances collaboration, and streamlines communication, allowing your team to work more efficiently and make informed decisions.

OnePlan helps your entire organization break down silos, drive innovation, and achieve more together—because some things are just better when integrated.

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Real Success Stories: Agile Portfolio Management with OnePlan

Discover how organizations across industries have transformed their agile portfolio management using OnePlan.

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Diversus Health

What-if scenarios and forecasting capabilities provide enhanced insight into resource and other requirements for all upcoming project activities.

Read Customer Story →

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SOL-MILLENIUM

With a real-time consolidated view into all projects, it’s easy to drill into any project and gain additional real-time information.

Read Customer Story →

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Johnson & Johnson

Budgeting Better: Johnson & Johnson Cuts Costs Using OnePlan.

Read Customer Story →

micrologo Enhance Your Microsoft Platform Investment

OnePlan has been recognized for 5 consecutive years as a Global PPM leader. 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 MSFT cloud, scalable, secure, seamless experience, more value out of existing tools/investment, adoption.

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Project and Portfolio
Management Award

2019 Partner
of the Year Winner

Project and Portfolio
Management Award

2020 Partner
of the Year Finalist

Project and Portfolio
Management Award

2021 Partner
of the Year Winner

Project and Portfolio
Management Award

2022 Partner
of the Year Winner

Project and Portfolio
Management Award

2023 Partner
of the Year Finalist

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Reliable And Secure

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.

pricing icon shield white

Reliable And Secure

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.

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.

FORRRESTER
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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2023 Peer Insights “Voice of the Customer” for Strategic Portfolio Management

People & Processes

Some teams may want to preserve their unique methods for managing work, others may need a better process and others may simply need the bare minimum. We help you build the right approach to allow all these needs to co-exist.  This means connecting execution to your strategy, improving skills, streamlining your tools, and finding common metrics for viewing and managing the outcomes of execution.  

Business Strategy Workshop

With a small group of your leaders and change agents, we walk through your challenges today and your business objectives for change. We help you identify gaps and opportunities based on leading practices. The output is documented as a roadmap of near-term and longer-term recommendations. 

Implementation

We support your rollout of an adaptive framework, tailored to your needs. We integrate process and people considerations into your tools and technology implementation, including data design, process and roles updates, training, coaching, adoption and change management.  .

OnePlan Webinars

Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our Agile Portfolio Management Solution.

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