Elevating Healthcare Excellence: OnePlan at Baptist Health Care

Headquarters: Pensacola, Forida

Industry: Hospitals & Healthcare 

Website: https://www.eBaptistHealthCare.org

Previous Solution: Microsoft SharePoint  

Top Challenges

Baptist Health Care struggled to efficiently track and manage major initiatives, their progress, and resource allocation, relying on manual processes and vendor-managed schedules.

Why OnePlan: Comprehensive capabilities, cost-effectiveness, and compatibility with Baptist Health Care’s existing and future tech stack 

Departments: IT, PMO, as well as external vendors/consultants 

Feature Highlight
  • Seamless integration with Microsoft cloud technologies 
  • Enterprise grade security 
  • Portfolio planner to centralize & visualize progress and interdependencies 
  • Resource planning & time management 
  • Objective & Key Results (OKR) 
  • Enterprise Architecture  


Baptist Health Care, a not-for-profit healthcare system in Northwest Florida, has long been dedicated to the health and welfare of its community. With a mission of helping people throughout life’s journey, Baptist Health Care found itself at a critical juncture in its digital transformation journey. The onset of the COVID-19 pandemic accelerated the need for radical changes and innovation within the organization. 

James Simpkins, the Director of Information Technology Planning, played a pivotal role in driving technology planning activities and overseeing the Project Management Office (PMO). The organization needed a robust solution to help manage and track major initiatives amidst these transformations. 

In this case study, James shares the IT Project Management Office evolution with OnePlan PPM. What began as an adaptive portfolio management solution matured into a strategic portfolio management powerhouse, along with developing a robust enterprise architecture framework. 

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Challenges Before OnePlan

Before adopting OnePlan, Baptist Health Care faced challenges in tracking and managing the extensive work within the organization. The need to monitor major initiatives, their progress, and the allocation of resources was paramount. Relying solely on manual processes or vendor-managed schedules was proving to be inadequate. 

Choosing OnePlan

Baptist Health Care embarked on a journey to modernize its project and portfolio management tools. They evaluated several solutions, considering factors such as value, integration with Microsoft technologies, and configurability. OnePlan stood out as the solution that best aligned with their needs. 

Given the sensitive nature of healthcare data and the constant threat landscape, Baptist Health Care prioritizes IT security and compliance. OnePlan’s investment in security measures and its adherence to industry standards, such as SOC 2 reports, provided reassurance to Baptist Health Care.  

The value proposition offered by OnePlan was particularly appealing to Baptist Health Care, being a not-for-profit organization focused on delivering impactful solutions within a reasonable budget. The seamless integration with Microsoft technologies, as the organization transitioned to Microsoft 365, was also a significant advantage. In the end, OnePlan’s comprehensive capabilities, cost-effectiveness, and compatibility with Baptist Health Care’s existing and future tech stack made it the clear choice. 

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IT Project Management Office (PMO) PPM Evolution 

Initially, the focus of the IT PMO was on adaptive portfolio management. The primary goal was to efficiently manage projects, resources, and budgets across various departments and initiatives. OnePlan’s robust features, such as task tracking, resource allocation, and real-time reporting, provided the necessary foundation for this phase. 

During this stage, Baptist Health Care gained invaluable insights into the status of projects, timesheets, and potential bottlenecks. The PMO team leveraged OnePlan’s capabilities to optimize project workflows, ensure timely deliverables, and address immediate challenges as they arose. 

  • Maturing into Strategic Portfolio Management 

As Baptist Health Care grew more adept at managing its project portfolio, the focus shifted towards strategic portfolio management. This phase marked a significant shift towards aligning IT projects with the organization’s long-term strategic objectives. 

OnePlan PPM played a pivotal role in this transformation by offering advanced features for strategic planning & OKRs, scenario analysis, and investment prioritization. The PMO team could now evaluate projects not only based on their individual merits but also in the context of the organization’s broader vision. 

  • Advancing into Enterprise Architecture 

Alongside the evolution towards strategic portfolio management, Baptist Health Care recognized the need to develop a robust enterprise architecture framework. This entailed aligning IT initiatives with the organization’s overall architecture, ensuring scalability, interoperability, and future-proofing of systems. 

OnePlan’s integration capabilities with enterprise architecture tools and frameworks facilitated this transition. The PMO team could now map out the IT landscape, identify dependencies, and plan for technology upgrades or migrations with greater precision. 

By leveraging OnePlan’s enterprise architecture features, Baptist Health Care gained a comprehensive view of its IT ecosystem. This holistic perspective enabled informed decision-making regarding technology investments, system integrations, and digital transformation initiatives. 


Future Growth & Evolution

The journey of Baptist Health Care’s IT PMO from adaptive portfolio management to strategic portfolio management and enterprise architecture signifies a commitment to innovation, efficiency, and strategic alignment. Looking ahead, Baptist Health Care sees its partnership with OnePlan evolving to meet the changing landscape of project management. With the nature of project work and collaboration constantly evolving, they hope for continued alignment with emerging trends.  

With OnePlan PPM as a trusted partner, the organization is well-positioned to navigate the ever-changing landscape of healthcare IT, driving value, and delivering impactful solutions for years to come.