Translate strategy into delivery on an organization-wide, cross-functional scale with roadmaps that connect the investments, outcomes, business capabilities, milestones, technology and financials required to realize strategies.
Centralize your project portfolio and create visibility. Streamline project effort into a single source of truth for integrated and informed decision making.
Proactively allocate resources and improve execution across your entire project portfolio. Visualize resource constraints and analyze trade-offs through scenario planning.
Determine how your project and product portfolios are performing in relation to company goals. Visualize projects against specific objectives and understand costs and risks.
Prioritize portfolios to support key decisions, evaluate new portfolios to align with objectives, and identify and visualize the impact of proposals on resources, costs, and business benefits.
The OnePlan Portfolio hierarchy is customizable, but it typically includes at least three levels:
Strategic level: Projects that align with the overall strategy and vision of the organization, typically long-term with significant organizational impact.
Tactical level: Projects that support the strategic objectives, typically medium-term with a more focused impact on specific areas of the organization.
Operational level: Projects focused on day-to-day operations and maintenance.
OnePlan’s Portfolio Plan visualizes and manages the progress and interdependencies of multiple projects within a portfolio.
OnePlan Portfolio Plan includes the following elements:
OnePlan Portfolio Board visually tracks and manages the progress of plans within a portfolio. A series of columns and/or lanes represent the different stages or phases of the plan lifecycle, and can display information about each plan, such as the plan name, owner, status, budget.
Provide a clear and visual representation of the portfolio’s progress and status and help managers and stakeholders identify potential issues or delays. Portfolio boards are often used in conjunction with other project management tools and techniques, such as agile methodologies or earned value analysis, to help manage and optimize the portfolio.
Roadmapping involves creating a visual representation of an organization’s future plans and goals. OnePlan’s Roadmap includes a timeline that shows the order in which activities, projects, or initiatives will be undertaken, and communicates and aligns the organization’s efforts towards a common vision or objective.
Making decisions is nearly impossible without a complete view into all work currently in play. Leaders must be able to shift quickly and with confidence to stay ahead of the competition. OnePlan provides real-time visibility into every aspect of work so you can make proactive decisions that will protect your investments and help you deliver on time, on budget and within the quality standards your customers deserve. Create quick and easy to use reports and dashboards to gain insights into your data.
Sofia GPT for Portfolio Planning offers a powerful set of AI capabilities to help you optimize your project portfolio and drive better business outcomes. Whether you’re a Portfolio Manager, Strategic Planner, or Resource Manager, Sofia GPT can help you streamline portfolio planning, enhance team productivity, and achieve your strategic objectives.
