Zapier

Zapier is an automation tool that connects different apps and services to automate workflows, known as “Zaps”. It allows users to create automated processes without needing to write any code. It supports over 7,000 apps, including popular ones like Salesforce, Slack, Zendesk and many others.

Using the OnePlan connector in Zapier, you have the ability to connect OnePlan with some of the systems and applications that you are already using.

These systems could be storing human resource, financial, project management and other data.

There are prebuilt Zapier templates by OnePlan to connect to Ideawake and Core-Strategy.

Here’s how connecting OnePlan with your other systems and applications can benefit your organization:

Portfolio Planning: Zapier can connect OnePlan with your existing project management solution. Portfolio planning in OnePlan will allow you to prioritize projects based on strategic objectives and perform “what-if” scenarios to assess the impact of different decisions on your portfolio. This helps you make informed choices about project prioritization.

Project management:  Zapier can connect OnePlan with your existing project management solution. You can manage some of your projects in your existing tool and you can also use OnePlan for any features that are missing from your existing tool.

Streamlined Processes: You can connect OnePlan with your existing system that store data that support project management activities. (these could be risks, issues etc) OnePlan will streamline project management processes. It eliminates the need for manual data entry and reduces the risk of errors. It also ensures that project data is consistent across both platforms, reducing the risk of data duplication and inconsistencies. This integration enables organizations to focus on delivering projects rather than managing data, improving productivity and efficiency.

Resource Management: Zapier can connect human resources systems with OnePlan to manage resources effectively. It provides real-time visibility into the availability and allocation of resources, making it easier for organizations to assign tasks and balance workloads. Once employee details, job roles, and skills, are loaded into OnePlan it uses that data to create a comprehensive resource database. This database helps teams make informed decisions about resource allocation, ensuring that the right people are working on the right projects at the right time.

Financial Management: Zapier can connect OnePlan to your financial management systems to provide real-time financial data. It enables organizations to track project budgets, expenses, and revenue, ensuring that projects are delivered on time and within budget. An integration could pull cost centers, budgets, and transactions. OnePlan could use that data to create a comprehensive financial database. This database helps teams make informed decisions about project funding, ensuring that projects are financially viable.

Reporting and Analytics: Data connected to OnePlan using Zapier, creates the possibility to leverage reporting and analytics capabilities built into OnePlan to provide real-time insights into project performance. It enables organizations to create custom reports and dashboards that provide visibility into project status, resource utilization, and financial performance.

Note that Zapier has a subscription fee that is independent from OnePlan.