Microsoft
Integrated project, resource, schedule, and financial data into one single solution.
Company Overview
Microsoft is a global developer and licensor of software, devices, solutions, and services. The company is well known for its Windows and Office Suite software. Microsoft is recognized as one of the largest tech companies in the world. ​
Headquarters: Dublin, California
Why OnePlan: Tailored flexibility with user-friendly interface to standardize processes and enforce governance with robust reporting.
Industry: Retail
Departments: IT, Projects Management Office
Previous Solution: Oracle PPM
Feature Highlights
  • Schedule Management in Work Planner
  • Centralized document repositories
  • Custom workflows & governance
  • Seamless integration with Microsoft cloud technologies
  • Enterprise grade security
Top Challenges

Siloed operations within its IT Portfolio, as each department operated independently, leading to a lack of transparency, collaboration, governance and effective problem-solving

Customer Challenges

“We are using OnePlan with Power Apps for our technology product planning and project portfolio management. I am impressed with how we are able to translate our business processes and workflows using the solution. Two of our biggest goals are delivering visibility of our work portfolios and reducing repetitive data entry. It is helping us quickly and iteratively automate and visualize what we used to do with a mix of many spreadsheets and slide decks.”

Integrations
Microsoft Power BI
Microsoft Teams
Microsoft Project
OnePlan
Microsoft Clouds
Solution

OnePlan was selected as the Project Portfolio Management solution partner to integrate project, resource, schedule, and financial data into a single solution available to program managers, project managers, and external vendors. With OnePlan, all stakeholders can perform what-if scenarios and forecasting capabilities to understand the resource and other requirements for all upcoming project activities. With integration capabilities to Microsoft PPM tools. The Global Services team has complete visibility of all work activities in one central location.  The team has the ability to share plans and project status with external vendors. With OnePlan, the Global Services team can have users across the globe managing work and activities in Oneplan.

Customer Benefits
Real-time consolidated view into all projects with the ability to drill into a project for additional information
Moved away from using multiple spreadsheets into a single system
Ability to enter and evaluate financial information in a simple interface
Ability to create Executive Summary reports and dashboards