Product Portfolio Management

Product Portfolio Management is a comprehensive approach to creating, releasing and managing in market products in alignment with your corporate goals

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Optimize the Product Portfolio for Value and Flow

Effective product portfolio management helps your organization balance the product portfolio to drive company growth and profitability. OnePlan provides the tools needed to strategically plan and then execute your new product development.


…with the right capacity allocations. Leverage business data and planning workflows to ensure that the right level of investments are planned in the right products.  Balance work on new products with work on product enhancements.


Optimize for flow and repeatability across the product design and delivery cycles. Use workflow automation and achieve visibility into all activities required to go from ideation to delivery.


Manage communications and collaborations with all the teams involved in successful products. Capture ideas, requirements, and performance metrics with input from internal stakeholders, share documents and data with external partners.

Ideas in Teams

Crowdsource Product Ideas

Don’t miss out on the next big idea. Innovation can come from anywhere. To foster innovation teams must be able to collect, vote and prioritize every new idea. In many cases, it’s consolidation of multiple ideas that generates winning products. Engage your teams and empower out of the box thinking to drive innovation across the Enterprise.

Align Product to Strategy

New and existing products must fit within the context of your customers’ needs, the market, and your enterprise budgeting. Horizon-based portfolio analytics and modelling enable the planning of products based on customer value, strategic capacity allocations, and financial data.

Product Runway
Product Finanical Priortization 1

Prioritize Features and Products

Continuously review the backlog of features and new product requests, re-prioritizing them based on market analysis and shifts in strategy.

Visualize your Release Plan

Define releases, organize your team and work to establish cadence that supports a continuous cycle of delivery activity. Use work management tools to help teams optimize flow when building products. Integrate with other work management tools favored by your teams.

Product Release Planning
Agile Integrations

Engage Product Teams

Bi-directionally connect your portfolio to agile tools such as Microsoft Azure DevOps and Jira to manage backlogs and sprints. Enable these teams to work in the tools they need while providing the information you need to effectively manage the Portfolio.

Create Product Roadmaps

Define the unique journey for each product, aligning it to strategy and capturing resource and budget requirements. View and manage each roadmap individually and collectively to fully understand the interdependencies within the portfolio.

Product Roadmap
Sofia Product Portfolio

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

Introducing Sofia GPT, an OpenAI chatbot that can help you optimize your Product Portfolio Management. With Sofia GPT, you can streamline your product portfolio planning, increase the productivity of your team, and improve your bottom line.

Sofia GPT can help you identify the most profitable products, align your portfolio with your strategic goals, and ensure that your team is working on the right projects at the right time. The chatbot can provide you with insights into your product portfolio, enabling you to make data-driven decisions.

With Sofia GPT, you can track the progress of your product portfolio, view project timelines and status updates, and prioritize your products based on their profitability and strategic value. You can also monitor your portfolio performance in real-time and adjust your strategy as needed.

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Empower Teams with a Fused Microsoft User Experience

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Project Online Azure DevOps Teams Sharepoint Dynamics 365 Project Accelerator/ Power Platform

Select the tools you use to learn what a fused experience can do for your team

Because Some Things Are Just Better Together

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Work is everywhere. Although work systems may be focused, relevant and work specific, they can also make decision making and strategic alignment almost impossible. OnePlan brings your investments together in its Hybrid Project Portfolio Management solution.

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. 


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 project portfolio management solutions.

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