AI
Learn how the OnePlan MCP Server connects AI assistants to portfolio data so users can ask questions and take action with existing permissions.
2 pages • 1.5 MB
Find practical guidance, webinars, research, and product resources from OnePlan.
Most software vendors give you a platform and point you to documentation. OnePlan takes a different approach. With expert-led Bootcamps, offered both virtually and in person, teams don’t just learn how the platform works. They learn how to actually use it in the context of their day-to-day roles, with guidance, real scenarios, and hands-on practice from the […]
Live sessions and on-demand recordings on strategy, portfolio operations, and the changing shape of the PMO.
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Live
Strategic Portfolio Management, AI (Artificial Intelligence)
Introducing the OnePlan MCP Server: Your Portfolio, Inside Your AI Assistant AI assistants are fast becoming the first place leaders turn for answers, yet the data behind strategic investment decisions has stayed buried in reports and dashboards. The new OnePlan MCP Server, now in preview, connects Claude, Microsoft Copilot, and ChatGPT directly to your OnePlan […]
Webinar
Video
Live
AI (Artificial Intelligence)
PMO
AI agents are changing more than how fast work gets done. They are changing who does it. In this session, Jose explains how agents will take over the monitoring, analysis, and coordination that fill much of the PMO’s day, giving teams more time for investment decisions and strategic outcomes. Built for PMO leaders, portfolio managers, […]
Webinar
Video
Live
Too many strategies never fully make it into execution. In this thought leadership session, Jim examines the trends reshaping portfolio leadership, from tighter scrutiny of investments to the move toward OKRs and outcome-based funding to growing demands for real-time visibility. Designed for executives, PMO leaders, and strategy and transformation teams, the webinar shows how leaders […]
Webinar
Video
Dive into the future of business planning with OnePlan, where digital disruption meets strategic innovation. This video showcases how OnePlan revolutionizes planning by integrating real-time adaptability, strategic investment visibility, and financial robustness, all within a cloud-based solution. Emphasizing people over technology, OnePlan enhances operational excellence with dynamic resource management and breaks down silos through seamless […]
Long-form essays and shorter field notes on strategy, portfolio operations, and the changing shape of the PMO.
Product spec sheets, comparison sheets, and evaluation collateral for OnePlan modules.
Learn how the OnePlan MCP Server connects AI assistants to portfolio data so users can ask questions and take action with existing permissions.
2 pages • 1.5 MB
Explore the reasons to consider OnePlan for your organization.
3 pages • 2.1 MB
Discover how Sofia AI automates reporting, answers portfolio questions, and recommends actions using live project, resource, and financial data.
2 pages • 679.1 KB
Bring portfolio, project, financial, and resource management directly into Microsoft Teams with connected collaboration, dashboards, reporting, and AI assistance.
2 pages • 659.2 KB
Explore OnePlan’s approach to portfolio planning and managing initiatives across your organization.
2 pages • 1.8 MB
Company announcements, funding news, and product launch coverage.
A short, opinionated read on strategic portfolio management — what we’re publishing, what we’re reading, and the moves industry leaders are making.
