Modern Practices And Tools Ensure Profitable Client Engagements
Seamless Opportunity Intake
OnePlan enables service delivery teams to better estimate proposal timelines and costs, ensuring more accurate forecasting and efficient project planning right from the start.
Portfolio Management
OnePlan balances team workloads with enhanced visibility to ensure you have the appropriate resources across both in-flight and proposed opportunities. Powerful revenue forecasting modeling provides clarity on potential financial outcomes.
Flawless Execution
Built within the Microsoft 365 ecosystem, OnePlan enhances productivity by quickly and easily integrating with the execution tools you already use, allowing seamless collaboration and efficient project delivery.
Comprehensive Project Financials
Quickly and easily integrates with leading financial systems to help you generate real-time project financial data that ensures accurate tracking of budgets, costs, and overall profitability.
Optimize Service Delivery With OnePlan
- Pre-Emptive Modeling
- Optimize Resource Management
- Manage Complex Schedules
- Connect Across All Execution
- Powerful Reporting
Pre-Emptive Modeling
Service Delivery Organizations need to scale and adapt quickly, continuously balancing the risks of taking on new commitments vs existing commitments, starting work as soon as possible while successfully completing sold projects.
Optimize Resource Management
OnePlan provides a combined view into resource capacity and utilization to help Service Delivery Organizations balance demand and capacity across teams, roles, and named resources. Gain a dynamic view into all of your resources across project teams, contracts, clients, departments, geographies, and the enterprise.
- Manage resource utilization and profitability
- Proactively identify bottlenecks before they impact new or existing commitments and contracts
- Ensure the right people are working on the right work at the right time, while minimizing downtime
- Generate what-if scenarios to balance capacity and utilization
Integrate Complex Delivery Schedules
OnePlan provides an all-up view of both scheduled deliverables, risks associated with those variables, and resource capacity, enabling your Service Delivery Organization to balance project success with the need to maximize resource utilization.
- Create project schedules or programs composed of project schedules integrating diverse and configurable task types, including commitments, issues, risk to-do items, milestones, and more
- Proactively plan for client success and timely project completion
- Ensure that project schedules are realistic and account for more than a simple work breakdown structure
- Generate what-if scenarios to balance project completion across and resource capacity and utilization, across all efforts
Connect To Any Work Management Tool
OnePlan understands Service Delivery Organizations need to integrate diverse technologies: Utilizing the right technology to enhance service delivery, improve client communication, and streamline operations is critical. Don’t just force a one-size-fits-all approach on your clients. With OnePlan, you can enable your teams to work as the contract or client dictate, while still optimally leveraging resources and retaining overall visibility.
- Leverage the project and work management tools you already know and love
- Create tailored and personalized work plans with ease
- Stay organized, focused, and in charge of everything from to-do-lists to Agile sprints to waterfall projects
Powerful Reporting & Analytics
OnePlan helps your Service Delivery Organization bring data to life. Capture and visualize all your critical portfolio data in real-time to produce actionable facts for better decision making in a fraction of the time, then analyze it all with compelling, high-value Power BI dashboards.
- Hit the ground running with pre-built reports and custom Power BI visualizations
- Cross-effort work status provides complete visibility into the full lifecycle of all commitments, contracts, and work
- Track financial progress of costs and variances across planned, actual and forecast
- Robust resource reporting and visualizations help Service Delivery Organizations improve forecasting
- Automated status reports provide real-time insight into project health, key milestones, issues, risks and more
Revolutionize Your Service Delivery With Artificial Intelligence
Leverage powerful AI-enabled capabilities to ensure that all initiatives are aligned with strategy and delivering maximum value.
Augment Data Entry
Automatically capture and input data to reduce manual effort and minimize errors.
Automate Information Retrieval
Quickly access critical project information and updates to save time and improve accuracy.
Enhance Communication Automation
Streamline communication with stakeholders and team members to ensure timely and consistent updates.
Prioritize Portfolios
Leverage AI to prioritize projects within your portfolio to align initiatives with strategic objectives and maximize return on investment.
Identify Risks
Proactively identify potential risks and issues to allow for timely mitigation and resolution.
Optimize Budgets And Resources
Use AI to analyze and optimize budget allocations and resource utilization to maximize efficiency.
Detect Data Anomalies
Spot inconsistencies and anomalies in project data to ensure accuracy and reliability.
Identifying Risks
Proactively identify potential risks and issues, allowing for timely mitigation and resolution.
Optimizing Budgets And Resources
Use AI to analyze and optimize budget allocations and resource utilization, maximizing efficiency.
Detecting Data Anomalies
Spot inconsistencies and anomalies in project data, ensuring accuracy and reliability.
Keys To Unlocking Service Delivery Success In Portfolio Management
One single source of truth for your entire portfolio of contracts or commitments
Schedule-integrated risk and resource management
Ensure all resources are working on what matters most, minimizing idle time
Enable all teams to work in the tools best suited to their commitments
Proactively model the impact of changing market conditions
Make better and faster decisions
Additional Service Delivery Organization Resources
Discover how OnePlan can help your service delivery team drive success.
demo
OnePlan for Service Delivery
Brief demonstration of OnePlan shows how seamlessly connects systems across your organization for increased efficiency and customer satisfaction.
WEBINAR
Revolutionizing the Service Delivery Office
Learn how OnePlan unifies critical Service Delivery capabilities into a single platform, leveraging existing systems for unparalleled efficiency and client satisfaction.
blogs
Optimizing Data Systems, Enhancing Client Satisfaction, and Maximizing Profitability
The goal of service delivery is to drive transformation needed to deliver critical change in support of strategic goals.
Top Choice For Today's Service Delivery Leaders
Learn why these leading organizations all trust OnePlan to help them align all initiatives with strategy.
Capgemini
Capgemeni Achieves Operational Excellence with Centralized Data in OnePlan
Alliance Ground International
Taking Flight: Alliance Ground International Streamlines Projects with OnePlan
McCarthy Tetrault
Efficiency Amplified: McCarthy Tetrault’s OnePlan Success Story
Enhance Your Microsoft Platform Investment
OnePlan has been recognized for 5 consecutive years as a Global PPM leader. Our solutions are specifically designed to work seamlessly in any Microsoft platform, leveraging the unique capabilities and UI of each to provide a complete and seamless user experience. One Interface, One Experience, OnePlan.
Built on the MSFT cloud, scalable, secure, seamless experience, more value out of existing tools/investment, adoption.
Project and Portfolio
Management Award
2019 Partner
of the Year Winner
Project and Portfolio
Management Award
2020 Partner
of the Year Finalist
Project and Portfolio
Management Award
2021 Partner
of the Year Winner
Project and Portfolio
Management Award
2022 Partner
of the Year Winner
Project and Portfolio
Management Award
2023 Partner
of the Year Finalist
Reliable And Secure
We're dedicated to providing a secure and adaptable platform that fulfills the demands of today's largest organizations. Discover the robust offerings at the OnePlan Trust Center.
Reliable And Secure
We're dedicated to providing a secure and adaptable platform that fulfills the demands of today's largest organizations. Discover the robust offerings at the OnePlan Trust Center.
Because Some Things Are Just Better Together
Empower Everyone to Innovate with One Integrated Project Portfolio Management (PPM) Platform
OnePlan's integration capabilities ensure that all your work management tools and systems work seamlessly together. By integrating with existing tools like Microsoft Teams, Microsoft Planner, Project for the Web, Microsoft Project, Azure DevOps, Jira, Smartsheet, or Monday.com, Power BI, and financial systems, OnePlan provides real-time data flow, advanced reporting, and strategic portfolio management. This cohesive approach eliminates data silos, enhances collaboration, and streamlines communication, allowing your team to work more efficiently and make informed decisions.
OnePlan helps your entire organization break down silos, drive innovation, and achieve more together—because some things are just better when integrated.
Recognized As An Innovator And Industry Leader
OnePlan is widely acknowledged as a pioneer and leader in the field of Strategic Portfolio and Work Management. Our consistent dedication to innovation in this area has earned us numerous accolades, establishing us as a distinctive and valuable partner for driving transformation.
A Leader in The Forrester Wave Report: Strategic Portfolio Management
OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”
2023 Peer Insights “Voice of the Customer” for Strategic Portfolio Management
Frequently Asked Questions
These are the questions we hear a lot, and you’ll find the answers below. But if you
have others, please don’t hesitate to contact us — we’re here to help.
Unlock Success In Every Project
Elevate your project outcomes with OnePlan. Accelerate the delivery of your top-notch work with ease. Sign up for free today!
