Strategic Portfolio Management with Smartsheet & OnePlan

Unleash the power of advanced strategic portfolio management by extending Smartsheet with OnePlan. Dive into best practices, seamless integration techniques, and innovative strategies to evolve your project management endeavors into strategic portfolio solutions. Discover how this combined strength can drive your organization’s efficiency and decision-making to new heights.
Key Benefits of Extending Smartsheet into a Strategic Portfolio Management Solution with OnePlan
Enhanced Portfolio Visibility
Gain a comprehensive view of all projects, resources, and financials across your organization. OnePlan provides real-time dashboards and reports, allowing stakeholders to monitor progress and make informed decisions.
Strategic Alignment
Align epics and initiatives with strategic objectives. OnePlan facilitates the creation and management of portfolios, enabling organizations to prioritize investments, allocate resources, and ensure alignment with business goals.
Improved Resource Management
Optimize resource allocation and ensure the right resources are assigned to the right projects. OnePlan’s resource management features enable effective planning, capacity management, and collaboration.
Advanced Portfolio Prioritization and Modeling
Integrating OnePlan with Smartsheet introduces a sophisticated framework for portfolio evaluation. Organizations can effortlessly rank projects based on strategic alignment, potential ROI, and other custom criteria. This ensures that the highest-impact projects get precedence. Moreover, with enhanced modeling tools, teams can simulate various portfolio scenarios, assessing risks and outcomes of different strategies before committing resources. This proactive approach enables firms to chart out the most optimal path forward, balancing both short-term and long-term objectives.
Optimized Financial Investment
The synergy between OnePlan and Smartsheet provides financial clarity at every project stage. By integrating budgeting and forecasting tools, organizations can gain real-time insights into their financial health, ensuring investments are directed towards projects that offer the highest value.
Enhanced Decision-making
With combined data from both platforms, stakeholders gain richer insights, making it easier to take data-driven decisions. The real-time dashboards and comprehensive reports make it simpler for leaders to analyze the project’s trajectory in the context of broader business goals.