Strategic Portfolio Management Software

OnePlan’s Strategic Portfolio Management software delivers capabilities that enterprises need to align business strategies with enterprise-wide execution, driving business agility.

Strategic Portfolio Management

Drive Transformations with Strategies Aligned to Business Goals and Execution

To do list

Measure Progress To Goals & Strategies

Strategic portfolio management helps you define measurable goals & strategies with ideas and activities aligned to OKRs and business objectives. Sequence and re-sequence your initiatives based on value, capacity and business performance.

Focus

Execute the Way You Work Best

Connect all of your work execution tools together to realize the benefit of best of breed solutions while giving teams the centralization they need to collaborate and make better decisions. OnePlan’s strategic portfolio management solution allows you to work in the tools you know best.

Digital Transformation

Enable Digital Transformation

Strategic portfolio management helps business leaders create plans and assess impacts of digital transformation initiatives. Support your business strategy by aligning business demands with
IT portfolios

Strategic Portfolio Management

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businees leaders
Business Leaders
Solutions that define business goals and strategies, as well as track progress at the levels of portfolios, business capabilities, products and strategic initiatives
it leaders
IT Leaders
Solutions that can present the interrelted prespectivies, views and considerations needed to make strategic decisions aross the business.
Execution Leaders
Solutions that support the selection, planning and execution of a variety of different Initiatives across the organization

Align OKR’s to Your Unique Hierarchy

Efficiently ensure that demand management, OKRs and business outcomes are aligned across different organizational layers.

OKRs have many levels in the enterprise. While all objectives and strategic outcomes will connect back to enterprise goals, each business unit may have a unique version, based on its customer focus.

Portfolio Visibility and Insights

Gain clear insights and oversight to drive strategic alignment and optimal allocation of resources.

In order to accurately forecast your project portfolios, you have to consider all work across the organization and its alignment to strategic objectives. Strategic portfolio management software helps you prioritize the right work and ensure you have the resources and funding you need for effective strategy execution. If your demand outweighs your capacity, you’ll have the scenario planning tools you need to make the best decisions for the business.

Optimize Financial Investments

Enhance the profitability and efficiency of your financial resources throughout the lifecycle of your capital portfolio.

Estimate, track, and forecast your spend throughout the lifecycle of your strategic initiatives regardless of work type. Ensure your products are profitable and your PMO is preventing cost overruns. Strategic portfolio management tools help you track various cost types and categories for the flexibility you need to manage budgets and spend across teams, departments and business units.

Work the Way You Want to Work

Empower project management teams with the flexibility to manage projects your way, ensuring collaboration and delivery excellence.

Work is everywhere and without centralization, teams can’t collaborate effectively. Whether your projects are managed via Agile, traditional or within a simple to do list, OnePlan strategic portfolio management software consolidates work to harness the power of project management disciplines such as cost management, resource management, capacity planning and schedule management across all work for delivery excellence throughout the enterprise. Bring Gantt charts, Kanban Boards, and To Do Lists together in one solution for total work management.

Increase Resource Workload Transparency

Maximize the effectiveness of your resources and foster greater business agility by ensuring optimal capacity planning, allocation and alignment.

Your resources are your most valuable asset. Optimize your portfolio, maximize allocation, align skillsets, and manage capacity planning to ensure your most valuable resources are working on the right work at the right time. Get visibility and insights into what your resources are working on and know what tradeoffs to make should new work be introduced.

Portfolio Governance and Collaboration

Enhance project and portfolio management success through robust governance and seamless collaboration.

The success of your deliverables relies on strong communication and visibility into your project assets. Share information with your stakeholders in a single location and ensure teams are progressing towards common goals. Real-time visibility into project performance keeps teams aligned and stakeholders in the know – and powerful scenario planning provides the business agility that enables you to shift direction or remove barriers quickly when business objectives shift.

Define Portfolio Dependencies

Map and visualize the intricate connections within your enterprise architecture to drive strategy management and operational decisions.

Portfolio dependencies are relationships between specific plans within a portfolio. These dependencies will be incorporated into the scenario planning and portfolio analysis calculations.

Model Business Capabilities

Deepen your understanding of the operating model and ensure it’s effectively communicated across the organization.

• Ensure you have a common understanding throughout the organization what you manage
• See interdependencies and leverage scenario planning to put the right resources to the right work

Gain Insights Through Reporting and BI

Enhance project portfolio management decision-making with comprehensive, real-time visibility and business intelligence.

Making decisions is nearly impossible without a complete view into all the work that is currently in play. In today’s world, leaders must be able to shift quickly and with confidence to stay ahead of the competition. OnePlan strategic portfolio management provides real-time visibility into every aspect of work so you can make proactive decisions that will protect your investments and help you deliver on time, on budget and within the quality standards your customer’s deserve. Create quick and easy to use reports and dashboards to gain insights into the data that means the most to you.

AI-Powered Capabilities

Introducing Sofia GPT, an OpenAI chatbot designed to transform the way you manage your strategic portfolios. With its powerful capabilities in Strategic Portfolio Management, Sofia GPT provides a wide range of benefits for businesses of all sizes

Sofia GPT can help you optimize your portfolio by providing real-time insights into your portfolio performance. With Sofia, you can easily track your portfolio’s progress, monitor your key performance indicators, and make data-driven decisions about your portfolio. Sofia can also help you identify potential risks and opportunities in your portfolio, and suggest strategies to mitigate or capitalize on them.

Revolutionize Strategic Portfolio Management with Artificial Intelligence

Leverage powerful AI-enabled capabilities. From creating a project in one click to analyzing complex initiatives, OnePlan’s Sofia GPT helps your teams focus on the bigger picture to deliver maximum value. 

Real Success Stories: Strategic Portfolio Management with OnePlan

Chevron

Chevron Fuels Better Project Visibility

Heidelberg

Streamlining Heidelberg’s Project Engine

OSI Systems

OSI Systems Powers Smarter IT Strategy

Enhance Your Microsoft Platform Investment

Microsoft recognized OnePlan for 5 consecutive years as a Global PPM leader. Built on the Microsoft cloud, our solutions provide a seamless experience, giving you more value from your existing Microsoft investment. Streamline your user experience in a one interface with OnePlan.

OnePlan Recognized by Microsoft as a Global PPM Leader for 5 Consecutive Years

Project and Portfolio Management Award
2019 Partner
of the Year Winner
Project and Portfolio Management Award
2020 Partner
of the Year Winner
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 Winner

Because Some Things Are Just Better Together

With OnePlan, integration drives innovation and success.
OnePlan effortlessly connects with leading work management tools like Microsoft Teams, Microsoft Planner, Microsoft Project, Azure DevOps, Jira, Smartsheet, monday.com, Asana, Wrike, Trello, and more bringing all your project data into one powerful platform. By breaking down data silos and enhancing collaboration, OnePlan streamlines workflows, boosts efficiency, and delivers deep insights, empowering your team to work smarter, make informed decisions, and drive greater success.

An Innovator And Industry Leader

2024 and 2023 Consecutive Recognition in Peer Insights “Voice of the Customer” for Strategic Portfolio Management

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A Leader in The Forrester Wave Report: Strategic Portfolio Management

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OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”

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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.

One-Stop-Shop for Success

Advisory Services

Strategize for Success

Implementation Services

Deployment for Maximum Results

Training Services

Empower Your Team for Success

Product Support

Continuous Adoption & Optimization

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