Strategic Portfolio Management

Strategic Portfolio Management provides a proven approach to identify key business strategies and connect them to enterprisewide execution activities.

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Drive transformations with strategies aligned to business goals and execution.

Strategic Portfolio Management is a set of business capabilities, processes and supporting technologies for continuously creating portfolios of strategic options that focus an organization’s finite resources to execute enterprisewide business strategy.


Define measurable goals & strategies with ideas and activities aligned to OKRs. Sequence and resequence your initiatives based on value, capacity and business performance.

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. Work in the tools you know best.

Enable digital transformation

Create plans and assess impacts of digital transformation initiatives. Support your enterprise strategies by aligning business demands with IT portfolios.

Strategic Portfolio Management
SPM Objectives

Align OKR’s to your unique hierarchy

OKRs have many levels in the enterprise. While all objectives will connect back to enterprise goals, each business unit may have a unique version, based on its customer focus. The same goes for departments within each business unit. Additionally, large organizations are typically a matrix, with additional strategies for teams such as value streams, functional groups and geographical teams which span multiple business units. OnePlan allows you to manage different levels and versions of OKRs. Whether you need a view by business unit, value stream, program or product area, OnePlan supports the many hierarchies and matrices in an enterprise.

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Portfolio Visibility and Insights

In order to accurately forecast your portfolio, you have to consider all work across the organization and it’s alignment to strategic objectives. Prioritize the right work and ensure you have the resources and funding you need to execute on your strategy. If your demand outweighs your capacity, you’ll have the tools you need to make the best decisions for the business.
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Optimize Financial Investments

Estimate, track, and forecast your spend throughout your work’s lifecycle regardless of work type. Ensure your products are profitable and your PMO is preventing cost overruns. Track various cost types and categories for the flexibility you need to manage budgets and spend across teams, departments and BUs.

Work the Way You Want to Work

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 consolidates work to harness the power of project management disciplines such as cost management, resource management 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.
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Increase Resource Workload Transparency

Your resources are your most valuable asset.  Optimize your portfolio, maximize allocation, and align skillsets 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

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 – allowing you to shift direction or remove barriers quickly when necessary.

Collaboration Teams scaled

Define portfolio dependencies

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

Understand your operating model and communicate it internally: Business Capability Modeling

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

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Gain Insights Through Reporting and BI

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 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.

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

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.

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Rank Project Risk
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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.

Our Blog

Addressing the “Cult” of Project Management Tools

Addressing the “Cult” of Project Management Tools

Addressing the "Cult" of Project Management ToolsAccording to a recent Wall Street Journal article, most companies have at least 5 or 6 and some as many as 13 project management tools spread across multiple departments. And these tools have a cult-like following among...

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