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.
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Drive transformations with strategies aligned to business goals and execution.
OnePlan’s Strategic Portfolio Management software delivers capabilities that help you drive the right processes to continuously create portfolios of strategic options. This helps organizations to focus finite resources on executing enterprise-wide business strategy.
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.
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.
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
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. The same goes for departments within each business unit. Additionally, large organizations are typically a matrix, with a business strategy for every team that accounts for value streams, functional groups and geographical teams which span multiple business units. OnePlan strategic portfolio management software 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.
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.
Say Hello to Sofia GPT, Your AI-Powered Personal Assistant
Unlock the full potential of strategic portfolio management with Sofia GPT, your advanced AI 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.
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.
Real Success Stories: Strategic Portfolio Management with OnePlan
Discover how organizations across industries have transformed their strategic portfolio management using OnePlan.
Diversus Health
What-if scenarios and forecasting capabilities provide enhanced insight into resource and other requirements for all upcoming project activities.
SOL-MILLENIUM
With a real-time consolidated view into all projects, it’s easy to drill into any project and gain additional real-time information.
Johnson & Johnson
Budgeting Better: Johnson & Johnson Cuts Costs Using OnePlan.
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.
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
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. OnePlan’s approach to strategic portfolio management helps 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.
Implementation
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
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