Strategic Portfolio Management
Strategic Portfolio Management provides a proven approach to identify key business strategies and connect them to enterprisewide execution activities.
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.
MEASURE PROGRESS TO GOALS & STRATEGIES
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
Enable digital transformation
Create plans and assess impacts of digital transformation initiatives. Support your enterprise strategies by aligning business demands with IT portfolios.
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.
Portfolio Visibility and Insights
Optimize Financial Investments
Work the Way You Want to Work
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.
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
Gain Insights Through Reporting and BI
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.
Empower Teams with a Fused Microsoft User Experience
Select the tools you use to learn what a fused experience can do for your team
Because Some Things Are Just Better Together
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. .
Each week, the team at OnePlan engages in comprehensive discussions with hundreds of clients, spanning various industries and operational challenges, to explore how Project Portfolio Management (PPM) can deliver transformative benefits. These discussions encompass an...
San Diego, CA, July 12th, 2023 – We are thrilled to announce that OnePlan Solutions, the cutting-edge company specializing in Strategic Portfolio and Work Management software, has received a strategic investment from Aldrich Capital Partners, a renowned growth equity...
OnePlan Recognized for the Fifth Year Running in Microsoft’s Global Partner of the Year Awards for Project and Portfolio Management
We are thrilled to continue to be recognized for Microsoft's Partner of the Year for Project & Portfolio Management (PPM). In 2019, 2020, 2021, 2022, and now 2023, OnePlan was awarded the Microsoft Global Partner of the Year for Project and Portfolio Management...