Help Your Service Delivery Organization Deliver & Delight

OnePlan provides Service Delivery Organizations with the professional services capabilities they need to more effectively manage and optimize portfolios of complex projects, optimize resource capacity, and leverage data across a variety of platforms like Salesforce, Jira, and ERPs. With streamlined portfolio, resource management and time-tracking, Service Organizations gain valuable insights to make data-driven decisions.

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Trusted by the World’s Best
Starbucks
Purple
Paccar
Molson Coors
Microsoft
Johnson + Johnson
Bridgestone

Modern Practices And Tools Ensure Profitable Client Engagements

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Seamless Opportunity Intake
OnePlan enables service delivery teams to better estimate proposal timelines and costs, ensuring more accurate forecasting and efficient project planning right from the start.
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Portfolio Planning
OnePlan balances team workloads with enhanced visibility to ensure you have the appropriate resources across both in-flight and proposed opportunities. Powerful revenue forecasting modeling provides clarity on potential financial outcomes.
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Flawless Execution
Built within the Microsoft 365 ecosystem, OnePlan enhances productivity by quickly and easily integrating with the execution tools you already use, allowing seamless collaboration and efficient project delivery.
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Comprehensive Project Financials
Quickly and easily integrates with leading financial systems to help you generate real-time project financial data that ensures accurate tracking of budgets, costs, and overall profitability.

Optimize Service Delivery with OnePlan

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Pre-Emptive Modeling

Service Delivery Organizations need to scale and adapt quickly, continuously balancing the risks of taking on new commitments vs existing commitments, starting work as soon as possible while successfully completing sold projects.

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Optimize Resource Management

OnePlan provides a combined view into resource capacity and utilization to help Service Delivery Organizations balance demand and capacity across teams, roles, and named resources. Gain a dynamic view into all of your resources across project teams, contracts, clients, departments, geographies, and the enterprise.

  • Manage resource utilization and profitability
  • Proactively identify bottlenecks before they impact new or existing commitments and contracts
  • Ensure the right people are working on the right work at the right time, while minimizing downtime
  • Generate what-if scenarios to balance capacity and utilization
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Integrate Complex Delivery Schedules

OnePlan provides an all-up view of both scheduled deliverables, risks associated with those variables, and resource capacity, enabling your Service Delivery Organization to balance project success with the need to maximize resource utilization.

  • Create project schedules or programs composed of project schedules integrating diverse and configurable task types, including commitments, issues, risk to-do items, milestones, and more
  • Proactively plan for client success and timely project completion
  • Ensure that project schedules are realistic and account for more than a simple work breakdown structure
  • Generate what-if scenarios to balance project completion across and resource capacity and utilization, across all efforts
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Connect To Any Work Management Tool

OnePlan understands Service Delivery Organizations need to integrate diverse technologies: Utilizing the right technology to enhance service delivery, improve client communication, and streamline operations is critical. Don’t just force a one-size-fits-all approach on your clients. With OnePlan, you can enable your teams to work as the contract or client dictate, while still optimally leveraging resources and retaining overall visibility.

  • Leverage the project and work management tools you already know and love
  • Create tailored and personalized work plans with ease
  • Stay organized, focused, and in charge of everything from to-do-lists to Agile sprints to waterfall projects
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Powerful Reporting & Analytics

OnePlan helps your Service Delivery Organization bring data to life. Capture and visualize all your critical portfolio data in real-time to produce actionable facts for better decision making in a fraction of the time, then analyze it all with compelling, high-value Power BI dashboards.

  • Hit the ground running with pre-built reports and custom Power BI visualizations
  • Cross-effort work status provides complete visibility into the full lifecycle of all commitments, contracts, and work
  • Track financial progress of costs and variances across planned, actual and forecast
  • Robust resource reporting and visualizations help Service Delivery Organizations improve forecasting
  • Automated status reports provide real-time insight into project health, key milestones, issues, risks and more
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Revolutionize Your Service Delivery with Artificial Intelligence

Leverage powerful AI-enabled capabilities to ensure that all initiatives are aligned with strategy and delivering maximum value.

Delivering Value for Service Delivery Organizations

Enhance Communication Automation

Streamline communication with stakeholders and team members to ensure timely and consistent updates.

Augment Data Entry

Automatically capture and input data to reduce manual effort and minimize errors.

Automate Information Retrieval

Quickly access critical project information and updates to save time and improve accuracy.

Plan & Track Resources More Efficiently

Match work with expertise and plan more efficiently with what-if scenarios. Track work performed against projects and clients.

Identify Risks

Proactively identify potential risks and issues to allow for timely mitigation and resolution before customers are impacted.

Optimize Budgets And Resources

Use AI to analyze and optimize budget allocations and resource utilization to maximize efficiency.

Additional Service Delivery Resources

Demo

OnePlan for Service Delivery

Brief demonstration of OnePlan shows how seamlessly connects systems across your organization for increased efficiency and customer satisfaction.

Watch Demo
Webinar

Revolutionizing the Service Delivery Office

Learn how OnePlan unifies critical Service Delivery capabilities into a single platform, leveraging existing systems for unparalleled efficiency and client satisfaction.

Learn More
Article

Optimizing Data Systems, Enhancing Client Satisfaction, and Maximizing Profitability

The goal of service delivery is to drive transformation needed to deliver critical change in support of strategic goals.

Learn More

Top Choice For Today's Service Delivery Leaders

Learn why these leading organizations all trust OnePlan to help them align all initiatives with strategy.

Clarivate

Clarivate Achieves Portfolio Visibility with OnePlan

AGI Alliance Ground International

Taking Flight: Alliance Ground International Streamlines Projects with OnePlan

Capgemini

Capgemeni Achieves Operational Excellence with Centralized Data in OnePlan

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.

Frequently Asked Questions

These are the questions we hear a lot, and you’ll find the answers below. But if you
have others, please don’t hesitate to contact us — we’re here to help.

How does OnePlan tailor its features to fit specific industry needs or business models?

The OnePlan Platform offers customizable features that can be adapted to various organizational processes and industry-specific requirements, ensuring that your strategic portfolio management solution aligns perfectly with your business objectives.

OnePlan integrates seamlessly with tools such as Microsoft Teams, Azure DevOps, and SharePoint, among others. These integrations facilitate better communication, streamlined workflows, and enhanced data visibility, crucial for effective strategic portfolio management.

OnePlan is designed to scale effortlessly with your organization’s growth, accommodating an increasing number of users and projects without compromising performance or usability.

OnePlan offers comprehensive training programs, including tutorials and webinars, along with a dedicated customer support team and account managers to assist with implementation, troubleshooting, and best practices.

OnePlan provides detailed tracking and reporting on key performance indicators such as project timelines, budget adherence, resource allocation, and ROI, among others, enabling data-driven decision-making and strategic adjustments.

 

OnePlan employs advanced security measures, including data encryption, secure data access protocols, and regular security audits, to protect your data across all integrated platforms.

 

OnePlan offers a flexible, subscription-based pricing model with different tiers to cater to various features, user capacities, and specific organizational requirements, ensuring you only pay for what you need.

 

OnePlan provides a trial version that includes access to most strategic portfolio management capabilities, allowing your organization to evaluate its comprehensive features and user-friendliness before making a full commitment.

 

The typical implementation timeline for OnePlan varies based on the scope and complexity of your needs but generally ranges from a few weeks to a few months, with ongoing support to ensure a smooth transition and effective adoption.

 

OnePlan stands out from other Strategic Portfolio Management tools due to its comprehensive integration capabilities, user-friendly interface, advanced analytics, and strategic alignment features. As a recognized Microsoft Partner, OnePlan offers seamless integration with Microsoft tools and provides a robust platform for managing complex project portfolios effectively.

 

Try OnePlan Today

No commitment. No credit card.

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