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PMO Insights: How Liberty Bank Maximizes Efficiency & Resource Management
May 1st, 2025 | 10am PT & 1pm ET
Join Liberty Bank’s Darwyn Azzinaro as he shares their journey toward streamlining project and resource management with OnePlan. Discover how Liberty Bank overcame inefficiencies with legacy systems, integrated OnePlan with Microsoft tools, and enhanced organizational transparency using Power BI dashboards.
Learn about the key wins, challenges, and lessons from implementing a modern project management solution in a 200-year-old financial institution. Whether you’re evaluating new tools or optimizing your current processes, this session will provide actionable insights for driving efficiency and strategic decision-making.
Our conversation will include:
- How to address overallocated resources and avoid resource “suck” from small projects
- Gaining strategic prioritization with visibility from the C-Suite to business unit to team member
- Benefits of future-proofing team resource requirements with advanced modeling
- Eliminating fragmented tools and speeding up adoption and performance
Surviving a Downturn: Making Smarter Portfolio Investment Decisions with OnePlan
May 8th, 2025 | 10am PT & 1pm ET
When budgets tighten and scrutiny increases, portfolio leaders face difficult decisions. Cutting too deep or too fast can derail critical initiatives, but doing nothing risks wasting valuable resources. Getting investment decisions right is no longer optional; it’s essential.
In this session, we’ll show how OnePlan gives you the insight and control to prioritize with confidence. You’ll learn how to evaluate trade-offs, redirect funding, and keep your portfolio focused on what delivers the most value, no matter what is happening around you.
Key Takeaways:
- Identify which initiatives to fund, pause, or stop based on business value
- Model real-time investment scenarios to understand the impact before making cuts
- Align funding decisions with strategy, capacity, and shifting priorities
- See how OnePlan helps unify financial planning, prioritization, and execution in a single platform
