OnePlan is Strategic Portfolio Management on the Microsoft Platform


Running an enterprise means being proactive and reactive in equal measure. Reactively, market events cause disruption, triggering critical questions such as: ‘which of our products and initiatives are impacted? How do we pivot and move forward?’ Proactively, the questions may be ‘what are the opportunities ahead of us? Which strategies, technologies and initiatives will make us successful?’

Strategic Portfolio Management (SPM) is the evolution of how enterprises connect strategy and execution. What’s new is that today’s tools and methods help us with feedback loops to take a more efficient, customer-centric, and measurable approach. Beyond an enterprise’s projects, it is the portfolios of products, services and value-streams which hold the key to success. Furthermore, almost every aspect of today’s enterprise is digitally enabled, and this places more emphasis on incorporating good decisions about technology assets. In summary, SPM gives us processes and tools which help with:

STRATEGY. Not only the ability to align enterprise work with business objectives, but also feedback loops which measure success and help identify better business strategies for the future.

EXECUTION. The ability to efficiently prioritize and sequence work based on measures of business value and capacity. The ability to measure outcomes, identify opportunities and adjust.

TECHNOLOGY. The investment planning and alignment of enterprise technology to support business objectives.

How does OnePlan and Microsoft Technology Help?

The Microsoft platform provides organizations with a rich set of tools and capabilities to manage work, collaborate and to connect to disparate data sources. OnePlan leverages this platform to provide the functionality, data analysis and integration to support enterprises in increasing the speed with which they launch new products, transform their organization, and adjust to changing business conditions. Our solution includes:

  • Effective alignment of strategy to product, project, and technology investments, with a focus on shortening delivery cycles and pivoting more easily.
  • Tools, analytics, and visualizations to help with the complex task of planning and managing human and financial resource capacity, especially in matrixed scenarios where cross-functional work is common.
  • Consolidation or integration with existing tools in the enterprise, to support the best flow of value throughout a business process, including connecting other tools so that data is not lost or duplicated and so that key metrics can be tracked throughout a workflow.

OnePlan is a complete Strategic Portfolio Management solution that meets the needs of Business, IT and Execution Leaders, giving them a common platform and consistent information to support their collective decision making, improve their speed to market and increase their business agility. 

Key Features of the solution

Below are some key features of the solution. For a quick demo click here: 

Provide visibility to portfolio level progress on strategies & initiatives

Whenever a contributor or objective owner updates progress on strategies or initiatives, portfolio dashboards provide real-time progress to the team, as well as enabling reports and performance analyses of trending over time.

Define alignment of initiatives with Objectives and Key Results

Make sure you have a complete understanding of how each initiative is enabling your strategy. Link your initiatives to both Objectives and Key Results. Define how the budget will be portioned to best understand relative investment. 

Increase Resource Workload Transparency

Intuitive and powerful resource planning designed for managers and teams who are looking for more transparency, clarity, and visibility. You no longer need to spend time in spreadsheets – let OnePlan do the work.

Optimize Financial Investments

Promote visibility and drive financial performance of investments with streamlined budgeting, estimating and tracking across programs and portfolios.

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

To learn more visit: Strategic Portfolio Management | OnePlan 

Fuente: PMideas (OnePlan is Strategic Portfolio Management on the Microsoft Platform).