Integrating OnePlan and Smartsheet for Adaptive Portfolio Management
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The document discusses the integration of OnePlan and Smartsheet to enhance adaptive portfolio management across various methodologies including Agile, Waterfall, and Hybrid approaches. It emphasizes how this solution provides transparency, real-time insights, and better resource allocation, enabling organizations to adapt to changing market demands while optimizing project management and strategic goals. Additionally, it highlights the capabilities of OnePlan's AI model, Sofia GPT, in automating tasks and assisting in decision-making processes for effective portfolio management.
Integrating OnePlan and Smartsheet for Adaptive Portfolio Management
- 1. Integrating OnePlan and Smartsheet for Adaptive Portfolio Management In partnership with
- 2. Different Methodologies Agile Waterfall Hybrid • Agile is growing • Waterfall is still widely used • Agile variants • Hybrid methodologies • Personalized, cherry-picked versions
- 3. Agile Transformation Journey Enterprise Agile Adaptive Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management Organizations Strive to Become More Agile • Strategic Themes, Portfolio Canvas Value Stream, Lean Budgets and Value Streams, Program Increment Planning. • All projects managed in Scrum Agile approach and Agile Portfolio Management. • Create, Select, Prioritize, Plan, Manage, Close. • Majority of Projects in Waterfall methodology and Project Portfolio Management • Agile and Waterfall PPM Governance Concepts and Tools. • Neither approach dominate. Still large set of projects managed in Waterfall or Hybrid.
- 4. Adaptive PPM Solution Transparency and insights for better, faster business decisions Quick adjustments to shifting business priorities and market changes Balance investments and resources with demand to optimize business value Support teams that use a variety of tools and execution methods Automated consolidation of information from a variety of sources Provide a single source of truth Adaptive PPM Solution Project Portfolio Program Portfolio Product Portfolio IT Service Portfolio
- 5. Proliferation of Tools Across the Organization Demand Management Portfolio Management Project Management Time Management Reporting & Analysis PMO Dope Roadmap Marketing Finance Application Development Operational Excellence NPD Engineering
- 6. • Associate and align • Aggregate and rollup • Different methodologies • Variety of tools • Translate to common metrics for leadership Teams Execute How They Need To Leadership Gets Visibility It Needs Strategies/Objectives Key Results Portfolios Programs Initiative Initiative Initiative Initiative Initiative Initiative Methodology Tools Teams Leadership
- 7. Adaptive Project Management and Reporting Process Flow • Multiple execution tools • Varying needs in different parts of the enterprise • Diversified execution methods • Support continuous delivery • Reduce overall project durations • Promote continuous customer responsiveness • Adapt to changing customer needs • Execution approaches based on time-to- value
- 8. Project Management Office Innovation/ Transformation Sales & Marketing Information Technology Professional Services App/Product Development Operations Across the Enterprise PMOs use OnePlan solutions to manage the organization's portfolios of projects and ensure that resources are being used effectively to achieve the organization's strategic goals and objectives. Transformation departments use OnePlan as a tool to help them prioritize and manage the various projects and initiatives that they undertake as part of a broader transformation effort. IT departments use OnePlan solutions to manage their portfolios of technology projects and ensure that resources are being used effectively to achieve their goals and objectives. App/Product Development departments use OnePlan solutions to effectively manage the development of new applications & products and ensure that resources are allocated appropriately to maximize value Professional Services departments use OnePlan solutions to optimize their project and resource portfolios, align them with their strategic objectives, and maximize the value of their services. Sales & Marketing departments use OnePlan to manage various marketing campaigns and initiatives, such as product launches, advertising, and events. Operations departments use OnePlan solutions to manage their portfolios of initiatives and investments related to improving operational efficiency and ensuring that resources are being used effectively.
- 9. Costly and Inefficient Uses of Time • Manual data crunching multiple tools and data sources • Manual report creation, formatting and updating • Data re-entry is time consuming and prone to errors • Chasing team members for status and updates • Packaging and distribution of reports to different stakeholders and organizational levels • Trying to track completeness and timeliness of submissions
- 10. PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD Adaptive Portfolio Management – Power to Choose Comprehensive portfolio management capabilities supporting multiple methodologies and tools
- 11. PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD Adaptive Portfolio Management – Power to Choose Comprehensive portfolio management capabilities supporting multiple methodologies and tools
- 12. Investment Approval Program & Portfolio Management Financial & Capacity Planning Adaptive PPM Solution – Waterfall & Agile Enables a 360 view of investment progress Builds trust and transparency Let’s teams work in their tool of choice Smartsheet Smartsheet
- 13. - Adaptive PPM Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation Artificial Intelligence – Sofia GPT Intake Timesheets My Work Stakeholders (Internal/External) Team Members Executives Planning & Prioritization Portfolio Planning Do the right work Do the work right Resource Negotiation Resource Managers Requests Execution Analysis/Outcomes What-if Scenario Modeling • Products • Services • Applications Capacity Planning Capabilities, Roles, and Process Flow Issues Risks Changes • Business Value • Benefits Realization
- 14. Extending Smartsheet Capabilities • Smartsheet has had explosive growth for individuals and teams • Ease of use and flexibility are big drivers of adoption • Broader use highlights gaps and missing capabilities • Organizations and PMOs/EPMOs have trouble harnessing for portfolio level needs • More advanced approaches require additional capabilities that can extend beyond existing Smartsheet use • Enhancement, rather than replacement, is often preferred
- 15. Flexible Portfolio Visibility Unified Portfolio Oversight By melding Smartsheet’s detailed project management tools with OnePlan’s strategic framework, users obtain a centralized view of all their initiatives. This synergy makes it easier to monitor project milestones in conjunction with overarching strategic objectives.
- 16. Prioritization, Selection, & What-If Scenario Modeling Advanced Portfolio Prioritization and Modeling Integrating OnePlan with Smartsheet introduces a sophisticated framework for portfolio evaluation. Organizations can effortlessly rank projects based on strategic alignment, potential ROI, and other custom criteria. This ensures that the highest-impact projects get precedence. Moreover, with enhanced modeling tools, teams can simulate various portfolio scenarios, assessing risks and outcomes of different strategies before committing resources. This proactive approach enables firms to chart out the most optimal path forward, balancing both short-term and long-term objectives.
- 17. Resource Capacity Planning Optimized Resource Utilization With the integrated platforms, organizations can fine- tune resource allocation, ensuring that the right resources are dedicated to the most impactful projects. The merge also aids in identifying and rectifying any resource bottlenecks or overutilizations in real-time.
- 18. Financial Planning and Tracking Optimized Financial Investment The synergy between OnePlan and Smartsheet provides financial clarity at every project stage. By integrating budgeting and forecasting tools, organizations can gain real-time insights into their financial health, ensuring investments are directed towards projects that offer the highest value.
- 19. Dashboards At All Levels Enhanced Decision-making With combined data from both platforms, stakeholders gain richer insights, making it easier to take data-driven decisions. The real- time dashboards and comprehensive reports make it simpler for leaders to analyze the project’s trajectory in the context of broader business goals.
- 20. Say Hello to OnePlan’s Sofia GPT “AI as a Collaborator” The Revolutionary New Language Model for Strategic Portfolio and Work Management OnePlan’s Sofia GPT can leverage data not only from OpenAI’s large network of data sources but also from OnePlan itself OnePlan's Sofia GPT is an advanced Azure OpenAI GPT (Generative Pre- trained Transformer) module developed by OnePlan to revolutionize the way people and business manage their strategic portfolio and work OnePlan’s Sofia GPT can understand natural language and responds in real-time, making it an invaluable assets for anyone looking to streamline their strategic planning and decision-making process OnePlan’s Sophia GPT automates several tedious and time-consuming tasks. Data entry, Information retrieval, Communications, Estimating, Identifying, Finding Data Anomalies, and much more.
- 21. Software Development Ideation Professional Services Financial Management Work Management Service Management Private Cloud Connector OnePlan Integrations Dynamics 365 Dynamics 365 Dynamics 365 Strategy Enterprise Architecture Viva Goals • Data / field mapping • Business rules • Workflows • Scheduling • Logging • Extensible and Flexible
- 22. Demonstration
- 23. Summary & Next Steps
- 24. Value of OnePlan for Adaptive PPM • Teams choose how they work, and leadership gets visibility and metrics they require • Keeps users working in their preferred tools/solutions appropriate for their role, maturity and type of work • OnePlan adds full Adaptive PPM capabilities for Smartsheet users • OnePlan provides a pre-built connector for Smartsheet • Improves adoption by minimizing duplication of effort and unnecessary complexity • Modern user experience drives better participation & compliance • Integrates all work & resources into common hub • Sophia GPT provides an AI Assistant for advanced analysis, and automation/streamlining of tasks
- 25. Consistently Recognized as a Leader OnePlan cited as a top vendor in “Determine the Future of Microsoft Project in Your Organization” OnePlan recognized in the Market Guide for Collaborative Work Management Strategy and Innovation
- 26. Our Next Webinars https://oneplan.ai/webinars/ • Frequent webinars on a variety of topics • Register for new webinars • Library of recorded, on-demand webinars
- 27. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
- 28. Special Offer – Free Roadmap Workshop • Review your current use of solutions and tools • Assess current requirements and desired future state • Determine how to implement or migrate into the new solution • Implementation roadmap for best adoption success • Total cost of ownership evaluation
- 29. For more information: contact@oneplan.ai Next Steps • FREE – Trial • FREE – Roadmap Workshop • FREE – Personalized 1:1 Demo www.oneplan.ai
- 30. Contact Us contact@oneplan.ai www.oneplan.ai Jim Patterson jpatterson@oneplan.ai Thank You!! The Power of One