OnePlan

OnePlan Empowers Your Enterprise to Achieve More

Enterprises face numerous challenges, including evolving market dynamics, intense competition, shifting customer expectations, and emerging business models. Forward-thinking organizations are seizing these opportunities and innovating to accelerate on-strategy delivery. OnePlan is at the forefront of transforming strategic project portfolio management through advanced AI capabilities tailored to integrate seamlessly into the modern workplace.

Moreover, OnePlan emphasizes integration and flexibility, making it suitable for diverse organizational needs. It connects with popular work management tools, ensuring that all types of work and methodologies are supported. Serving over 1,000 enterprise customers and managing millions of tasks and plans worldwide.

Built for Integration, Designed for Success

OnePlan enables all types and combinations of work, methodologies, and practices. It is built to seamlessly integrate with just about any work management tool, including Microsoft Planner, Project for the Web, Microsoft Project, Azure DevOps, Jira, Smartsheet, or Monday.com.

OnePlan brings your work management tools together, creating a unified platform that streamlines processes and enhances productivity.

OnePlan Features

Ideation / Intake

The OnePlan Innovation Portal revolutionizes demand management by providing a streamlined platform for capturing and organizing project ideas and requests. This application empowers organizations to efficiently assess, prioritize, and transform creative inputs into strategic actions, ensuring alignment with business goals and maximizing resource utilization.

Portfolio Planning

Translate strategy into delivery on an organization-wide, cross-functional scale with roadmaps that connect the investments, outcomes, business capabilities, milestones, technology and financials required to realize strategies.

Financial Planning

OnePlan connects financials from strategy to investments to detailed budget, actuals, and forecast. Gain an understanding of project investment to value realization within capital and expense constraints.

Resource Planning

Optimize your resource capacity and improve utilization. OnePlan’s Resource Plan delivers a combined view to balance demand and capacity across teams, roles, and named resources.

Portfolio Modeler

Any successful business relies on strong prioritization of their initiatives. OnePlan Modeler determines which existing and new initiatives are aligned to corporate strategy and are making the biggest business impact.

Work Planning

In order to maximize productivity, teams must work the way they work best. In every organization there are specific tools that meet the needs of each line of work which leads to segregated tools and disconnected teams. Instead of forcing a one-size-fits-all approach, let your teams work the way they want to work while bringing the right level of visibility to the portfolio level.

Time Tracking

Unleash data-driven insights, increase productivity and bring overall awareness to what your teams are working on through OnePlan’s time tracking capabilities.

Status Reporting

OnePlan status reporting means less time consolidating data and more time using visualizations that explain the leading indicators in your business – not the old news.

Visualizer

Map and visualize how your enterprise connects, including the relationships between business objectives, portfolios, products, projects, technologies, and more. OnePlan gives portfolio managers, enterprise architects, IT leaders, and application managers the strategic and operational insights they need to drive the organization forward.

Reporting

Discover and visualize your critical OnePlan data in real-time and produce actionable facts for better decision making in a fraction of the time. Analyze your data with compelling, high-value Power BI dashboards in weeks, not months. We have incorporated over 15 years of PPM implementation experience along with industry best practices and pre-built reports.

Sofia GPT

Sofia GPT is an advanced Azure OpenAI GPT module developed by OnePlan to revolutionize the way individuals and businesses manage their strategic portfolios, resources, investments and work. Powered by state-of-the-art AI algorithms, Sofia GPT is capable of understanding natural language and responding in real-time, making it an invaluable asset for anyone looking to streamline their strategic planning and decision-making processes.

Integration

OnePlan helps you more effectively leverage the work management tools you’re already using to foster greater collaboration — with no coding experience required. And since we’re built on the Microsoft cloud, we can also provide the fused solution you need with native Office 365, Dynamics 365, and Azure DevOps capabilities.

Click on Learn more to view the entire integration list.

Mobile (On the Go)

Whether you’re on your way to work or traveling and on the go, OnePlan Mobile allows you to access work anywhere. Gain access to timesheets, my work, conversations, and Insights AI information to help you put your mind at ease. OnePlan Mobile is available on the iOS and Android platforms.

Call to Action

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