Enhancing Project Portfolio Management with Microsoft Planner, the Power Platform, and OnePlan - Webinar 22Aug24.pdf

The Microsoft Power Platform, combined with Microsoft Planner, offers a suite of powerful tools that can transform the way organizations manage their projects and portfolios. From Power BI’s advanced analytics to Power Automate’s workflow automation, these tools can significantly enhance project management capabilities. In this webinar, we will explore how leveraging Microsoft Planner, the Power Platform, and OnePlan creates a comprehensive and integrated project management environment.

1. Enhancing Project Portfolio Management
with Microsoft Planner, the Power Platform, and OnePlan
In partnership with

2. GAP
For The WebPlanner
Microsoft Project and Work Management
Previous Evolutions
Task
Management
Professional
Project
Management
Modern Project
Management
Project Online
PPM

3. GridBoardTimelineChartsPeopleGoalsAssignments
Project for the web Capabilities
But disconnected apps and tools make it hard to get it all done

4. Project for Web
Modern Project Management

5. All Projects in Dataverse – Power Apps Solutions
Dataverse

6. Project for the web Accelerator Solution
(aka “Project Accelerator”, PPM Accelerator. PMO Accelerator)
Developed for Microsoft by OnePlan
Demonstrates the use the Power
Platform and with Project for the web for
Project for Project and Program
(Portfolio) Management requirements.
Reports
Project
Requests
Programs
ProjectsResources

7. Accelerator in Power Apps
•Preconfigured solution
•Extended Power Apps entities
•Project requests
•Programs
•Issues and risks
•Change requests
•Status reports
Project Requests
Programs
Projects
Tasks
IssuesRisks Changes
KPIs
Reports and Dashboards
Status Reports Governance
Additional Reports and Dashboards

8. Project for the web | Project PowerApps | Power BI | Flow
Azure Boards Applications | Integrations
Teams | Planner | To-Do | Outlook | SharePoint | TasksMyAnalytics | Project Operations
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ics365 O
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5
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w
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A
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s
ISV
A
z
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r
e
D
e
v
O
ps
Myriad of Tools Available
Projects, Tasks and Work Have Been In Silos

9. Task and Project Management Tools
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web

10. Initial Consolidation of Tools
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
Tasks by Planner
and To Do

11. Current Stage of Consolidation
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
Announcing the new Microsoft Planner
One simple, familiar experience for task and project management
Announcing the new Microsoft Planner
One simple, familiar experience for task and project management

12. The New Microsoft Planner
Manage all your tasks and plans in
one simple, familiar experience
Flexible
Work the
way you
want
Simple
Manage all
your work in
one place
Scalable
Power your
plans, big
and small
Intelligent
Accelerate
outcomes
with AI

13. Microsoft Planner Video

14. Rolling Out the New Planner
Now
New Planner experience
in Microsoft Teams
generally available*
Later in 2024
New Planner web
experience will start
rolling out later this year
*The new Planner experience in Microsoft Teams is not yet available in sovereign clouds, such as government and public sector customers worldwide.

15. Copilot in Planner
Later in 2024
Copilot in Planner
(Preview) experience
in Microsoft Teams
is generally
available*
Copilot in Planner
web experience is
generally available
Now
*Users with a Project Plan 3 or Project Plan 5 license will be able to preview Copilot in Planner capabilities once it is rolled out to their organization.

16. Work Management on the Microsoft Platform
Collaborative work management Enterprise work management
Planner in Microsoft Teams Planner Accelerator
Copilot Microsoft Dataverse

17. OnePlan
Portfolio Management

18. Extend with OnePlan for Advanced PPM
•Strategy
•Portfolios
•Prioritization & scenarios
•Financial plans
•Resource capacity plans
•Extended reporting
•My work
•Timesheets
Strategy Project Requests
Portfolio Programs
Projects
Tasks
IssuesRisks Changes
Status ReportsGovernance KPIs
Prioritization
& Scenarios
Financials Capacity
Reports and DashboardsMy Work Timesheet

19. Extend with OnePlan Connectors for Full Adaptive PPM
•Productized connectors
•Choice of execution tools
•Enhanced Adaptive PPM
Strategy Project Requests
Portfolio Programs
Projects
Tasks
IssuesRisks Changes
Status ReportsGovernance KPIs
Prioritization
& Scenarios
Financials Capacity
Reports and DashboardsMy Work Timesheet
…more

20. Project Management
OnePlan as the Portfolio Management Platform
Adds Complete Strategic Portfolio Management Capabilities to Microsoft Execution tools
Demand Management
Programs
Prioritization / Selection
Project Management
Task Management
Portfolios &
Strategy Project Requests
Portfolio Programs
Projects
Tasks
IssuesRisks Changes
Status ReportsGovernance KPIs
Prioritization
& Scenarios
Financials Capacity
Reports and DashboardsMy Work Timesheet
Strategy

21. Future of Microsoft Project and Portfolio Management
EPMO
PMO
Project Teams
OnePlan
OnePlan
Planner Premium + Accelerator
Project Online
Microsoft CloudPlatform
Strategic Portfolio Management
(SPM)
Enterprise Work Management
(EWM)
Collaborative Work
Management
(CWM)
Planner / Teams
Planner Premium
(formerly Project for the web)
Office 365

22. Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
TimesheetsMy Work
Stakeholders
Team Members
Executives
Portfolio Planning
Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execution Analysis
What-if Scenario Modeling
•Products
•Services
•Applications
Capacity Planning
IssuesRisksChanges
•Business Value
•Benefits
Realization
OKRs

23. 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
•Pre-built connectors
•Data / field mapping
•Business rules
•Workflows
•Scheduling
•Logging
•Extensible and Flexible

24. OnePlan in Azure DevOpsOnePlan in TeamsOnePlan in Power Apps
OnePlan in Dynamics 365
Built For The Microsoft Cloud
With a Fused User Experience
OnePlan in SharePoint OnePlan in JIRA
Fused UI - Stay working in the tools that you use in everyday.

25. Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for Strategic Portfolio Management
Data Integration:
Accesses data from both OpenAI's extensive network and
OnePlan's own resources.
AI-Driven Collaboration
Sofia GPT, an advanced Azure OpenAI module, is tailored to
transform strategic portfolio and work management.
Intuitive Interaction:
Understands natural language and provides real-time responses,
enhancing strategic planning and decision-making efficiency.
Automation Powerhouse:
Simplifies tasks like data entry, information retrieval,
communication, estimation, anomaly detection, and more.

26. Sofia GPT Always Available in OnePlan

27. Sample Use Cases for AI in Portfolio Management
OnePlan's Sofia GPT helps
organizations make data-
driven decisions and
forecast outcomes.
Strategic
Planning
Work
Management
OnePlan's Sofia GPT helps
organizations balance
their portfolio of projects
to maximize value.
Resource
Allocation
OnePlan's Sofia GPT helps
organizations manage
resources, tasks, and
timelines more efficiently.
Investment
Forecasting
OnePlan's Sofia GPT helps
organizations identify and
mitigate potential risks to
their projects and
portfolios.
Risk
Assessment
OnePlan's Sofia GPT helps
organizations optimize
resource allocation across
projects and teams.
Portfolio
Optimization
OnePlan's Sofia GPT helps
organizations manage
project costs, budgets,
and forecasts.

28. Demonstration

29. AI-Driven Strategic Planning with OnePlan
➢Increased Productivity: Sofia GPT's AI-based strategic planning tools can help to increase
productivity by streamlining the OKR development process, reducing manual input, and
automating routine tasks.
➢Improved Alignment: Sofia GPT can help to align organizational objectives with individual
and team OKRs. By analyzing business performance metrics and identifying areas for
improvement, Sofia GPT can inform the development of OKRs and ensure alignment with
overall organizational objectives.
➢Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify
patterns, opportunities, and potential risks. It can use predictive analytics to forecast OKR
outcomes and identify potential roadblocks. This can help stakeholders make data-driven
decisions to achieve their strategic goals.
➢Optimization: Sofia GPT can analyze OKRs and provide recommendations to optimize
outcomes. By recommending adjustments to OKRs, resource allocations, and other
factors, Sofia GPT can maximize OKR success and improve business outcomes.

30. Provide a list of viable OKRs for an Enterprise PMO

31. Provide a list of viable Key Results for this Objective

32. Analyze data to identify patterns, opportunities, and potential risks

33. AI-enabled Portfolio Optimizationwith OnePlan
➢Data analysis: OnePlan's Sofia GPT can analyze data related to a company's project
portfolio, including project goals, resources, timelines, budgets, and risks. This analysis can
help identify patterns and trends that can inform decision-making around project selection
and prioritization.
➢Prediction and forecasting: By analyzing OnePlan data, OnePlan's Sofia GPT can make
predictions and forecasts about the likely outcomes of different project scenarios. This can
help decision-makers anticipate potential problems or opportunities and make more
informed decisions about project prioritization.
➢Risk assessment: OnePlan's Sofia GPT can help assess the risk associated with different
projects in a portfolio, including the likelihood of project delays, cost overruns, and other
potential issues. This information can help inform project prioritization and resource
allocation decisions.
➢Portfolio Optimization: OnePlan's Sofia GPT can use optimization algorithms to identify
the best combination of projects to include in a portfolio based on various criteria, such as
business goals, resource availability, and risk tolerance.

34. Provide a summary of the portfolio data

35. Budget and Plan Optimization - Intake Lead – Select Projects based on criteria

36. AI-enabled Work Management with OnePlan
➢Work plan creation: OnePlan's Sofia GPT can help create and manage work templates for
common types of work, such as project planning, marketing campaigns, or software
development. These templates can be customized based on the specific needs of a
project, and they can be used to standardize workflows, reduce errors, and improve
efficiency.
➢Schedule risk assessment: OnePlan's Sofia GPT can help teams assess the risk associated
with individual tasks and projects by analyzing data related to past performance, resource
availability, and other factors that can impact project success. By identifying and
mitigating risks early on, teams can improve the likelihood of project success and avoid
potential delays or failures.
➢Schedule optimization: OnePlan's Sofia GPT can help teams optimize project schedules by
analyzing data related to resource availability, task dependencies, and project goals. By
identifying the most efficient and effective schedule, teams can reduce delays and
improve overall project outcomes.

37. Augmented Data Entry – Project Manager Business Case Definition

38. Build a Project Schedule for a Smart Home Automation System

39. AI-enabled Risk Identification & Mitigation with OnePlan
➢Identifying and categorizing risks: Sofia GPT can analyze large volumes of data and
identify potential risks that may affect an organization. It can also categorize the risks
based on severity, likelihood of occurrence, and potential impact on the organization.
➢Predicting future risks: Sofia GPT can analyze historical data and use machine learning
algorithms to predict future risks that may arise. This can help organizations take
preventive measures and prepare for potential risks.
➢Recommending mitigation strategies: Based on the identified risks, Sofia GPT can
recommend mitigation strategies that can help organizations reduce the likelihood or
impact of the risks. These strategies can be customized based on the specific needs and
characteristics of the organization.

40. Identify potential risks and how to mitigate them

41. AI-enabled Resource Capacity Planning with OnePlan
➢Resource Allocation: Sofia GPT can help organizations optimize resource allocation by
analyzing the current resource usage patterns and predicting future demand. This can help
organizations to allocate resources more efficiently and avoid over/underutilization of
resources.
➢Capacity Planning: Sofia GPT can help organizations to plan for future capacity requirements
by analyzing historical usage data and predicting future demand. This can help organizations
to make informed decisions about when to add or remove resources to meet changing
business needs.
➢Resource Optimization: Sofia GPT can be used to optimize resource utilization by identifying
opportunities to reduce waste, improve efficiency, and increase productivity. This can help
organizations to reduce costs and improve their overall performance.
➢Predictive Talent Acquisition: Sofia GPT can analyze OnePlan data to predict future hiring
needs based on trends and patterns. This can help businesses plan their talent acquisition
strategy and identify the right candidates for their organization

42. Provide a sample Resource Plan by hours and month for this plan

43. What resources do I need to hire?

44. AI-powered Investment Forecasting and Predictive Analytics
➢Predicting and forecasting costs: Sofia GPT can analyze OnePlan financial data, identify
patterns, and predict future costs. This can help businesses plan their budgets more
accurately and avoid unexpected expenses.
➢Optimizing spending: Sofia GPT can analyze spending patterns and identify areas where
costs can be reduced or optimized. This can help businesses make more informed
decisions about where to allocate their resources.
➢Providing real-time insights: Sofia GPT can provide real-time insights into financial data,
allowing businesses to make more informed decisions quickly. This can help businesses
respond to changes in the market or in their own financial situation more effectively.

45. What are the key insights and trends that can be inferred from the financial data?

46. Help me write a project summary email to my manager

47. Augmented Data Entry – Project Manager Status Report Narrative

48. Summary and Next Steps

49. Summary
•OnePlan has been aligned, and has enhanced/deployed
the Microsoft Project offerings for many years
•Microsoft is in the process of reimagining, and
combining Project for the web and Planner
•Microsoft Power Platform is the modern platform for
solutions
•Microsoft focusing on Collaborative Work Management
•OnePlan provides a platform and services that extend
the new Microsoft Planner to provide full EWM, PPM and
SPM capabilities
•OnePlan integrates with other solutions/tools as needed
•OnePlan is delivered in the Microsoft cloud
•OnePlan provides the solutions, services, migration and
support to ensure customer transition, value and success

50. - Global PPM Leader for 5 Consecutive Years
Consistently Recognized as a Market Leader
OnePlan cited as a top vendor in
“Determine the Future of Microsoft
Project in Your Organization”
Strategy and Innovation
2023 Peer Insights
“Voice of the Customer”
Strategic Portfolio Management
Strong Performer
in The Forrester Wave
Strategic Portfolio Management

51. Our Next Webinars
https://oneplan.ai/webinars/
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54. For more information:
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55. Contact Us
[email protected]
www.oneplan.ai
Jim Patterson
[email protected]
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