Introducing Microsoft’s new Enterprise Work Management (EWM) Solution

At the recent Microsoft Ignite 2023 conference, Microsoft unveiled a groundbreaking strategy that will redefine enterprise work management. The plan involves integrating Microsoft’s key planning tools, Microsoft To Do, Microsoft Planner, and Microsoft Project for the web into a unified experience called “Microsoft Planner.”

What does this new strategy from Microsoft mean for current users? Join us and learn how best to take advantage of this announcement while gaining a clear path on how to elevate the current state of Microsoft Planner from a basic task manager to a comprehensive tool for Enterprise Work Management using OnePlan. Learn how OnePlan’s integration with Microsoft Planner allows for strategic alignment with business goals through advanced features like strategic planning, portfolio management, resource management, financial management, and more!

1. Introducing Microsoft’s New
Enterprise Work Management (EWM) Solution
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. 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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ISV
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Myriad of Tools Available
Projects, Tasks and Work Have Been In Silos

4. Microsoft Project Management Vision
Teams work the way they want
Enterprises get the results they need
But disconnected apps and tools make it hard to get it all done

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

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

7. Next 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

8. 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

9. Microsoft Planner Video
Aka.ms/TaskPublishingInPlanner

10. Rolling Out the New Planner
Now
New Planner experience in
Microsoft Teams generally
available
Later in 2024
New Planner web experience
is generally available

11. Copilot in Planner
Now Later in 2024
Microsoft Copilot
chat experience in
Microsoft 365 and
Power Platform are
generally available
Copilot in Planner
experience in
Microsoft Teams is
generally available
Copilot in Planner
web experience is
generally available
Early 2024

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

13. 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

14. 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

15. 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

16. 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
Fused into the tools that you work in everyday.

17. 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.

18. Demonstration

19. Summary and Next Steps

20. Summary
•Microsoft is in the process of reimagining,
and combining Project for the web and
Planner
•Microsoft focusing on Collaborative Work
Management
•OnePlan provides a platform that extends the
new Microsoft Planner to provide full EWM,
PPM and SPM capabilities for Enterprise
Work Management
•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

21. - 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

22. Our Next Webinars
https://oneplan.ai/webinars/
•Frequent webinars on a variety of topics
•Register for new webinars
•Library of recorded, on-demand webinars

23. Get Started Today! - Free on AppSource
www.appsource.com

24. www.appsource.com
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions/

25. For more information:
[email protected]
Free Offers and Next Steps
•FREE - OnePlan Trial
•FREE – Roadmap Workshop
•FREE – Personalized 1:1 Demo
www.oneplan.ai

26. Contact Us
[email protected]
www.oneplan.ai
Jim Patterson
[email protected]
Thank You!!
The Power of One

27. One
Interface
One
Experience
One
Hub