Maximizing Efficiency and Profitability: Optimizing Data Systems, Enhancing Client Satisfaction, and Maximizing Profitability with OnePlan

Optimizing Data Systems, Enhancing Client Satisfaction, and Maximizing Profitability with OnePlan

1. Maximizing Efficiency and Profitability
with OnePlan’s Services Delivery

2. Donuts

3. Disparate Systems and Data Silos are Impacting Success

4. Performance and process maturity are tightly linked
Level 5
Level 4
Level 3
Level 2
Level 1
30% 25% 25% 15% 5%
Bid-to-Win Ratio (per 10 bids) 3.70 4.28 5.64 5.57 5.97
Deal pipeline relative to quarterly Bookings forecast147% 165% 194% 210% 263%
Employee Billable Utilization 63.2% 70.1% 73.1% 81.1% 77.9%
Projects Delivered on Time 63.5% 74.1% 79.0% 84.2% 91.3%
Annual Revenue per billable consultant (k) $116 $192 $219 $239 $252
Annual revenue per employee (k) $101 $141 $185 $189 $210
Project Margin 23.3% 29.9% 37.0% 42.9% 36.8%
Earnings Before Income Taxes, Depreciations &
Amortization (EBITDA)
2.4% -1.1% 7.1% 18.7% 30.9%
At Level 4 the organization has implemented structured business processes and utilizes integrated information systems to assure there is “one view of the business.”
“Maturity is determined through alignment
and focus both within and across functions.”
Source: SPI Research analysis based on Professional Services Maturity Benchmark study data for 257 organizations with over 100 employees and an average size of 1,315 employees.

5. OnePlan for Services Delivery
Integrating Systems of Record, Delivering Client Satisfaction and Maximizing profitability
with OnePlan
Modern Contract Services Organizations often combine contracted deliverables with
professional services. Integrating schedule management, risk management, and contractual
obligations with resource capacity planning, resource utilization maximization, and budgetary
control is key to delivering successfully and driving further client acquisition and retention.
AI-Enhanced Operational Excellence Project Financials Seamless Integration
Scalability and Adaptability Service Quality and Performance against Contract

6. Traditional PSA Capabilities
From prospect to payment to profit

7. NextGen Services Delivery via OnePlan
Improved
Visibility Within
The Sales Process
Support Multiple
Methodologies For
Project Delivery
Integrate The Use
Of Multiple Tools
And Solutions
Effective Handoff
Of Project From
Sales To Delivery
Scenario Modeling
To Manage Dynamic
Environment
AI Tools To Ensure
Data Is Complete
And Accurate
Predictive
Analytics And
Decision Support

8. OnePlan Provides Integrated Services Delivery
CRM
Dynamics 365
Financial
System
PSA

9. Three Primary Types of Planning
Organizations often mistake “One System of Record”
with
“One Valid Way of Doing things”
1.Scheduling (including both Agile and Waterfall)
2.Resource Capacity
3.Financial

10. Improve Proposal Estimating
Create Proposed
Schedules
Create proposed schedules and resource
estimates during the sales cycle to provide
insight to the delivery team for resource
planning

11. Improve Proposal Estimating
Create Resource
Estimates
Create proposed schedules and resource
estimates during the sales cycle to provide
insight to the delivery team for resource
planning

12. Resource Forecast Modeling
Model Future
Resource Needs
Model resourcing based on current and
proposed work in a single view. Use this
information to plan project timing and future
hiring.

13. Financial Scenario Modeling
Analyze Forecast
Cost Models
Analyze the list of current and proposed
projects for forecast costs and revenue to
optimize spend and timing.

14. Seamless Sales to Delivery Transition
One Version of the
Truth
Delivery takes over the schedule created during
the sales cycle and engages the customer as
the project begins.

15. Connect to Other Scheduling Tools
Manage the project
with common tools
Connect your schedule to common planning
tools such as Project for the web and Project
Professional for effective planning and delivery

16. Agile Accelerates Value to Delivery
Deliver using a
hybrid model
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

17. Agile Accelerates Value to Delivery
Deliver using a
hybrid model
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

18. Agile Accelerates Value to Delivery
Deliver using a
hybrid model
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

19. Insights AI
Surface key
information to the
team
The move to deliver using an agile approach is
gaining momentum. Support delivery with a
hybrid approach.

20. Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for Portfolio Management and PSA
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.

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. 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.

23. Synergy with the Sales Process (using Salesforce)
Create Opportunity in CRM Sales Activities & Tracking Quotes & Proposals
Wins Become
Engagements
Sales
Service Delivery
CRM Opportunity Quotes and Timelines
Resource Capacity & Scenario Modeling

24. Sales Handoff to Service
Delivery
Active Engagement Reporting and Status Financials and Invoicing
Synergy with the Sales Process (using Salesforce)
Sales
Service Delivery
Project Status to CRM
Users
Quotes and Timelines
for Execution
Timesheets & Status
Reports
Integrated Financial
System

25. Synergy with the Sales Process (using Dynamics CRM)
Create Opportunity in CRM Sales Activities & Tracking Quotes & Proposals
Wins Become
Engagements
Sales
Service Delivery
CRM Opportunity Quotes and Timelines
Resource Capacity &
Scenario Modeling

26. Synergy with the Sales Process (using Dynamics CRM)
Sales Handoff to Service
Delivery
Active Engagement Reporting and Status Financials and Invoicing
Sales
Service Delivery
Project Status to CRM
Users
Quotes and Timelines
for Execution
Timesheets & Status
Reports
Integrated Financial
System

27. Demonstration

28. Summary and Next Steps

29. •OnePlan adds NextGen Services Delivery capabilities to
enhance the traditional PSA discipline
•Accurate and timely information is critical for regulatory
reporting, and operational performance improvement
•Real-time visibility can mean the difference between
low and high profitability
•Portfolio scenario modeling for evaluating frequently
changing situations, resulting in measurable efficiencies
•Adaptive project management with multiple
methodologies and frameworks
•Integrate the use of multiple tools and solutions as
needed
Summary

30. - 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

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

32. Contact Us
[email protected]
www.oneplan.ai
Scott Daley
[email protected]
Thank You!!
The Power of One

33. One
Interface
One
Experience
One
Hub