Scaling Agile Across your Organization with Azure DevOps: Unlocking Agile Portfolio Management

As organizations increasingly embrace Agile practices, scaling these methodologies across the enterprise introduces new challenges. In this webinar, discover how to extend Azure DevOps to deliver a comprehensive Agile Portfolio Management solution. Learn to bridge the gap between strategy and execution, enhance visibility across teams, and maintain Agile principles while ensuring effective portfolio governance. Explore how powerful integrations enable organizations to scale Agile methodologies across multiple teams and departments, driving both agility and strategic impact across the enterprise.

1. Scaling Agile Across your Organization with Azure
DevOps: Unlocking Agile Portfolio Management
In partnership with

2. Strategic Portfolio Management Hype Cycle
Trough of
Disillusionment:
Innovation does not
deliver the overinflated
expectations.

3. Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management
Initial Agile Transformation Journey (Pre 2023)
•Strategic Themes, Portfolio Canvas
Value Stream, Lean Budgets and Value
Streams, Lean Portfolio Kanban,
PI Planning.
•Create, Select, Prioritize,
Plan, Manage, Close.
•Agile and Waterfall PPM
Governance Concepts and Tools.

4. Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management
Adaptive Portfolio Management
Midpoint in Agile Transformation (2022-2023)
•Strategic Themes, Portfolio Canvas, Lean
Budgets and Value Streams, Lean
Portfolio Kanban, PI Planning.
•Agile and Waterfall PPM
Governance Concepts and Tools.
Agile-Adaptive

5. Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management
Adaptive Portfolio Management
Agile Transformation Status Quo
EPMO / PMO
/ Business
PMO
“Agile used for 50%
or more of Work”
“78% of organizations
shifted to Agile”

6. Agile PMO Design Principles
Prioritization Visibility Collaboration
Investment decisions
at higher level with
strategic alignment
Incorporate agile
terminology. Focus on
business outcomes.
Integrate Lean Center
of Excellence and agile
practitioners into PMO
ceremonies.

7. 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

8. Portfolio Workplan InsightsResourceFinancial
S1 S2 Sn
Define and track OKRs to measure
business outcomes
Make strategic investments using
Lean Portfolio Management
Enable Program Increment Planning
to integrate team agile delivery of
customer value
Leverage insights from Lean-Agile
reporting from all levels
Agile Portfolio Management

9. OnePlan for Lean Portfolio Management
ART Backlog
ART Kanban
PI Roadmap
ARTPlanning Board
ROAM PI Objectives Confidence Vote
Team
Confidence
Vote
Team PI
Objectives
Team Iteration
Planning Board
Team
Backlog
Team
ROAMTeam PI
Planning Board
Portfolio
Backlog
Portfolio
Kanban
Portfolio Epic
Prioritization
OKRs

10. OnePlan for Agile Portfolio Management
© Scaled Agile, Inc.
Enable Business Agility with Lean Portfolio
Management. Align strategy to agile portfolios
to deliver greater value faster.
AGILE PORTFOLIO MANAGEMENT
OKRs

11. OnePlan for Agile Portfolio Management
© Scaled Agile, Inc.
Enable Business Agility with Lean Portfolio
Management. Align strategy to agile portfolios
to deliver greater value faster.
AGILE PORTFOLIO MANAGEMENT
PIs
LPM

12. 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

13. Source:Azure DevOps Target:OnePlan
OnePlan Portfolio OKRs
Portfolios
Epic Epic
Feature Feature
Story (Bugs) User Story
OnePlan Workplan Tasks Tasks
Integration Planning Hierarchy
•Flexible integration capabilities
•Focus on items that will be prioritized as part of the Lean Portfolio and Agile Program
•Visibility to all work in Azure DevOps
•Bidirectional integration where required.

14. 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.

15. Sofia GPT Always Available in OnePlan

16. 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.

17. Demonstration

18. Summary and Next Steps

19. Summary
•OnePlan flexible capabilities support scaling Agile for
Lean Portfolio Management.
•PMOs of all types can benefit from leveraging OnePlan
to operate in multiple Agile and Traditional Governance
Models.
•OnePlan integrates with Azure DevOps to enable Lean
Portfolio Management.
•OnePlan provides a GenAI through SofiaGPT to support
Scrum Masters, Product Owners and Lean Portfolio
Managers in their work.

20. - 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

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

22. Free Trials
https://oneplan.ai/solutions/
Complimentary
assistance available
from OnePlan

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

24. Contact Us
[email protected]
www.oneplan.ai
Jose Levy
[email protected]
Thank You!!
The Power of One