Using AI for Successful Projects -The Portfolio Leader’s 3-Step Plan - Webinar 10Oct24 (1).pdf
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Oct 11, 2024
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About This Presentation
As AI brings transformative change to businesses, Project Portfolio Management leaders must act now to seize its potential. In this webinar, learn how to implement a three-step AI adoption plan using OnePlan’s AI capabilities to optimize your Strategic Portfolio Management lifecycle. We’ll show ...
Slide Content
In partnership with
Using AI for Successful Projects
The Portfolio Leader’s 3-Step Plan
Using AI for Successful Projects
The Portfolio Leader’s 3-Step Plan
Importance of Strategic Portfolio Management in
Today'sBusiness Environment
Emerging Technologies and
Business Models
Increasing Complexity in
Business Environments
Greater Need for Financial
& Resource Optimization
Demand for Data-Driven
Decision Making
Adoption of Agile and Other Project
Management Methodologies
As the business environment becomes more complex and uncertain,
organizations are seeking ways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizations are facing budget constraints and limited
resources. OnePlan helps organizations to identify and prioritize
the most critical projects and investments and allocate resources
more effectively to maximize their return on investment.
With the increasing availability of data and analytics tools, there is a growing
demand for data-driven decision making. OnePlan leverages data and analytics to
provide insights into portfolio performance, enabling organizations to make
informed decisions that align with their strategic goals.
As more organizations adopt agile and other iterative project management
methodologies, there is a greater need for effective portfolio management.
OnePlan can help organizations to ensure that their project portfolios are
aligned with their strategic goals, identify areas of overlap and duplication,
and allocate resources more effectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizations to evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall business strategy.
Today'sBusiness Environment
Emerging Technologies and
Business Models
Increasing Complexity in
Business Environments
Greater Need for Financial
& Resource Optimization
Demand for Data-Driven
Decision Making
Adoption of Agile and Other Project
Management Methodologies
As the business environment becomes more complex and uncertain,
organizations are seeking ways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizations are facing budget constraints and limited
resources. OnePlan helps organizations to identify and prioritize
the most critical projects and investments and allocate resources
more effectively to maximize their return on investment.
With the increasing availability of data and analytics tools, there is a growing
demand for data-driven decision making. OnePlan leverages data and analytics to
provide insights into portfolio performance, enabling organizations to make
informed decisions that align with their strategic goals.
As more organizations adopt agile and other iterative project management
methodologies, there is a greater need for effective portfolio management.
OnePlan can help organizations to ensure that their project portfolios are
aligned with their strategic goals, identify areas of overlap and duplication,
and allocate resources more effectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizations to evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall business strategy.
System of strategy development and planning,
organizational alignment, operational plans,
monitoring and learning, and testing and adapting
afterward forms the basis for an increase in value by
“executing” the strategy
Process involving people, strategy and operations
Align Strategy With Execution
Executing strategy in the digital age requires tools connecting the shared objectives of business strategists
and those executing the change and measuring true business value.
organizational alignment, operational plans,
monitoring and learning, and testing and adapting
afterward forms the basis for an increase in value by
“executing” the strategy
Process involving people, strategy and operations
Align Strategy With Execution
Executing strategy in the digital age requires tools connecting the shared objectives of business strategists
and those executing the change and measuring true business value.
Leadership requires SPM to support enterprise-wide strategy-to-
execution alignment and adaptation.
Definition of key business strategies and desired business
outcomes, and mapping key portfolio elements, such as
business capabilities, investments, programs, digital and
physical products, applications, and projects.
Capture, define and prioritize business strategies; manage the
execution of initiatives and projects that drive the achievement
of these strategies; and provide full visibility and management of
core functional assets.
Strategic Portfolio Management (SPM)
Supports three key stakeholders from Leadership who sets direction,
IT/Functional management who owns the critical assets in
infrastructure and Execution teams that plan and deliver projects and
products in the pursuit of reaching the business goals.
Strategic Portfolio Management is a combination of business capabilities, processes and supporting
portfolio management technology.
execution alignment and adaptation.
Definition of key business strategies and desired business
outcomes, and mapping key portfolio elements, such as
business capabilities, investments, programs, digital and
physical products, applications, and projects.
Capture, define and prioritize business strategies; manage the
execution of initiatives and projects that drive the achievement
of these strategies; and provide full visibility and management of
core functional assets.
Strategic Portfolio Management (SPM)
Supports three key stakeholders from Leadership who sets direction,
IT/Functional management who owns the critical assets in
infrastructure and Execution teams that plan and deliver projects and
products in the pursuit of reaching the business goals.
Strategic Portfolio Management is a combination of business capabilities, processes and supporting
portfolio management technology.
SPM Practices
AI Evolution and Rapid Adoption
ChatGPT currently has over180 millionusers
(GA to the public November 2022).
Generating content
Creating images
Developing new drugs
Designing products
Optimizing operations
Personalizing experiences
Protecting data
Making predictions
Solving problems
Common Use Cases
5 days
2.5 months
ChatGPT currently has over180 millionusers
(GA to the public November 2022).
Generating content
Creating images
Developing new drugs
Designing products
Optimizing operations
Personalizing experiences
Protecting data
Making predictions
Solving problems
Common Use Cases
5 days
2.5 months
Risks vs. Rewards
•Bias/Ethics
•Wrong Answers
•Copyright Violations
•Deepfakes/Misinformation
•Fraud
•Spam/Phishing
•Text Generation
•Text Classification
•Text Summarization
•Language Translation
•Question Answering
•Code Generation
Risks/MisusesCapabilities
•Bias/Ethics
•Wrong Answers
•Copyright Violations
•Deepfakes/Misinformation
•Fraud
•Spam/Phishing
•Text Generation
•Text Classification
•Text Summarization
•Language Translation
•Question Answering
•Code Generation
Risks/MisusesCapabilities
Strategic portfolio leaders must cut through GenAI hype
Must identify its business and functional implications fast
GenAI will impact your strategic portfolio management life
cycle
Prepare now for four key inbound GenAI impacts to ensure
effective strategic planning and execution
Current Challenges
Must identify its business and functional implications fast
GenAI will impact your strategic portfolio management life
cycle
Prepare now for four key inbound GenAI impacts to ensure
effective strategic planning and execution
Current Challenges
•To get the most value from investments in GenAI designed to optimize
strategic planning and execution
Strategic portfolio leaders lack the partnerships they need to have
to acquire the necessary data
Impacts on Strategic Portfolio Leaders
•For strategic portfolio leaders and their teams
•Left unaddressed, will negatively impact their ability to accelerate and
optimize strategic planning and execution
The emergence of GenAI in the workplace and in the general
public creates immediate knowledge and skills gaps
•Requiring strategic portfolio leaders to manage and prioritize the demand
for new, unfamiliar types of investments and initiatives
Leveraging and investing in GenAI will flood portfolio demand
pipelines with competing investment ideas
•Due to the proliferation of GenAI technologies
Strategic portfolio leaders, program managers, project managers
and delivery teams will experience dramatic changes in their
responsibilities
strategic planning and execution
Strategic portfolio leaders lack the partnerships they need to have
to acquire the necessary data
Impacts on Strategic Portfolio Leaders
•For strategic portfolio leaders and their teams
•Left unaddressed, will negatively impact their ability to accelerate and
optimize strategic planning and execution
The emergence of GenAI in the workplace and in the general
public creates immediate knowledge and skills gaps
•Requiring strategic portfolio leaders to manage and prioritize the demand
for new, unfamiliar types of investments and initiatives
Leveraging and investing in GenAI will flood portfolio demand
pipelines with competing investment ideas
•Due to the proliferation of GenAI technologies
Strategic portfolio leaders, program managers, project managers
and delivery teams will experience dramatic changes in their
responsibilities
Portfolio management leaders do not need to take
unnecessary risks with any GenAI investments, but
doing nothing now is risky and leads to missed
opportunities.
Instead, create a practical GenAI adoption plan featuring
three main steps to GenAI business value.
The Portfolio Management Leader’s 3 Steps to GenAI Business Value – 2024
unnecessary risks with any GenAI investments, but
doing nothing now is risky and leads to missed
opportunities.
Instead, create a practical GenAI adoption plan featuring
three main steps to GenAI business value.
The Portfolio Management Leader’s 3 Steps to GenAI Business Value – 2024
✓Portfolio management leaders are pragmatic and practical by
nature, and do not chase new trends or business fads.
Unsurprisingly, many are applying an understandably analytical and
sense-and-respond approach to generative AI (GenAI) hype,
choosing to wait for GenAI to go mainstream and responding when
that occurs.
✓Whether portfolio management leaders have a plan for GenAI
adoption or not, it will go mainstream in the workplace, which can
have both positive and negative impacts on the strategic portfolio
management (SPM) life cycle — especially if proper preparation
isn’t already in place.
✓Enterprise-wide GenAI access will create challenges and
opportunities for portfolio management leaders. Targeted and
incremental GenAI training, pilots and adoption efforts designed to
optimize strategic planning, and execution can help navigate the
challenges and capitalize on improved overall portfolio execution.
The Portfolio Management Leader’s 3 Steps to GenAI Business Value – 2024
Key Findings
nature, and do not chase new trends or business fads.
Unsurprisingly, many are applying an understandably analytical and
sense-and-respond approach to generative AI (GenAI) hype,
choosing to wait for GenAI to go mainstream and responding when
that occurs.
✓Whether portfolio management leaders have a plan for GenAI
adoption or not, it will go mainstream in the workplace, which can
have both positive and negative impacts on the strategic portfolio
management (SPM) life cycle — especially if proper preparation
isn’t already in place.
✓Enterprise-wide GenAI access will create challenges and
opportunities for portfolio management leaders. Targeted and
incremental GenAI training, pilots and adoption efforts designed to
optimize strategic planning, and execution can help navigate the
challenges and capitalize on improved overall portfolio execution.
The Portfolio Management Leader’s 3 Steps to GenAI Business Value – 2024
Key Findings
3
Close, as quickly as possible, GenAI knowledge and skills gaps by training staff
to recognize and exploit the potential for strategic portfolio management
(SPM) efficiencies.
Create portfolio activities, processes, checkpoints and standards designed to
assess, evaluate, prioritize and manage GenAI-related portfolio demand from
executive and senior leadership.
Identify the types of data and data sources GenAI technologies require to
optimize processes and activities in and around the SPM life cycle. Partner
with the owners of these data sources to enable GenAI use.
Document the known and perceived responsibilities of key positions within
the SPM life cycle (e.g., portfolio managers, program managers, project
managers, resource managers). As GenAI adoption and infusion progresses,
change and update these positions and their responsibilities to ensure
consistency and common understanding across the critical positions within
the SPM life cycle
Recommendations for Strategic Portfolio Leaders
Close, as quickly as possible, GenAI knowledge and skills gaps by training staff
to recognize and exploit the potential for strategic portfolio management
(SPM) efficiencies.
Create portfolio activities, processes, checkpoints and standards designed to
assess, evaluate, prioritize and manage GenAI-related portfolio demand from
executive and senior leadership.
Identify the types of data and data sources GenAI technologies require to
optimize processes and activities in and around the SPM life cycle. Partner
with the owners of these data sources to enable GenAI use.
Document the known and perceived responsibilities of key positions within
the SPM life cycle (e.g., portfolio managers, program managers, project
managers, resource managers). As GenAI adoption and infusion progresses,
change and update these positions and their responsibilities to ensure
consistency and common understanding across the critical positions within
the SPM life cycle
Recommendations for Strategic Portfolio Leaders
The Portfolio Management Leader’s 3 Steps to GenAI Business Value – 2024
First Three Steps for Portfolio
Management Leaders and GenAI
First 3 Steps
Adopt a proactive vision and approach to valued
GenAI investment focused using three main steps:
1.Identify and close gaps
2.Enable and partner
3.Accelerate and advance
Create a practical GenAI investment plan for
optimized strategic planning and execution by
accounting for inevitable mainstream GenAI adoption
in the enterprise.
Track mainstream GenAI adoption in the enterprise to
anticipate and overcome any emergent challenges —
and execute targeted, incremental GenAI efforts to
optimize the SPM life cycle using a clearly understood
value proposition for each specific investment.
First Three Steps for Portfolio
Management Leaders and GenAI
First 3 Steps
Adopt a proactive vision and approach to valued
GenAI investment focused using three main steps:
1.Identify and close gaps
2.Enable and partner
3.Accelerate and advance
Create a practical GenAI investment plan for
optimized strategic planning and execution by
accounting for inevitable mainstream GenAI adoption
in the enterprise.
Track mainstream GenAI adoption in the enterprise to
anticipate and overcome any emergent challenges —
and execute targeted, incremental GenAI efforts to
optimize the SPM life cycle using a clearly understood
value proposition for each specific investment.
OnePlan Provides the Path to Strategic Portfolio Management
A complete solution for the Enterprise
BUSINESS LEADERS
Solutions that define business goals and strategies,
as well as track progress at the levels of portfolios,
business capabilities, products and strategic
initiatives.
OKRs | VALUE STREAMS
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
ENTERPRISE ARCHITECTURE MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
PRODUCT PORTFOLIO MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT
A complete solution for the Enterprise
BUSINESS LEADERS
Solutions that define business goals and strategies,
as well as track progress at the levels of portfolios,
business capabilities, products and strategic
initiatives.
OKRs | VALUE STREAMS
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
ENTERPRISE ARCHITECTURE MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
PRODUCT PORTFOLIO MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT
Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
Professional
Services
App/Product
Development
Operations
Enterprise-wide and Cross-Functional Efforts
PMOs use
OnePlan solutions
to manage the
organization's
portfolios of
projects and
ensure that
resources are
being used
effectively to
achieve the
organization's
strategic goals and
objectives.
Transformation
departments use
OnePlan as a tool
to help them
prioritize and
manage the
various projects
and initiatives that
they undertake as
part of a broader
transformation
effort.
IT departments
use OnePlan
solutions to
manage their
portfolios of
technology
projects and
ensure that
resources are
being used
effectively to
achieve their goals
and objectives.
App/Product
Development
departments use
OnePlan solutions
to effectively
manage the
development of
new applications &
products and
ensure that
resources are
allocated
appropriately to
maximize value
Professional
Services
departments use
OnePlan solutions
to optimize their
project and
resource
portfolios, align
them with their
strategic
objectives, and
maximize the
value of their
services.
Sales & Marketing
departments use
OnePlan to
manage various
marketing
campaigns and
initiatives, such as
product launches,
advertising, and
events.
Operations
departments use
OnePlan solutions to
manage their
portfolios of
initiatives and
investments related
to improving
operational efficiency
and ensuring that
resources are being
used effectively.
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
Professional
Services
App/Product
Development
Operations
Enterprise-wide and Cross-Functional Efforts
PMOs use
OnePlan solutions
to manage the
organization's
portfolios of
projects and
ensure that
resources are
being used
effectively to
achieve the
organization's
strategic goals and
objectives.
Transformation
departments use
OnePlan as a tool
to help them
prioritize and
manage the
various projects
and initiatives that
they undertake as
part of a broader
transformation
effort.
IT departments
use OnePlan
solutions to
manage their
portfolios of
technology
projects and
ensure that
resources are
being used
effectively to
achieve their goals
and objectives.
App/Product
Development
departments use
OnePlan solutions
to effectively
manage the
development of
new applications &
products and
ensure that
resources are
allocated
appropriately to
maximize value
Professional
Services
departments use
OnePlan solutions
to optimize their
project and
resource
portfolios, align
them with their
strategic
objectives, and
maximize the
value of their
services.
Sales & Marketing
departments use
OnePlan to
manage various
marketing
campaigns and
initiatives, such as
product launches,
advertising, and
events.
Operations
departments use
OnePlan solutions to
manage their
portfolios of
initiatives and
investments related
to improving
operational efficiency
and ensuring that
resources are being
used effectively.
PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Comprehensive portfolio management capabilities supporting multiple methodologies and tools
Planner
(Basic & Premium)
The Power to Choose
Comprehensive portfolio management capabilities supporting multiple methodologies and tools
Planner
(Basic & Premium)
The Power to Choose
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
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
AI Evolution in Portfolio Management
Step 01
Step 02
Step 03
Step 04
Step 05
APIs
Scripts
Predictive Analytics
In-built AI Assistant
Fully Auto Mode
Integration
Automation
AI Based
Suggestive for SPM
AI Based
Assistant for SPM
AI Based
Autonomous for SPM
Previously Now Future
nePlan AI
Step 01
Step 02
Step 03
Step 04
Step 05
APIs
Scripts
Predictive Analytics
In-built AI Assistant
Fully Auto Mode
Integration
Automation
AI Based
Suggestive for SPM
AI Based
Assistant for SPM
AI Based
Autonomous for SPM
Previously Now Future
nePlan AI
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.
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.
Sofia GPT Always Available in OnePlan
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.
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.
Use Cases for AI in Strategic Portfolio Management
Create relevant information, such as project
details, schedules, and budgets.
Augmented
Data Entry
Communication
Automation
Underperforming
Investments
Resource
Estimation
Automated
Information
Retrieval
Reduce the time and effort required for
manual data entry.
Project Manager
Portfolio Manager
PMO Leads
Resource Manager
Strategy Planning Leads
Analyze SPM data, such as project
schedules, resource allocation, and
financials, to identify relevant information.
Reduce the time and effort required for
analysis and synthesis.
Project Manager
Portfolio Manager
PMO Leads
Resource Manager
Strategy Planning Leads
Automatically communicated to
stakeholders, reducing the need for manual
communication.
Reduce the time and effort required for
generating communication.
Project Manager
Portfolio Manager
PMO Leads
Strategy Planning Leads
Estimate the resources required for a
project, reducing the risk of over- or under-
staffing.
Reduce the time and effort required for
resource analysis and estimation.
Resource Manager
Project Manager
Portfolio Manager
PMO Leads
Scrutinize project-related information and
pinpoint any projects that are falling short
of their objectives or are exceeding their
budget.
Complement decision-making
processes about whether to proceed
with the project or terminate it.
Portfolio Manager
PMO Leads
Strategy Planning Leads
Use Case Description Benefit Role
Create relevant information, such as project
details, schedules, and budgets.
Augmented
Data Entry
Communication
Automation
Underperforming
Investments
Resource
Estimation
Automated
Information
Retrieval
Reduce the time and effort required for
manual data entry.
Project Manager
Portfolio Manager
PMO Leads
Resource Manager
Strategy Planning Leads
Analyze SPM data, such as project
schedules, resource allocation, and
financials, to identify relevant information.
Reduce the time and effort required for
analysis and synthesis.
Project Manager
Portfolio Manager
PMO Leads
Resource Manager
Strategy Planning Leads
Automatically communicated to
stakeholders, reducing the need for manual
communication.
Reduce the time and effort required for
generating communication.
Project Manager
Portfolio Manager
PMO Leads
Strategy Planning Leads
Estimate the resources required for a
project, reducing the risk of over- or under-
staffing.
Reduce the time and effort required for
resource analysis and estimation.
Resource Manager
Project Manager
Portfolio Manager
PMO Leads
Scrutinize project-related information and
pinpoint any projects that are falling short
of their objectives or are exceeding their
budget.
Complement decision-making
processes about whether to proceed
with the project or terminate it.
Portfolio Manager
PMO Leads
Strategy Planning Leads
Use Case Description Benefit Role
Use Cases for AI in Strategic Portfolio Management
Identify recurring patterns and trends,
which can facilitate precise forecasting.
Forecast
Completion and
Spending
Risk Identification
Data Anomalies
Defect Reduction
Budget and Plan
Optimization
Efficiently allocate their resources and
manage their budgets effectively
Project Manager
Portfolio Manager
PMO Leads
Strategy Planning Leads
Analyze project data to identify areas where
budgets can be optimized, such as through
resource allocation or process
improvements.
Complement decision making on where to
allocate resources
Project Manager
Portfolio Manager
PMO Leads
Resource Manager
Strategy Planning Leads
Identify potential risks, such as schedule
delays or budget overruns.
Mitigate risks before they become major
impacts to an initiative.
Project Manager
Portfolio Manager
PMO Leads
Strategy Planning Leads
Scrutinize project data to pinpoint the areas
where defects are most likely to transpire
Mitigate risk of defects. Propose
improvements.
Project Manager
Portfolio Manager
PMO Leads
Analyze portfolio data to identify patterns
or outliers that may indicate errors or
anomalies.
Identify and correct data issues to improve
PPM Governance.
Portfolio Manager
PMO Leads
Strategy Planning Leads
Use Case Description Benefit Role
Identify recurring patterns and trends,
which can facilitate precise forecasting.
Forecast
Completion and
Spending
Risk Identification
Data Anomalies
Defect Reduction
Budget and Plan
Optimization
Efficiently allocate their resources and
manage their budgets effectively
Project Manager
Portfolio Manager
PMO Leads
Strategy Planning Leads
Analyze project data to identify areas where
budgets can be optimized, such as through
resource allocation or process
improvements.
Complement decision making on where to
allocate resources
Project Manager
Portfolio Manager
PMO Leads
Resource Manager
Strategy Planning Leads
Identify potential risks, such as schedule
delays or budget overruns.
Mitigate risks before they become major
impacts to an initiative.
Project Manager
Portfolio Manager
PMO Leads
Strategy Planning Leads
Scrutinize project data to pinpoint the areas
where defects are most likely to transpire
Mitigate risk of defects. Propose
improvements.
Project Manager
Portfolio Manager
PMO Leads
Analyze portfolio data to identify patterns
or outliers that may indicate errors or
anomalies.
Identify and correct data issues to improve
PPM Governance.
Portfolio Manager
PMO Leads
Strategy Planning Leads
Use Case Description Benefit Role
Incorporate GenAI Into Overall SPM Practices
Common Project Manager Tasks
Illustrative Time Savings per Project
Illustrative Time Savings per Project
Demonstration
➢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.
AI-Driven Strategic Planning with OnePlan
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.
AI-Driven Strategic Planning with OnePlan
Provide a list of viable OKRs for an Enterprise PMO
Provide a list of viable Key Results for this Objective
Analyze data to identify patterns, opportunities, and potential risks
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.
➢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.
Provide a summary of the portfolio data
Budget and Plan Optimization - Intake Lead – Select Projects based on criteria
Rank Plans by Highest Risk of Failure
Any Data Anomalies in the Portfolio?
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.
➢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.
Augmented Data Entry – Project Manager Business Case Definition
Build a Project Schedule for a Smart Home Automation System
Creating and Detailing a New Project
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.
➢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.
Identify potential risks and how to mitigate them
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
➢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
Rank Resources by Highest Risk
Provide a sample Resource Plan by hours and month for this plan
What resources do I need to hire?
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.
➢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.
What are the key insights and trends that can be inferred from the financial data?
Help me write a project summary email to my manager
Augmented Data Entry – Project Manager Status Report Narrative
Demonstration
Summary and Next Steps
•Strategic Portfolio Management (SPM) has become important in
today’s business environment
•Increased complexity, and the fast pace of change requires
enhanced methods and approaches
•AI is advancing rapidly with individuals and organizations, and
portfolio leaders need a plan for its adoption
•It’s important to monitor the use of AI in other parts of the
organization. It’s moving forward with or without us.
•AI has many applications in Portfolio and Project Management and
can greatly augment our human efforts
•OnePlan provides end-to-end Strategic Portfolio Management in
the Microsoft Cloud
•The use of AI provides valuable assistance and insights to our SPM
efforts, and Sofia GPT provides AI-enabled capabilities in OnePlan
Summary
today’s business environment
•Increased complexity, and the fast pace of change requires
enhanced methods and approaches
•AI is advancing rapidly with individuals and organizations, and
portfolio leaders need a plan for its adoption
•It’s important to monitor the use of AI in other parts of the
organization. It’s moving forward with or without us.
•AI has many applications in Portfolio and Project Management and
can greatly augment our human efforts
•OnePlan provides end-to-end Strategic Portfolio Management in
the Microsoft Cloud
•The use of AI provides valuable assistance and insights to our SPM
efforts, and Sofia GPT provides AI-enabled capabilities in OnePlan
Summary
- 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
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
Our Next Webinars
https://oneplan.ai/webinars/
•Frequent webinars on a variety of topics
•Register for new webinars
•Library of recorded, on-demand webinars
https://oneplan.ai/webinars/
•Frequent webinars on a variety of topics
•Register for new webinars
•Library of recorded, on-demand webinars
Free Trials
https://oneplan.ai/solutions/
Complimentary
assistance available
from OnePlan
https://oneplan.ai/solutions/
Complimentary
assistance available
from OnePlan
For more information:
[email protected]
Free Offers and Next Steps
•FREE - OnePlan Trial
•FREE – Roadmap Workshop
•FREE – Personalized 1:1 Demo
www.oneplan.ai
[email protected]
Free Offers and Next Steps
•FREE - OnePlan Trial
•FREE – Roadmap Workshop
•FREE – Personalized 1:1 Demo
www.oneplan.ai
Contact Us
[email protected]
www.oneplan.ai
Jim Patterson
[email protected]
Thank You!!
The Power of One
[email protected]
www.oneplan.ai
Jim Patterson
[email protected]
Thank You!!
The Power of One
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