IT departments are under increasing pressure to deliver projects that align with – and also drive – business strategy. But traditional Project Portfolio Management (PPM) simply can’t keep pace with the dynamic landscape of managing IT technology projects. That’s why we developed OnePlan’s AI-powered Strategic Portfolio and Work Management Platform. Attend this webinar to see how OnePlan’s cutting-edge AI capabilities can help you harness the power of Strategic Portfolio Management to achieve unparalleled agility, efficiency, and strategic alignment across all your IT projects. Discover how OnePlan’s groundbreaking solutions can help IT leaders, project managers, and key stakeholders leverage artificial intelligence to elevate their project delivery processes.

1. Revolutionizing IT Project Delivery: Embrace the Future
with OnePlan’s AI-Powered Strategic Portfolio & Work Management Platform
In partnership with

2. Important Aspects of IT Project Delivery
IT leaders have the complex job of being responsible for
managing the technology infrastructure that makes the
organization effective and efficient. Done well it creates a
significant competitive advantage for the organization.
Challenge of balancing the urgent day-to-day technology
operations with larger, strategic projects. Need to make sure
the strategic efforts do not get overshadowed.
Need to better prioritize, and identify what resources are
needed to be successful across the board.
IT
Excellence

3. Challenges Delivering Projects
ResourceConstraints: IT projects involvea variety of
resources such as personnel, hardware, software, funding,
and external vendors. Finding the right balance of resources
to complete the project within budget and time constraints
can be a challenge.
Uncertainty: IT projects often involvecomplexand rapidly
changing technologies, making it difficult to predict
outcomes. Thisuncertainty can make it difficultto plan,
execute, and controlthe project effectively.
Stakeholder Management: IT projects usuallyinvolve
multiplestakeholders, each with different needs and
interests. Can be challenging, as it requires managing
conflicting priorities and ensuring all stakeholdersare aligned
with the organizational andproject goals.
Risk Management: IT projects are inherentlyrisky, and it is
importantto identify, assess, and manage risks effectively.
This requires a systematic approach to risk management,
includingrisk identification,assessment, mitigation,and
monitoring.
Complex Dependencies: Projects need to consider
impacts of all elements in enterprise architecture and
business architecture.
Committingto Strategic Projects: Difficult to achieve
when managing day-to-daytechnology challenges with
smaller teams than ever.
Missed Opportunities: The projects on your long-term
to-do list will bring significant improvementsto your
organization. Deferring or not deliveringthese comes at
a cost.

4. Prioritization Framework
Strategic alignment: The alignment of the project with the investment
strategy and the organization’s digital business goals and objectives
Business process impact: How the project will impact the organization’s need
to redesign business processes and more closely integrate the supply chain, or
similar process-intensive initiatives
Technical architecture: The integration, scalability and resilience of the
databases, operating systems, applications and networks that the organization
either has or plans to implement
Direct payback: The conventionally understood financial benefits that a
project can deliver, such as cost savings and better information
Risk avoidance: The identification of the organization’s tolerance for risk
through the ability of the proposed initiatives to lower organizational risks
IT leaders responsible for prioritizing projects must be able to readily address the demand for
initiatives and evaluate and prioritize competing candidate investment proposals.

5. Portfolio Design Using Business Architecture
To succeed in achieving desired outcomes, enterprise architecture leaders must contribute to portfolio
design using business architecture to close the strategy-to-execution gap.
KEY FINDINGS:
Portfolios designed without collaborationwith enterprise
architecture (EA) result in execution of initiativesthat do
not align with, or mature to, capabilitiescriticalfor an
organization’sfuture state.
Portfolio decisionsare often uninformed because
portfolio views have not been tailoredto meet
executives’ needs and expectations.
Small undetected changes, rather than large observable
disruptions, often cause enterprise and portfolio-level
strategies to diverge, furthering the strategy-to-execution
gap.
RECOMMENDATIONS:
Ensure portfolios are alignedwith business outcomes by
using select business architecture techniques in
collaboration withstrategic portfolio (SP) leaders.
Identify and help fulfill portfolio design needs by tailoring
portfolio views to executive temperament, enabling
informed decisions for how organizationscan achieve
their targeted business outcomes.
Provide ongoing portfolio and roadmap refinement by
complementing traditionalplanningwith trigger-based
reprioritizationto prevent divergence from enterprise
strategy.
Source: Gartner - How to Design Strategic Portfolios Using Business Architecture

6. Overcoming IT Project Management Challenges
Unlike a project manager in other industries, an IT project manager faces some unique challenges —
issues that may not affect other PMs.
Communicationswith multiple suppliersand vendors
The sheer number of partners, vendors, and suppliers
involved.Eachone acts as a stakeholder in your project, so
managing expectations and communicationwhile dealing
with each vendor's uniqueprocesses (or lack of process)
makes things complicated.
Speed of progress
Advancingtechnology can overtake a project. Can lead to a
review of specificationsso you can figure out how this new
tech can enhance the final product. You can't simply ignore
new developments, especiallywhen customers and key
stakeholdersdemand their inclusionin the project.
Complex dependencies between IT components
IT projects will inevitablyface bugs and interoperability
issues — not to mention many software updates,
versions, and releases. You may even discover previously
unknown dependencies between hardware, software,
networks, or data.
Large learningcurves
“First-time first-use" scenarios. At some point within the
project lifecycle, team members will have to do things for
the first time or be the first to use and learn new
technology. This curve can potentiallyslow down any
progress occurring during a project's execution.

7. Overcoming IT Project Management Challenges
Changing priorities
The project concepts, scope, requirements, or even the
number of tasks that need to be completed in a single
sprint can keep changing. This can lead to significant
project impacts. Need to adapt to new priorities, divide
tasks efficiently, and provide accurate informationto the
customer about the redesigned project deliveries.
Changes to IT infrastructure
Challenges and impact of IT infrastructure on security and
data management. Because IT infrastructure is made up
of hardware and software, any change you implement
must be carefullydone, so it doesn't create risk for your
organization oryour customers' data.

8. Disconnected Systems and Processes
• Work is managed by parallel
processes
• Multiple entry points of work that is
associated
• Departmental silos enforcing their
own processes and priority
• Duplication of effort likely
Incidents
Problems
Changes
Tasks
Issues
Changes
Actions
Epics
Features
User Stories
Defects
Tasks
Service
Management
Project
Management
Application
Management

9. Technology-Driven Challenges
“How do I find my way through this maze of
processes, applications and information to
manage my work?”

10. Information Silos
Segregated
Workforce
Complex
Environment
Confused and
Unhappy Employees
No Consistent
Processes
Lost Productivity
No Support
Communication
Barriers
Ineffective Ways of
Working
Disconnected
Systems and Data
Old Ways of Doing
Things
Low Engagement
High Turnover
Low Response
Times
Can Your Organization Afford This?

11. As a system
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
As a set of processes
Process involving people, strategy and operations
Align Strategy With Execution
Gartner: Market Guide for Strategy Execution Management Software
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. Program and portfolio management
leaders directing transformation should invest in strategy execution management to succeed.

12. Leadershiprequires 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 achievementof
these strategies; and provide full visibilityand managementof core
functional assets.
Strategic Portfolio Management (SPM)
Supports three key stakeholders from Leadership who sets direction,
IT/Functionalmanagement who owns the critical assets in infrastructure and
Execution teams that plan and deliver projects and products in the pursuitof
reachingthe business goals.
Gartner defines Strategic Portfolio Management as a set of business capabilities, processes and
supporting portfolio management technology.

13. Importance of Strategic Portfolio Management in
Today's Business Environment
Emerging Technologiesand
Business Models
Increasing Complexity in
Business Environments
Greater Needfor Financial
& Resource Optimization
Demand for Data-Driven
DecisionMaking
Adoption of Agile and Other Project
ManagementMethodologies
As the business environmentbecomes more complex and uncertain,
organizations areseekingways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizationsarefacingbudget constraints and limited
resources.OnePlan helps organizationstoidentify and prioritize
the most critical projects and investments andallocate resources
more effectively to maximize their return on investment.
With the increasingavailability of data and analyticstools,there is a growing
demand for data-driven decision making.OnePlan leverages data and analytics to
provideinsights into portfolio performance, enablingorganizations to make
informed decisions that align with their strategic goals.
As more organizationsadoptagileand other iterativeproject 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 allocateresources moreeffectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizationsto evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall businessstrategy.

14. 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

15. OnePlan Meets You Where You Are
Crawl
Walk
Run

16. Capabilities, Roles, and Process Flow
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Intake
Timesheets
My 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
Issues Risks Changes
•Business Value
•Benefits
Realization
Strategy

17. Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
T
echnology
Professional
Services
App/Product
Development Operations
Across the Enterprise
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.

18. Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for StrategicPortfolio 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.

19. Sofia GPT Always Available in OnePlan

20. 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
Assistantfor SPM
AI Based
Autonomousfor SPM
Previously Now Future
nePlan AI

21. Incorporate GenAI Into Overall SPM Practices

22. Sample Use Cases for AI in Strategic 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.

23. Demonstration

24. AI-Driven Strategic Planning with OnePlan
➢ Increased Productivity: Sofia GPT's AI-based strategic planningtoolscan help to increase
productivityby streamliningthe OKR developmentprocess, reducing manual input, and
automatingroutine tasks.
➢ Improved Alignment: Sofia GPT can help to align organizational objectiveswith individual
and team OKRs. By analyzingbusiness performance metrics and identifyingareas for
improvement, Sofia GPT can inform the developmentof OKRs and ensure alignment with
overallorganizational objectives.
➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify
patterns, opportunities,and potentialrisks. It can use predictive analyticsto forecast OKR
outcomes and identify potentialroadblocks.Thiscan help stakeholdersmake data-driven
decisionsto achieve their strategic goals.
➢ Optimization: Sofia GPT can analyze OKRs and providerecommendationsto optimize
outcomes. By recommending adjustmentsto OKRs, resource allocations,and other
factors, Sofia GPT can maximize OKR success and improve business outcomes.

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

26. AI-enabled Portfolio Optimization with OnePlan
➢ Data analysis: OnePlan'sSofia GPT can analyze data related to a company'sproject
portfolio, includingproject goals, resources, timelines, budgets, and risks. This analysiscan
help identify patterns and trends that can inform decision-makingaroundproject selection
and prioritization.
➢ Prediction and forecasting:By analyzingOnePlan data, OnePlan's Sofia GPT can make
predictions and forecasts about the likely outcomes of different project scenarios. This can
help decision-makers anticipatepotentialproblemsor 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, includingthe likelihoodof project delays, cost overruns, and other
potentialissues. This informationcan help inform project prioritization andresource
allocation decisions.
➢ PortfolioOptimization:OnePlan's Sofia GPT can use optimizationalgorithmsto identify
the best combinationof projects to include in a portfolio based on various criteria, such as
business goals, resource availability,and risk tolerance.

27. Provide a summary of the portfolio data

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

29. 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.

30. Augmented Data Entry – Project Manager Business Case Definition

31. 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.

32. Identify potential risks and how to mitigate them

33. AI-enabled Resource Capacity Planning with OnePlan
➢ ResourceAllocation: Sofia GPT can help organizationsoptimize resource allocation by
analyzingthe current resource usage patternsand predicting future demand. This can help
organizationsto allocateresources more efficiently and avoidover/underutilization of
resources.
➢ Capacity Planning: Sofia GPT can help organizationsto plan for future capacity requirements
by analyzinghistoricalusage data and predicting future demand. Thiscan help organizations
to make informed decisions about when to add or remove resources to meet changing
business needs.
➢ ResourceOptimization: Sofia GPT can be used to optimize resource utilizationby identifying
opportunitiesto reduce waste, improve efficiency, and increase productivity.This can help
organizationsto reduce costs and improve their overallperformance.
➢ 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 candidatesfor their organization

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

35. 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.

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

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

38. Augmented Data Entry – Project Manager Status Report Narrative

39. Summary and Next Steps

40. • IT has unique challenges for successful project delivery
• Better alignment with strategy and business architecture is
needed for successful outcomes
• 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
• Introduction of Gen AI is adding to the degree of change
impacting the IT Portfolio
• OnePlan provides end-to-end Strategic Portfolio
Management in the Microsoft Cloud
• OnePlan meets you where you are, and enables a crawl,
walk, run approach to attain the full benefits of SPM
• The use of AI provides valuable assistance and insights to
our SPM efforts, and Sofia GPT provides AI-enabled
capabilities in OnePlan
Summary

41. - 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

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

43. www.appsource.com
Get Started Today! - Free Trials
Assistanceavailable from OnePlan
https://oneplan.ai/solutions/

44. For more information:
contact@oneplan.ai
Free Offers and Next Steps
• FREE - OnePlan Trial
• FREE – Roadmap Workshop
• FREE – Personalized 1:1 Demo
www.oneplan.ai

45. Contact Us
contact@oneplan.ai
www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
The Power of One