Your Project Management Office (PMO) faces a daunting task. You need to align project portfolios with strategic business objectives, all while optimizing resource allocation and maximizing ROI. Traditional, static approaches to managing work are a potential liability in a world full of fast-paced change and unforeseen disruptions. That’s why we developed OnePlan’s AI-powered Strategic Portfolio and Work Management Platform. Attend this webinar to see the cutting-edge capabilities of OnePlan’s Strategic Portfolio Management solution. Learn how OnePlan can help you leverage the power of artificial intelligence to transform how you plan, execute, and analyze your project portfolios. Discover how aligning all work with business strategies can help you more effectively adapt to the inevitable changes and disruptions in real-time.

1. Transforming PMO Success with AI
Discover OnePlan’s Strategic Portfolio & Work Management Platform
In partnership with

2. Today’s PMOs
… are facing challenges on multiple
fronts in the modern, competitive, and
fast-paced digital age

3. Digital Business Leaders Face These Top
Challenges to Success
Orchestrating
enterprise change
Speed to deliver
value
Prioritizing and
executing on
cross-functional
investments
n = 156 Digital Business Leaders
Question: What are the challenges encountered by business leaders in driving digital business success?
Source: Gartner’s Digital Business Leaders Survey on EPMOs (2021)

4. Move from Departmental PMOs to EPMO
PMO
PMO
PMO
PMO
EPMO
Source: Gartner’s Digital Business Leaders Survey on EPMOs

5. Why the Shift?
Because digital business leaders are increasingly generating a
continuous flux of threats and opportunities with significant
digital business implications.
Responding to these threats and opportunities often requires a
significant amount of effort and cost.
It also requires effective orchestration and governance at scale —
both of which are provided by an effective EPMO.
Core EPMO functions, such as the execution of large, enterprise-
wide initiatives and quick, effective portfolio prioritization, as
two of the most coveted capabilities for digital business success
With the right strategic relationships, a core focus on achieving key
business objectives and outcomes, and positioning in the appropriate
place in the enterprise, an EPMO can significantly improve the
enterprise’s ability to execute a digital strategy and deliver value.
Gartner - 2022 Strategic Roadmap for the EPMO

6. 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.

7. 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.

8. 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.

9. AI Evolution and Rapid Adoption
ChatGPT currently has over 180 million users
(GA to the public November 2022).
5 days
2.5 months

10. Changes in AI Investment
Since ChatGPT public release November 30, 2022
Hot new technology with excitement and apprehension
Ease of access for personal use and experimentation
Massive market implications
It offers significant potential opportunities, but also
entails disruption and risk

11. 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

12. Incorporate GenAI Into Overall SPM Practices

13. Analyst Defined Use Cases for AI in 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

14. Analyst Defined Use Cases for AI in Adaptive 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 theirresources 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

15. 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

16. OnePlan Meets You Where You Are
Crawl
Walk
Run

17. 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

18. 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.

19. 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.

20. Sofia GPT Always Available in OnePlan

21. 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

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. • Strategic Portfolio Management (SPM) has become
important in today’s business environment
• Increasedcomplexity, and the fast pace of change
requires enhanced methods and approaches
• Introduction of Gen AI is adding to the degree of
change impacting the PMO
• 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