In today’s rapidly evolving business landscape, digital transformation is not just an option; it’s a necessity for staying competitive. However, managing a Digital Transformation Office (DTO) presents unique challenges, from aligning strategic goals to efficiently allocating resources. OnePlan’s Strategic Portfolio Management Platform, powered by advanced AI, offers a comprehensive solution to these challenges, enabling managers to excel in their roles and drive successful digital transformation. Join us in this enlightening webinar to discover how OnePlan can revolutionize your management approach. Key Takeaways: Strategic Alignment and Decision Making: Learn how OnePlan’s platform facilitates the alignment of digital transformation initiatives with business objectives, ensuring that every project contributes to the overarching strategy. Resource Optimization and Forecasting: Discover the tools and methodologies OnePlan offers for optimal resource allocation and forecasting, maximizing efficiency, and minimizing waste. Risk Management and Adaptability: Understand how OnePlan’s AI capabilities can help your DTO navigate uncertainties and adapt to changes swiftly and effectively. Enhancing Collaboration and Transparency: Explore how OnePlan promotes a culture of collaboration and transparency across departments, crucial for the success of digital transformation efforts. Driving Innovation and Competitive Advantage: See how integrating OnePlan’s Strategic Portfolio Management Platform and AI into your management practices can not only streamline operations but also foster innovation and create a sustainable competitive advantage. This webinar is for managers, leaders, and anyone involved in driving digital transformation within their organizations. Whether you’re just starting your digital transformation journey or looking to enhance your current strategies, OnePlan’s platform offers the tools, insights, and support needed to achieve success in the digital era.

1. In partnership with
Revolutionizing the Digital Transformation Office
Leveraging OnePlan’s AI and Strategic Portfolio Management

2. Current Landscape
Rapid and disruptive changes in technology and in the marketplace are driving the
next for extensive digital and enterprise transformation efforts in today’s
organizations. The increasing pace of change and environmental turbulence creates
unsustainable strain for organizations.
Many large digital transformations continue to fail, and industry experts, like
Gartner, say that is largely due to avoidablecauses.
Executive leaders need to form a separate Transformation Program Office to align
and orchestrate program execution across workstreams and digital information
silos. This will serve to ensure better success for digital transformation programs.

3. Impacts of Digital Transformation Programs
Competitive Advantage
• Organizations must innovate and adapt to stay competitive. Digital transformation enables companies to leverage technology to create
new products, services, and business models, giving them a competitive edge over traditional competitors and new market entrants.
Improved Efficiency and Productivity
• Digital technologies automate manual processes, streamline workflows, and eliminate inefficiencies, resulting in improved productivity
and cost savings. Organizations can accomplish tasks faster, allocate resources more effectively, and achieve better results .
Enhanced Customer Experience
• Companies can better understand and engage with their customers. Through data analytics, personalized marketing, and omnichannel
communication, organizations can deliver seamless and tailored experiences that meet customer expectations and drive loyalty.
Business Agility
• Enables organizations to respond quickly to changing market dynamics, customer demands, and competitive pressures. Adopting a gile
methodologies and digital tools, companies can adapt strategies, products, and operations quickly, to remain relevant and res ilient.
Data-Driven Decision Making
• Provides access to vast amounts of data that can be analyzed to gain valuable insights into customer behavior, market trends, and
business performance. Organizations can make more informed decisions, identify opportunities, and mitigate risks more effectively.
Innovation and Growth
• Fosters a culture of innovation within organizations, encouraging experimentation, creativity, and continuous improvement. Companies
can unlock new revenue streams, enter new markets, and drive sustainable growth.
Operational Resilience
• Enhances the resilience of organizations by diversifying revenue streams, reducing dependency on manual processes, and strengthening
cybersecurity measures. Companies can ensure business continuity and mitigate the impact of unplanned disruptions.

4. What is a Transformation Program Office?
Gartner defines a “program office” as a
temporary organizational entity linked
to a specific program
Program directors or managers must
deal with the big-picture
transformation and focus on the most
important part of the program: getting
success and results.
Unlike permanent PMO/EPMO functions,
the program office exists to provide
support, enablement services and work
products to the program’s executive
sponsor, the program manager and other
program management and staff.
The program manager focuses on
critical transformation activities —
managing the evolving transformation
goals, communicating frequently with
stakeholders and mitigating risks
proactively.
Transformation programs typically have
numerous operational and technical areas
requiring coordination and decision making.
The PO centralizes the management of key
functions required to engage, enable and
communicate various projects, products and
workstreams within the program. It also
ensures that the span of control is focused
only on the objective of the transformation.

5. Digital Transformation and the Program Office

6. Functional View of a Typical Program Office

7. Functional Areas and Common Services Provided

8. • This structure enables collaboration and
consistency of solutions for transformation
programs by aligning program activities with
the activities of the PMO.
• It also ensures that the span of control is for
the digital transformation, not for ongoing
changes managed by the PMO.
Typical Location Within the Enterprise

9. Common Challenges Facing Transformation Program Office
Resistance to Change
• Requires effective change managementstrategies, clear communication, and stakeholder
engagementto foster buy-in and support for the transformation initiative
Legacy Systems and Infrastructure
• Integratingnew technologies with existingsystems, overcomingtechnical debt, and ensuring
interoperabilitypose significantchallenges
Skills and Talent Gap
• Challenges in recruiting, upskilling, andretainingtalent with the necessarydigital capabilities
to drive the transformation agenda forward
Resource Constraints
• Must prioritize investments, allocate resources strategically, and demonstrate the return on
investment to secure continued support from senior leadership and stakeholders
Cybersecurity Risks
• Must prioritize cybersecuritymeasures, implement robust security protocols, and foster a
culture of cybersecurityawareness
Data Management and Governance
• Face challenges relatedto data quality, privacy, governance, and compliance
Organizational Silos and Collaboration
• Lack of collaboration between departments can hinder the integration andalignmentof
digital transformation efforts across the organization
Measuring Success and ROI
• Need to establish clear metrics, KPIs, and benchmarks to track progress, evaluate outcomes,
and demonstrate the impact of digital transformation on business performance

10. Organization & Information Silos Breed Increased Costs, Inefficiencies
and Lack of Alignment
• Poor alignment and collaboration between
participating functional areas
• Manual mash-ups of data from multiple
tools and data sources
• Manual report creation, formatting and
updating
• Duplication of efforts and data entry is time
consuming, wasteful and prone to errors
• Disconnected information difficult to remain
accurate and current across the board
• Chasing team members for timely/complete
status and updates
• Comprehensive resource planning typically
is its own separate data silo that is
disconnected

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, programsand 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. Shift Toward SPM to Enable Organizational Agility
The increasing pace of change and environmental turbulence creates
unsustainable strain for organizations. The need for agility will drive
strategic portfolio leaders to increase adoption of strategic portfolio
management and change supporting tooling and metrics.
Key Findings
• Only 16% of organizations are highly effective at all three key
attributes of strategic portfolio management (SPM) — portfolio
alignment, ongoing portfolio flexibility and value-driven decision
making.
• A fragmented approach to designing the future of work can lead to
excessive costs due to conflicting priorities, redundant
processes and misaligned goals.
• In a distributed delivery environment, business leaders overemphasize
local customer needs while making decisions and unintentionally pull
the enterprise away from its strategic objectives.
Gartner - Predicts 2022: Shift Toward Strategic Portfolio Management to Enable Organizational Agility
Published 11 November 2021

14. Shift Toward SPM to Enable Organizational Agility
Assumptions
• By 2025, 70% of digital investments will fail to deliver the
expected business outcomes due to the absence of a strategic
portfolio management approach.
• By 2024, 80% of digital businesses will integrate SPM and
execution technologies and adopt new frameworks and
standards to achieve valued business outcomes.
Gartner - Predicts 2022: Shift Toward Strategic Portfolio Management to Enable Organizational Agility
Published 11 November 2021

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
For Departments and Programs 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 and
programs 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. Incorporate GenAI Into Overall SPM Practices

23. 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.

24. Business Case Definition – Digital Transformation Program

25. Provide a list of viable OKRs for a Digital Transformation Office

26. Demonstration

27. 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.

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

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. Plan Creation – Digital Transformation Program

31. 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.

32. Provide a summary of the portfolio data

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

34. 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.

35. Identify potential risks and how to mitigate them

36. 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

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

38. 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.

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

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

41. Augmented Data Entry – Project Manager Status Report Narrative

42. Demonstration

43. Summary and Next Steps

44. • Digital Transformation Offices have unique challenges for
success in the organization
• Better collaboration, and alignment across functional areas
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
• 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

45. - 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

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

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

48. 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

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