1. Transforming Smartsheet
Into a Strategic Portfolio Management Solution With OnePlan
In partnership with

2. Traditional Project Portfolio Management (PPM)
PPM has advanced the capabilities and effectiveness of
organizations significantly
Major benefits of PPM
• Clarity and consistency to project management
activities
• Helps define and pursue clearer objectives
• Make planning operations more realistic and complete
• Optimize the allocation of resources
• Improve the quality of deliverables
• Better visibility and reporting.

3. Align Strategy With Execution
Gartner states: 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.
• As a set of processes — Process involving people, strategy and
operations
• 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
Gartner: Market Guide for Strategy Execution Management Software

4. Importance of Strategic Portfolio Management in
Today's Business 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.

5. Objective
Key Result
Project
Value
Stream
Epic
Product
Key Result
Feature
Capability
Strategic Portfolio Management (SPM)
Gartner defines the Strategic Portfolio Management market
as a set of business capabilities, processes and supporting
portfolio management technology.
• Business leaders, Enterprise Portfolio Management office (EPMO)
leaders, and IT leaders require SPM to support enterprise-wide
strategy-to-execution alignment and adaptation.
• SPM technology supports clear definition of key business strategies
and desired business outcomes, and formulation and mapping of
these with key portfolio elements, such as business capabilities,
investments, programs, digital and physical products,
applications, and projects.
• A complete SPM solution must 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 IT assets.
• The solution 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.

6. Most valuable to meet business challenges
Need for Data-Driven Decision-Making and
Portfolio Optimization
“By 2025, 70% of digital
investments will fail to
deliver the expected
business outcomes due
to the absence of a
strategic portfolio
management approach.”
27%
32%
34%
35%
38%
43%
48%
49%
49%
52%
60%
2%
7%
5%
5%
12%
16%
7%
9%
10%
12%
15%
0% 50% 100%
Managing regulatory risk and compliance
Ensuring portfolio governance
Portfolio benefits or value realization
Value-based portfolio decision-making
Project, program and/or portfolio management
Collaborate across groups to align strategy
Interdependencies are monitored & managed
Resources across investment & initiatives
Promoting & enabling org change
Quick & effective portfolio prioritization
Execution of large, enterprise-wide initiatives
Sum of Top
5 ranks
Rank 1
1
2
3
3

7. Extending Smartsheet Capabilities
• Smartsheet has had explosive growth for
individuals and teams
• Ease of use and flexibility are big drivers of
adoption
• Broader use highlights gaps and missing
capabilities
• Organizations and PMOs/EPMOs have
trouble harnessing for portfolio level needs
• More advanced approaches require
additional capabilities that can extend
beyond existing Smartsheet use
• Enhancement, rather than replacement, is
often preferred

8. OnePlan 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
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT

9. ONEPLAN PROVIDES PRECONFIGURED SOLUTIONS IN THE MICROSOFT CLOUD
Preconfigured Solutions

10. - Full SPM
Senior Leadership
(Strategy Officers)
OKRs
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation
Artificial Intelligence – Sofia GPT
Intake
Timesheets
My Work
Stakeholders
(Internal/External)
Team Members
Executives
Planning & Prioritization
Portfolio Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Enterprise Architecture
Requests
Execution Analysis/Outcomes
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Capabilities, Roles, and Process Flow
Issues Risks Changes
• Business Value
• Benefits
Realization

11. Benefits

12. Flexible Portfolio Visibility
Unified Portfolio Oversight
By melding Smartsheet’s detailed project management
tools with OnePlan’s strategic framework, users obtain
a centralized view of all their initiatives. This synergy
makes it easier to monitor project milestones in
conjunction with overarching strategic objectives.

13. Prioritization, Selection, & What-If Scenario Modeling
Advanced Portfolio Prioritization and Modeling
Integrating OnePlan with Smartsheet introduces a
sophisticated framework for portfolio evaluation.
Organizations can effortlessly rank projects based on
strategic alignment, potential ROI, and other custom
criteria. This ensures that the highest-impact projects
get precedence. Moreover, with enhanced modeling
tools, teams can simulate various portfolio scenarios,
assessing risks and outcomes of different strategies
before committing resources. This proactive approach
enables firms to chart out the most optimal path
forward, balancing both short-term and long-term
objectives.

14. Strategic Alignment and Visualizations
Seamless Strategic Alignment
OnePlan’s capabilities ensure that all projects
undertaken in Smartsheet are inherently aligned with
the organization’s larger strategic goals. This
harmonization ensures that every project contributes
to the overall business objectives, thus improving
ROI on projects.

15. Resource Capacity Planning
Optimized Resource Utilization
With the integrated platforms, organizations can fine-
tune resource allocation, ensuring that the right
resources are dedicated to the most impactful projects.
The merge also aids in identifying and rectifying any
resource bottlenecks or overutilizations in real-time.

16. Financial Planning and Tracking
Optimized Financial Investment
The synergy between OnePlan and Smartsheet
provides financial clarity at every project stage. By
integrating budgeting and forecasting tools,
organizations can gain real-time insights into their
financial health, ensuring investments are directed
towards projects that offer the highest value.

17. Dashboards At All Levels
Enhanced Decision-making
With combined data from both platforms,
stakeholders gain richer insights, making it
easier to take data-driven decisions. The real-
time dashboards and comprehensive reports
make it simpler for leaders to analyze the
project’s trajectory in the context of broader
business goals.

18. Say Hello to OnePlan’s Sofia GPT
“AI as a Collaborator”
The Revolutionary New Language Model for
Strategic Portfolio and Work Management
OnePlan’s Sofia GPT can leverage data not only from OpenAI’s large
network of data sources but also from OnePlan itself
OnePlan's Sofia GPT is an advanced Azure OpenAI GPT (Generative Pre-
trained Transformer) module developed by OnePlan to revolutionize
the way people and business manage their strategic portfolio and work
OnePlan’s Sofia GPT can understand natural language and responds in
real-time, making it an invaluable assets for anyone looking to streamline
their strategic planning and decision-making process
OnePlan’s Sophia GPT automates several tedious and time-consuming
tasks. Data entry, Information retrieval, Communications, Estimating,
Identifying, Finding Data Anomalies, and much more.

19. Software
Development
Ideation
Professional
Services
Financial
Management
Work
Management
Service
Management
Private Cloud Connector
OnePlan Integrations
Dynamics 365
Dynamics 365
Dynamics 365
Strategy
Enterprise
Architecture
Viva Goals
• Data / field mapping
• Business rules
• Workflows
• Scheduling
• Logging
• Extensible and Flexible

20. Demonstration

21. Summary & Next Steps

22. • SPM is now expanding on PPM, and adapting
for the modern, digital business
• SPM brings to together business capabilities,
investments, programs, digital and physical
products, applications, and projects
• OnePlan provides a complete SPM platform
• OnePlan adds the full set of SPM capabilities
for Smartsheet users
• From a bottom-up standpoint, OnePlan
connects to Smartsheet to provide the
overarching governance for an EPMO
• OnePlan provides a pre-built connector for
Smartsheet
• Compared to other portfolio management
tools, OnePlan is lower cost and faster to
implement leading to faster time to value
Summary

23. Consistently Recognized as a Leader
OnePlan cited as a top vendor in “Determine the
Future of Microsoft Project in Your
Organization”
OnePlan recognized in the
Market Guide for Collaborative
Work Management
Strategy and Innovation

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

25. www.appsource.com
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions/

26. Special Offer – Free Roadmap Workshop
• Review your current use of solutions and
tools
• Assess current requirements and desired
future state
• Determine how to implement or migrate into
the new solution
• Implementation roadmap for best adoption
success
• Total cost of ownership evaluation

27. For more information:
contact@oneplan.ai
Next Steps
• FREE – Trial
• FREE – Roadmap Workshop
• FREE – Personalized 1:1 Demo
www.oneplan.ai

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

29. One
Interface
One
Experience
One
Hub