Join us for this webinar as we explore how OnePlan integrates with Microsoft’s latest Enterprise Work Management (EWM) vision. Microsoft has defined a compelling roadmap for the future, with Microsoft Planner playing a central role. The Planner Accelerator highlights the platform’s PPM advancements, making it essential for existing Project Online users to grasp these changes. In this strategic collaboration, OnePlan has worked extensively with Microsoft to develop new functionalities that leverage the Planner Accelerator, while also adopting an innovative approach to support this new direction.

1. How OnePlan Aligns with Microsoft’s
New Enterprise Work Management (EWM) Vision
In partnership with

2. - 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

3. OnePlan Partner Program – Global presence

4. GAP
For The Web
Planner
Microsoft Project and Work Management
Previous Evolutions
Task
Management
Professional
Project
Management
Modern Project
Management
Project Online
PPM

5. Project for the web | Project PowerApps | Power BI | Flow
Azure Boards Applications | Integrations
Teams | Planner | To-Do | Outlook | SharePoint | Tasks
MyAnalytics | Project Operations
D
ynamics 365 Office 365
P
r
o
j
e
c
t
P
o
w
e
r
A
p
p
s
ISV
A
zure DevOps
Myriad of Tools Available
Projects,Tasksand Work Have Been In Silos

6. Microsoft Project Management Vision
Teams work the way they want
Enterprises get the results they need
But disconnected apps and toolsmake it hard toget itall done

7. Microsoft Project
Simple & powerful project
management for everyone
Collaboration made easy
Fresh new experience
Intelligent planning
Innovation platform

8. Microsoft PPM built on the Power Platform
One low-code platform that spans Office 365, Dynamics 365, and standalone applications
Power BI
Business analytics
Power Apps
Application development
Power Automate
Workflow automation
Dataverse
Data
connectors
AI Builder
Analyze.Act. Automate.
Project for Web
Modern Project Management

9. All Projects in Dataverse – Power Apps Solutions
Dataverse

10. Modern Project for the web
Accelerator Solution
(aka “Project Accelerator”, PPM Accelerator. PMO Accelerator)
Developed for Microsoft by
OnePlan
Demonstrates the use the Power
Platform and with Project for the web
for Project for Project and Program
(Portfolio) Management
requirements.
Reports
Project
Requests
Programs
Projects
Resources

11. PPM Accelerator in Power Apps
• Preconfigured solution
• Extended Power Apps entities
• Project requests and ideation
• Programs
• Issues and risks
• Change requests
• Status reports
Project Requests
Programs
Projects
Tasks
Issues
Risks Changes
KPIs
Reports and Dashboards
StatusReports Governance

12. Adding OnePlan to the Accelerator
To provide capabilities needed by many customers
Power BI
Business analytics
Power Apps
Application development
Power Automate
Workflow automation
Dataverse
Data
connectors
AI Builder
Analyze.Act. Automate.
Project for Web
Modern Project Management
OnePlan
Portfolio Management

13. Extend with OnePlan for Advanced PPM
• Strategy
• Portfolios
• Prioritization & scenarios
• Financial plans
• Resource capacity plans
• Extended reporting
• My work
• Timesheets
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
StatusReports Governance KPIs
Prioritization
& Scenarios
Financials Capacity
Reports and Dashboards
My Work Timesheet

14. Adding OnePlan Capabilities to the Accelerator
Portfolio Plan
Schedule
Resource Plan Financial Plan
Backlog
Execution
Strategy
My Work and Timesheets Insights AI

15. Extend with OnePlan Connectors for Full Adaptive PPM
• Productized connectors
• Choice of execution tools
• Enhanced Adaptive PPM
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
StatusReports Governance KPIs
Prioritization
& Scenarios
Financials Capacity
Reports and Dashboards
My Work Timesheet
…more

16. Project Management
OnePlan as the Portfolio Management Platform
Adds Complete Strategic Portfolio Management Capabilities to Microsoft Execution tools
Demand Management
Programs
Prioritization/ Selection
Project Management
Task Management
Portfolios &
Strategy Project Requests
Portfolio Programs
Projects
Tasks
Issues
Risks Changes
StatusReports Governance KPIs
Prioritization
& Scenarios
Financials Capacity
Reports and Dashboards
My Work Timesheet
• Project schedules
• Assign resources to tasks
• Dependencies
• Project reports
Strategy

17. Task and Project Management Tools
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web

18. Initial Consolidation of Tools
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
Tasks by Planner
and To Do

19. Next Stage of Consolidation
Microsoft
Planner
Microsoft
To Do
Microsoft Project
for the web
Announcing the new Microsoft Planner
One simple, familiar experience for task and project management
Announcing the new Microsoft Planner
One simple, familiar experience for task and project management

20. The New Microsoft Planner
Manage all your tasks and plans in
one simple, familiar experience
Flexible
Work the
way you
want
Simple
Manage all
your work in
one place
Scalable
Power your
plans, big
and small
Intelligent
Accelerate
outcomes
with AI

21. Microsoft Planner Video
Aka.ms/TaskPublishingInPlanner

22. Rolling Out the New Planner
Now
New Planner experience in
Microsoft Teams generally
available
Later in 2024
New Planner web experience
is generally available

23. Copilot in Planner
Now Later in 2024
Microsoft Copilot
chat experience in
Microsoft 365 and
Power Platform are
generally available
Copilot in Planner
experience in
Microsoft Teams is
generally available
Copilot in Planner
web experience is
generally available
Early 2024

24. Work Management on the Microsoft Platform
Collaborative work management Enterprise work management
Planner in Teams Planner Accelerator
Copilot Microsoft Dataverse

25. Future of Microsoft Project and Portfolio Management
EPMO
PMO
Project Teams
OnePlan
OnePlan
Planner Premium + Accelerator
Project Online
Microsoft Cloud
Platform
Strategic Portfolio Management
(SPM)
Enterprise Work Management
(EWM)
Collaborative Work
Management
(CWM)
Planner / Teams
Planner Premium
(formerly Project for the web)
Office 365

26. Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
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
• BusinessValue
• Benefits
Realization
OKRs

27. 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

28. OnePlan in Azure DevOps
OnePlan in Teams
OnePlan in Power Apps
OnePlan in Dynamics 365
Built For The Microsoft Cloud
With a Fused User Experience
OnePlan in SharePoint
Fused into the tools that you work in everyday.

29. 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.

30. Demonstration

31. Summary and Next Steps

32. Summary
• OnePlan has been aligned, and has
enhanced/deployed the Microsoft Project offerings
for many years
• Microsoft is in the process of reimagining, and
combining Project for the web and Planner
• Microsoft focusing on Collaborative Work
Management
• OnePlan provides a platform and services that
extend the new Microsoft Planner to provide full
EWM, PPM and SPM capabilities
• OnePlan integrates with other solutions/tools as
needed
• OnePlan is delivered in the Microsoft cloud
• OnePlan provides the solutions, services, migration
and support to ensure customer transition, value
and success

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

34. Get Started Today! - Free on AppSource
www.appsource.com

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

36. 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

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

38. One
Interface
One
Experience
One
Hub