Learn More: https://www.oneplan.ai/ Managing an agile portfolio of projects can be a complex and challenging task. Organizations often use different tools to manage their projects, leading to a lack of visibility and a fragmented view of the portfolio. This is where the integration of Azure DevOps and Jira comes in. Discover how organizations can extend Azure DevOps and Jira into an Agile solution that provides a single view of their portfolio of initiatives while helping your organization streamline its portfolio management processes to maximize value.

1. Extending Azure DevOps and JIRA
Into An Agile Portfolio Management Solution
In partnership with

3. ...Organizations are Shifting to the Left
Customers need to get results & make decisions faster

4. Different Methodologies and Frameworks
Agile
Waterfall
Hybrid
• Agile is growing
• Waterfall is still being used
• Agile variants
• Hybrid methodologies
• Personalized, cherry-picked versions

5. Agile Transformation Journey
Enterprise Agile Adaptive
Agile Portfolio Management Adaptive Portfolio Management Project Portfolio Management
Where Are You in the Agile Transformation Spectrum?
• Strategic Themes, Portfolio Canvas
Value Stream, Lean Budgets and
Value Streams, Program Increment
Planning.
• All projects managed in Scrum Agile
approach and Agile Portfolio
Management.
• Create, Select, Prioritize,
Plan, Manage, Close.
• Majority of Projects in
Waterfall methodology and
Project Portfolio
Management
• Agile and Waterfall PPM
Governance Concepts and Tools.
• Neither approach dominate. Still
large set of projects managed in
Waterfall or Hybrid.

6. • Associate and align
• Aggregate and rollup
• Different methodologies
• Variety of tools
• Translate to common
metrics for leadership
Consolidating and Translating
Adaptive/Hybrid
Corporate Goals
Business Units
Portfolios
Programs
Initiative Initiative Initiative Initiative Initiative Initiative
Methodology
Tools
Teams
Leadership

7. Corporate Goals
Portfolios
Strategic Themes
Programs
Initiative Initiative Initiative Initiative Initiative Initiative
Methodology
Tools
• Associate and align
• Aggregate and rollup
• Different methodologies
• Variety of tools
• Translate to common
metrics for leadership
Teams
Leadership
• NPV
• IRR
• ROI
• Earned Value
• Utilization
• Milestones
• CPI
• SPI
• Cost Variance
• Burn Down
• Burn Up
• Velocity
• Cumulative
Flow Diagram
• WSJF
• Bug Trends
Consolidating and Translating
All Agile Teams

8. Role of the EPMO
Organizations are moving to EPMOs instead of multiple
departmental, or business unit PMOs
• To ensure strategy-to-execution alignment and orchestrate
enterprise-wide execution.
• Focusing solely on the achievement of enterprise-level
objectives and desired outcomes.

9. Multiple Agile Scaling Frameworks – Principles and Practices

10. OnePlan Modules for Agile Portfolio Management
Portfolio Plan
Status Reporting
Time Management
Work Plan
Resource Plan Financial Plan
Agile Plan
Portfolio
Delivery

11. Demand
Changes
Projects
Requests
Funnel All Intake Through a Common Governance
and Control Structure.
Select
Work
Demand Comes From Many Sources
Ideation
Requests
Opportunities
Ideation & Project Requests

12. Strategic Portfolio Management - OKRs
Strategic
Portfolio
Leadership develops and executes a strategic plan with metrics on progress

13. Strategy Execution and Alignment
Strategy
Execution

14. Order Processing 2.0 Program
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Capability
Order Processing
Business Objectives Key Results
Initiatives
Application
Picking System
Enterprise Architecture
Enhance Implement
The Need for Further Alignment

15. All Done in OnePlan
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Capability
Order Processing
Business Objectives Key Results
Application
Picking System
Enterprise Architecture
Order Processing 2.0 Program
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Initiatives
Enhance Implement
Enterprise Architecture
Strategic Plan
Project Portfolio

16. Objective Runway
Project Runway
OnePlan Visualizer

17. 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

18. Hybrid PPM
Solution – Agile
Teams with
Traditional
Leadership
Enables a 360 view of investment
progress
Builds trust and transparency
Let’s teams work in their tool of
choice
Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Waterfall Scheduling
Agile Planning

19. Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Waterfall Scheduling
Agile Planning
Hybrid PPM
Solution –
Waterfall &
Agile
Enables a 360 view of investment
progress
Builds trust and transparency
Let’s teams work in their tool of
choice

20. Agile Planning
Investment Approval
Program &
Portfolio
Management
Financial &
Capacity
Planning
Agile Planning
Agile PPM
Solution – Agile
Teams with
Agile Leadership
Teams executing with Agile
approaches and tools
Details synched to portfolio level
Agile PPM and PI Planning
Portfolio provides views and
metrics for leadership

21. Portfolio
Program
Epic
Feature
User Story
Tasks
Bugs
Epic
Feature
User Story
Tasks
Bugs
My Portfolio
Work Plan

22. Portfolio Workplan Insights
Resource
Financial
S1 S2 Sn
Agile Portfolio Management

23. 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
Stay working in the tools that you work in everyday.
OnePlan in JIRA

24. Costly and Inefficient Uses of Time
• Manual data crunching multiple tools
and data sources
• Manual report creation, formatting and
updating
• Data re-entry is time consuming and
prone to errors
• Chasing team members for status and
updates
• Packaging and distribution of reports to
different stakeholders and organizational
levels
• Trying to track completeness and
timeliness of submissions

25. Demonstration

26. Summary & Next Steps

27. Summary
• Organizations are stiving for more agility
• Use of multiple tools and methodologies is prevalent
• OnePlan provides flexible portfolio management wherever
you are on your journey
• OnePlan helps provide scaling and consistency in the use of
Agile execution tools
• OnePlan can support any Agile scaling frameworks
• Users can continue to work in their execution tool of choice
• OnePlan provides all work, resources & financial information
into common hub
• OnePlan provides strategy execution and alignment
• Teams continue to be Agile, and leadership gets visibility
and metrics they require
• Better collaboration and decision support across all areas of
the business

28. Awarded Partner of the Year Again in 2022!
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

29. Next Webinars
https://oneplan.ai/webinars/

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

31. Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions
https://marketplace.atlassian.com/addons/app/jira

32. 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

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

34. www.oneplan.ai
Jim Patterson
jpatterson@oneplan.ai
Thank You!!
The Power of One

35. One
Interface
One
Experience