Overview
OnePlan is a leading company in the realm of AI-enabled Strategic Portfolio and Work Management. The firm offers a versatile platform designed to meet the complex needs of Project Management Offices (PMOs) globally. Its focus is to enhance strategic portfolio, financial, and resource management, enabling organizations to efficiently align their operations with overarching strategic objectives. OnePlan's services are seamlessly integrated with widely-used tools such as Microsoft Project, Azure DevOps, Jira, and Smartsheet, ensuring a smooth transition and integration for organizations already utilizing these systems.
Product and Service Offerings
- Strategic Portfolio Management: Provides a comprehensive framework to align business strategies with enterprise-wide execution activities, facilitating informed decision-making and resource allocation.
- Adaptive Project Portfolio Management: Automates project selection, prioritization, and management within hybrid organizational setups.
- Agile Portfolio Management: Extends agile methodologies enterprise-wide to improve time-to-market, enhance quality, and boost productivity.
- Professional Services Automation: Streamlines project management and resource allocation within professional services.
- Product Portfolio Management: Focuses on optimizing the portfolio of products and services while ensuring alignment with business strategies.
Achievements and Recognitions
OnePlan has been acknowledged five times consecutively as Microsoft’s Global Partner of the Year for Project and Portfolio Management from 2019 to 2023. The company is recognized as a Project Management Institute (PMI) Authorized Training Partner, ensuring that its educational resources meet rigorous quality standards.
Leadership Team
- Joe Larscheid: CEO - Oversees strategic vision and company operations.
- Ben Gossage: Vice President of Sales and Partnerships - Brings 24 years of expertise in sales, marketing, and operations.
- Henry Williams: Chief Product Officer - Manages product development initiatives at OnePlan.
- Nim W.: VP of Product - Utilizes a background from the University of Cambridge for effective product development strategies.
- Paul Foster: Founder - Possesses over 15 years of project management experience.
- Rob Kinder: Vice President, Legal - Directs legal strategies and compliance.
- Paul McCrudden: CMO - Shapes marketing strategies with a focus on technology and digital media.
- Sandra Wieland: Vice President of Customer Success - Leads in fostering customer adoption and satisfaction.
Financial Overview
OnePlan has garnered $15.1 million through three funding rounds, with notable investors including Elysian Park and Pembroke VCT. The latest Series A financing round secured $3.8 million, aimed at expanding its platform for events and venues.
Strategic Partnerships
A significant strategic partnership with Aldrich Capital Partners enhances OnePlan's innovation capabilities, helping expand market presence and deliver superior customer value. This partnership underscores OnePlan's dedication to pioneering strategic portfolio management solutions.
Market Position and Industry Standing
OnePlan operates within the Financial Software and Software Development industries, with an emphasis on AI-enabled solutions to optimize strategic portfolio execution and project management. Currently, the company categorizes under the employee size band of 51-200 employees and operates from its online headquarters at [oneplan.ai](http://www.oneplan.ai).
Boasting a 4.4 rating based on 55 reviews on Gartner Peer Insights, OnePlan faces competition from industry titans such as Microsoft Project & Portfolio Management, Planview, and emerging platforms like Asana and monday.com. The company is respected for its expertise in delivering portfolio management solutions to PMOs, real estate, and IT services sectors.
Key Competitors
1. Planisware: Offers strategic portfolio management solutions, serving over 500 organizations globally.
2. ServiceNow: Known for its diverse IT service management products and superior digital workflow automation.
3. Planview: Specializes in delivering enterprise-wide transformation solutions through strategic and project portfolio management.
4. Microsoft Project: Celebrated for user-friendly portfolio management and its enterprise solution integrations.
5. Smartsheet: Provides cloud-based work management celebrated across Fortune 500 companies for fostering innovation and collaboration.
Strategic Insights
OnePlan's focus on AI-enabled tools for enhanced strategic execution positions it well in the competitive market. Emphasizing its unique AI capabilities could provide a competitive edge over traditional players like Microsoft and ServiceNow. Furthermore, increasing visibility in competitive markets through strategic marketing and partnerships might attract high-value clientele. Continuing to develop its AI-driven capabilities will be crucial for maintaining its competitive edge and appealing to innovation-driven enterprises.
