OnePlan
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About
OnePlan is an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform. It connects with various tools like Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet, Monday.com, Asana for a complete view of enterprise work. It offers solutions for Strategic Portfolio Management, Adaptive Project Portfolio Management, Agile Portfolio Management, Product Portfolio Management, Professional Service Automation, and PMBOK Portfolio Management. The platform helps teams align project portfolios with strategic objectives, optimize resource allocation, and maximize ROI. OnePlan is a Microsoft Gold Partner and has received numerous awards and recognitions. It offers flexible pricing plans, including a free plan, Basic, Professional, and Enterprise.
Platform
Features
• insights ai
• work plan
• portfolio plan
• boost productivity with precision
• simplify work management
• optimize resource utilization
• empower financial control
• strategic portfolio alignment
FAQs
Does OnePlan offer volume based pricing?
Yes, OnePlan offers volume based pricing based on the total number of users. Please contact us to learn more.
Do you need a OnePlan license to view reports via Power BI and other reporting tools?
No, you do not need a OnePlan license to view OnePlan OData via Power BI or other reporting tools
Do you offer multi year contract discounts?
Yes, OnePlan does offer discounts for multi year commitments. Please contact us to learn more
Do I need my own Office 365 account to use OnePlan?
No, OnePlan can provide you a username and password access if you do not have an Office 365 account. Contact us to learn more.
Does OnePlan offer implementation services?
Yes, OnePlan has different implementation packages available.
Pricing Plans
Basic
USD7.00 / per month• Insights AI
• Portfolio Plan
• Work Plan
• My Work
• Mobile
• Microsoft Teams Integration
• Status Reports
• Timesheets
• Sofia GPT
Professional
USD30.00 / per month• Insights AI
• Portfolio Plan
• Work Plan
• My Work
• Mobile
• Microsoft Teams Integration
• Status Reports
• Timesheets
• Sofia GPT
• Innovation Portal
Enterprise
Unknown Price• Portfolio Modeler
• Advanced Reporting
• Workflow Automation
• Advanced Integrations
• Enterprise Permissions
• Teams Management
• Customization
• Enterprise API
• Audit Logs
• US Government Tenant
Job Opportunities
Customer Success Manager
OnePlan is an AI-driven platform for strategic portfolio and work management, integrating with existing tools for a single source of truth.
Benefits:
remote-first working environment
competitive salary
comprehensive health, dental, and vision benefits
additional insurance options
Employer RRSP and 401K matching programs
Experience Requirements:
5-8 years of experience in a Customer Success or account management role at a B2B SaaS company
Proven experience managing enterprise-level accounts
Ability to collaborate and build strong relationships with clients and internal teams
Experience working with cross-functional teams
Excellent communication skills
Other Requirements:
Passion for customer service and helping businesses succeed with technology solutions
Responsibilities:
Onboard new customers
Develop success plans for customers
Conduct regular check-ins
Collaborate with Professional Services
Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion
Show more details
Customer Success Manager
OnePlan is an AI-driven platform for strategic portfolio and work management, integrating with existing tools for a single source of truth.
Benefits:
remote-first working environment
competitive salary
comprehensive health, dental, and vision benefits
additional insurance options
Employer RRSP and 401K matching programs
Experience Requirements:
5-8 years of experience in a Customer Success or account management role at a B2B SaaS company
Proven experience managing enterprise-level accounts
Ability to collaborate and build strong relationships with clients and internal teams
Experience working with cross-functional teams
Excellent communication skills
Other Requirements:
Passion for customer service and helping businesses succeed with technology solutions
Responsibilities:
Onboard new customers
Develop success plans for customers
Conduct regular check-ins
Collaborate with Professional Services
Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion
Show more details
Customer Success Manager
OnePlan is an AI-driven platform for strategic portfolio and work management, integrating with existing tools for a single source of truth.
Benefits:
remote-first working environment
competitive salary
comprehensive health, dental, and vision benefits
additional insurance options
Employer RRSP and 401K matching programs
Experience Requirements:
5-8 years of experience in a Customer Success or account management role at a B2B SaaS company
Proven experience managing enterprise-level accounts
Ability to collaborate and build strong relationships with clients and internal teams
Experience working with cross-functional teams
Excellent communication skills
Other Requirements:
Passion for customer service and helping businesses succeed with technology solutions
Responsibilities:
Onboard new customers
Develop success plans for customers
Conduct regular check-ins
Collaborate with Professional Services
Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion
Show more details
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