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PPM Implementation/ Migration

PPM Framework Setup, Assessment, optimization and Migration
Project and Portfolio Management

InTerms leverages its extensive experience in business-driven PMO design and implementation to help organizations establish, re-define, or enhance their project management offices. Beyond governance and process optimization, we implement full Project and Portfolio Management (PPM) solutions such as OnePlan to unify strategic planning, execution, and reporting. As part of our engagement, we assess your current practices across processes, governance, execution, and oversight—whether your teams follow traditional SDLC, Agile, or hybrid methodologies. In addition, InTerms provides end-to-end migration services from Microsoft PPM tools (Project Online and Project Server) to modern platforms like OnePlan. Our assessment and optimization roadmap culminates in a comprehensive report covering findings, recommendations, and an actionable implementation plan for PMO and PPM maturity advancement.

How InTerms migrates you from Project Online or Project Server to OnePlan

Assessment and roadmap
  • Inventory your current Project Online or Project Server environment
  • Assess integration points with SharePoint, reporting databases and line of business systems.
  • Define a future state OnePlan architecture that maps your portfolios, programs and projects to OnePlan portfolios, plan types and work types.
Configuration of OnePlan on Microsoft 365

  • Set up OnePlan groups, plan types and fields to match your governance model.

  • Configure integration with Microsoft 365 tools you already use.

  • Establish portfolio, financial and resource management views that mirror and improve on what you had in Project Online or Project Server.

Data migration from Project Online and Project Server
  • Use OnePlan and OneConnect migration tool to Connect, Configure and Migrate project schedules from Microsoft Project desktop to OnePlan.
  • Migrate metadata such as custom fields, resource assignments and baselines where required.
  • Perform trial migrations in a sandbox, validate data and refine
Coexistence and phased rollout
  • Run Project Online and OnePlan in parallel for a defined period while new projects start in OnePlan
  • Use integration to surface Project Online content in OnePlan for consolidated reporting, even before full migration is complete.
  • Gradually transition PMO processes, workflows and reports to OnePlan with minimal disruption to your project managers and stakeholders.
Training, adoption and support
  • Role based training on OnePlan for executives, portfolio managers, project managers and team members.
  • Updated process documentation and templates mapped to the OnePlan way of working.
  • Post go live support, health checks and continuous improvement to take advantage of new OnePlan and Microsoft capabilities over time.
Benefits of OnePlan migration

  • Modern, Unified Platform: Move from legacy Project Online/Server to OnePlan’s cloud-native, Microsoft 365–aligned solution.

  • Smarter, Data-Driven Management: Gain real-time visibility, AI-powered forecasting, and integrated Power BI dashboards.

  • Seamless Migration & Lower Overhead: With InTerms’ migration expertise, transition smoothly to OnePlan while reducing IT complexity, maintenance costs, and improving collaboration through Teams and Microsoft 365 integration.

 

Agile, Waterfall, Scrum, Sig Sigma
Key Benefits of Implementing a Project Office of Excellence
Improved PMO Processes

A Project Office of Excellence can standardize and streamline project management processes, leading to more efficient and effective project delivery.

Enhanced Strategic Alignment

By aligning project activities with organizational goals and objectives, a Project office of Excellence can ensure that resources are directed towards initiatives that support the overall business strategy.

Increased Visibility and Control

A Project Office of Excellence provides centralized oversight and control of projects, allowing senior management to monitor progress, identify potential issues, and make informed decisions to ensure project success.

01

Systematic ApproachProject management

The systematic planning, execution, and delivery of projects

02

Consistent and UniformStandardization

The process of establishing a consistent and uniform approach to project management processes.

03

Monitoring and ControllingOversight

The act of monitoring, supervising, and controlling project activities.

04

Ensuring SupportAlignment

The process of ensuring that project activities are aligned with organizational goals and objectives.