Portfolio and resource management for Microsoft enterprise ecosystems
OnePlan is a portfolio, financial, and resource-management platform built on the Microsoft stack (Power Platform, Power Apps, Power Automate, Power BI, Microsoft Project). The company is actively adopting Smartsheet and Clarity PPM while staying rooted in Microsoft tooling—a dual-stack play that signals expansion beyond pure Microsoft shops. Hiring velocity is accelerating with a sales-heavy mix (5 open roles) paired with support and customer-success depth, indicating a land-and-expand motion complicated by technical adoption barriers and multi-stakeholder buying cycles.
Notable leadership hires: Risk & Compliance Lead
OnePlan provides portfolio and resource management software targeting enterprise PMOs. The platform connects natively with Microsoft Project, Office 365 Planner, Azure DevOps, and Jira, positioning it as a control plane for heterogeneous work-management environments. Customers include mid-market and enterprise organizations managing complex portfolios across multiple tools and teams. The company operates from San Diego with 51–200 employees and maintains a distributed hiring footprint across the US, UK, Ireland, and India. Current operational focus spans customer configuration, Power BI reporting extensions, pilot onboarding, and public-sector compliance readiness (FedRAMP).
OnePlan connects with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, Smartsheet, and Clarity PPM. The platform runs on Power Platform, Power Apps, Power Automate, and Power BI for reporting and workflow automation.
Top challenges include complex sales cycles with multiple stakeholders, technical adoption barriers, strategy execution gaps, and public-sector compliance (FedRAMP readiness). Partner ecosystem expansion and customer adoption roadblocks are also active focal points.
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