Kicking off a PPM Works Proof of Concept for the New Planner is a quick and straightforward process. Your PoC will demonstrate how the new Planner can enhance work management, collaboration, and efficiency. It provides decision-makers with insights into the platform’s features and potential impact. Determine how well the new Planner aligns with your organization’s work management needs. Explore features such as custom fields, timeline views, integration with other Microsoft 365 apps, and advanced reporting.

There are four core focus areas that come standard: Work/Project Visibility, Team Collaboration, Power BI Reporting and the Unified Experience. We recognize that every organization has distinctive challenges which is why we offer additional focus area options. Together, during a consultative session, we will review your business goals and choose the focus area options that align. The engagement then kicks off with envisioning sessions. These sessions are designed to talk through your processes and the best use of Microsoft Planner and the Microsoft suite. After your work management environment has been configured, we will be with you every step of the way with weekly calls and workshops to ensure you and your team are successfully using the tool. Typically, engagements run from two to four weeks depending on the focus area options chosen.