The new Planner Proof of Concept

Get started on your Microsoft PPM journey with a Planner Proof of Concept today. Experience why over 20 million people choose to use Microsoft Planner for their Work Management needs.

Launch Your Proof of Concept Today

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.

The new Planner Proof of Concept (PoC) will provide the vision for key decision makers to see how leveraging the new Microsoft Planner will increase governance and efficiency, while highlighting future Work Management functionality. This PoC is a valuable step to validate the suitability of the new Planner before committing to broader adoption.

Included Focus Areas

Work/Project Visibility

One central source to view all work across projects, to do’s, and plans through Microsoft Planner. Easily capture project requests, create projects, track project tasks, and create your project reports for governance. Your one-stop Work Management shop.

Project Team Collaboration

Many organizations are using Microsoft time-saving tools and industry best-practices. Guide your organization in a common direction that offers flexibility using real-world scenarios highlighting work management, task tracking, and collaboration with Microsoft Planner, Teams, and other M365 tools.

Power BI Reporting

Visually and dynamically track project success by using out-of-the-box reports from the PPM Works Content Pack for Power BI for quick insights and drill down. Access relevant task related information for data-driven decisions. Gain visibility and control across all work in your organization.

Unified Experience

Help your team communicate efficiently, access resources quickly, and work together more effectively bringing together the simplicity of Microsoft ToDo, the collaboration of Microsoft Planner, and the power of Microsoft Project for the web into a single familiar experience.

Optional Focus Areas

Artificial Intelligence

Portfolio Management

Resource Management

Budget & Baseline Variance (Financial Management)

Agile and scrum

Objectives and key results (OKRs)

Portfolio Scenario Analysis

Time Tracking & Approvals

Project Snapshots & Data Warehouse

Planner to Project Integration

The new Planner Improves and Increases Visibility Into Work Management

72% of employees wish their collaboration tools were compatible with one another.

62% of people spend too much time searching for information during the workday.

59% say their current collaboration tools are not aligned to how their teams prefer to work.