Wellby Financial's Digital Revolution With OnePlan: Insights From Danielle Douglas!

Discover how Wellby Financial Services revolutionized its project management with OnePlan. Danielle Douglas, VP of the PMO, shares insights into their journey from siloed operations to a unified, transparent approach. Please visit our website to get more information: oneplan.ai/
Join us to see how OnePlan has enabled Wellby Financial to achieve significant advancements in portfolio management. Remember to like, comment, and subscribe for more financial services project management insights!
Learn how OnePlan's strategic adaptive portfolio management, ease of configuration, and seamless integrations enabled Wellby Financial to enhance prioritization, collaboration, and governance.
Get into the journey that led to improved decision-making, reporting transparency, and a unified approach to managing over 60 application replacements and additions, aligning every initiative with the company’s strategic goals and driving significant advancements in portfolio management.
This video is about Wellby Financial's Digital Revolution With OnePlan: Insights From Danielle Douglas! But It also covers the following topics:
Digital Transformation In Finance
Strategic Portfolio Management 2024
Project Management Office Tips
Video Title: Wellby Financial's Digital Revolution With OnePlan: Insights From Danielle Douglas!
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Welcome to OnePlan! We offer easy-to-use tools for managing projects, finances, resources, and work. Our platform works with Microsoft Project, Planner, Azure DevOps, Jira, Smartsheet, monday.com, and more. Get a complete view of all your work in one place.
This channel provides tutorials, tips, and best practices on project portfolio management, strategic portfolio management, and project management. Learn how to improve resource planning with our top-notch project management software, portfolio management software, and resource management software. Discover how to excel in project tracking, planning, scheduling, and collaboration.
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