OnePlan Implementation & Enterprise Portfolio Management

Enterprise Portfolio Management Expertise.
OnePlan Implementation Excellence.

MAD Advisory, in partnership with milieü Consulting Corp., helps organizations design, implement, optimize, and sustain enterprise portfolio management solutions. We combine senior-level PMO advisory and enterprise execution leadership with specialized OnePlan solution architecture, configuration, integration, and technical implementation expertise.

Discuss Your OnePlan Needs →Explore Our Implementation Experience
MAD Advisory+milieü Consulting Corp.
OnePlan logoCertified
OnePlan Partner
Strategy | Architecture | Implementation | Adoption
The advantage of an integrated team

Strategy and Implementation, Working Together.

Successful enterprise portfolio management requires more than configuring software. It requires the right operating model, governance, processes, data architecture, and user adoption.

Our partnership brings together complementary expertise to address the full implementation lifecycle.

MAD Advisory

Enterprise Execution & PMO Advisory

MAD Advisory brings more than 25 years of senior-level enterprise transformation and execution leadership, helping organizations establish governance, align portfolios with strategic objectives, manage cross-functional delivery, and realize measurable business value.

  • Enterprise PMO and EPMO strategy
  • Portfolio governance and prioritization
  • PMO maturity assessments
  • Enterprise execution frameworks
  • Resource and capacity management strategy
  • Program and transformation leadership
  • Executive stakeholder alignment
  • Business value realization
  • Change management and adoption governance
milieü Consulting Corp.

OnePlan Architecture & Technical Implementation

milieü Consulting Corp. is a Toronto-based boutique Enterprise Project and Portfolio Management consulting practice founded by former OnePlan executives.

The firm specializes in bespoke EPPM solutions, technical architecture, platform implementation, process re-engineering, and Microsoft ecosystem integration.

  • OnePlan solution architecture
  • OnePlan configuration and optimization
  • Greenfield implementations
  • Legacy PPM platform migration
  • Data architecture and migration
  • Microsoft Planner, Project and SharePoint
  • Microsoft Power Platform
  • Custom development and integrations
  • Technical support and optimization

One Team. Complete Implementation Capability.

From defining portfolio governance and business requirements to configuring OnePlan, migrating data, enabling users, and optimizing the solution, MAD Advisory and milieü provide coordinated business and technical expertise.

Our implementation partner

Meet milieü Consulting Corp.

milieü Consulting Corp. is a specialized Enterprise Project and Portfolio Management consulting firm based in Toronto, Canada.

Founded by former OnePlan executives, milieü combines direct OnePlan product experience with deep expertise in Microsoft project management technologies, enterprise business intelligence, technical architecture, and custom solution development.

Its boutique operating model emphasizes senior technical expertise, tailored solutions, and direct involvement in implementation delivery.

Through our partnership, MAD Advisory clients gain access to specialized OnePlan architects and implementation professionals alongside experienced PMO and transformation leadership.

OnePlan logo
Certified OnePlan Partner

MAD Advisory is a certified OnePlan partner. Clients work directly with qualified OnePlan implementation specialists.

milieü Consulting Corp. logo
Independent implementation partner · Toronto
01

Bespoke EPPM Systems

Design and development of tailored enterprise portfolio management systems aligned with client-specific requirements.

02

OnePlan Solution Architecture

Technical architecture, configuration, optimization, and implementation expertise informed by direct OnePlan product experience.

03

Process Analysis & Re-engineering

Assessment and redesign of project and portfolio management processes to improve governance and delivery.

04

Legacy Platform Modernization

Migration and modernization of existing PPM environments, including Microsoft Project Server and Project Online.

05

Microsoft Ecosystem Expertise

Deep capabilities across Microsoft Planner, Project, SharePoint Subscription Edition, and Power Platform.

06

Custom Development & Integration

Tailored applications, workflow enhancements, reporting, and integrations to extend portfolio management capabilities.

Implementation leadership

Meet the Experts Behind Our OnePlan Implementations

Our OnePlan practice brings together experienced enterprise execution advisors, former OnePlan professionals, and specialized solution architects. Clients work directly with senior practitioners who understand both portfolio management processes and the technology required to support them.

Uma Nidmarty

MAD Advisory
Founder & CEO, MAD Advisory
Enterprise Execution, PMO Strategy & Value Realization

Uma Nidmarty brings more than 25 years of enterprise transformation, M&A execution, and program management leadership across Fortune 500 organizations and private equity-backed businesses.

As founder of MAD Advisory, she specializes in translating enterprise strategy into disciplined execution through portfolio governance, transformation management, executive alignment, and measurable business value realization.

Her experience includes establishing and leading PMOs, Integration Management Offices, Separation Management Offices, and complex cross-functional transformation programs.

Enterprise PMO StrategyPortfolio GovernanceTransformation LeadershipExecutive Stakeholder ManagementValue Realization

Scot Milroy

milieü Consulting Corp.
Senior Solution & Technical Architect

Scot Milroy is a senior Enterprise Project and Portfolio Management specialist and former Senior EPPM Consultant at OnePlan.

He brings extensive expertise in bespoke EPPM solution design, Microsoft project and strategic portfolio management, process analysis and re-engineering, enterprise business intelligence, and project governance.

His technical experience spans OnePlan, Microsoft Planner, Microsoft Project, SharePoint Subscription Edition, Microsoft Power Platform, and custom development and support solutions.

Based in Toronto and educated at the University of Toronto, Scot combines technical architecture expertise with a practical understanding of enterprise portfolio management processes.

OnePlan ArchitectureMicrosoft Project & PlannerPortfolio ManagementPower PlatformProcess Re-engineeringCustom Development

Ameet Ramakrishna

milieü Consulting Corp.
OnePlan Certified Administrator & Business Solutions Specialist

Ameet Ramakrishna is a OnePlan Certified Administrator with direct product-side experience from his previous role at OnePlan.

He specializes in OnePlan implementation, business solution design, and migration from legacy project and portfolio management platforms.

His experience includes serving as a preferred OnePlan consultant for Canadian federal government organizations, including the Department of National Defence and Employment and Social Development Canada.

Ameet holds a bachelor's degree in Computer Engineering from Pune Institute of Computer Technology.

OnePlan Certified AdministratorOnePlan ImplementationLegacy PPM MigrationBusiness SolutionsGovernment Portfolio ManagementData Migration

Scot Milroy and Ameet Ramakrishna are members of milieü Consulting Corp., MAD Advisory's independent OnePlan implementation partner.

Our services

Comprehensive OnePlan Services. From Strategy to Optimization.

We help organizations implement OnePlan in ways that align technology with their portfolio management processes, governance requirements, and business objectives.

01

Platform Configuration & Optimization

We configure OnePlan around the way your PMO operates, tailoring fields, forms, workflows, views, dashboards, and reporting to support your governance model and delivery processes.

  • Environment setup and configuration
  • Workflow, form, and field design
  • Portfolio structure and hierarchy
  • Dashboard and reporting configuration
  • Platform health checks
  • Continuous optimization
02

Process Alignment & PMO Best Practices

We align project and portfolio management processes with OnePlan capabilities, ensuring the platform supports how work is initiated, prioritized, approved, executed, and governed.

  • PMO process assessment
  • Intake and prioritization design
  • Stage-gate governance
  • Portfolio approval workflows
  • PMO standards and templates
  • Process re-engineering
03

Enhancements, Integrations & Customizations

When standard configuration is not enough, we extend OnePlan through tailored workflows, reporting, automation, and integration with adjacent enterprise systems.

  • Custom forms and views
  • Reporting and analytics
  • Workflow extensions
  • Approval automation
  • Finance and HR integrations
  • Microsoft ecosystem integrations
  • Custom development
04

Portfolio & Resource Management

We help organizations strengthen portfolio prioritization, resource capacity planning, demand management, and executive visibility across their project investments.

  • Portfolio prioritization
  • Scenario planning
  • Capacity versus demand modeling
  • Resource allocation
  • Cross-project reporting
  • Portfolio dashboards
  • Executive decision support
05

Change Management, User Adoption & Governance

We help organizations achieve sustained value from OnePlan through role-based training, adoption support, governance frameworks, and ongoing data quality management.

  • Role-based training
  • PMO and executive enablement
  • Platform governance
  • Configuration change control
  • Data quality standards
  • Adoption monitoring
  • Continuous improvement
06

Consulting & Ongoing Support

Our support extends beyond go-live. We help organizations assess, improve, and adapt OnePlan as business requirements, portfolios, and operating models evolve.

  • Current-state assessment
  • Platform advisory
  • Configuration improvements
  • Governance refinement
  • Technical troubleshooting
  • Enhancements and optimization
  • Ongoing support
Our delivery approach

From Requirements to Adoption. A Disciplined Implementation Approach.

  1. 1

    Assess

    Understand the current PPM environment, organizational maturity, processes, technology, and business requirements.

  2. 2

    Design

    Define the future-state portfolio management processes, governance model, data architecture, and solution requirements.

  3. 3

    Configure

    Build and configure the OnePlan environment, including workflows, forms, dashboards, and required integrations.

  4. 4

    Migrate & Validate

    Prepare and migrate existing project and portfolio information, validate data quality, and test configured capabilities.

  5. 5

    Deploy & Adopt

    Support rollout, role-based training, stakeholder readiness, and operational adoption.

  6. 6

    Optimize

    Provide post-implementation support, configuration refinement, governance improvements, and ongoing optimization.

Business-led design. Technically sound implementation. Sustainable adoption.

Selected implementation experience

Real-World OnePlan and Portfolio Management Experience

Explore how organizations have modernized portfolio governance, strengthened project management processes, and implemented enterprise portfolio management solutions through OnePlan and its implementation partner ecosystem.

Calgary city skyline and Bow River on a bright day
City of Calgary · Municipal Government

Modernizing Enterprise Project and Capital Portfolio Management

A phased portfolio modernization initiative addressing governance, capital planning, project management, and financial visibility across a complex municipal organization.

Technologies
Microsoft Project Server, Project Online, OnePlan
Outcome
Stronger portfolio governance, standardized processes, and improved visibility into project and capital investment information.
Read Case Study →
Electrical transmission towers across open prairie on a sunny day
AltaLink · Energy & Utilities

Establishing an Enterprise Portfolio Management Foundation

A greenfield OnePlan implementation establishing a new enterprise portfolio management environment through process design, platform configuration, and organization-wide rollout.

Technology
OnePlan
Outcome
A purpose-built OnePlan environment supporting portfolio and resource management.
Read Case Study →
Electricity distribution substation and utility poles on a sunny day
Alectra Utilities · Energy & Utilities

Standardizing Project Management Across the Enterprise

An enterprise portfolio modernization initiative replacing fragmented spreadsheets and standalone project management artifacts with an integrated OnePlan and Project Online solution.

Technologies
OnePlan, Microsoft Project Online
Outcome
Standardized project management processes supported by an integrated enterprise platform.
Read Case Study →

These case studies reflect implementation experience within MAD Advisory's OnePlan partner ecosystem. Individual engagements may have been delivered by OnePlan or collaborating implementation partners.

Why MAD Advisory + milieü

Senior Expertise. Practical Implementation. Measurable Value.

Business and Technical Expertise

Enterprise PMO leadership and specialized OnePlan engineering within one coordinated engagement.

Direct OnePlan Product Experience

Implementation professionals with previous experience working at OnePlan.

Complex Implementation Capability

Experience across greenfield implementations, legacy migrations, multi-entity environments, and portfolio modernization.

Flexible Delivery Model

Onshore and offshore delivery options aligned with engagement requirements and budgets.

Long-Term Adoption Focus

Governance, training, technical support, and continuous improvement beyond initial go-live.

MAD Advisory+milieü Consulting Corp.

Strengthen Your Enterprise Portfolio Management Capabilities.

From OnePlan implementation and configuration to PMO modernization and portfolio governance, MAD Advisory and milieü Consulting Corp. bring together the business and technical expertise required to build practical, sustainable enterprise portfolio management solutions.

Discuss Your OnePlan Needs →