Integrated project portfolio and project management

In dynamic companies, new ideas and requirements are constantly emerging. However, because there are practically never sufficient human and financial resources to realise everything at the same time, the priority of the various measures must be constantly weighed. Furthermore, because requirements and the environment are constantly changing, this needs to be a continuous process that provides all relevant information on the initiatives in the portfolio, enabling quick and informed decision-making.

Especially if Jira is already used for project management and controlling, using the Atlassian platform is an obvious option to set up a lean, effective and agile portfolio management.

From idea to project

Like all workflows in Jira, the project portfolio process can be fully customised to the needs of the organisation. Typically, the process includes the following steps:

Integrated portfolio and project management

The portfolio management process is a particularly vivid example of the perfect integration of Atlassian tools. Jira Service Management provides an intuitive portal that allows all colleagues in the company to be integrated into the process as idea providers, stakeholders and decision-makers. Thanks to the simple architecture, no training is necessary here. And licence costs are only incurred for those people who control the process via Jira Service Management. These are usually only the employees of the project management office.

With project start, a project can be created directly in Jira for the project management from the project application. The project is directly and optimally adapted to the desired project management method. In Jira, it is possible to handle agile projects according to Scrum or Kanban as well as classic waterfall projects.

For project documentation, a Confluence area can be automatically created and pre-filled with the project's master data.

Controlling can also be seamlessly integrated into the Atlassian environment. From time recording to integrated reporting tools to the connection of external BI solutions.

Incremental to the optimal solution

Introducing portfolio management is demanding. It is not uncommon for the corresponding projects to drag on for many months without any real added value. In order to achieve the fastest possible return on investment and to be able to identify undesirable developments at an early stage, we deliberately take a different approach with the Atlassian tools:

Your entry into portfolio management with Atlassian

You do not have Jira experience yet

You don't use Atlassian tools yet and want to learn more about use cases in general and about integrated portfolio and project management? Then our orientation workshop is a proven next step. Within one day, you will get a comprehensive overview of Atlassian tools and learn about typical use cases. You will also gain a deep insight into how portfolio management works and work with our consultants to develop an implementation scenario tailored to your requirements.

You already use Jira

If you are already using Jira and other Atlassian tools and are familiar with the basic principles of ticket-based working, the easiest way to start your introduction to portfolio management is with a free demonstration. In an online appointment lasting about one and a half hours, you will learn how portfolio management works with Jira and Jira Service Management using concrete practical examples and what options are available for adapting it to your individual requirements.