From Investment Theme
to Realised Value
Manage your product portfolio with structured investment themes, approval gates, business cases and benefits tracking — all in the same tool your teams deliver from.
The Portfolio Governance Workflow
A closed-loop cycle from strategy through delivery to benefits realisation
Set strategic themes on Product Vision aligned to board priorities
Lean business case on epics with hypothesis, ROI and WSJF
Named approvers and release sign-off checklists on release notes
Capacity-aware roadmap with WSJF-scored feature sequence
Sprint actuals roll up; strategy-to-story trace validates alignment
Record benefit actuals on outcomes; compare on Strategic Alignment report
Portfolio Capabilities in Detail
Strategic themes on Product Vision and investment horizon (Run / Grow / Transform) on epic lean business cases. Dedicated funding-bucket views are in development.
SAFe lean business case block on epics (hypothesis, ROI, WSJF). Named approval stages on features and epics with immutable sign-off when recorded.
Expected and actual benefits on outcomes with status (planned, in-flight, realised, not achieved). Portfolio summary on the Strategic Alignment report.
Cross-team programmes above epics — sponsor, investment theme, outcome link and epic membership. Available with enterprise governance enabled.
Quarter-View calendar with sprints, milestones and dependencies. Exportable PI planning packs from live data are in development.
Dependency heatmap and risk exposure views on Dependency Board and Risk Register. Confidence × value quadrant view is in development.
WSJF scoring and T-shirt sizing on features. Capacity-aware roadmaps with throughput warnings when commitment exceeds velocity.
Portfolio financial forecast and actuals views are planned. Epic lean business case captures ROI narrative today.
Planning, Strategic Alignment (trace, scores, benefits), Executive Summary, Control Coverage, Capacity and Productivity reports share one data model.
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