Expium Chain

Portfolio Management in Jira

Scaled agile, program management, and project management in one tool. Expium gets you up and running. Jira offers a suite of applications to support portfolio, product roadmap, and program management. Advanced Roadmaps and Jira Align are different very powerful tools that are unique in the marketplace.
Our FREE next webinar is on Oct 14, 2021! Sign up

Portfolio Training

Make Great Decisions

When management tools are implemented correctly, teams function smoothly, Scrum Masters and project managers are effective, and executive leadership can see the performance of the organization. With the right view of the data, leaders are empowered to make the right calls. The key is understanding how to surface the data required to make those decisions. Our approach has delivered great value to our students and clients. Many organizations have smoothed out their operations by attacking the problem of tracking/reporting spreadsheets and slide deck preparation. Give your product owners, managers, and executives live, real-time views into the great work being done by your teams. End reporting that is obsolete the moment it is presented.

We offer the classes below, as well as custom implementations built around your needs. Customized Portfolio Management in Jira

These are a powerful tools. Avoid frustration by learning how to use it to your advantage. Our blog posts on Portfolio and Governance will give you an introduction to the things we have learned.

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Jira Portfolio

Portfolio Management in Jira

Next webinar is on Oct 14, 2021!

Training options

Introduction to Portfolio Management in Jira
Cost: free
Dates: Oct 14, 2021
Location: online
Duration: 1 hour
Format: live webinar

This webinar will help you understand the value that Advanced Roadmaps and Jira Align bring to the planning process. We walk through the things you absolutely need to know: creating, customizing, and managing plans and programs; making realistic projections with Advanced Roadmaps based on the shape of your data; and avoiding false projections from incomplete data.

We introduce various uses and capabilities of Advanced Roadmaps:

  • Management of projects across disciplines
    • Agile (full spectrum)
    • Waterfall
    • Construction
    • Business (scheduling, document management, HR)
    • Asset management
  • Capacity planning
  • Corporate initiatives
    • Radiate the vision of your organization
    • Measure actual performance against that vision
  • Preparation of your instance for integration with Jira Align
  • Benefits of Jira Align

This introduction stands on its own as a general introduction and overview of Portfolio management in Jira. However, what you learn here, plus experience with Jira, will prepare you for our Advanced Portfolio Management in Jira class. We host and teach this event live, so that we can answer questions as they come in. Watch the following recording of a past event to get a sense of what it’s like.

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Advanced Portfolio Management in Jira
Cost: please inquire
Location: online
Duration: 4 hours
Format: live workshop

This live, online workshop is designed to help experienced Jira administrators, project managers, product managers, and power users get the most from Portfolio Management tools in Jira. We walk through the things you absolutely need to know: creating, customizing, and managing plans and programs; making realistic projections with Advanced Roadmaps based on the shape of your data; and avoiding false projections from incomplete data. Preparing your instance for integration with Jira Align.

After this workshop, you should have a good understanding of the process for implementing Portfolio Management Tools in Jira.

  1. Understand and plan your uses of Advanced Roadmaps
    1. Project management
    2. Program management
    3. Capacity planning
    4. Release planning
    5. Scaled agile
    6. Corporate initiative management
  2. Evaluate relevant Jira project structure
  3. Understand the scope of your planning within existing Jira projects
  4. Establish your issue type hierarchy
  5. Build a test plan
  6. Iterate

Within the four hours allotted we can go into considerable depth with many aspects of Portfolio and work through detailed examples of different ways in which it can be used. This time also allows for substantial Q&A.

Advanced Portfolio Management in Jira curriculum

Watch this Portfolio Management in Jira demo

We held a live, online demo of JIRA Portfolio 2.8 for our customers. This is a recording of that event.

Upcoming webinar dates

EventDateLocation
Introduction to Jira AlignAug 12, 2021 Online, 11 am CDT
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Atlassian GovernanceAug 19, 2021 Online, 11 am CDT
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Introduction to Atlassian Tools for Business TeamsAug 26, 2021 Online, 11 am CDT
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Introduction to ConfluenceSep 2, 2021 Online, 11 am CDT
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Jira Service Management FundamentalsSep 9, 2021 Online, 11 am CDT
Successful Atlassian Cloud MigrationSep 23, 2021 Online, 11 am CDT
Introduction to Portfolio Management in JiraOct 14, 2021 Online, 11 am CDT
Introduction to Jira AlignOct 21, 2021 Online, 11 am CDT
Successful Atlassian Cloud MigrationOct 28, 2021 Online, 11 am CDT
Atlassian GovernanceNov 4, 2021 Online, 11 am CDT
Introduction to Atlassian Tools for Business TeamsNov 18, 2021 Online, 11 am CST
Interactive Workshop: Planning your Atlassian Cloud MigrationNov 18, 2021 Online, 9 am CST
Introduction to ConfluenceDec 2, 2021 Online, 11 am CST
Jira Service Management FundamentalsDec 9, 2021 Online, 11 am CST
Introduction to Jira AlignJan 6, 2022 Online, 11 am CST
Introduction to Portfolio Management in JiraJan 13, 2022 Online, 11 am CST
Introduction to ConfluenceJan 20, 2022 Online, 11 am CST
Introduction to Atlassian Tools for Business TeamsJan 27, 2022 Online, 11 am CST
Jira Service Management FundamentalsFeb 17, 2022 Online, 11 am CST
Private ClassYour DatesYour LocationContact Us

Experts

Instructor Photo

Steve Terelmes

Practice Lead and Atlassian Certified Professional

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Bryan Darr

Solutions Architect, SPC, and Atlassian Certified Expert

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Scott Price

Solutions Architect, SPC, and Atlassian Certified Expert

Instructor Photo

Jason Kidner

Solutions Architect, SPC, and Atlassian Certified Professional

Instructor Photo

Elizabeth Wheeler

Solutions Architect, SPC, and Atlassian Certified Professional

Instructor Photo

Vicky Bottorff

Solutions Architect, SPC, and Atlassian Certified Professional

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