Atlassian Solution
Enterprise Portfolio Management (EPM) with Jira Advanced Roadmaps (Plans)
Align strategy to execution with a scalable Enterprise Portfolio Management solution built on Atlassian Jira.
We implement portfolio / program / project hierarchy, standardize governance, and configure Jira Advanced Roadmaps (Plans) to give leadership a clear view of priorities, dependencies, capacity, and delivery outcomes. Advanced planning capabilities are available in Jira Premium / Enterprise.
This solution typically combines:
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Jira Software (delivery execution + standardized work management)
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Advanced Roadmaps (Plans) (cross-team planning and roadmap visibility)
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Confluence (portfolio governance, decision logs, and status reporting)
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Optional: Jira Service Management for demand intake via portals and approvals
Read articles about Advanced Roadmaps (Plans) Use Cases
Why This Matters: Challenges We Solve
Enterprise organizations often struggle to run portfolio management at scale because the work is distributed across many teams and tools. Common challenges we address:
No consistent portfolio / program / project hierarchy
Different teams track initiatives differently, making rollups unreliable and portfolio reporting painful.
Roadmaps live in slides instead of the system of record
Stakeholders lose trust when roadmaps don’t match Jira reality.
Prioritization is unclear (and political)
Intake, scoring, and approvals happen in email/spreadsheets with limited transparency.
Dependencies and capacity conflicts appear too late
Delivery dates slip because cross-team constraints aren’t visible early enough.
Portfolio reporting becomes manual
Teams spend hours producing status updates instead of delivering value.
Capacity and resource constraints aren’t reflected
No realistic capacity planning leads to overload, context switching, and missed outcomes.
Core Features of the Solution
1. Portfolio / Program / Project Hierarchy in Jira
Enterprise portfolio management requires a consistent structure that reflects how the organization plans, funds, and delivers work. A typical model includes:
Portfolio (strategic theme or investment area)
Program (multi-team initiative / value stream)
Project (delivery scope)
Epics / Stories / Tasks (execution)
In Jira, the hierarchy is established through:
Standardized issue types and naming conventions
Required governance fields (owner, value, cost, risk, target quarter)
Workflows for intake → approval → delivery → closure
Clear ownership rules and definitions of done across levels
When Advanced Roadmaps (Plans) is used, custom hierarchy levels can be configured so rollups and roadmap views match the enterprise portfolio structure.
Hierarchy of Issue Types in Jira from planning to implementation
2) Advanced Roadmaps (Plans) for Enterprise Portfolio Planning
Advanced Roadmaps (Plans) supports cross-team roadmap planning and visibility across multiple Jira projects and teams.
Configuration typically includes:
Multi-project / multi-team roadmap views
Timeline views for initiatives, programs, and epics
Dependency mapping and schedule-risk visibility
Scenario planning for quarter shifts and prioritization changes
Stakeholder-friendly roadmap views connected to real Jira work
Advanced Roadmaps (Plans) is available in Jira Premium / Enterprise.
3. IT Application Management & Optimization
A robust view of your application landscape supports better decisions around:
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Rationalization and optimization
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Application lifecycle planning
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Cost and risk reduction
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Redundancy elimination
With Jira Service Management as the backbone, your teams gain:
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A centralized application registry
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Visibility into technical debt and dependencies
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Cross-team workflows for change, release, and incident response
4. CMDB Built Within Jira Service Management
A trusted CMDB is the foundation of modern ITSM and ITOM. Our solution delivers a scalable, accurate, and actionable CMDB using Jira Service Management.
This includes:
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Configuration item (CI) modeling aligned to architecture domains
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Automated CI lifecycle and discovery integration
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End-to-end visibility across services, assets, and infrastructure
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Auditable change and configuration processes
The result? Fewer outages, faster triage, and improved service delivery.
How It Works: Solution Architecture
Your Enterprise Architecture & CMDB with Jira Service Management includes:
Atlassian Platform Foundation
Jira Service Management (JSM) + Jira Software & Jira Work Management + Confluence for documentation & collaboration + Insight/Asset Management (CMDB)
Connected Lifecycle
We design seamless flows: Business capability planning → EA governance Application onboarding → CMDB Asset and configuration tracking → ITSM workflows
Governance + Best Practices
TOGAF-aligned frameworks + BizBOK capability modeling + Architecture principles embedded into Jira workflows + Reporting for decision makers
Templates Included into Enterprise Architecture and CMDB with Jira Service Management Solution
Business Capabilities Management Template
Template Business Capabilities Management Template Define, assess, and optimize the...
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Applications Management Template
Template Application Management Template Manage application access, lifecycle, onboarding /...
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Asset Management Template
Template Asset Management Template Gain full control of organizational assets...
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CMDB Configurations Management Database Template
Template CMDB (Configuration Management Database) Template Gain full visibility into...
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Employee Offboarding Template with Jira and Confluence
Streamline offboarding with Jira and Confluence using automated workflows, task...
Read MoreConsulting Services Related to EA and CMDB with JSM Solution
Enterprise Architecture Consulting
Enterprise Architecture
Read MoreFAQ about Enterprise Architecture and CMDB with JSM Solution
Implementation timelines depend on scope and maturity, but most organizations start seeing value within a few weeks. We typically deliver the solution incrementally, starting with core architecture or CMDB capabilities and expanding over time. Read more about our Enterprise Architecture Consulting Services
Yes. The solution is designed to be modular. You can begin with a focused use case—such as Application management or CMDB—and scale toward full enterprise architecture and governance as your needs evolve.
We apply governance rules, lifecycle workflows, validation mechanisms, and automation to ensure data remains accurate, relevant, and trusted. Data ownership and accountability are embedded into Jira workflows and is foundational for Business Intelligence and Reporting
The solution provides structured views, relationships, and reporting that enable leadership to assess impact, risk, cost, and dependencies before making strategic or operational decisions.
Yes. We support migration from spreadsheets, legacy CMDBs, EA tools, and other systems, ensuring data is cleansed, structured, and aligned with your target architecture and governance model.
Governance is embedded into everyday workflows rather than enforced as separate processes. This enables compliance and architectural alignment while maintaining speed, autonomy, and collaboration across teams.
Yes. The solution supports organizations at different maturity stages, from initial architecture visibility to advanced governance and optimization, adapting as your enterprise evolves.
We minimize disruption by working collaboratively with your teams, providing clear guidance, training, and automation so that adoption is smooth and sustainable. Read more about our Enterprise Architecture Consulting Services
