Portfolio decisions move at the cadence your teams already deliver at. Funding, governance, and reporting roll up live from Jira and Azure DevOps. SAFe, LeSS, and hybrid, all on one platform.
Agile Portfolio Management (APM) is the discipline of running portfolio decisions at the cadence agile teams already deliver at. Funding, prioritization, and capacity move alongside the work, not behind it. The portfolio is shaped by what teams are learning, not by what the plan said in January.
Wire OKRs and strategic themes straight through to the epics and features your teams are actually working on.
Re-rank the backlog at the cadence the business is learning, not on the planning calendar.
Move capital toward what's working as the work proves itself. Rolling, evidence-led, audit-clean.
Jira and Azure DevOps stay the team-of-record. Kiplot orchestrates across them at portfolio level.
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Strategic themes and outcome metrics. Sets the direction for what the portfolio is asked to deliver, and the lens against which it'll be judged at the next review.
Where the EPMO connects the funded work to the delivery teams. Capacity, dependencies, funding, governance, all moving at the same cadence as the agile teams below.
Where the work actually happens. Jira and Azure DevOps stay the team-of-record. Kiplot reads the signal back: what's shipping, what's stuck, what the rolled-up RAG looks like in the next steering review.
| Detail | Team-level agile | Scaled agile + spreadsheets | Kiplot APM |
|---|---|---|---|
| Strategic alignment | Team-led priorities; strategy lives in a separate deck | SAFe themes mapped manually in PI planning, then drift | OKRs wired through to epics and features, updated as the work moves |
| Governance | Sprint and team retros; no portfolio governance | Quarterly PI events with spreadsheet roll-ups | Rolling governance at portfolio cadence, evidence in Kiplot |
| Delivery frameworks | Scrum, Kanban, team-by-team | SAFe / LeSS / Spotify, often standardised but rigidly | Framework-agnostic, including hybrid waterfall where it makes sense |
| Reporting | Jira dashboards per team; no rolled-up view | Manual roll-ups, slide consolidation, stale by Monday | Live roll-up from Jira and Azure DevOps to portfolio RAG and trend |
| Financial model | Funding outside the framework; teams not capital-aware | Annual budgets stretched into rolling PI funding manually | Rolling business cases, capex/opex split, audit-grade trail |
| Outcome measurement | Velocity and throughput; outcomes implicit | Outcome KPIs at portfolio review, evidence assembled by hand | Continuous outcome tracking against each OKR, financial and non-financial |
| Capacity planning | Each team's own capacity tooling | PI capacity sheets, recalculated each quarter | Live capacity across teams, dependencies surfaced before they bite |
Team-level agile
Team-led priorities; strategy lives in a separate deck
Scaled + spreadsheets
SAFe themes mapped manually in PI planning, then drift
Kiplot APM
OKRs wired through to epics and features, updated as the work moves
Team-level agile
Sprint and team retros; no portfolio governance
Scaled + spreadsheets
Quarterly PI events with spreadsheet roll-ups
Kiplot APM
Rolling governance at portfolio cadence, evidence in Kiplot
Team-level agile
Scrum, Kanban, team-by-team
Scaled + spreadsheets
SAFe / LeSS / Spotify, often standardised but rigidly
Kiplot APM
Framework-agnostic, including hybrid waterfall where it makes sense
Team-level agile
Jira dashboards per team; no rolled-up view
Scaled + spreadsheets
Manual roll-ups, slide consolidation, stale by Monday
Kiplot APM
Live roll-up from Jira and Azure DevOps to portfolio RAG and trend
Team-level agile
Funding outside the framework; teams not capital-aware
Scaled + spreadsheets
Annual budgets stretched into rolling PI funding manually
Kiplot APM
Rolling business cases, capex/opex split, audit-grade trail
Team-level agile
Velocity and throughput; outcomes implicit
Scaled + spreadsheets
Outcome KPIs at portfolio review, evidence assembled by hand
Kiplot APM
Continuous outcome tracking against each OKR, financial and non-financial
Team-level agile
Each team's own capacity tooling
Scaled + spreadsheets
PI capacity sheets, recalculated each quarter
Kiplot APM
Live capacity across teams, dependencies surfaced before they bite
RAKBANK strengthened its strategic portfolio management capability to increase delivery confidence and maintain financial control in a regulated environment.
Kiplot is enabling us to accelerate agile execution while ensuring every initiative has clear accountability, transparent governance, and alignment to our strategic priorities.
TSB executed a £100M cost-saving programme by strengthening strategic portfolio management to improve delivery transparency, value alignment, and financial control during its transformation.
Kiplot has been a key enabler to our agile transformation agenda, driving efficiency, productivity and speed. We returned our initial investment in less than 1 year.
Strategic objectives wired into live delivery timelines. Portfolio leaders read intake-to-outcome on one surface.
Govern every initiative across its full lifecycle, from intake to closure, with consistent stage gates, configurable approvals, and live portfolio visibility.
Capacity across every initiative in one view. Overcommitment surfaces before the next PI, not after the next slipped milestone.
Surface risks and issues across initiatives, programs, and portfolios in one place, with AI-assisted early warning to keep delivery on strategy.
Every funded initiative wires back to the OKR it's serving. Leadership reads outcome contribution, not the count of busy projects.
Consistent scoring against the criteria your investment committee already uses. Priority order reflects the data, not the seniority of the requester.
Business cases, cost forecasts, capex tracking, and benefits realization on one platform. Finance closes the month against live data, not a reconstructed picture.
Define, model, and track the value your portfolio is expected to deliver, measuring actual realization against the plan in real time as priorities evolve.
Capture actual effort against portfolio initiatives and feed clean data directly into financial reporting, capacity planning, and delivery performance analysis.
The Monday morning steering pack assembles itself from live portfolio data. Manual status-pack assembly stops being a Friday afternoon job.
Ready-built and fully configurable dashboards. Delivery teams, EPMO, and the C-suite each read the view they need from the same data.
AI scans the portfolio continuously. Risks surface against the initiative they sit under, and prioritization moves are recommended against the data, before the next steerco.
Pull live delivery data from Jira directly into portfolio plans, eliminating dual-entry and connecting team-level execution to strategic outcomes in real time.
True bidirectional sync with Azure DevOps. Delivery teams work in ADO; the portfolio surface stays current without anyone re-keying.
ISO 27001-certified infrastructure with enterprise-grade encryption, rigorous access controls, and continuous penetration testing, built for regulated industries from day one.
Autonomous agents chase actions, draft updates, and keep plans honest, so PMs lead rather than chase.
AI continuously monitors the portfolio for dependency conflicts, capacity overcommitment, and delivery drift, flagging issues before they compound into program-level problems.
Run what-if analysis across funding, prioritization, and capacity in seconds. The steerco pack lands with options costed, not just listed.
AI-generated portfolio narratives and board-ready summaries are produced automatically from live data, cutting reporting cycles from days to minutes.
Jira and Azure DevOps stay the team-of-record. Kiplot pulls effort, status, and structure into the portfolio surface, and pushes funding, capacity, and outcome decisions back to where teams can see them.
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|---|---|---|---|---|---|
| Agentic AI for portfolio decisionsAI agents that proactively surface risks, recommend reprioritisation, and keep portfolio decisions aligned to strategy — eliminating administration for project managers so they can focus on value creation and delivery. | |||||
| AI-native platformArchitected with AI at the core. Intelligence is woven into the data model and workflows. | |||||
| Bring your own LLM (data sovereignty)Use Kiplot's built-in LLM out of the box, or connect your own — Azure OpenAI in your tenant, AWS Bedrock, a private model, or your enterprise-wide AI platform. Your data never leaves your control. | |||||
| Purpose-built for finance & deliveryOne platform serving the CFO's investment view and the PMO's delivery view from the same data. No reconciliation between finance and delivery systems. | |||||
| What-if scenario modellingModel the impact of reprioritisation, budget cuts, or capacity shifts across the portfolio before committing to the change. | |||||
| Hybrid portfolios (waterfall & agile)Manage waterfall, agile, and hybrid initiatives side-by-side in a single portfolio without forcing teams into one methodology. | |||||
| Resource & capacity planningAllocation workflows and capacity planning at team, skill, role, and individual level. Supports project-led capacity planning (waterfall) as well as team-led (agile). | |||||
| Workflow & approvalsConfigurable approval flows, stage gates, and governance checkpoints across intake, business case, funding, and delivery. | |||||
| Enterprise accountingForecast, budget, accrual, CapEx, and depreciation — modelled across the portfolio with the depth an enterprise finance function expects. | |||||
| Board-ready reporting out of the boxExecutive dashboards and board reports configured on day one — no 3-month Power BI engagement, no external consultants. | |||||
| Live in weeks, not monthsTypical Kiplot implementations go live in weeks. Incumbent SPM rollouts typically take 6–18 months, requiring heavy support from systems integrators and consulting firms. | |||||
| No-code, bi-directional Jira / ADO integrationTwo-way sync with Jira and Azure DevOps, configurable in minutes through the UI — no custom code, no separate connector licence, no systems integrator. |
Practitioner reading on scaling agile, running portfolio decisions at delivery cadence, and what the next operating state looks like. All in the knowledge center.
Agile Portfolio Management software runs portfolio decisions at the cadence agile teams already deliver at. Funding, prioritization, and capacity move alongside the work in Jira and Azure DevOps, rather than getting refreshed once a quarter in a spreadsheet.
Kiplot sits above the delivery tools and alongside finance, so the portfolio surface is always current: roll-up status from Jira and ADO, rolling funding decisions, capacity across teams, and outcome tracking against the OKRs the work is supposed to move.
Kiplot is framework-agnostic. SAFe, LeSS, Disciplined Agile, Spotify-style, hybrid, all supported. The platform's job is to sit above whichever framework the organization runs and consolidate the portfolio view across them, so PI planning, value-stream coordination, and program-of-program reviews all read from the same data.
Customers typically keep their existing SAFe practice intact and replace the spreadsheet roll-ups, manual PI planning artefacts, and capex/opex argument-by-ticket with Kiplot.
True bidirectional sync via configurable field mapping. Effort, status, structure, and dependencies flow between the two systems in real time. Multiple Jira instances (Cloud + Data Center, mixed) and multiple ADO projects are all supported. Teams keep working in their existing tool; the portfolio surface stays current without anyone re-keying.
Finance gets capex/opex visibility week by week rather than reconstructing it in the month-end close. Rolling business cases let funding flex with PI cycles. Effort logged in Jira / ADO is classified at the point of capture, with a clean audit trail back to the underlying ticket.
TSB used Kiplot to integrate agile delivery with their SAP finance stack and returned their initial investment in under a year.
Agile Portfolio Management is how agile delivery scales into a portfolio view. Strategic Portfolio Management is the broader frame: connecting strategy, funding, and delivery across the whole organization, whatever the delivery method.
Most enterprises end up doing both. Agile portfolios run alongside waterfall programs, transformation initiatives, and outcomes the C-suite is accountable for. Kiplot does both on one platform, so APM doesn't end up as an island.
The EPMO / portfolio office is the typical operating owner. Heads of program, RTEs, value-stream leads, and product leadership all consume the portfolio surface. Finance pulls capex/opex and run-rate views. The C-suite reads outcomes against OKRs at steering and the monthly business review.
Delivery teams continue working in Jira or ADO. Kiplot is invisible to them in the day job; it's the layer above that reads what they're shipping.
A 30-minute walk-through using your tools, your portfolio shape, and your funding model. No setup ask of your teams.
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