Capacity planning, dependency management, SAFe guardrails and financial tracking, all running on live Jira data. Your teams keep working in Jira, while the portfolio above them finally keeps pace.
Kiplot is not a reporting layer bolted onto Jira exports. It holds a live two-way connection to your Jira instances, so portfolio planning, funding and governance all run on the same data your delivery teams are updating hour by hour.
Order work across teams and value streams, with dependencies showing up as plan inputs rather than as incidents.
Executive-ready portfolio status assembled from live Jira data, instead of from a monthly export and a spreadsheet.
Budgets, forecasts and actuals tracked across capex and opex, against the epics your teams are actually delivering.
SAFe guardrails, flow metrics and PI planning measured against what is moving in Jira, not against what the plan assumed.
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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.
Kiplot reads structure, status and effort out of Jira, and writes funding, capacity and priority decisions back. Dual keying disappears, and both sides stay current without anyone reconciling them by hand.
What sits on top of your Jira instances, from executive reporting through to capex treatment and flow analytics.
Portfolio insight straight from Jira with no manual effort. The two-way integration turns live initiative data into executive-ready dashboards, showing progress, risks, dependencies and trends across the portfolio.
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Sequence work across teams and get more out of the capacity you already have. Dependencies between value streams surface early enough to manage, rather than arriving as incidents.
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Budgets, forecasts and actuals side by side across capital and operational expenditure, so capex and opex treatment stops being reconstructed by hand at month-end.
Learn moreLink several Jira instances into a single portfolio view for immediate transparency and alignment. It works as the interim step towards consolidation, or as the long-term operating model.
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Flow metrics and velocity tracking show where teams are progressing and where they are not, so improvement is driven by evidence rather than by anecdote.
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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 stays the team-of-record, alongside Azure DevOps, your ERP and your finance systems. 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 running an enterprise portfolio on top of Jira, scaling agile without losing financial control, and what the next operating state looks like. All in the knowledge center.
Kiplot connects to Jira two-way and turns live delivery data into an enterprise portfolio surface. Epics, features and stories stay where your teams work; Kiplot layers capacity planning, dependency management, lifecycle governance and financial tracking on top of them.
The practical effect is that portfolio reporting, funding decisions and capacity conversations all run on current data, rather than on an export someone assembled last Thursday.
Yes. Kiplot reads structure, status and effort from Jira, and writes portfolio-level decisions back so delivery teams can see funding, priority and capacity context without leaving their tool.
That removes dual keying in both directions. Nobody re-types a status into a portfolio tool, and nobody has to go hunting in a separate system to find out whether their epic is still funded.
It can. Multiple Jira instances connect into one portfolio view, which is the usual position after a few acquisitions. Kiplot gives you immediate transparency across them, whether you are running that as a long-term operating model or as the interim step before a consolidation programme.
Effort captured against Jira work rolls into capex and opex treatment using rules you configure once, rather than being argued ticket-by-ticket at month-end. Budgets, forecasts and actuals sit alongside each other, so finance can close against live data and keep an audit-grade trail.
Kiplot sits above the delivery layer, at the level where guardrails, value stream coordination and PI planning actually get governed. Flow metrics and velocity come from live Jira data, so guardrail monitoring reflects delivery rather than a snapshot.
It works the same way for LeSS, team-of-teams variants and hybrid estates, which matters when different parts of the organization have landed on different frameworks.
No. That is the point of the integration. Jira stays the team-of-record and your existing boards, workflows and conventions carry on unchanged. Kiplot reads what is already there, and the configuration work sits with the portfolio team rather than with delivery.
A 30-minute walk-through against your Jira setup, your portfolio shape and your funding model. No configuration asked of your delivery teams.
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