As our company's use of JIRA increased, we sensed a need to track portfolio projects within JIRA. But we didn’t find any plugins that met our need, so we built our own process. Through a combination of custom issue types, fields, and workflows, our leaders and PMO can now see the entire portfolio of 60 projects.

1. #atlassian

2. Portfolio Management in JIRA
Karen Branham & Scottie Brimmer • Markel Corporation

3. Portfolio
Management in JIRA
SITUATION
REQUIREMENTS SOLUTION
RESULTS

9. Portfolio
Management in JIRA
SITUATION
REQUIREMENTS SOLUTION
RESULTS

10. Requirements
Capture data needed
Budget, schedule, roles
Link to JIRA project where work is
being done
Issue, risk, task and time tracking
Data integrity
Population of fields, date logic
Reporting
Portfolio and metrics
Project Management
GANTT charts, Phase dates

11. Portfolio
Management in JIRA
SITUATION
REQUIREMENTS SOLUTION
RESULTS

21. Training and Rollout
• Training for PMs and Execs
• Training materials with screen shots
• Demos
• Site visits
• Rollout
• Conversion of existing data
• Validation
• LIVE (big bang)

22. Lessons Learned
• Words!
• Who’s on first?
• Training Materials
• Use real data not examples
• Create standard dashboards
• Prior to rollout

23. Portfolio
Management in JIRA
SITUATION
REQUIREMENTS SOLUTION
RESULTS

24. FREE!
Quick!
Data
integrity
Matures
with us

25. Questions?

26. Thank you!
Karen Branham & Scottie Brimmer • Markel Corporation