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Portfolio Assessment

Low-risk validation of our proven portfolio management model

Is your portfolio starting 30% more work than it finishes? Most engineering organizations are hiding 20-40% of their capacity in portfolio overflow and context switching.

What We Analyze

Portfolio Analysis

  • • Current systems and tools: where your work lives and how it's organized
  • • Portfolio structure: item types, hierarchy, metadata, and configuration
  • • Workflow patterns: connections between portfolio and team execution levels
  • • Process states: transitions and dependencies at portfolio level
  • • Metrics and measurement: current approaches and data quality assessment
  • • Capacity analysis: identification of bottlenecks and optimization opportunities

Assessment Based on Proven Methodology

Our assessment maps your current approach against our proven model that has delivered:

93%
reduction in portfolio overflow
45-65%
cycle time improvements
$10M+
in validated OPEX efficiency

Based on this methodology, similar companies have achieved these results. You'll receive a detailed roadmap to achieve comparable outcomes.

What You Receive

  • • Detailed portfolio analysis identifying specific capacity waste and optimization opportunities
  • • Specific Jira Product Discovery configuration recommendations tailored to your environment
  • • Fixed-price proposal for Phase 1 implementation with clear deliverables
  • • Implementation roadmap to achieve comparable results from our proven methodology
  • • Complete assessment delivered within 4 weeks

Ready to Uncover Your Hidden Capacity?

Schedule an assessment call to discuss your portfolio challenges and determine if our methodology is right for your organization.