Enterprise Agile,
Aligned From Strategy to Delivery.
Model portfolios, run PI planning, govern investments, and keep teams shipping in Jira—while leadership sees real-time outcomes
Why Jira Software Alone Isn’t Enough?
Jira Software shines at the team level—backlogs, sprints, boards. But once organizations expand into multiple teams, programs, or portfolios, cracks begin to show. Dependencies slip through ad-hoc links, program constructs like ARTs don’t exist natively, and executives struggle to see real outcomes tied to strategy. Advanced Roadmaps helps somewhat, but it stops short of providing governance, portfolio roll-ups, and enterprise-grade visibility.
What Jira Align Brings?
Jira Align connects strategy to delivery across portfolios, value streams, and programs—while teams keep working in Jira.
Portfolio & Value Streams
Model enterprise hierarchy with guardrails.
Lean Portfolio Management
Prioritize by budgets, policies, and strategic bets.
PI Planning at Scale
Program boards, dependency maps, and predictability metrics.
OKR Alignment
Real-time roll-ups from Stories → Features → Epics → Strategic Themes.
Capacity Visibility
Balance load vs. capacity across programs.
Risk & RAID Tracking
Unified portfolio-level risk management.
Scenario Planning
Compare investment options across portfolios.
Executive Dashboards
KPIs like predictability, time-to-value, flow efficiency, and budget variance
Jira vs Advanced Roadmaps vs Jira Align
| Capability | Jira Software | Advanced Roadmaps | Jira Align |
|---|---|---|---|
| Scope | Team execution | Multi-team (single instance) | Enterprise portfolios & value streams |
| Dependencies | Manual, limited | Better but instance-bound | Dedicated maps across ARTs/portfolios |
| PI/Program Planning | Not native | Not native | First-class PI/ART governance |
| OKR Roll-ups | Indirect/custom | Partial | Native hierarchical OKRs |
| Financials | Minimal | Minimal | Guardrails, budgets, investments |
| Multi-Portfolio Scale | Customization | Limited | Designed for enterprise scale |
| Exec Dashboards | Team metrics | Aggregated views | Portfolio KPIs & predictability |
Architecture & Data Flow - How It Works
In Jira Software:
Stories/Tasks live on team boards; they aggregate to Features (Jira epics) and Epics (large initiatives) depending on your taxonomy.
In Jira Align:
Features/Epics roll up to Strategic Themes & OKRs, portfolios, and programs. Align maintains cadence, PI planning, and portfolio governance.
Bi-directional sync:
Ensures delivery data stays in Jira while portfolio/strategy views stay current in Align.
When to Move Beyond Jira?
Some signals are hard to ignore:
You’re juggling 8–10+ teams with constant dependencies.
If even two or three of these feel familiar, it’s time to consider Jira Align.
Migration & Operating Model
STEPS :
Discovery & taxonomy:
Agree on portfolio/value stream hierarchy, OKR structures, and issue type mapping.
Design & configuration:
Configure Align for portfolios, ARTs, PIs; map Jira fields/workflows to Align.
Pilot ART & PI-1:
Run one PI end-to-end with governance dashboards; stabilize sync and data quality.
Scale-out:
Add portfolios/ARTs in waves; introduce LPM guardrails and scenario planning.
Integrations:
Connect financials, OKR systems, and data warehouses for executive analytics.
ROLES :
RTE/STE
Portfolio Manager
PMO
Agile CoE
Jira/Align Admins.
CHANGE MANAGEMENT :
Successful adoption goes beyond setup. Jira Align requires structured training for PMOs, RTEs, Product, and Engineering teams, backed by playbooks for PI planning. Adoption KPIs such as predictability, dependency lead time, and flow efficiency ensure change management delivers measurable impact.
Outcomes & Metrics That Matter (Tie to ROI)
Predictability:
PI predictability ↑, planning variance ↓.
Flow efficiency:
Wait time and dependencies resolved faster.
Time-to-Value (TTV):
Value delivered earlier via balanced capacity and guardrails.
OKR attainment:
Strategic objectives transparently tracked.
Budget adherence:
Variance to guardrails monitored by portfolio.
Compliance:
Portfolio-level traceability and audit logs.
Frequently Asked Questions
Yes. Advanced Roadmaps works well for planning across multiple teams within a single instance, but it doesn’t introduce ART/PI governance, OKR roll-ups, or Lean Portfolio Management guardrails. Jira Align is designed for enterprise-level visibility across portfolios.
Yes, we provide full support for both.
No. Engineers continue working in Jira Software. Jira Align runs on top, providing portfolio governance, strategy roll-ups, and executive dashboards without disrupting team workflows.
You can see results within the very first PI, especially in dependency visibility and predictability. Broader ROI matures over 2–3 PIs as governance and guardrails stabilize.
Yes. While OKRs make the benefits more visible, Jira Align can also work with Themes and Goals until OKRs are formalized.

