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Solution Templates

Lean Portfolio Management

Manage portfolios more agilely and efficiently – via lean principles

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Header - Lean Portfolio Management

Link between corporate strategy and the management of product portfolios

Lean Portfolio Management is the link between corporate strategy and the management of product portfolios in an agile multi-project environment. Lean principles are used as part of the methodology to align an organization more efficiently and dynamically to common strategic goals.

The cplace solution template of the same name provides a central overview of the portfolio and supports those responsible in transferring strategic issues into epics. Expandable planning views enable precise and serious planning in terms of time, logic and strategy on a solid data basis.

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Agile & digital transformation

The Solution Template Lean Portfolio Management supports a networked, fully coordinated enterprise on its way to a successful agile and digital transformation. It creates transparency about the portfolio and all the value streams it contains

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Serious planning

The portfolio roadmap facilitates external communication. Portfolio managers can plan seriously by making decisions based on a solid database. 

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Protection from unrealistic planning

The Solution Template is process-open yet provides a high level of security for users. Workflows guide you through customizable processes and protect you from unrealistic planning.

Product Highlights

Roadmap View

Central visualization of epics on a timeline, grouped by value streams.

Lead Portfoliomanagement - Roadmap View

Portfolio Kanban

Control and visualize of portfolio epics in the Kanban board.

Lean Portfoliomanagement - Kanban

Lean Budgets

Lean Portfoliomanagement - Budgets

Portfolio Epics

Overview, prioritization and status of epics in the portfolio.

Lean Portfoliomanagement - Portfolio Epics


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Portfolio Kanban

Visualize and control portfolio epics from brainstorming to completion with workflows

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Portfolio Roadmap 

Centralized visualization of strategic projects, their dependencies and conflicts on a single timeline

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 Lean Budgets

Agile, lean budgeting including earned value analysis


  • Type: Solution Template 
  • Category: Agile Development, Scaled Agile Framework, Portfolio Management 
  • Languages: GER, EN 
  • Licence: Professional, Enterprise Board, Visual Roadmap 
  • Developer: collaboration Factory AG 
  • Compatibility: cplace 22.3+

 What’s inside?

  • Premium Applications: Enterprise Board, Visual Roadmap 
  • Standard Applications: Visual Domain Model, Landing Page 
  • Platform Capabilities: Low-Code Automation, Visualizations, Workflow Manager, Roles & Permissions, Personal Dashboard
  • Demo Use Case: available

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