THE CHALLENGES

We faced a significantdisconnect between our high-level business strategy and the work carried out bydevelopment teams. Although strategic objectives (OKRs) were documented inslide decks, there was no clear visibility into how those goals translated intothe epics and stories being executed in Jira. This lack of transparency causedpoor strategic alignment, making it difficult for leadership to verify whetherour most valuable resources were focused on high-impact initiatives. Our PMOspent dozens of hours each month manually gathering data from Jira andspreadsheets to produce portfolio status reports, which were often outdated bythe time they reached stakeholders. Without a single source of truth, resourceforecasting was unreliable, leading to team burnout and delayed projecttimelines.

THE SOLUTION

PPM Express provided us withenterprise-level portfolio visibility without disrupting the agile workflowsour development teams rely on. The solution helped close the gap betweenexecutive leadership and day-to-day development activities by creating aunified system that automates reporting, optimizes resource allocation acrossteams and initiatives, and ensures every task, sprint, and deliverable alignsdirectly with our broader strategic goals.

VALUE DELIVERED

We selected PPM Expressbecause it offered a powerful portfolio management layer that integratedseamlessly with our existing tools. Rather than requiring a disruptive rip andreplace approach, PPM Express connected directly to Jira, allowing our developmentteams to continue working in their familiar environment without changing theirworkflows. Project data, from epics to individual tasks, was automaticallysynchronized into PPM Express, giving leadership the comprehensive visibilitythey previously lacked. The platform’s AI-driven insights helped us identifyrisks and potential delays in advance, while its robust resource managementcapabilities enabled the PMO to accurately forecast capacity and prevent teamoverallocation. Access to more than 200 pre-built Power BI reports eliminatedmanual status reporting, saving hundreds of hours and providing stakeholderswith real-time, data-driven dashboards.

RESULTS ACHIEVED

By implementing PPMExpress, we significantly improved our ability to connect strategic objectiveswith execution. The primary outcome was the creation of a single real-timesource of truth for our entire product portfolio.

‍‍

Improved StrategicAlignment. PPM Express enabled ourorganization to link strategic OKRs directly to programs and epics, givingexecutives clear visibility into how investments and team efforts contributedto overarching business goals.

‍‍

40% Reduction in PMOReporting Time. Automated and customizabledashboards replaced manual spreadsheets, giving stakeholders self-serviceaccess to up-to-date information and allowing the PMO to focus on morestrategic initiatives.

‍‍

Optimized ResourceManagement. A unified view of capacityversus demand across all development teams allowed for more accurate resourceplanning. This led to improved workload balance and more predictable deliverytimelines.

‍‍

Enhanced Visibility and Data-Driven Decisions. With advanced scenarioplanning features, leadership could assess the impact of budget adjustments orchanging priorities on the product roadmap. This supported more agile,confident, and well-informed decision-making.

ABOUT PPM EXPRESS

PPM Express deliversmodern Project Portfolio Management solutions for utilities and energycompanies, enabling unified visibility, strategic prioritization, and connectedcollaboration with tools like Microsoft 365, SharePoint, and more. The platformempowers organizations to lead the clean energy transition while maintainingreliability, compliance, and stakeholder value.