How a leading e-commerce brand optimized product portfolio management with Jira and Advanced Roadmaps
Leading e-commerce company
Retail Services
Service:

The opportunity
Our client faced several challenges with managing business processes through Excel. When the company tuned to us their processes were slow and time-consuming, making it hard to track tasks, prioritize work, and allocate resources efficiently.
They struggled with the lack of real-time visibility, leading to errors, missed deadlines, and delays. Collaboration was hindered, and communication with stakeholders was cumbersome. As the company grew, the Excel system became increasingly difficult to scale, creating more inefficiencies and making it harder to manage the growing volume of tasks and projects.
Our Approach
We worked closely with our client to design a tailored solution using Jira and Advanced Roadmaps. Our goal was to replace Excel with a more efficient, scalable system that would provide real-time insights and streamline portfolio management. We focused on:
- Migrating the existing data from Excel to Jira, ensuring a smooth transition and minimal disruption to ongoing work.
- Integrating advanced roadmaps to give the team a clear view of resource allocation and capacity planning.
- Aligning portfolio management with the client’s broader strategic goals by integrating Jira with QBRs/OKRs, ensuring better alignment across teams and management.
- Enhancing decision-making by providing stakeholders with dashboards and reports that offer real-time insights into progress and priorities.
Our Impact
The implementation of Jira and Advanced Roadmaps transformed the client’s approach to portfolio management. The new system eliminated inefficiencies, empowered teams to focus on what matters most, and provided management with the tools to make informed decisions.
The department gained the ability to prioritize tasks effectively, plan resources with greater precision, and align their daily operations with the organization’s strategic objectives. By focusing on simplifying their processes and fostering better communication, we helped the client create a stronger foundation for sustainable growth.
Their teams are now better equipped to manage a growing, dynamic portfolio of projects.