Get started

Connected Portfolios-AgilePlace hybrid delivery adoption pathway

1. Get started

2. Design and set up

3. Capability usage

4. Reports and outputs

Audience	PMO, portfolio manager, project manager, team member
Objective	Understand the data flow between connected Portfolios-AgilePlace and the key benefits of adopting the connected solution.

Hybrid delivery using connected Portfolios-AgilePlace

Adopting hybrid delivery using connected Portfolios-AgilePlace empowers project teams to retain their autonomy to work with their preferred methodologies and processes for delivering on strategy. Status reporting is automated by the Portfolios-AgilePlace connector, so team members no longer have to manually enter status metrics, saving valuable time. Work progress is tracked in team tools, which allows the PMO to move away from having to maintain detailed project schedules, requirements, and multi-step approval processes. This reduction of governance enables teams to work more adaptively, respond to changes in the plan, and ultimately deliver more value.

For the PMO, detailed delivery data and status metrics are surfaced in Portfolios from AgilePlace, enabling them to better understand how work is progressing at the portfolio level, and eliminating the need to drill down into team tools for critical information. Lastly, near real-time status reporting empowers the PMO to make accurate portfolio-level decisions that align strategy to delivery.

Key benefits of adopting hybrid delivery

Modernize work practices

Connected project delivery fosters improved team collaboration and the autonomy to plan and manage work from the bottom-up, rather than a traditional top-down approach.

Manage work, not schedules

With connected project delivery, the focus shifts to managing work and resources, rather than the project schedule. Project team members have more flexibility to manage tasks and activities, simplifying project scheduling practices.

Empower teams

Connected project delivery enables resources to design a project execution, communication, and collaboration structure that works best for their team. Management has visibility into the work progress, but can focus more on analysis, budget, and prioritization tasks.

Improve project transparency

With connected project delivery, everyday work activity is connected to the project plan. Up-to-date project status and progress are available for the team and management stakeholders; everyone has access to a single source of data for reporting and analysis.

Align work and strategy

Connected project delivery allows for the planning and alignment of projects and work with organizational priorities and strategic initiatives. Leadership has access to current data, reporting, and analytics to drive proactive decision-making.

Streamline work with templates

Using templates with connected project delivery allows project teams to optimize their project plan, document management, and review processes. With everyone starting from the same place and being responsible for a common set of data, it creates less guesswork and a smaller margin of error, which expedites execution, streamlines the review cycle, promotes standardization, and reduces confusion throughout the process.

Understand the workflow between connected Portfolios-AgilePlace

The Portfolios-AgilePlace connector enables the synchronization of information between Portfolios and AgilePlace. This allows scheduling and planning to be managed in Portfolios, while team collaboration and work delivery are executed in AgilePlace. The status of work progress – represented by cards – flows from AgilePlace to Portfolios to support project status reporting and portfolio management.

Using hybrid project delivery with connected Portfolios-AgilePlace, you can create work entities in Portfolios, then sync those entities to automatically create cards on boards in AgilePlace. This allows for a traditional project portfolio planning process while supporting hybrid delivery for teams; project managers can continue to manage and track work progress in Portfolios, while project team members plan and execute detailed tasks and activities in AgilePlace.

PF-AP webinar.png — *Illustration of the connection between AgilePlace boards and cards to the plan in Portfolios using connected Portfolios-AgilePlace (PMO use case)*

When you connect Portfolios-AgilePlace to support hybrid delivery, the connector:

Connects Portfolios strategy or work entities with AgilePlace team boards and cards to track work progress in Portfolios
Creates a near real-time, event-based connection
Allows AgilePlace card metrics to be viewable in Portfolios for project status reporting