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Manage and optimize your Atlassian landscape with Portfolio Insights (Now Generally Available)

Akshay Johri

Hello Atlassian Community

I'm Akshay Johri, a Product Manager on the Atlassian Cloud Transition team. We're pleased to announce the launch of Public Beta of Portfolio Insights, a significant step in our ongoing effort to help you enhance your Atlassian experience across Cloud and Data Center environments.

What is Portfolio insights?

Portfolio insights is a new feature within Atlassian Administration. It offers a centralized view of your Atlassian tooling landscape, enabling you to discover, assess, and optimize your entire Atlassian portfolio across Cloud and Data Center environments. Whether you're planning a cloud migration, optimizing your Data Center environment, or managing a complex hybrid setup, Portfolio insights provides the tools and insights you need to make informed decisions and drive efficiency across your organization.

By centralizing this critical information, Portfolio insights empowers IT leaders, administrators, and migration planners to:

Reduce the time and effort required for portfolio assessment and migration planning
Improve control and governance by maintaining a clear inventory of all Atlassian products in use
Identify opportunities for cost savings and performance improvements
Streamline management of multi-instance and multi-product environments

Key components of Portfolio Insights

Here’s what you can expect.

Add and discover products

Portfolio insights provides a comprehensive view of all your Atlassian products by allowing you to:

Add and maintain connections between on-premises and cloud products, creating a unified Atlassian landscape.
Automatically discover associated products through license data and app links. Review and add relevant detected products to your portfolio.

These steps enable strategic planning and uncover consolidation opportunities within your organization.

View the cloud readiness of your Jira instances

Analyze and compare your data against Atlassian guardrails or best practices to understand the cloud readiness of your Jira instance in the areas most critical for migrations:

Migration time
Users and groups
Issue content limits
Cloud health

Assessment - viewport with fixed side panel.png

The cloud readiness assessment highlights problems with your data that can affect the migration itself or your future setup in Atlassian Cloud. With detailed recommendations on how to optimize the number of issues, users, or custom fields, you can prepare your instance for a future migration, or just make it run smoother now.

And yes, we’ll also find all those issues where you stack thousands of attachments and even help you optimize them with Jira automation.

Get insights into health and performance of your Jira instance (coming soon!)

Portfolio insights will soon help you monitor and optimize the health of your Jira Data Center instances. You'll receive proactive recommendations to maintain optimal instance health by focusing on:

Health score analysis: Assess the overall health of your Jira instance with a comprehensive health score and get recommendations to improve instance performance.
Performance metrics: Monitor key performance indicators to ensure optimal system operation.
Data optimization: Measure your data against guardrails to optimize Jira entities like issues, groups, projects, and custom fields for improved efficiency.

These insights will empower you to enhance your on-premise setup, ensuring a robust and efficient environment.

EAP for Portfolio insights

With the EAP rolled out in 2024, we shipped the following and learned from early adopters, with more to come in 2025:

Assessments: Analyze your data against Atlassian guardrails and receive clear, actionable insights and recommendations to prepare for your Jira migration. Read more in our announcement.
Footprint detection: Add and detect products to manage and optimize your entire Atlassian portfolio across the Cloud and Data Center.
Data Center Instance optimization: Monitor and optimize the health and performance of your Jira Data Center instance to ensure it runs smoothly and efficiently.

Looking ahead: Our vision for Portfolio insights

This EAP was a step towards our future vision for Portfolio insights, which aims to transform how organizations manage and optimize their Atlassian tools across their entire organization. By providing data-driven insights, Portfolio insights empowers informed decision-making, driving efficiency and innovation. Additionally, it acts as a catalyst for strategic growth, offering the intelligence needed to navigate complex transitions and optimizations. Our focus includes:

Ongoing optimization: Continually improving how your teams use Atlassian tools.
Comprehensive insights: Providing a detailed understanding of tool usage and performance.
Future capabilities: Extending our offerings to include more Atlassian products, apps, and even external applications for a holistic productivity suite.

Thank you for your continued support and for being an integral part of the Atlassian Community. Together, we're working towards more efficient and optimized Atlassian experiences.

If you have any questions or feedback, please share them in the comments below. We look forward to your participation in this exciting new chapter of Atlassian tooling management.

Best regards

Akshay Johri

Product Manager, Cloud Transition team

Comments

Josh

Hi @Akshay Johri . Is this EAP open to organizations that are fully cloud-based? The portfolio insights seem like they could be helpful for cloud customers looking to better view their technical landscape at a glance.

Akshay Johri

Hi @Josh Yes! Even the cloud only organisations would benefit from the EAP as they can see their product landscape. (It helps looking at the complete picture, to find instances that can be merged or may not be in use. In future customers can expect recommendations around how to improve the performance etc).

Josh

Thank you, @Akshay Johri ! Looking forward to trying this.

Jeffery Candiloro_iv1ivl

Hi @Akshay Johri it would be great to connect with you to discuss how we might be able to use this at a partner level.

Regards

Jeffery

Akshay Johri

@Jeffery Candiloro Please feel free to sign-up for the EAP and we'll setup a discussion for this.

Jeffery Candiloro_iv1ivl

@Akshay Johri I have signed up. Feel free to contact me directly.

Thanks

Akshay Johri

Hi!
Portfolio Insights is transitioning from Early Access to Public Beta on 7th April. Read more here: https://community.atlassian.com/forums/Atlassian-Migration-Program/Manage-and-optimize-your-Atlassian-landscape-with-Portfolio/ba-p/2982145

Angel Hernandez_vvk23f

When registering it says "Do you have any other legal requirements regarding data storage and transfer?", I'm assuming its only pulling system data not actual customer data right?

Łukasz Halicki

@Angel Hernandez yes, we are not pulling any customer or user data. On details of information we pull please see https://confluence.atlassian.com/support/assess-your-instance-scale-using-jira-cloud-migration-assistant-database-queries-and-usage-metrics-1267761445.html

primmallc

Hi @Akshay Johri - thanks for this information. I am curious. We have established source control with Bitbucket Cloud Premium, and use many of the security features like enforced MFA, IPv4 restrictions, etc. I also met the billing requirement to shift to Atlassian account.

As we plan to start a trial for Atlassian Guard premium to a new JIRA and Confluence effort, I want to protect my Bitbucket users from disruption as they are busy with source control efforts.

Q. How can Portfolio help?
Q. Does Portfolio help managed Identity?
Q. Does Portfolio highlight which users in domain have administrative and product administrative rights?
Q. Does Portfolio allow one to generate a report for auditors, etc. on who has what rights by application?

I have seen tools that treat identity as the new surface attack and allow one to set policies (i.e., all admins must have MFA, all users must have MFA, etc.) and give very high level (% compliance, % unhealthy, etc.) indicators to help admins/security see compliance-at-a-glance.

Whether its heuristics, dashboards, or AI, the end result would make Portfolio more valuable.

Last, if there is any feature that I should look at before I start the Guard trial, add SSO, migrate Bitbucket Cloud user identities and MFA, add JIRA / Confluence services (for different user set) and update our identity provider so policies will tie groups of allowed users to the new services -- with Portfolio provide visibility at each step on my way, please let me know.

I'd be happy to assist with a use case if this was of interest.

Larry

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