Recently, as part of a series of Portfolio for Jira case studies, we spoke with Carl DiClementi, Director of Product Management at Factom about how he uses Portfolio for Jira. In lieu of spreadsheets, Carl takes a unique approach with Portfolio for Jira to building and communicating plans. To plan for the quarter he creates a level of hierarchy above Epics, which he calls "Programs" and works with his engineering team to break down the "Programs" into smaller pieces of work. From there he uses Portfolio for Jira's scope table to massage the details and prioritization of the Epics and Stories for each Program. In order to communicate his plans with business stakeholders, he embeds Portfolio for Jira's schedule report into a Confluence page, which stays current even as plans change.
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