What not to do to implement an agile portfolio planning tool for a large financial services organization
1 min readJan 13, 2023
- Not involving key stakeholders in the planning process: Agile portfolio planning tools should involve key stakeholders such as project managers, product owners, and business leaders to ensure that the tool aligns with the organization’s overall goals and priorities.
- Not considering scalability: A portfolio planning tool for a large financial services organization should be able to handle a large number of projects and teams, so it’s important to consider scalability when choosing a tool.
- Not providing proper training and support: Implementing a new tool can be challenging, so it’s important to provide proper training and ongoing support to ensure that users can effectively utilize the tool.
- Not considering integration with existing systems: If the financial services organization already has existing systems in place, it’s important to ensure that the portfolio planning tool can integrate with them to avoid duplication of effort and data silos.
- Not testing the tool: It is important to conduct user acceptance testing before rolling out the tool to ensure that it meets the organization’s needs and is user-friendly.
