Portfolio Assistant integrates with tools like Jira and Azure DevOps to create a real-time ETL data layer that eliminates the need for disconnected spreadsheets and manual updates. It automates tracking and reporting—work that usually requires endless meetings and manual rollups across multiple tools. By reducing this overhead, ops and program managers save up to 80% of their time and gain reliable, up-to-date insights on portfolio health.

Portfolio Assistant eliminates the need to manually prep decks or reconcile data for every meeting. It automates portfolio roll-ups and enables generation of tailored views so ops and program managers can deliver the right insights at the right cadence. 

For example:

• Portfolio Review: Build widgets and reports with automated data roll-up for a 360° portfolio view of alignment, progress, investments, and risks.
• Delivery Tracking: Automate tracking, reporting, and stakeholder communication, white reducing up to 80% of manual work

GTM Team Updates: Create and auto-deliver evergreen decks that keep cross-functional teams aligned with minimal effort.

Portfolio Assistant continuously monitors data from Jira, ADO, and other tools to uncover risks that are easy to miss in manual reports. It flags dependency bottlenecks, scope creep, and slipping timelines before they escalate—so ops and program managers can act early instead of reacting late. With proactive alerts and recommendations, you can prevent delays, protect investments, and keep delivery on track.