Solution Templates

Lean Portfolio Management

Manage portfolios more agilely and efficiently - via lean principles

Lean Portfolio Management mit cplace

Lean Portfolio Management is the link between corporate strategy and the management of product portfolios in an agile multi-project environment. Lean-Principles are used as part of the methodology to align an organization more efficiently and dynamically with common strategic goals. The cplace solution template of the same name offers a central overview of the portfolio and supports those responsible in transferring strategic topics into epics. Expandable planning views enable precise and serious planning in terms of time, logic and strategy on a solid data basis.


Portfolio Kanban

Visualization and control of the Portfolio Epics from brainstorming to completion with workflows

Portfolio Roadmap

Central visualization of the strategic projects, their dependencies and conflicts on one timeline

Lean Budgets

Agile budgeting according to Lean-Principles including Earned Value Analysis


The Solution Template Lean Portfolio Management supports a networked, fully coordinated company on the way to a successful agile and digital transformation. It creates transparency about the portfolio and all the value streams it contains. The Portfolio Roadmap facilitates external communication. Portfolio managers can plan seriously by making decisions based on a solid database. The Solution Template is process-open and still offers users a high level of security. You are safely guided through the freely definable processes via workflows and thus protected from unrealistic planning.

Solution Profile


  • Type: Solution Template
  • Category: Agile Development, Scaled Agile Framework, Portfolio Management
  • Languages: DE, EN
  • License: Professional, Enterprise Board, Visual Roadmap
  • Developer: collaboration Factory AG
  • Compatibility: cplace 22.3+

What’s inside

  • Premium Applications: Enterprise Board, Visual Roadmap
  • Standard Applications: Visual Domain Model, Landing Page
  • Platform Capabilities: Low-Code Automation, Visualizations, Workflow Manager, Roles & Permissions, Personal Dashboard
  • Demo Use Case: available

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