We improved across the board — and our Vision and Innovation scores tell a bigger story about where SPM is heading.
We’re proud to share that Atlassian has been recognized as a Strong Performer in The Forrester Wave™: Strategic Portfolio Management Tools, Q2 2026. But the placement is only part of the story.
We have evolved since 2024. In this recent evaluation, we received a Current Offering score of 3.10 and a Strategy score of 3.80, reflecting our continued investment in delivering comprehensive strategic portfolio management capabilities.
Our scores reflect something we’ve been building deliberately: a point of view on where Strategic Portfolio Management (SPM) needs to go and the investment to get there with Atlassian’s Strategy Collection.
And that point of view was validated with the highest possible score: 5 out of 5 on Vision and Innovation.
From signal to action: what’s still broken in enterprise decision-making
In our latest whitepaper Leading the Human + AI Enterprise, we surveyed 308 senior leaders and found a stark gap: 80% say their priorities are clear, but only 11% have their portfolio work connected to those priorities in a shared system. Fewer than one in three can act on a strategic change within a week. We call this mean time to pivot, and in most enterprises it’s measured in months, not days.
AI doesn’t solve this. Our research found that the biggest factor in AI effectiveness is domain connectivity (whether strategy, work, and execution data exist in a connected model), more than any other factor. Fragmented operating models don’t just slow you down. They make AI more expensive to run and less valuable to the business.
What Forrester recognized and what it signals
Forrester’s vendor profile describes Atlassian as having “an AI-powered model with a connected work graph to break down organizational silos, deliver on strategic outcomes, and balance capacity and costs” and calls that vision “well in line with SPM’s expanded focus.”
Our point of view is that the future of Strategic Portfolio Management isn’t better planning software. It’s a living operating model, where a change in strategic direction actually changes what teams do, what capital funds, and what AI agents work on, without requiring a meeting to initiate every routine reallocation.
The 5/5 Innovation score reflects the investment behind that vision. R&D velocity, a Marketplace of over 5,000 apps, the Forge developer platform, and Rovo are built into the work graph, not layered on top of it. Our customers also highlighted Rovo specifically: “Customers especially appreciate Rovo’s productivity and knowledge management support.”
That’s not just an analyst observation. At Datasite, a global fintech platform managing thousands of M&A transactions simultaneously, executives made Rovo part of their daily operating rhythm from day one.
“Atlassian’s Strategy and Teamwork Collections, plus Rovo, provide a clear ‘factory-floor view’ for our leaders and a single hub for teams to collaborate. This has improved our strategic alignment, focus, efficiency, and visibility – a transformation that will empower our customers to make better deals, faster.”
Doug Cullen, CPO/CSO, Datasite, Read the full Datasite story →
We’re using Rovo to tie all of the teamwork graph together. Rovo agents and humans easily score and rank ideas against the focus criteria, approved ideas move forward, and the rest move to backlogs with full context. Our executives are hooked on Rovo — one of the first things they do is check with Rovo to see how things are going.”
JR Harrell, EVP of Product Operations and Enablement, Datasite, From Team’25 Europe Presentation
Where we are today and what’s coming
We’re honest about the journey. The security and developer extensibility scores (both 5/5) reflect something our enterprise customers have relied on for years: enterprise-grade compliance across FedRAMP, SOC2, SOC3, HIPAA, and GDPR, and a platform that technical teams can extend without being dependent on vendor cycles.
Our Current Offering score of 3.10 means we’ve got work to do, and we’re already making changes to get there. We now serve portfolio and business personas alongside the technical teams Atlassian has always served with Strategy Collection. Forrester notes our evolution “from developer-centric project management to offering innovative portfolio-level capabilities.”
The roadmap ahead attacks those gaps directly:
- Funds in Focus brings budgets, actuals, forecasts, and benefits tracking into your strategic planning surface. Investment decisions happen where priorities live, with multi-level budget views and category roll-ups across every portfolio.
- Workforce Skills in Talent maps the people skills your organization actually has against the work that needs doing — so capacity decisions are grounded in what teams can realistically deliver, not what the org chart suggests.
- Strategic Intelligence in Focus gives every leader a personalized AI feed across work, goals, talent, and funds, surfacing the signals they need to act instead of chasing status updates — moving from static reporting toward the kind of live, embedded analytics that turns data into decisions.
- Re-imagined Strategic Planning capabilities like Risk and Dependency Management in Focus makes the plan itself a living model: priorities ranked, feasibility checked against real capacity and funding, and AI-monitored between review cycles so leaders don’t have to wait for the next QBR to find out something drifted.
Built for the Human + AI enterprise
The Forrester Wave evaluates where vendors are today, and that place is an AI-driven workforce. The question now is how to govern and measure what those agents do to push your strategy forward at the organizational level. The conversations we’re having with customers is about how to change their operating model to stay competitive over the next year.
Atlassian’s position in this Wave reflects genuine progress. More importantly, it reflects a bet we’ve made on behalf of our customers: that the future of enterprise strategy isn’t just more planning. It’s a connected operating model where strategy, work, people, and AI are linked — and where the distance between a decision and its execution is measured in days, not quarters.
That’s what we’re building. And we’re just getting started.
Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. This report is part of a broader collection of Forrester resources, including interactive models, frameworks, tools, data, and access to analyst guidance. For more information, read about Forrester’s objectivity here .
