Optimize value streams with data-informed portfolio plans

Watch this webinar and learn from an Atlassian customer how leveraging data can align strategy to execution and maximize the flow of value.

Successfully executing your portfolio vision requires alignment on priorities and a clear framework for measuring outcomes - often across many parts of the organization.

When leaders prioritize investments in product innovation they often get stopped by the traditional ROI-based measurements that prioritize cost savings. And rigid command-and-control models can get in the way of cross-team collaboration and innovation.

To keep pace, organizations need to be able to optimize the flow of value through continuous knowledge collection and measurement.

Join us for this webinar and hear real-world solutions to these issues from Atlassian customer, Barrie Effron of eMoney, and Forrester analyst Margo Visitacion.

In this webinar you will learn:

  • How leveraging data can evolve your organization toward better delivery
  • How eMoney created a Lean Center of Excellence, unifying leadership and teams
  • Real-world examples of how to build a culture of empowerment



Barrie Effron headshot

Barrie Effron

VP of Information Systems and Delivery, eMoney Advisor

Barrie Effron has over twenty-four years of experience in financial services and fintech. Effron leads the eMoney Advisor’s data analytics program, driving growth and scale for greater business agility from inception to full adoption. 

Margo Visitacion headshot

Margo Visitacion

VO and principal analyst, Forrester

Margo Visitacion helps application development and delivery professionals address the challenges of scaling Agile planning and delivery practices to the enterprise level. Her research focuses on scaling enterprise Agile practices, Agile financial planning, and strategic portfolio management as a means to deliver successful business outcomes.