Atlassian · Design Lead

Portfolio
Insights

How we turned fragmented data into something an admin could quickly scan, understand, and act on by combining business vision, data visualization, and product craft.

Portfolio Insights dashboard
33%Reduction in time for migration planning
Increase in self-serve assessments for migration
1400Instances connected within 6 months of launch

Context

What is Portfolio Insights

An application designed to help enterprise admins understand their tools and data shapes with Atlassian, optimize their footprint, and confidently prepare for cloud migration.

The Challenge

Enterprise admins faced a fragmented ecosystem with information scattered across disconnected tools. Finding and diagnosing problems took manual effort and time.

The Opportunity

By consolidating data into a single, AI-powered application, we provided enterprise admins with actionable insights and an intuitive surface to optimize and plan migrations, giving them the confidence to scale wall-to-wall with Atlassian.

Admins are at the heart of the successful
adoption of Atlassian's System of Work

— Justin Maguire, Head of Design, TAP

Data Visualizations

Crafted to make dense information easy to scan

The data visualizations turn complex, high-volume information into something admins can take in at a glance — giving them the clarity to understand their footprint and reach better decisions, faster.

AI Co-Pilot

An always-on AI co-pilot

An AI assistant sits right alongside the data — ready to summarize what's happening, flag what needs attention, and suggest the next move, so admins always have a knowledgeable second set of eyes.

Intelligent Optimization

AI-powered intelligent optimization

AI reads the full picture and points to where it matters — surfacing what's unused, at risk, or ready to move — so admins can optimize their footprint with confidence instead of guesswork.

Migration Planning

A clear path to cloud

Once an instance is optimized, admins move into migration planning — scoping sources, sequencing the work, and mapping a confident path to cloud, all in one place.

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