Epics

• Large, enterprise-wide initiatives
• Managed through a Portfolio Kanban process
• Often span multiple ARTs and PIs
• In hospitals: "Implement integrated Electronic Health Record system"

Portfolio Backlog

• Contains approved Epics awaiting implementation
• Prioritized based on economic and strategic value
• Feeds work to applicable ARTs

Lean Business Case

• Lightweight business justification for Epics
• Includes hypothesis, expected benefits, costs
• Defines Minimal Viable Product (MVP)
• In healthcare: Includes patient outcome impacts, regulatory considerations

Strategic Themes

• Business objectives that connect portfolio to enterprise strategy
• Guide Epic prioritization and resource allocation
• In hospitals: "Enable data-driven clinical decision support" or "Seamless patient journey across care settings"

Portfolio Vision

• Long-term direction for the portfolio
• Communicates future state and roadmap
• Aligns with hospital's strategic plan

Portfolio Kanban

• Visual system for managing the flow of Epics
• States typically include: Funnel → Reviewing → Analyzing → Portfolio Backlog → Implementing → Done
• Controls WIP at the portfolio level
• Provides visibility into strategic initiatives

"Portfolio artifacts create alignment between hospital strategy and execution, ensuring that digital investments deliver maximum value for patients, clinicians, and the organization."