Epic Owner

• Drives large Epics (enterprise-wide initiatives)
• Defines the Business Case for new epic initiatives
• Coordinates flow through Portfolio Kanban process
• Works with implementation teams to realize the Epic's vision
• In hospitals: Could be Chief Medical/Digital Officers or transformation leaders

Lean Portfolio Management (LPM)

• Not a single role but a function or committee
• Comprises business leaders, development, and clinical leadership
• Handles strategic portfolio steering:
  • Prioritizing Epics based on strategic alignment
  • Allocating Lean Budgets with guardrails
  • Establishing governance appropriate for healthcare
  • Monitoring results and ROI
• Adjusts investments based on strategic goals
• Ensures flow at the portfolio level
• In hospitals: Often includes hospital board members, CIO, CDO, CMO, CNO

Solution Level Roles (for very large initiatives)

• Solution Train Engineer (STE) - Coordinates multiple ARTs
• Solution Management - Handles product management for solution-spanning capabilities
• Solution Architect - Ensures technical coherence across ARTs

"Portfolio roles ensure that digital investments align with the hospital's strategic goals, connecting executive vision to execution in a lean-agile way."