Aha! was designed to be scalable for large organizations managing complex portfolios of products. Because of this, all of your strategy can be created on both the product level and product line level in your account. This means that portfolio or program managers can define strategy at a level above the products being managed, such as defining corporate strategy.
Beyond simply defining product line level strategy, teams can connect their strategy together. Both strategic goals and initiatives have the ability to be rolled up from a product all the way to a corporate level. This allows the product teams to be focused on delivering against product strategy while staying aligned with the higher level strategy across the organization. The initiative roll up is even visualized on the home portfolio screen.
The role up option is available whenever you add a new goal or initiative. It can also be edited through expanding the goal or initiative screen.
Rolling up goals and initiatives (from product to product line)
- Create a product line with products under it. You can do this in Settings -> Account -> Configure product lines.
- Add strategic initiatives and/or goals to the product line.
- Add strategic initiatives and or goals to the product(s) under the product line. When you create an initiative or goal for any level that has parent initiatives or goals, you may roll it up simultaneously, as shown below.
You can also choose to roll it up later by opening the product initiative or goals details and using the the Roll up to initiative field to link the product strategy to the desired parent product line strategy.