34+

Years of Experience

40%+

Fortune 100 clients

60k+

Students Trained

9

SAFe Fellows & SPCTs

The Real Challenge

You Have Planview. You Have Rally. You Still Don't Have LPM.

Enterprise portfolio management tools are powerful, but software alone cannot connect strategy to execution. Planview tracks the work. Rally tracks delivery. Neither one decides which work funds the strategy — or ensures your teams are continuously aligned to it.

That gap is exactly where portfolios stall, budgets drift, and leadership loses confidence. SAFe Lean Portfolio Management closes it — but only when someone implements it inside your existing tool ecosystem, not around it.

Disconnected Tools, Disconnected Strategy

Planview shows project status. Rally tracks sprint velocity. But neither surface whether your portfolio is funding the right outcomes.

Annual Planning That's Outdated by Q2

Static project-based funding locks decisions made in October against a market that changes every quarter. LPM makes budgets dynamic.

Visibility Without Insight

Dashboards and reports are everywhere, but leaders still can't answer: "Are we funding what delivers the most value right now?"

The Ecosystem

Three Pillars. One Portfolio Operating Model.

ICON configures your existing enterprise tools and layers SAFe LPM practices on top — so every investment decision flows from strategy to execution in one connected system.

Planview

Your strategic portfolio hub. We configure Planview roadmaps, investment thresholds, and capacity models to reflect SAFe portfolio epics and value streams — so your PPM tool becomes a lean budgeting engine.

ALM/PPM Implementation

Broadcom Rally & ValueOps

Your delivery execution layer. We connect Rally's agile lifecycle data and ValueOps portfolio views directly to LPM governance cycles — turning sprint metrics into portfolio-level signals leadership can act on.

SAFe LPM Practices

The methodology that ties them together. Portfolio Kanban, Lean Budgeting, WSJF prioritization, and participatory budgeting don't live in a tool — they live in your operating model. ICON implements them both in the tool and in the room.

LPM Consulting Deep-Dive
What We Configure

LPM Built Into Your Tool Stack

We don't hand you a playbook and leave. ICON engineers your Planview, Rally, and ValueOps environments to enforce LPM disciplines natively — so good portfolio governance becomes the path of least resistance, not an extra step.

  • Portfolio Kanban boards wired to strategic themes
  • WSJF scoring models configured in your backlog tools
  • Lean budget guardrails replacing project-level cost tracking
  • Value stream mapping with capacity and demand visibility
  • Cross-tool dashboards bridging Planview roadmaps to Rally delivery
  • PI Planning cadence support embedded in tool workflows

What Gets Better

When your tools reflect your LPM operating model, every layer of the organization works from the same signal — not competing spreadsheets.

Outcomes Our Clients See:
  • Faster quarterly funding decisions with real data
  • Fewer surprises at portfolio reviews
  • Business and technology speaking the same planning language
  • Investment decisions tied to measurable value, not project status
  • Executive confidence in portfolio-level trade-off decisions
How We Engage

Right-Sized for Where You Are

Whether you're evaluating LPM for the first time or fixing a stalled implementation, ICON has a structured engagement model that meets you at your current maturity level.

Tier 1

Assessment Sprint

2–4 weeks


A focused discovery to audit your current tool configuration, identify LPM gaps, and produce a prioritized roadmap for implementation — without disrupting ongoing delivery.

  • Current-state tool and process audit
  • SAFe LPM readiness scorecard
  • Value stream identification
  • Prioritized implementation backlog
Tier 2
Most Popular

LPM Implementation

8–16 weeks


End-to-end implementation of SAFe LPM inside your existing Planview, Rally, or ValueOps environment — from Portfolio Kanban setup through the first live quarterly review cycle.

  • Portfolio Kanban and WSJF configuration
  • Lean budget guardrail design
  • Cross-tool dashboard and reporting setup
  • Leadership coaching and facilitation
  • First PI Planning cycle support
Tier 3

Continuous Optimization

Ongoing retainer


For enterprises that have LPM in place and want ongoing coaching, tool refinement, and quarterly governance support as the organization scales or tools evolve.

  • Quarterly planning cycle facilitation
  • Tool configuration tuning
  • LPM maturity benchmarking
  • Executive portfolio review support
The Business Case

What SAFe LPM Delivers for Tool-Ready Enterprises

Organizations with mature enterprise tooling that add SAFe LPM practices consistently see measurable improvements across portfolio governance, delivery speed, and strategic alignment.

40%
Faster Portfolio Decisions

Quarterly funding decisions that once took weeks of alignment meetings get made in structured review cycles with real-time data.

Alignment Between Strategy and Teams

When tools reflect LPM practices, teams understand how their work connects to strategic themes — removing ambiguity and competing priorities.

60%
Reduction in Planning Cycle Time

Lean budgeting replaces multi-month project approval chains with continuous investment decisions tied to value stream performance.

"The combination of SAFe LPM and the right tool configuration is what separates enterprises that merely talk about agile portfolio management from those that actually practice it. The methodology without the tool implementation fails. The tool without the methodology is just expensive reporting software."

ICON Agility — Enterprise Portfolio Practice
Why ICON Agility

The Rare Team That Knows Both the Method and the Machine

Most SAFe partners know the methodology. Most tool vendors know the software. Very few can operate fluently in both — configuring Planview, Rally, and ValueOps while simultaneously coaching the LPM operating model your portfolio leadership needs to run.

ICON brings over 30 years of enterprise consulting experience, a Broadcom Software Regional Partner of the Year recognition, and SAFe Fellows on staff — giving you a team that can speak to the CIO about portfolio strategy and the platform engineer about Rally configuration in the same engagement.

  • Certified SAFe Fellows and LPM Practitioners
    Not just SAFe-trained — our coaches have implemented LPM at scale in regulated industries, financial services, and federal agencies.
  • Broadcom Authorized Partner
    Direct access to Rally and ValueOps product teams, ensuring your tool configuration reflects current best practices and platform capabilities.
  • Multi-Tool Implementation Experience
    We've configured Planview, Rally, ValueOps, and hybrid environments — so we adapt to your tool stack, not the other way around.
  • Fortune 100 Track Record
    Our client portfolio spans enterprises where the stakes of getting LPM right are measured in hundreds of millions in annual portfolio investment.
ICON Agility Services - 2025 Broadcom Software Regional Partner of the Year

"ICON is the only partner I've worked with that could configure our Rally environment and facilitate the portfolio governance conversation with our C-suite in the same week."

Enterprise Portfolio Director
Fortune 500 Financial Services Firm
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