Strategy
Strategy Overview
Bloomfilter.ai represents a powerful evolution in AI-driven process intelligence for software development and operations teams. By enabling users to define high-level strategic goals, cascade them into granular objectives, and then map initiatives and epics to those objectives, it creates a dynamic, unified strategy view. This isn't just a static dashboard—it's a real-time, interconnected system that aggregates progress, health, costs, and alignment metrics.
Business Value:
Strategy transforms fragmented planning into a living execution engine — giving product, engineering, and finance leaders a real-time, unified view of how every initiative, epic, and task maps to business outcomes, enabling proactive risk management, smarter resource allocation, and confident delivery against organizational goals.
Here are the key benefits, grounded in how it addresses common pain points in aligning engineering efforts with business outcomes:
Enhanced Strategic Alignment and Visibility Teams often struggle with "strategic drift," where daily tasks don't clearly tie back to top-level goals. This module bridges that gap by automatically linking initiatives to objectives, showing exactly how individual epics contribute to broader outcomes. Result: 93%+ task alignment in practice, reducing misdirected efforts and ensuring every sprint advances the company's north star.
Real-Time Risk Detection and Prioritization Initiatives are auto-categorized by health status ("On Track," "At Risk," or "Off Track") in a single-pane view. This flags bottlenecks early—e.g., if planned work trails actuals by 10-15%—allowing proactive interventions. Benefit: Faster course-corrections, minimizing delays that could otherwise cascade into missed quarterly targets.
Cost-Outcome Optimization With dedicated Targets and Cost tabs, you can track how engineering spend translates to value delivery, comparing planned vs. actual costs alongside progress. This quantifies ROI at every level (task, project, team), helping identify underperforming areas and reallocate resources for higher impact.
Improved Cross-Functional Collaboration and Reporting Stakeholders—from CPOs to Finance teams—get a shared, data-driven lens. Product Directors can refine epic mappings, Program Managers spot risks, and executives generate objective status reports effortlessly. Outcome: Reduced meetings, faster decisions, and accountability that drives a culture of continuous alignment.
Scalable Execution in Dynamic Environments As priorities shift (e.g., market changes), the module supports easy adjustments, visualizing epic compositions and deployment alignment to business value. This fosters agility without losing oversight, ideal for fast-evolving software teams.
In essence, it transforms fragmented planning into a living strategy engine, boosting delivery speed, reducing waste, and amplifying business impact—often syncing operational cycles with executive vision in real-time.
Strategy Navigation
Welcome to the Strategy module – your command center for ensuring every sprint, task, and story point directly supports business outcomes. The Strategy module gives leaders instant visibility into initiative health, resource focus, delivery velocity, and alignment across the entire portfolio.
This guide explains every component on the Strategy page, its real-world use cases, and why it delivers massive value to Product, Engineering, and Finance leaders.
Strategy Tabs Overview
Initiatives
What it is: This interactive table summarizes all active initiatives, displaying columns for status (e.g., In Progress, At Risk), percentage of completion, business value (e.g., estimated ROI or impact score), and start/end dates. Click the arrow next to any column header to filter, sort, or group data—e.g., sort by completion % to prioritize lagging items.
Use Cases:
Daily Standups: Filter by status to quickly review "At Risk" initiatives during team huddles and assign follow-ups.
Portfolio Review: Sort by business value to reallocate resources from low-impact to high-value initiatives mid-quarter.
Executive Summaries: Export filtered views (via platform tools) to highlight overdue initiatives in board reports.
Why it's Valuable: The table transforms raw data into actionable intelligence, providing a snapshot of strategic health that prevents surprises. By enabling fast filtering and sorting, it supports proactive risk management, ensuring teams deliver 15-25% more business value by focusing efforts where they matter most and catching delays early.
Left-Side Filters
Status (On Track / At Risk / etc.)
State (No Epics / No End Date)
Activity (Active / Inactive)
Source (teams contributing)
Initiative KPI Overview
Initiatives by Statuses
A real-time donut or summary card showing how many initiatives are On Track, At Risk, Off Track, or Unknown.
Daily leadership huddle: instantly see if anything needs immediate escalation. Board or All-Hands prep: “We have 24 initiatives On Track, 4 At Risk, 1 Off Track.”
Reduces surprise fire drills by surfacing risk the moment it appears — customers typically cut missed commitments by 30-40% after using this as their daily health check.
Initiatives by State
Highlights initiatives missing critical planning elements: No Epics, No End Date, or other incomplete states.
Quarterly planning cleanup: filter and fix initiatives before they become unmanageable. New PM onboarding: instantly spot hygiene issues in inherited portfolios.
Prevents “zombie initiatives” that burn budget with no measurable outcome.
Overall Initiative Completion
Cumulative progress line across all initiatives
Celebrate velocity wins in leadership meetings.
Provides a single source of truth for “Are we moving fast enough as a company?”
Portfolio Throughput
Portfolio Throughput = total tasks completed in the last 30 days
Detect organization-wide slowdowns (e.g., end-of-year holidays).
Provides a single source of truth for “Are we moving fast enough as a company?”
Progress
What it is: The Cumulative Progress Chart is a line chart that compares Planned Tasks versus Completed Tasks over time. It shows how work commitment and execution evolve throughout an initiative or selected time period.
Use Cases:
Identify forecast risk when the Completed line flattens while Planned continues to rise, signaling scope growth or capacity constraints.
Click into any month to drill directly into the underlying Task View table for detailed analysis.
Why it’s Valuable: This chart provides an immediate visual signal of delivery health. It helps teams spot execution risk early, align on expectations, and course-correct before missed commitments become unavoidable.
Views:
Progress
Contributing Epics
Contributing Teams
Focus
What it is: Initiative Focus quantifies the percentage of team effort (based on time, task volume, or story points) dedicated to each initiative. It's displayed as a pie chart or stacked bar in the graph section, showing breakdowns like "60% on Initiative A, 25% on Initiative B," and can be layered with other measures for deeper context.
Use Cases
Resource Allocation: Review focus percentages to ensure high-priority initiatives aren't starved of attention during peak workloads.
Team Balancing: Compare focus across teams to redistribute tasks and avoid silos.
Retrospective Analysis: Analyze historical focus data over a date range to refine future planning and improve alignment.
Why it's Valuable: In fast-paced dev environments, misaligned focus leads to wasted effort—this metric provides transparency into where time is spent, not just what is done. It drives efficiency gains of 10-20% by highlighting imbalances, promoting accountability, and ensuring strategic initiatives receive the bandwidth they need for maximum ROI.
Targets
What it is: The Measure Target Graph tracks any selected performance metric—such as Throughput, Complexity, or Cycle Time—against user-defined targets. Progress is displayed using Green, Yellow, and Red thresholds for quick interpretation.
Use Cases:
Track OKRs visually, such as delivering a target number of story points within a bi-weekly period.
Run continuous improvement experiments by setting a target, measuring results over a defined time range, and evaluating impact immediately.
Why it’s Valuable: This feature connects execution metrics directly to goals. It replaces static reporting with live feedback, helping teams stay aligned, measure progress objectively, and reinforce accountability.
Flow by Phase
What it is: Flow by Phase is a cumulative flow diagram that shows how work items move through each stage of the workflow over time: Ready → Blocked → WIP → In Review → In Test → To Deploy → Done. It includes current counts per phase and a flow-over-time visualization.
Use Cases:
Identify bottlenecks, such as large volumes of work stalled in Review or Test for extended periods.
Validate the impact of process improvements like pull request size limits or definition-of-ready standards.
Why it’s Valuable: Flow by Phase transforms subjective perceptions of slowness into concrete, visual evidence. It empowers teams to pinpoint where flow breaks down and focus improvement efforts where they will have the greatest impact.
Related Tasks (Drill-Down Table)
What it is: The Related Tasks table provides a detailed, item-level view of all work contributing to an initiative. It includes Task ID, Name, Epic, Initiative, Story Points, Work Type (Story, Bug, Task), Creation Date, and full status history.
Use Cases:
Investigate blocked or delayed initiatives by reviewing individual task histories.
Audit scope creep by identifying tasks added after the initiative or sprint began.
Why it’s Valuable: This table turns high-level trends into actionable detail. It enables teams to move from “what happened” to “why it happened,” supporting accountability, transparency, and informed decision-making.
Tips
Use the bookmarks to save a curated view on what initiatives matter most to you. Use Group By to recategorize initiatives by team, objective, status or source.
How to Bookmark an Initiative:
Click on Initiative Name and pop out window will appear
Select the bookmark icon in top right corner of context menu
How to Group Initiatives by Team, Status, Objective, Source:
Select Group By drop down and choose between Team, Status, Source & Objective:
How to Manually Create an Initiative:
Select Add New at the top right of the strategy screen.
Fill out Initiative Information and link Epics.
How to Export Initiative Information:
Select the Export button from any screen.
Overview
Missing What it is, use cases, why its valuable
Strategic Goals
What it is: The Strategic Goals view provides a high-level, structured table of organizational goals, each representing a collection of related objectives along with key subsidiary information. This view aggregates execution signals from across the delivery hierarchy, giving visibility into goal-level status, progress, and overall health. Users can quickly understand how well strategic goals are being supported by underlying work and whether they are on track to deliver intended outcomes.
Use Cases
Executive & Portfolio Reviews: Assess the health and progress of top-level strategic goals without diving into delivery details.
Alignment Validation: Ensure that active objectives are clearly contributing to defined strategic goals.
Prioritization & Investment Decisions: Identify goals that may require additional focus or rebalancing based on progress and supporting activity.
Strategic Communication: Provide leadership with a concise, outcome-oriented view of how execution is tracking against strategy.
Why it’s Valuable: For product and SDLC leaders, the Strategic Goals view creates a direct line of sight between delivery and business intent. By summarizing execution at the highest level, it helps organizations avoid misaligned work, surface strategic risk early, and ensure investment is focused on what matters most. This clarity enables better decision-making, stronger accountability, and more predictable progress toward business outcomes.
How to Manually Create a Strategic Goal
Auto-Populate Work Items
BF can automatically pull in work items if you already have them configured in connected tools.
Objectives
What it is The Objectives view displays objectives as a collection of linked initiatives, providing a clear mid-level perspective between strategy and execution. Each objective shows progress, status, and roll-up signals from its associated initiatives, allowing users to understand how tactical work is contributing to measurable outcomes.
Use Cases
Outcome Tracking: Monitor whether initiatives are collectively delivering on the objective’s intended result.
Scope & Execution Management: Identify objectives where initiative progress is uneven or where scope changes may impact delivery.
Cross-Team Coordination: Understand how multiple initiatives across teams contribute to a shared objective.
Planning & Review Cycles: Use objective-level insights during quarterly planning, OKR reviews, and roadmap discussions.
Why it’s Valuable The Objectives view acts as a critical bridge between strategic goals and day-to-day execution. For SDLC product owners, it provides actionable insight into whether work is driving real outcomes—not just activity. By rolling initiative data into objective-level visibility, it improves alignment, reduces delivery risk, and helps teams course-correct earlier to ensure strategic commitments are met.
How to Manually Create an Objective
How to Create a Milestone
Epics
What it is This component presents Jira epics in an interactive table designed to give a clear, structured view of epic-level delivery. At the top, key KPIs summarize the state of epic execution, including total epics, epics created in the last 90 days, epics with future due dates, and epics due in the next 60 days. The table itself shows each epic’s completion status, and users can click into an epic to access a detailed progress view that includes total associated tasks, completed work, scope changes over time, and throughput trends.
Use Cases
Epic Health Monitoring: Quickly assess how many epics are active, upcoming, or approaching due dates to stay ahead of delivery risk.
Scope Management: Drill into an epic to see how task count and scope have changed over time, helping identify scope creep early.
Release & Roadmap Planning: Use due-date KPIs and completion status to align epics with upcoming releases or milestones.
Stakeholder Updates: Provide clear, data-backed updates on epic progress, throughput, and delivery confidence without manual reporting.
Why it’s Valuable: For SDLC product owners, this component delivers a centralized, data-driven way to manage epics from creation through completion. By combining high-level KPIs with the ability to drill into execution details, it connects planning with real delivery signals. This visibility enables product owners to manage scope proactively, forecast outcomes more accurately, and ensure epics stay aligned with timelines and business objectives—reducing surprises and improving predictability across the development lifecycle.
Mind Map
What it is: The Mind Map is a visual relationship graph that represents your strategy hierarchy in a single, connected view. It shows how Strategic Goals roll down into Objectives and then into Initiatives, with each node displaying key execution signals such as status, percentage of completion, and cost. This interactive view allows users to quickly understand how work is aligned and progressing across multiple levels of strategy.
Use Cases:
Strategic Alignment Reviews: Validate that initiatives are clearly tied to objectives and goals, ensuring no work exists without strategic purpose.
Impact Analysis: Quickly see which goals or objectives are at risk based on the status and progress of their underlying initiatives.
Planning & Prioritization: Identify over- or under-investment by reviewing cost and progress across different branches of the strategy.
Stakeholder Communication: Use a visual, easy-to-understand representation to explain how delivery work supports business outcomes.
Why it’s Valuable: For SDLC product owners, the Mind Map provides instant clarity into how execution maps to strategy. Unlike flat backlogs or isolated plans, it exposes relationships and dependencies that often remain hidden. This enables better prioritization, reduces misaligned work, and helps product owners ensure teams are building the right things—not just delivering more work—while maintaining transparency and accountability at every level.
Road Map
What it is: The Road Map is a Gantt-style visualization that lays out the strategy hierarchy—Strategic Goals, Objectives, and Initiatives—across a timeline. In addition to showing start and end dates, it displays status, completion percentage, cost, and sequencing of work, allowing users to see both what is planned and how execution is progressing over time.
Use Cases:
Release & Delivery Planning: Align initiatives and objectives with key milestones, launches, or quarterly planning cycles.
Timeline Risk Management: Identify initiatives or objectives that are slipping and understand downstream impact on strategic goals.
Cross-Team Coordination: Visualize parallel work streams and dependencies across multiple initiatives to reduce conflicts and delays.
Executive & Portfolio Reviews: Present a clear, time-based view of strategy execution without rebuilding plans in external tools.
Why it’s Valuable: The Road Map gives SDLC product owners a forward-looking, execution-aware planning tool that bridges strategy and delivery timelines. By combining hierarchy, progress, cost, and time in a single view, it improves predictability and enables proactive decision-making. Product owners can manage trade-offs earlier, communicate delivery confidence more clearly, and keep strategic commitments on track—without relying on static plans or manual updates.
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