Agile project portfolio management as a strategic enabler in the Brazilian marketplace: five case studies and one substantive theory

Abstract

Purpose

The purpose of this study is to present an empirical framework for changes, communication and team restructuring developed through a substantive theory that defines the relationships between Agile adoption and organizational strategies in the Brazilian marketplace, providing assertive propositions.

Design/methodology/approach

The research analysed five case studies of private companies in the Brazilian market, adopting the grounded theory (GT) method to examine the relationships between the categories. There was consistency in the reality of 22 participatory interviews with experts in Agile in the five case studies. The excellent integration between the chosen methodological approach and the organizations' characteristics reinforces a strategy focused on mixed methods.

Findings

As a result, the authors deploy an empirical framework, displaying new strategies that generate structural changes, obtaining Agile information technology (IT) project portfolio management (PPM) practices and strategies with superior performance. The necessary responses through organizational structural changes are observed, making it possible to notice changes in routines and contingencies.

Research limitations/implications

Some limitations should be pointed out for this study. The case studies were carried out in private companies in Brazil, and cultural aspects must be considered if one wants to generalize. Furthermore, to underline the effects of time, a longitudinal study would have to be employed to improve the interpretation of the results. Another limitation applies to the framework proposed in our study and its reality-simplifying nature. Models and theories with these visible generic characteristics compromise understanding specific situations.

Practical implications

The authors strongly recommend that teams focus on communication among stakeholders to increase the ability to adopt Agile and create valuable knowledge inside the organizations, architecting process innovation.

Originality/value

The forged strategic Agile substantive theory contributes to the competitive Brazilian IT company departments. The need for velocity in organizing teams, accomplishing changes and efficient communication challenges connecting value creation with project results.

Citation

Alves, E.J. and Gonçalves, C.A. (2023), "Agile project portfolio management as a strategic enabler in the Brazilian marketplace: five case studies and one substantive theory", International Journal of Managing Projects in Business, Vol. 16 No. 3, pp. 475-495. https://doi.org/10.1108/IJMPB-02-2022-0031