Total Economic Impact

The Total Economic Impact™ Of Atlassian Advisory Services

Cost Savings And Business Benefits Enabled By Advisory Services

A FORRESTER TOTAL ECONOMIC IMPACT STUDY COMMISSIONED BY Atlassian, January 2026

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Total Economic Impact

The Total Economic Impact™ Of Atlassian Advisory Services

A FORRESTER TOTAL ECONOMIC IMPACT STUDY COMMISSIONED BY Atlassian, January 2026

Cost Savings And Business Benefits Enabled By Advisory Services

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Executive Summary

Atlassian is a global software company that provides collaboration tools for development, project management, and IT teams. Organizations adopt Atlassian products to streamline workflows, improve communication, and increase productivity across these functions. Atlassian Advisory Services provides strategic guidance, best practices, and implementation support to help large organizations maximize the value of their investments in Atlassian tools.

Atlassian Advisory Services is designed to deliver strategic value to enterprise organizations by accelerating transformation initiatives, reducing operational risk, and enhancing platform adoption across diverse business units. Through expert guidance, direct access to product teams, and tailored support, Advisory Services enables organizations to navigate complex transformations, optimize tool usage, and align technology investments with business outcomes. Across industries — from banking and retail to manufacturing and healthcare — Advisory Services is positioned to support faster time to value, improved governance, and productivity gains as organizations pursue greater operational and digital agility.

Atlassian commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by partnering with Atlassian Advisory Services.1 The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Advisory Services on their organizations.

260%

Return on investment (ROI)

 

$8.3M

Net present value (NPV)

 

To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed eight decision-makers with experience using Advisory Services. For the purposes of this study, Forrester aggregated the experiences of the interviewees and combined the results into a single composite organization, which is a global enterprise with Atlassian licenses across its IT, HR, legal, procurement, product, engineering, and business operations. Sixty percent of its users are nontechnical.

In Year 1, the composite organization works with Atlassian Advisory Services to begin a cloud transformation and develop a series of initiatives to support adoption and improve the business impact of its Atlassian tools.

Interviewees said that prior to using Advisory Services, their organizations struggled with fragmented instances and lack of standardization, manual processes and double keying, poor governance and access control, plug-in dependencies and cloud incompatibility, cloud transformation complexity and legacy data structures, and delayed feature adoption.

They also explained that after the investment in Advisory Services, their organizations worked with the experts, developers, and business strategists to develop roadmaps that laid the foundation for continuous improvement and future-proofing. They said this allowed them to meet business objectives and avoid any further incursion of technical debt.

Key Findings

Quantified benefits. Three-year, risk-adjusted present value (PV) quantified benefits for the composite organization include:

  • Internal Atlassian app team efficiencies from streamlined enterprise technical strategy and planning. Working with the internal Atlassian app team, the composite reduces the average project timeline by 25%, and this allows for significant savings on management and development of app functionality. Over three years, these savings amount to $388,000.

  • Avoided technical debt and app optimization. Working with Atlassian Advisory Services allows the composite to develop improved solutions for users across the organization, which saves each an average of 2 hours per week on their tasks. This ongoing benefit saves the composite $1.5 million over three years.

  • Enterprisewide efficiencies from improved adoption of Atlassian apps. Teaming with Advisory Services reduces the deployment time the composite needs for custom solutions, and users receive apps an average of 12 weeks sooner. The faster time to deployment saves the composite $9.6 million over three years

Unquantified benefits. Benefits that provide value for the composite organization but are not quantified for this study include:

  • Faster and more successful cloud transformation efforts. Working with Advisory Services allows the composite to experience faster, smoother transformations with less risk.

  • Enhanced collaboration with third-party vendors. Working with Advisory Services gives the composite a new level of access and responsiveness when working with third-party vendors. This allows for smoother integrations by breaking through technological barriers.

  • Improved standards and processes. Advisory Services assistance helps the composite organization build a foundation of standards and processes, and this drives adoption of new functionality even among nontraditional users of Atlassian products.

Costs. Three-year, risk-adjusted PV costs for the composite organization include:

  • Atlassian Advisory Services fees. The composite engages with Advisory Services at the highest level of service. Over three years, these fees total $895,000.

  • Planning with Atlassian. In Year 1, the composite commits eight FTEs to planning, and it reduces that number to five in Years 2 and 3. The total cost of planning is $2.3 million.

The financial analysis that is based on the interviews found that a composite organization experiences benefits of $11.5 million over three years versus costs of $3.2 million, adding up to a net present value (NPV) of $8.3 million and an ROI of 260%.

“We share our backlogs, we share our plans, we share our roadmap, and we share where we’re going. ... If there’s a warning or a caveat we need to be aware of, it comes out. So it helps us prevent mistakes.”

Information lead, banking

Key Statistics

260%

Return on investment (ROI) 

$11.5M

Benefits PV 

$8.3M

Net present value (NPV) 

<6 months

Payback 

Benefits (Three-Year)

[CHART DIV CONTAINER]
Atlassian App Team Efficiencies From Streamlined Enterprise Technical Strategy And Planning Avoided Technical Debt And App Optimization Enterprise-wide Efficiencies From Improved Adoption Of Atlassian App

“We managed to do something that we thought we would never get done because the mountain just seemed too high.”

Head of change management, luxury goods

The Atlassian Advisory Services Customer Journey

Drivers leading to the Advisory Services investment
Interviews
Role Industry Region Annual Revenue
Head of engineering Financial Services Australia $400M
Engineering Leader Automotive North America $6B
Information lead Banking North America  $24B
Director of Atlassian Ecosystem Financial Services North America $22B
Head of Change Management Luxury Goods Europe $25B
VP of Service Operations Fintech North America $1B
Product Owner Retail Australia $68B
Program Lead Financial Services North America $21B
Key Challenges

Interviewees noted how their organizations struggled with common challenges, including:

  • Lack of governance. The organizations didn’t have centralized oversight or standards for tool use, which led to fragmentation and confusion.

  • Political resistance. Internal politics across departments created friction and slowed progress.

  • Delayed cloud transformation. The organizations encountered obstacles with their initial approaches, and this led to putting the efforts on hold.

  • Loss of confidence. Previous failed attempts set teams back by months and created skepticism about future tooling changes.

Solution Requirements/Investment Objectives

The interviewees searched for a solution that could:

  • Improve user adoption of the Atlassian platform across the organization by providing targeted guidance and onboarding.

  • Increase operational efficiency by implementing customized training programs tailored to user roles and needs.

  • Standardize processes through the application of best practices.

  • Accelerate time to value by enabling users to quickly and effectively utilize platform capabilities.

“Atlassian Advisor actually helped me build my house, so to speak — the Atlassian house within the organization.”

Head of change management, luxury goods

Composite Organization

Based on the interviews, Forrester constructed a TEI framework, a composite company, and an ROI analysis that illustrates the areas financially affected. The composite organization is representative of the interviewees’ organizations, and it is used to present the aggregate financial analysis in the next section. The composite organization has the following characteristics:

  • Description of composite. The global multimillion dollar organization has a broad deployment of Atlassian tools across multiple departments including IT, HR, legal, procurement, product, engineering, and business operations.

  • Deployment characteristics. In Year 1, the organization works with Atlassian Advisory Services to complete a cloud transformation and begin a program of continuous innovation to maximize the business impact of the company’s investment in Atlassian through optimized solutions for integrations with HR systems, CI/CD pipelines, and ITSM tools.

 KEY ASSUMPTIONS

  • 25,000 Atlassian licenses

  • 6 departments

  • 60% nontechnical users

Analysis Of Benefits

Quantified benefit data as applied to the composite
Total Benefits
Ref. Benefit Year 1 Year 2 Year 3 Total Present Value
Atr Internal Atlassian app team efficiencies from streamlined enterprise technical strategy and planning $216,000 $121,500 $121,500 $459,000 $388,062
Btr Avoided technical debt and app optimization $538,462 $615,385 $692,308 $1,846,154 $1,518,234
Ctr Enterprisewide efficiencies from improved adoption of Atlassian apps $5,169,230 $2,953,846 $3,323,077 $11,446,154 $9,637,173
  Total benefits (risk-adjusted) $5,923,692 $3,690,731 $4,136,884 $13,751,307 $11,543,469
Internal Atlassian App Team Efficiencies From Streamlined Enterprise Technical Strategy And Planning

Evidence and data. Interviewees said that after developing a roadmap with Advisory Services, their organizations’ internal app development teams saved time both in managing the process and the execution of the plan. They reported the following benefits:

  • Strategic Alignment And Roadmapping

    • Interviewees said Advisory Services translated business objectives into technical roadmaps for Atlassian adoption.
    • Advisory Services helped define multiyear strategies, including transformation timelines, integration priorities, and governance milestones.
    • The information lead for banking said: “[Advisory Services] gave us a roadmap that aligned with our business priorities. Without that, we’d have been guessing.”

  • Future-Proofing And Scalability

    • Interviewees said Advisory Services anticipates future needs (e.g., scaling to tens of thousands of users or integrating with enterprise systems).
    • Advisory Services offered insight into Atlassian’s product roadmap, ensuring technical decisions wouldn’t block future capabilities (e.g., Atlassian Intelligence, Atlassian Rovo).
    • The head of change management for luxury goods reported, “[Advisory Services] helped us design for scale so we don’t have to rip and replace in two years.”

  • Risk Reduction Through Planning

    • Interviewees described Advisory Services as playing a critical role in risk assessment and mitigation, especially during cloud transformations and consolidations.
    • They said Advisory Services provided contingency planning for data integrity, downtime, and compliance risks.
    • They also said Advisory Services planning helped avoid production-impacting mistakes and saved months of rework.
    • The information lead at a banking organization said, “Without their planning, we’d have had outages and broken workflows.”

  • Technical Architecture And Integration Strategy

    • Interviewees explained that Advisory Services guided decisions about instance architecture, identity management, and integration patterns.
    • Those from companies with complex ecosystems said Advisory Services helped map dependencies and design integrations with HR systems, continuous integration/continuous delivery (CI/CD) pipelines, and ITSM tools.
    • The engineering leader at an automotive organization explained, “They helped us architect the whole ecosystem, not just Jira.”

  • Benchmarking And Best Practices

    • Interviewees said Advisory Services brings together lessons from other enterprises, which includes benchmarks for performance, governance, and automation.
    • They also explained that this external perspective validated internal strategies and accelerated decision-making.
    • The VP of service operations for a fintech organization said, “They showed us what other Fortune 500 [companies] were doing, [which was a] huge confidence boost.”

  • Executive Communication And Stakeholder Buy-In

    • Interviewees said Advisory Services supported executive-level presentations and helped technical teams articulate the value of Atlassian investments.
    • The strategic input from Advisory Services often helped unlock budget approvals and reduce resistance from leadership.
    • The head of engineering for a financial services organization said, “They gave us the language to get leadership on board.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • In Year 1, the composite dedicates four FTE resources (product managers, team leaders, IT managers) to working with Advisory Services to manage and execute workstreams. In Years 2 and 3, it dedicates one FTE to this.

  • Throughout the three-year analysis period, the composite has five FTEs develop and deploy workstreams.

  • With Advisory Services, the composite moves 25% of its internal app team members to higher-value roles.

Risks. Factors that may affect app team efficiencies may include the following:

  • The average salaries of the organization’s app team members.

  • The number of FTEs committed to working on app team development.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $388,000.

25%

Portion of internal app team FTEs moved to higher-value roles

“With the help of Advisory Services, we were able to slash access-related tickets from 30% to 3% and cut wait times from three days to 20 minutes in just 90 days. Advisory Services helped us pivot and saved eight months of effort.”

VP of service operations, fintech

“Advisory Services gave us direct access to product owners and solution architects, which meant we could avoid those costs and accelerate delivery by months.”

Engineering lead, banking

Internal Atlassian App Team Efficiencies From Streamlined Enterprise Technical Strategy And Planning
Ref. Metric Source Year 1 Year 2 Year 3
A1 Management and planning team members Composite 4 1 1
A2 Management team FTEs avoided with Advisory Services A7*A1 1.00 0.25 0.25
A3 Combined fullyburdened cost of the management team Composite $140,000 $140,000 $140,000
A4 Deployment team members Composite 5 5 5
A5 Deployment team FTEs avoided with Advisory Services A7*A4 1.00 1.00 1.00
A6 Average fully-burdened salary for a deployment team member Composite $100,000 $100,000 $100,000
A7 FTEs moved to higher-value roles with Advisory Services Interviews 25% 25% 25%
At Atlassian app team efficiencies from streamlined enterprise technical strategy and planning (A2*A3)+(A5*A6) $240,000 $135,000 $135,000
  Risk adjustment ↓10%      
Atr Atlassian app team efficiencies from streamlined enterprise technical strategy and planning (risk-adjusted)   $216,000 $121,500 $121,500
Three-year total: $459,000 Three-year present value: $388,062
Avoided Technical Debt And App Optimization

Evidence and data. Interviewees reported that working with Advisory Services to streamline their organizations’ enterprise technical strategies had a significant business impact on reducing technical debt.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • On average, each of the composite’s Atlassian app users saves 2 hours per week through improved solution design.

  • The average fully-burdened salary or an Atlassian app user is $100,000.

  • The composite expands its Atlassian apps user base from 14,000 in Year 1 to 18,000 in Year 3.

  • The composite recaptures 50% of the time saved for additional value-added work.

Risks. Factors that may affect this benefit may include the following:

  • The organization’s number of users.

  • The average fully-burdened salaries of employees.

  • The organization’s level of use of Atlassian apps.

Results. To account for these risks, Forrester adjusted this benefit downward by 20%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $1.5 million.

2 hours

Weekly time saved per user through optimized apps

“It’s almost like an insurance policy to prevent technical debt from occurring.”

VP of service operations, fintech

Avoided Technical Debt And App Optimization
Ref. Metric Source Year 1 Year 2 Year 3
B1 Average weekly time saved from better-designed apps (hours) Composite 2 2 2
B2 Users Composite 14,000 16,000 18,000
B3 Average fully burdened salary for an employee Composite $100,000 $100,000 $100,000
B4 Productivity recapture Forrester research 50% 50% 50%
Bt Avoided technical debt and app optimization B1*B2* (B3/2,080)*B4 $673,077 $769,231 $865,385
  Risk adjustment ↓20%      
Btr Avoided technical debt and app optimization (risk-adjusted)   $538,462 $615,385 $692,308
Three-year total: 1,846,154 Three-year present value: $1,518,234
Enterprisewide Efficiencies From Improved Adoption Of Atlassian Apps

Evidence and data. Interviewees reported that working with Advisory Services allowed their organizations to give workers access to newly deployed solutions earlier.

  • They said users became an average of 8% to 12% more efficient with Atlassian apps.

  • They also stated their organizations gained the ability to deliver new functionality to users 12 weeks sooner than they could without Advisory Services.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite delivers new functionality to users 12 weeks sooner with Advisory Services.

  • For modeling purposes, the benefit attributed to Advisory Services is limited to this 12-week reduction in deployment time. Thereafter, benefits accrue to the organization from the adoption of Atlassian products themselves.

  • The composite continuously deploys a steady stream of new innovations for users.

  • The organization’s Atlassian users spend about 50% of their time using Atlassian products.

  • The composite organization develops new functionality for a broader set of users across the organization. This user base grows from 14,000 in Year 1 to 18,000 in Year 3.

  • In Year 1, all users are impacted by the composite’s cloud transformation. In Years 2 and 3, the composite delivers new functionality to about half of the users.

Risks. Factors that may affect this benefit may include the following:

  • The number of users across the organization.

  • The average fully-burdened salaries of employees.

Results. To account for these risks, Forrester adjusted this benefit downward by 20%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $9.6 million.

12 weeks

Productivity period gained from earlier deployment of apps

“Productivity gains don’t come just from having access to a tool, they come from designing and configuring it thoughtfully. That’s where Advisory Services made the difference for us.”

Product owner, retail

Enterprisewide Efficiencies From Improved Adoption Of Atlassian Apps
Ref. Metric Source Year 1 Year 2 Year 3  
C1 Atlassian users Composite 14,000 16,000 18,000  
C2 Average percentage of time spent on Atlassian apps Composite 50% 50% 50%  
C3 Percentage of users impacted by development efforts Composite 100% 50% 50%  
C4 Average time savings in app deployment and adoption for employees (weeks) Interviews 12 12 12  
C5 Increased productivity in adopting Atlassian apps Interviews 8% 8% 8%  
C6 Average fully-burdenedsalary for an employee Composite $100,000 $100,000 $100,000  
C7 Productivity recapture TEI methodology 50% 50% 50%  
Ct Enterprisewide efficiencies from improved adoption of Atlassian apps C1*C2*C3*(C4/52)*C5*C6*C7 $6,461,538 $3,692,308 $4,153,846  
  Risk adjustment ↓20%        
Ctr Enterprisewide efficiencies from improved adoption of Atlassian apps (risk-adjusted)   $5,169,230 $2,953,846 $3,323,077  
Three-year total: $11,446,154 Three-year present value: $9,637,173
Unquantified Benefits

Interviewees mentioned the following additional benefits that their organizations experienced but were not able to quantify:

  • Faster and more successful cloud transformation efforts. The preexisting pain points were particularly prevalent for teams attempting to plan and execute a cloud transformation. One interviewee said their organization previously paid about $550,000 in costs that could have been avoided if the company had engaged with Advisory Services from the start. Others described failed attempts that caused their organization to reverse course, regroup, and start over. The head of change management for a luxury goods company said: “We had a false start. We spent a lot of money with the vendor and didn’t get to migrate even 1%. It was really bad. So then the team was transferred to me, and I stopped everything and said we cannot continue with this vendor. … [Advisory Services representatives] gave us governance, a blueprint, and the support we needed to make the transformation happen. Honestly, they weren’t just advisories; they’ve been my partners.”

  • Enhanced collaboration with third-party vendors. The director of Atlassian ecosystems for a financial services organization said: “A few weeks ago, we had a plug-in issue that was blocking our [Atlassian] Confluence upgrade. Atlassian stepped in and escalated the problem directly with the third-party developer. That kind of vendor support gave us more leverage than we would’ve had as a single client, and it ultimately helped us get the issue resolved.”

  • Improved standards and processes. The VP of operations at a fintech organization said: “They helped us with some foundational stuff we needed to tackle first because, if the team isn’t enabled, the business won’t be either. It starts with us. Once the team has what it needs to succeed, everything else can follow.”

Flexibility

The value of flexibility is unique to each customer. There are multiple scenarios in which a customer might work with Advisory Services and later realize addition uses and business opportunities, including:

  • Building flexibility into workstream efforts.

  • Alerting customers to best practices.

  • Having advanced knowledge about new product development efforts within Atlassian products.

“Every time we ran into a blocker, Advisory Services helped us find workarounds or push features through Atlassian’s roadmap so we could keep moving.”

Engineering leader, automotive

Analysis Of Costs

Quantified cost data as applied to the composite
Total Costs
Ref. Cost Initial Year 1 Year 2 Year 3 Total Present Value
Dtr Advisory Services fees $0 $360,000 $360,000 $360,000 $1,080,000 $895,267
Etr Planning with Advisory Services $1,104,000 $696,000 $696,000 $0 $2,496,000 $2,311,934
  Total costs
(risk-adjusted)
$1,104,000 $1,056,000 $1,056,000 $360,000 $3,576,000 $3,207,201
Advisory Services Fees

Evidence and data. Interviewees reported their organizations pay Advisory Services fees based on their chosen service level. Pricing may vary. Contact Atlassian for additional details.

Modeling and assumptions. Based on the interviews, Forrester assumes the composite organization purchases the highest available Atlassian Advisory Services plan.

Risks. This cost may vary due to the level of time and commitment the organization dedicates to using Advisory Services.

Results. To account for these risks, Forrester adjusted this cost upward by 20%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $895,000.

“We were looking at 18 months for a major transformation. With Advisory Services, we did it in a year. That’s pretty good value compared to the cost of delay and the risk of breaking things.”

VP of service operations, fintech  

Advisory Services Fees
Ref. Metric Source Initial Year 1 Year 2 Year 3
D1 Fees Composite $0 $300,000 $300,000 $300,000
Dt Advisory Services fees D1 $0 $300,000 $300,000 $300,000
  Risk adjustment ↑20%        
Dtr Advisory Services fees (risk-adjusted)   $0 $360,000 $360,000 $360,000
Three-year total: $1,080,000 Three-year present value: $895,267
Planning With Advisory Services

Evidence and data. Interviewees said using Atlassian’s Enterprise Technical Strategy and Planning with Advisory Services is one of the most valuable aspects of their organization’s engagement, especially for large-scale transformations. Interviewees noted that organizations can scale this cost based on their organizational goals.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • During the initial period, the composite dedicates three managers and five project deployment team members (development engineers) to strategic planning.

  • In Years 1 and 2, the composite dedicates two managers and three deployment team members to strategic planning.

  • Although the composite continues to work with Advisory Services to support the deployment of additional apps across the organization, the associated benefits do not accrue until Year 4; therefore, the related costs are excluded from the ROI analysis.

Risks. The cost of planning with Advisory Services may vary due to:

  • The number of strategic managers and project deployment team members required.

  • Average fully-burdened salaries of strategic managers and project deployment team members.

Results. To account for these risks, Forrester adjusted this cost upward by 20%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $2.3 million.

“My team works closely with Advisory Services, and we also involve the change COE (Center of Excellence) and a champions group across the bank.”

Information lead, banking

Planning With Advisory Services
Ref. Metric Source Initial Year 1 Year 2 Year 3
E1 Managers dedicated to project definition, scoping, and planning (FTEs) Interviews 3 2 2 0
E2 Average fully-burdened salary of a manager Composite $140,000 $140,000 $140,000 $0
E3 Project deployment team members dedicated to project, definition, scoping, and planning (FTEs) Interviews 5 3 3 0
E4 Average salary for a project deployment team member Composite $100,000 $100,000 $100,000 $0
Et Planning with Advisory Services (E1*E2)+(E3+E4) $920,000 $580,000 $580,000 $0
  Risk adjustment ↑20%        
Etr Planning with Advisory Services (risk-adjusted)   $1,104,000 $696,000 $696,000 $0
Three-year total: $2,496,000 Three-year present value: $2,311,934

Financial Summary

Consolidated Three-Year, Risk-Adjusted Metrics

Cash Flow Chart (Risk-Adjusted)

[CHART DIV CONTAINER]
Total costs Total benefits Cumulative net benefits Initial Year 1 Year 2 Year 3
Cash Flow Analysis (Risk-Adjusted)
  Initial Year 1 Year 2 Year 3 Total Present Value
Total costs ($1,104,000) ($1,056,000) ($1,056,000) ($360,000) ($3,576,000) ($3,207,201)
Total benefits $0 $5,923,692 $3,690,731 $4,136,884 $13,751,307 $11,543,469
Net benefits ($1,104,000) $4,867,692 $2,634,731 $3,776,884 $10,175,307 $8,336,268
ROI           260%

 Please Note

The financial results calculated in the Benefits and Costs sections can be used to determine the ROI, NPV, and payback period for the composite organization’s investment. Forrester assumes a yearly discount rate of 10% for this analysis.

These risk-adjusted ROI, NPV, and payback period values are determined by applying risk-adjustment factors to the unadjusted results in each Benefit and Cost section.

The initial investment column contains costs incurred at “time 0” or at the beginning of Year 1 that are not discounted. All other cash flows are discounted using the discount rate at the end of the year. PV calculations are calculated for each total cost and benefit estimate. NPV calculations in the summary tables are the sum of the initial investment and the discounted cash flows in each year. Sums and present value calculations of the Total Benefits, Total Costs, and Cash Flow tables may not exactly add up, as some rounding may occur.

From the information provided in the interviews, Forrester constructed a Total Economic Impact™ framework for those organizations considering an investment in Atlassian Advisory Services.

The objective of the framework is to identify the cost, benefit, flexibility, and risk factors that affect the investment decision. Forrester took a multistep approach to evaluate the impact that Atlassian Advisory Services can have on an organization.

Due Diligence

Interviewed Atlassian stakeholders and Forrester analysts to gather data relative to Advisory Services.

Interviews

Interviewed eight decision-makers at organizations using Advisory Services to obtain data about costs, benefits, and risks.

Composite Organization

Designed a composite organization based on characteristics of the interviewees’ organizations.

Financial Model Framework

Constructed a financial model representative of the interviews using the TEI methodology and risk-adjusted the financial model based on issues and concerns of the interviewees.

Case Study

Employed four fundamental elements of TEI in modeling the investment impact: benefits, costs, flexibility, and risks. Given the increasing sophistication of ROI analyses related to IT investments, Forrester’s TEI methodology provides a complete picture of the total economic impact of purchase decisions. Please see Appendix A for additional information on the TEI methodology.

Total Economic Impact Approach
Benefits

Benefits represent the value the solution delivers to the business. The TEI methodology places equal weight on the measure of benefits and costs, allowing for a full examination of the solution’s effect on the entire organization.

Costs

Costs comprise all expenses necessary to deliver the proposed value, or benefits, of the solution. The methodology captures implementation and ongoing costs associated with the solution.

Flexibility

Flexibility represents the strategic value that can be obtained for some future additional investment building on top of the initial investment already made. The ability to capture that benefit has a PV that can be estimated.

Risks

Risks measure the uncertainty of benefit and cost estimates given: 1) the likelihood that estimates will meet original projections and 2) the likelihood that estimates will be tracked over time. TEI risk factors are based on “triangular distribution.”

Financial Terminology
Present value (PV)

The present or current value of (discounted) cost and benefit estimates given at an interest rate (the discount rate). The PV of costs and benefits feed into the total NPV of cash flows.

Net present value (NPV)

The present or current value of (discounted) future net cash flows given an interest rate (the discount rate). A positive project NPV normally indicates that the investment should be made unless other projects have higher NPVs.

Return on investment (ROI)

A project’s expected return in percentage terms. ROI is calculated by dividing net benefits (benefits less costs) by costs.

Discount rate

The interest rate used in cash flow analysis to take into account the time value of money. Organizations typically use discount rates between 8% and 16%.

Payback

The breakeven point for an investment. This is the point in time at which net benefits (benefits minus costs) equal initial investment or cost.

Appendix A

Total Economic Impact

Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.

Appendix B

Endnotes

1 Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.

Disclosures

Readers should be aware of the following:

This study is commissioned by Atlassian and delivered by Forrester Consulting. It is not meant to be used as a competitive analysis.

Forrester makes no assumptions as to the potential ROI that other organizations will receive. Forrester strongly advises that readers use their own estimates within the framework provided in the study to determine the appropriateness of an investment in Atlassian Advisory Services.

Atlassian reviewed and provided feedback to Forrester, but Forrester maintains editorial control over the study and its findings and does not accept changes to the study that contradict Forrester’s findings or obscure the meaning of the study.

Atlassian provided the customer names for the interviews but did not participate in the interviews.

Consulting Team:

Mary Barton

Published

January 2026