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AI Portfolio System

Purpose​

This document describes the analytics and reporting layer of AI Conveyor: dashboards, portfolio reports, stage gate reports, and economic impact reports.

Key ideas​

  • Portfolio: distribution of initiatives across stages, priorities, and business units; the funnel and the dynamics of transitions between stages.
  • Stage gate: status of upcoming stage gates, decision history, average time to pass each stage.
  • Impact: a summary of target and actual impact by initiative and by business unit/domain; progress against the value realization plan.

How it works​

The analytics layer consumes data from the initiative registry and related entities (see data-model). It is implemented as dashboards (Power BI, Tableau, internal tools) and, where needed, automated reports for committees and the AI office. KPIs and metrics are defined in portfolio-kpis and economic-impact-model. This layer supports periodic portfolio reviews and decision-making at stage gates.