PortfolioAnalyticsStrategyExec view
Portfolio

Analytics

Portfolio-wide insights and metrics

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Total Initiatives
20
across 20 active
Committed Capital
$54.6M
Planned + In Flight
Avg Total Score
58.3
of 20 initiatives
GreenLit
10
of 20 total
Archived
0
of 20 total

Investment Mix

Status Breakdown

Category Score Averages

Capital by Investment Type

Top 5 Initiatives

  • 1Robotic Process Automation Center of Excellence75.0
  • 2SOC 2 Type II Certification Program71.3
  • 3Cloud Infrastructure Migration69.9
  • 4Microsoft 365 and Copilot Enablement68.5
  • 5Disaster Recovery and Business Continuity Uplift68.0

Bottom 5 Initiatives

  • 1IFRS 17 Insurance Contract Reporting31.9
  • 2Finance and Accounting System Upgrade34.9
  • 3Workplace Experience and Collaboration Modernization41.5
  • 4HR and Payroll System Modernization43.1
  • 5Enterprise Content Management Consolidation55.5

Capital by Strategic Objective

Portfolio Balance by Objective Category