PortfolioAnalyticsStrategyExec view
Portfolio

Analytics

Portfolio-wide insights and metrics

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Total Initiatives
25
across 25 active
Committed Capital
$62.2M
Planned + In Flight
Avg Total Score
65.3
of 25 initiatives
GreenLit
10
of 25 total
Archived
0
of 25 total

Investment Mix

Status Breakdown

Category Score Averages

Capital by Investment Type

Top 5 Initiatives

  • 1Mobile-First Quote and Bind Experience82.9
  • 2Robotic Process Automation Center of Excellence81.6
  • 3Disaster Recovery and Business Continuity Uplift76.3
  • 4Small Business Direct-to-Customer Insurance75.9
  • 5Microsoft 365 and Copilot Enablement74.8

Bottom 5 Initiatives

  • 1IFRS 17 Insurance Contract Reporting30.6
  • 2Finance and Accounting System Upgrade37.3
  • 3Workplace Experience and Collaboration Modernization45.0
  • 4HR and Payroll System Modernization46.1
  • 5Enterprise Data Warehouse Modernization54.8

Capital by Strategic Objective

Portfolio Balance by Objective Category