Turn fragmented AI pilots into a managed portfolio.
AI initiatives create value only when they are prioritised, governed and scaled systematically. This console helps boards and steering committees decide which use cases to scale, which to keep experimental, and which to stop.
From experimentation to a managed portfolio
Why structured prioritisation matters.
Many organisations are currently exploring AI across a wide range of potential applications. These initiatives often emerge from local experimentation within business units or technology teams rather than from a structured strategic process.
Such experimentation generates valuable insight, but frequently leads to fragmented portfolios of pilots, prototypes and isolated solutions — leaving leadership to decide, often without comparable evidence, which initiatives should be scaled, which should remain experimental, and which should be discontinued.
Without a shared rubric the failure modes are predictable: pilot fatigue (many proofs of concept, few productions), redundant tooling across business units, governance debt that surfaces only at audit time, and shadow AI that escapes both budget and risk visibility.
BICon is built for the steering audience: CIO, CDO, CTO, COO, AI Council, Risk and Compliance — anyone who needs one reproducible portfolio view across functions, not a per-team backlog.
Unlike classic PPM tools (Jira Portfolio, Planview, ServiceNow SPM) this console is purpose-built for AI / Digital / Innovation steering: explicit governance bands, EU AI Act articles, dependency-aware stage-gates and a deterministic prioritisation rule book — not generic project tasks and Gantt charts.
Treat AI initiatives not as isolated projects, but as a managed portfolio of capabilities — assessed along a consistent set of dimensions that capture both value creation and operational risk.
Highlights
Capabilities that set this console apart.
Generate audit-ready EU AI Act documentation in one click. Every AI Act artifact, operational obligation and supporting document ships with a bundled, editable .docx template — and a Document Templates section in Settings lets you keep the built-in version or point any row at your own external URL, with a live preview and a placeholder reference. Create from Template in the Evaluate form downloads a document pre-filled with the organisation, AI system name, owner, status and last review date from the initiative; your template choices survive backup and restore.
A dedicated AI Act surface: a plain-language Explanation tab (scope, risk classes, roles, Annex III, GPAI, core obligations, penalties, milestones), a Portfolio Readiness view (classification, documentation, oversight, logging, conformity per initiative), per-initiative applicable-articles list and a phased-application timeline. The Evaluate page gains a formal classification block (Role / Annex III / Art. 5 prohibited practices / Art. 50 transparency / GPAI flags) and a soft-sync hint that flags contradictions with the legacy Risk Tier.
End-to-end stage-gate process across Idea → Pilot → Scaling → In Production with per-transition gate checklists, evidence stamps and a Promote / Bypass decision log. The Stage-Gate Report visualises the funnel with clickable initiative bubbles, flags bypassed / stale / missing gates and exports a full audit CSV (one row per initiative × transition × checklist item) for compliance review.
One engine, three portfolios. Switch the workspace mode in Settings to re-skin the entire console — dimensions, quadrants, sliders, scenarios, prioritisation buckets, concentration cuts, board memo and Concept narrative — in English and German. Scoring math, snapshots and the board pack stay structurally identical.
Four dimensions for evaluating AI initiatives
Each initiative is scored along the same four dimensions so it can be compared on a consistent basis.
Economic leverage of the AI application. Use cases addressing high-frequency, resource-intensive activities typically offer the greatest potential for economic impact; limited-scale or marginal-efficiency cases rarely justify the organisational effort required.
- How frequently does the underlying problem occur?
- How labour-intensive is the process today?
- To what extent does the benefit scale with volume?
Practical reliability of AI in the given context. In regulated environments technical feasibility alone is rarely enough — models must also be explainable and defensible before they can leave experimentation.
- Is the relevant data available and of sufficient quality?
- Are model outputs robust and reproducible?
- Can the model's behaviour be explained and interpreted?
AI systems introduce new forms of operational, regulatory and reputational risk. Governance defines how AI systems are controlled, monitored and limited — whether they may be fully automated, must keep humans in the loop, or are subject to deployment restrictions.
- What is the worst-case impact of an incorrect AI decision?
- What is the degree of regulatory exposure?
- What human oversight and control mechanisms are required?
Whether the initiative merely improves existing processes or contributes to new strategic capabilities. Some initiatives deliver efficiency gains; others enable entirely new ways of operating or serving clients.
- Does it materially improve analysis or decision-making?
- Does it create differentiation versus competitors?
- Is it aligned with the target operating model?
From pilots to a managed portfolio
Value and feasibility position a use case in the portfolio map; governance defines the boundaries within which it can be deployed in practice.
High value, high reliability and manageable risk — ready for enterprise rollout.
Promising potential, but with technical or organisational uncertainty — pilot before scaling.
AI supports human decision-making rather than replacing it — keep humans in the loop.
Limited value or excessive risk — defer or sunset.
What this console gives you
Operationalise the framework end-to-end: inventory, score, map, prioritise and document for the board.
Getting started in five steps
A short, opinionated path from zero to a board-ready portfolio.
- 1. Capture initiatives
Open the Inventory and add every active or candidate initiative — own work, vendor pilots, shadow tools. Record total budget and, if work is already underway, the forward-looking (remaining) budget too. Bulk-edit via TSV if you already have a list — the round-trip includes the forward-looking column.
- 2. Score and classify
For each initiative open Evaluate, set the four 0–100 dimension scores with confidence, add the AI Act block, dependencies and Stage-gate evidence. The Soft-Sync hint catches contradictions; the decision log keeps the audit trail.
- 3. Read the portfolio
Check the Portfolio Map (Scale / Pilot / Assist / Stop), the Value-at-Stake view and the Governance bands. Concentration and Operating Model surface where the portfolio is over-exposed; the EU AI Act register tracks per-initiative readiness.
- 4. Prioritise against capacity
Set the annual budget cap and Skill Catalogue (Settings → Capacity). The Prioritisation page computes a cut-line: funded vs. parked, with budget and per-skill utilisation bars. Toggle between total and forward-looking budget basis, use „Make it fit“ to promote upstream dependencies, exclude individual initiatives, or hit „Full reset“ to clear every what-if at once.
- 5. Decide and document
Run Scenarios for −10 % / −20 % budget, freeze a Snapshot, then export the Executive Memo and Board Pack (PDF/PPTX) — bilingual, with the full Stage-gate and AI Act readiness sections. The Board Memo and Steering KPIs surface the forward-looking budget alongside Net 3-year value so the board sees what is still allocatable.
Feature overview
Everything currently available in this console.
Generate audit-ready EU AI Act documentation in one click. Every AI Act artifact, operational obligation and supporting document ships with a bundled, editable .docx template — and a Document Templates section in Settings lets you keep the built-in version or point any row at your own external URL, with a live preview and a placeholder reference. Create from Template in the Evaluate form downloads a document pre-filled with the organisation, AI system name, owner, status and last review date from the initiative; your template choices survive backup and restore.
A dedicated AI Act surface: a plain-language Explanation tab (scope, risk classes, roles, Annex III, GPAI, core obligations, penalties, milestones), a Portfolio Readiness view (classification, documentation, oversight, logging, conformity per initiative), per-initiative applicable-articles list and a phased-application timeline. The Evaluate page gains a formal classification block (Role / Annex III / Art. 5 prohibited practices / Art. 50 transparency / GPAI flags) and a soft-sync hint that flags contradictions with the legacy Risk Tier.
End-to-end stage-gate process across Idea → Pilot → Scaling → In Production with per-transition gate checklists, evidence stamps and a Promote / Bypass decision log. The Stage-Gate Report visualises the funnel with clickable initiative bubbles, flags bypassed / stale / missing gates and exports a full audit CSV (one row per initiative × transition × checklist item) for compliance review.
One engine, three portfolios. Switch the workspace mode in Settings to re-skin the entire console — dimensions, quadrants, sliders, scenarios, prioritisation buckets, concentration cuts, board memo and Concept narrative — in English and German. Scoring math, snapshots and the board pack stay structurally identical.
Build any portfolio view on demand: select two axes (Value, Feasibility, Strategic, Confidence, Budget, NPV, Y3 benefit, average score), choose what colours and sizes the bubbles, save and share the view. Designed for board-specific questions that don't fit a standard chart.
Portfolio health on one screen — funded vs. parked, score distribution, transitions at risk, governance hotspots and stale gate evidence. Designed for the weekly steering meeting and standing committee reviews.
A single source of truth for the portfolio. Each initiative captured with owner, business unit, lifecycle status, tags, regulatory tier and a 0–100 score across all four steering dimensions. Inline edit and bulk update let teams maintain dozens of initiatives without spreadsheet drift.
Business Impact × Feasibility as a live bubble chart, coloured by governance band, with Scale / Pilot / Assist / Stop quadrant counts updated in real time. The recommendation recalculates as inputs change, so steering discussions stay anchored to current data.
Budget × strategic impact as bubbles, coloured by estimate confidence, with collision-aware labels for boardroom readability. Surfaces concentration of spend and low-confidence business cases before they affect the run rate.
A deterministic, explainable ranked queue from weighted multi-criteria scoring, with explicit upstream/downstream dependency tracking. V4.2 adds cut-line exclusions for must-do initiatives with cascade warnings on impacted dependants, one-click Make-it-fit to lift parked rows (and their upstream chain) above the cut-line, and named portfolio filters so every view captures funding for the active subset. Every position is reproducible and defensible in a review.
Every parked row in the ranked sequence carries a Zap button. One click promotes the row and all its transitive upstream dependencies above the cut-line, then iteratively raises the budget trade-off and per-skill FTE deltas by the exact gap needed until the target is funded. Bumps are local what-if state — original capacity envelope and skill catalogue stay untouched and the change is fully reversible.
Automatic governance-band assignment per initiative, plus concentration cuts by business unit and operating model. Provides early visibility on dependency on a single unit, model or vendor for risk and compliance review.
CapEx, OpEx p. a. and a P10/P50/P90 benefit range per initiative with a configurable Y1 → Y2 → Y3 ramp profile, confidence rating and risk-adjusted NPV. Rolled up to portfolio totals, net 3-year value, Y3 benefit pool, Value-at-Stake (P10–P90) and Σ raNPV — visible on both the Portfolio Map and the Steering KPIs cockpit.
Freeze the entire portfolio state at any point in time. Compare quarters, document decisions, and demonstrate what the board approved versus what was delivered. Provides a reproducible record for governance and audit.
What-if scenarios, saved board views, deep-link filters and QR-code handover into the exact view on a phone or tablet. Designed for fast, reliable board preparation.
One-page Executive Memo (TXT/MD) plus a multi-page PDF and PPTX board pack covering Portfolio Economics, Capacity, Stage-gates, governance and concentration. Boardroom-ready in EN or DE.
Full JSON backup of the workspace — initiatives, views, scenarios, snapshots, gate evidence and decision log — plus TSV import/export for bulk edits in Excel. Produces a complete audit trail suitable for internal audit.
Full English and German parity across UI, methodology, narratives, memos and exports. Switching language updates the entire console, including every page of the board pack.
Dedicated page that breaks the portfolio down by operating-model role (Run / Grow / Transform) and surfaces the share of effort, budget and strategic impact in each — so the board can see whether the portfolio actually matches the declared strategy.
A dedicated page with HHI scores per cut, a business-unit × AI-category cluster heatmap and drill-downs into over-exposed combinations — beyond the aggregate signal in the Governance band.
Single form to score one initiative end-to-end: 0–100 sliders with confidence, EU AI Act classification block, stage-gate roadmap, dependencies, costs, P10/P50/P90 benefit ranges — with soft-sync hints when fields contradict each other.
Per-mode Skill Catalogue with individual FTE caps. The Prioritisation cut-line treats per-skill caps as hard constraints: any initiative that would push a skill above its cap is parked with a Skill bottleneck badge — utilisation bars turn green / amber / red.
Each initiative captures explicit upstream / downstream dependencies in Evaluate. The Prioritisation cut-line treats them as a hard constraint: an initiative is only funded if all its active upstream dependencies are also funded (cascade), and a Quick Win is automatically demoted when it depends on a non-Quick-Win upstream. Scenarios additionally apply a dependency-aware adoption haircut when upstream work is parked.
Beyond freezing a state, two snapshots can be compared side by side — what scores moved, which initiatives were added or dropped, how the cut-line shifted between quarters.
Promote / Bypass decisions at stage-gates and gate-evidence stamps are persisted in the workspace state and round-tripped through the JSON backup — restore a backup and the full decision history comes back with it.
Prioritisation thresholds, stage-gate checklists, AI Act review windows and reminder cadences are all editable in Settings — so the framework can be tuned to your portfolio without forking the code.
Self-contained demo portfolios per mode (AI / Digital / Innovation) load with realistic initiatives, dependencies and AI Act data — so new users can explore every view immediately without entering data.
Define named portfolio subsets with any combination of filters (business unit, status, tags, score ranges) and save them as reusable views. Saved filters persist across sessions, can be shared via URL, and integrate with the Prioritisation page so funding capture always reflects the active subset.
Flag individual initiatives as excluded from the capacity cut-line — useful for regulatory mandates or board-committed programmes. Exclusions trigger cascade warnings when dependant initiatives would fall below the line, and tooltip indicators on dependants make the knock-on impact visible at a glance.
Data & security
Where your portfolio data lives.
All portfolio data — initiatives, scores, snapshots, gate evidence, decision log — stays in your browser's local storage. No server-side account, no third-party telemetry. JSON backup gives you a complete, portable copy; TSV import/export lets you round-trip via Excel. Self-hosting the static bundle is supported.
Glossary
Compact reference for the recurring terms.
Show glossary
- HHI (Herfindahl–Hirschman Index) — concentration metric. 0 = perfectly diversified, 10 000 = single dominant share. Used here on vendor, solution type, AI category and business unit cuts.
- raNPV (risk-adjusted NPV) — net present value of an initiative's benefits and costs, discounted and then multiplied by a confidence factor (raNPV = NPV × confidence weight).
- P10 / P50 / P90 — a benefit range with 10th-percentile (pessimistic), median and 90th-percentile (optimistic) outcomes. Drives the Value-at-Stake spread.
- VaS (Value at Stake) — the P10–P90 envelope of portfolio benefit. Surfaces how much value is exposed to estimation uncertainty.
- GPAI (General-Purpose AI) — EU AI Act category for foundation / general-purpose models. Triggers specific transparency and systemic-risk obligations.
- Annex III — list of high-risk AI use cases in the EU AI Act (e.g. employment, credit scoring, critical infrastructure). Annex III classification triggers the full high-risk obligation stack.
- Capacity cut-line — the position in the ranked prioritisation queue where cumulative budget reaches the annual cap (or a per-skill FTE cap binds). Initiatives above the line are funded; the rest is parked.
- Stage-gate — a structured transition (Idea → Pilot → Scaling → In Production) with a small evidence checklist that must be met before promoting an initiative.
What's new
Latest improvements shipped in V4.5 — June 2026.
- V4.5 — EU AI Act document templates
Producing EU AI Act documentation is now a one-click step. Every AI Act artifact, operational obligation and supporting document ships with a bundled, editable .docx template, and a new Document Templates section in Settings lets you keep the built-in template or point any row at your own external URL — complete with preview and a placeholder reference, and these choices survive backup and restore. From the Evaluate form, Create from Template downloads a ready-to-edit document with the organisation, AI system name, owner, status and last review date already filled in from the initiative, leaving every other field as guided placeholders.
- V4.4 — Steering production on actuals
Initiatives that reach In Production now steer on realised figures instead of business-case estimates. Once an in-production initiative has actuals data, its costs and benefits switch from the planned business case to the recorded actuals, while everything still in earlier stages keeps using its business-case reference — so there is zero drift between expected and realised until real numbers exist. A Soll/Ist comparison aligns expected against realised per production year, giving a clean view of how each live initiative is actually performing against plan.
- V4.3 — EU AI Act page rebuilt & deployer obligations
The EU AI Act surface gets a major upgrade. The dedicated AI Act page is rebuilt into clear tabs with a slide-over detail panel and at-a-glance risk badges, and the Evaluate form now consolidates all AI Act inputs — role, Annex category, GPAI and transparency flags — into one grouped block. Each initiative gains an Operational Obligations checklist that surfaces only the duties its role and risk class trigger — deployer (Art. 26), high-risk provider, GPAI and systemic-risk (Art. 53/55), Art. 50 transparency and importer/distributor — each tracked with status and due date and feeding the Art. 26 deployer readiness signals. Portfolio Readiness now splits into two views: a Team view tracking implementation progress as a 0–100 steering score for internal prioritisation, and an Audit view giving each requirement a binary conformant / open / not-applicable status — an initiative is audit-ready only when every applicable requirement is conformant. Classification is sharpened with explicit Annex I and Annex III high-risk paths plus the Art. 25 GPAI value-chain.
- V4.2 — Portfolio filter, cut-line exclusions, Make-it-fit & UX overhaul
Six capabilities land in V4.2. Named portfolio filters (#168) let users save, load and share named subsets of the portfolio with full Prioritisation funding capture so every view is immediately actionable. Cut-line exclusions (#172) let individual initiatives be flagged as excluded from the capacity cut-line — cascade warnings and dependant tooltips surface the knock-on impact. Make-it-fit (#155) adds a Zap button on every parked row that promotes the row and its transitive upstream chain above the cut-line, then iteratively raises the budget trade-off and per-skill FTE deltas by the exact gap needed (min 0.5 FTE / +5 pp, up to 40 passes) until the target is funded; a new Full reset button clears every promotion together with trade-off and FTE deltas in one click. The Board Pack PPTX (#149) is fully redesigned with a restructured content flow and refreshed slide layout. The screens and menu information architecture (#150) have been consolidated into grouped navigation, merged pages and shared headers across the product. Single-initiative export and import (#151) adds a JSON + Excel round-trip so individual initiatives can be handed off, edited offline and re-imported without a full workspace export.
- EU AI Act — operational layer (v4.1)
The AI Act cockpit becomes operational across the product. Inventory adds Act Role + Annex III, Risk Tier + HITL and an Act-Readiness traffic light as dedicated columns, optional toggles for DPIA, Model Card, AI Literacy and EU-DB Registration, an amber stale-document indicator and saved column presets. The /ai-act page gains an AI Literacy tab (Art. 4) and a Serious Incidents tab (Art. 73) with amber/red deadline banner. Three new Steering KPI tiles cover literacy, incidents and stale docs. Settings expose per-artefact review thresholds (Art. 9/10/11/13/27/47–48/53/72) plus reminder windows. The Board Pack ships a toggleable EU AI Act Readiness section in PDF and PPTX. Import/Export adds CSV import of the incident register; the JSON backup round-trips every Act field. Demo data fills literacy, incidents and artefact maps across the AI initiatives.
- EU AI Act cockpit (v4.0)
A new /ai-act page lands with four tabs: Explanation (plain-language primer on scope, the four risk classes, roles, Annex III, GPAI, the seven core obligations under Art. 9–15/17, transparency under Art. 50, penalties under Art. 99 and the phased application milestones from Feb 2025 through Aug 2027), Portfolio Readiness (per-initiative scores across classification, documentation, oversight, logging and conformity), Detail (applicable-articles list per initiative with Art. 5/50/Annex-III reasoning) and Timeline. Evaluate gains a collapsible EU AI Act block — Role (Provider / Deployer / Importer / Distributor / Not-in-Scope), Annex III category, GPAI + systemic-risk flags, Art. 5 prohibited practices and Art. 50 transparency flags — plus an amber soft-sync hint that fires when the formal classification contradicts the legacy Risk Tier (e.g. Annex III set but Tier ≠ High-Risk). Demo initiatives are pre-populated with sensible AI Act data so the readiness, articles and timeline views are immediately meaningful.
- Skills per initiative & skill-capacity cut-line (v3.2)
Capacity is now multi-dimensional. A new per-mode Skill Catalogue in Settings holds skills with FTE caps; Evaluate gains a Required Skills section per initiative. The Prioritisation cut-line treats every skill cap as a hard constraint alongside the budget envelope — green/amber/red utilisation bars and a red "Skill bottleneck" badge on parked initiatives make the binding constraint visible. Demo data seeds a mode-specific catalogue and realistic demand; skills round-trip through JSON backup.
- Portfolio economics: ranges, risk-adjusted NPV & benefit ramp (v3.1)
Cost & value economics now go beyond point estimates. Each initiative carries P10/P50/P90 ranges for benefit, an explicit Year-1 to Year-3 ramp profile and a risk-adjusted NPV (raNPV) using the configured discount rate. Portfolio totals add Value-at-Stake (P10–P90) and Σ raNPV — both tiles now appear on the Portfolio Map and the Steering KPIs cockpit, so the economic picture is consistent across surfaces. The Portfolio quadrant chart also adapts its axis domain to the actual score range, so bubbles use more of the chart area and size differences are easier to read. Fully backwards-compatible: existing initiatives keep their point estimates as P50 until ranges are entered.
Show older entries (pre-v3.0)
- End-to-end stage-gate governance (v3.0)
The stage-gate process is now a closed loop from review to audit. The Evaluate page shows a full three-step roadmap (Idea → Pilot → Scaling → In Production) with passed gates collapsed to a green summary, the active gate expanded with an editable checklist (tick, as-of date, note) and upcoming gates previewing their requirements behind a lock. The Methodology page explains the purpose of each transition (first-spend, scale-up, operating gate). The new Stage-Gate Funnel Report visualises the portfolio as a bubble funnel with initiative labels and risk outlines for bypassed or stale evidence. A one-click CSV export on that page produces an audit row per initiative × transition × checklist item with status, date, note and bypass flag — Excel-ready with BOM and UTF-8. The four governance blocking dialogs (Prohibited tier, DPIA, Model Card, bulk-status) were replaced with non-blocking toasts. JSON backup preserves the complete gate-evidence and decision-log state for restore.
- Capacity cut-line on Prioritisation (v2.5)
Configure an optional annual capacity envelope per mode in Settings — budget cap, optional FTE cap and a free narrative. The Prioritisation page now draws a deterministic cut-line across the ranked queue: above the line is funded, below is parked, with summary tiles for count, budget and Y3 benefit on either side. Three trade-off scenarios (−10 % / −20 % / +10 % budget) recompute the cut-line in-place so a board can see at a glance which initiatives drop out or re-enter under stress. The Board Memo gains a 'What we ARE / are NOT doing' section driven by the same cut-line, and the Board Pack (PDF + PPTX) adds a matching page. Backwards-compatible when no cap is set; documented in Methodology §9.
- Stage-gates with evidence requirements (v2.4)
Status changes from Idea → Pilot → Scaling → In Production now carry a lightweight evidence checklist per mode (AI: business case, DPIA, owner, compliance, human-in-the-loop; Digital: business case, architecture, owner, operability, compliance; Innovation: hypothesis, validation, sponsor sign-off, next-step option). The Evaluate page shows a Stage-gate review card with tick boxes, as-of dates and notes; a Promote button stamps the decision log. Manual status changes still work but flag the initiative as gate-bypassed with an explicit decision-log entry. Stale evidence (>180 days) and bypasses surface as an amber gate icon in the Inventory and a 'Transitions at risk' tile on Steering KPIs, plus a dedicated block in the Memo and Board Pack. Checklists are editable per mode in Settings.
- Prescriptive Methodology with clickable Decision Rules (v2.4)
The Methodology page now reads as a decision playbook, not a glossary: four numbered Decision Rules state how Value × Feasibility, Governance, Strategic Impact and Concentration are actually used. The Board Memo headings carry matching "Rule N · …" badges that link straight to the relevant page (Prioritisation, Governance, Portfolio, Concentration). AI-mode demo seeds were filled with Risk Tier, HITL posture, DPIA and Model Card status so the new governance views show real data on first load. Large budget caps in Settings now render with thin-space thousand separators.
- EU AI Act regulatory governance per initiative (v2.4)
AI-mode initiatives now carry four explicit regulatory fields: EU AI Act Risk Tier (Prohibited / High-Risk / Limited / Minimal), Human-in-the-Loop posture (Unattended / Supervised / Human-Required), DPIA status and Model Card status. Evaluate exposes them as inline pickers with short explainers; Inventory shows colour-coded tier badges with sort and filter. A new "AI Act exposure" tile on Steering KPIs surfaces the tier mix and the €-share of Year-3 value at high or prohibited risk. The Board Memo and Board Pack include a Regulatory Exposure section. Fields are hidden in Digital and Innovation modes but preserved.
- Per-dimension confidence: defensible decision basis (v2.3)
Every dimension score (Value, Feasibility, Governance, Strategic) now carries an explicit Low / Medium / High confidence. Evaluate gets a per-dimension confidence selector with one-line hints; Inventory shows a compact 3-dot meter next to each score and a new "Confidence (avg)" sort. The Filter Bar gains a "Min. confidence" facet so you can isolate well-evidenced bets. Board Memo and Board Pack add an Evidence Quality block (per-dimension mix bar) plus a confidence column on the Top-10 table. Methodology s9 documents how to read the levels. JSON backup, snapshots and TSV preserve the new field; missing values default to Medium on import while legacy initiatives display Low until edited so the board sees where evidence is thin.
- Editable taxonomies, bulk Inventory actions & mode-aware sort (v2.2)
Business units and categories are now fully editable per workspace with cascading updates to all initiatives. Inventory selection gained bulk Archive / Restore / Delete plus an Edit… dialog for mass-changing Status, Business Unit, Category and Tags in one step (desktop + mobile). Slider Hint tooltips are tap-friendly on touch. Inventory sort labels follow the active mode. Settings reordered: high-frequency controls on top, slider interpretation notes at the bottom.
- Self-contained demo worlds & saved Custom Analysis views (v2.1)
Innovation now ships as a healthtech R&D demo (clinical decision support, diagnostics, regulatory science, real-world evidence) with its own business units, owners and tags; Digital and AI keep their existing demos. Loading or resetting a demo also seeds the matching business-unit and tag suggestions. On Custom Analysis, the four axis selectors (X / Y / Colour / Size) now persist across navigation and reloads, and a new Presets menu saves, applies and deletes named axis views. The console name in the header is configurable per mode and only shows when a demo is loaded. The sidebar entry was renamed to "Initiatives Inventory".
- Multi-mode portfolio steering — AI, Digital, Innovation (v2.0)
The console now steers three portfolio types from one engine. Pick AI, Digital Transformation or Innovation in Settings and the entire surface re-skins: brand and motto, four scoring dimensions (Value Potential vs. Validation vs. Governance for Innovation; Delivery Feasibility & Compliance for Digital), quadrant names, slider sub-metric labels and help text, scenario levers, prioritisation buckets, concentration cuts (vendor / partner strategy), board memo headings, methodology copy, demo dataset and Concept page narrative — in both English and German. Scoring math, snapshots, dependencies, economics and the board pack stay structurally identical; only the language, taxonomy and demo data change.
- Sharper decision flow & interactive Value at Stake (v1.5)
Recent decisions now carry a relative-age hint in the inventory and can be sorted by date. The memo's Recent Decisions block shows a 4-quarter trend (rising or easing pressure) and deep-links straight to the exact decision row on the Evaluate page. On the portfolio map, the Value-at-Stake explainer is now a 2×2 quadrant breakdown (Sweet spot · Strategic bets · Quick wins · Drag) with dynamic counts, €-share of Y3 value and a tone-aware verdict; each quadrant tile is clickable to drill into its initiatives. A third demo snapshot (2025 Q4) was added so the trend across snapshots shows real movement.
- Steering KPIs page (v1.4)
A dedicated Steering KPIs page brings together the four board-level metrics (production share, governance, concentration, feasibility) with snapshot compare, a trend line across all snapshots, an economics confidence & coverage bar and a top-movers list — keeping the Portfolio Map focused on the visual picture.
- Custom Analysis gets its own page (v1.3)
The free-form bubble chart now lives under a dedicated "Custom Analysis" sidebar entry with the full filter bar, saved views and share-link controls on top — so ad-hoc board questions can be explored, filtered and handed over without crowding the Portfolio Map. Bubble labels show the initiative name for at-a-glance reading.
- Free-form portfolio analysis (v1.3)
A new Custom Analysis chart lets you plot any combination of metrics — value scale, strategic impact, feasibility, governance, budget, CapEx, OpEx, Year-1 or Year-3 benefit — on X, Y, colour and bubble size. Useful for ad-hoc board questions like 'which high-impact initiatives are still cheap?' without leaving the app.
- Tailored board pack (v1.2)
Before exporting, pick exactly which sections the PPTX / PDF board pack should contain — KPIs, buckets, concentration, scenarios, value at stake, financials, decisions, methodology — and open a live preview to see the cover, KPI cards and bucket bars update as you edit the form. Choices persist between sessions.
- Boardroom-ready sharing (v1.2)
Share links now show a scannable QR code so board members can pick up the same filtered view on their phone in seconds. The same filters apply to the Board Memo, and a new "latest decision" filter narrows the inventory to recently decided initiatives (30 / 90 / 180 days or a custom range). Memo decision rows link straight to that initiative's decision log.
- Portfolio Economics in the board memo (v1.1)
The Executive Memo now opens with a dedicated economics section: CapEx, OpEx, Y1 and Y3 benefit tiles, a colour-coded net-3-year-value bar, coverage and confidence-mix notes, and a Top-3 initiatives list — included in TXT / Markdown exports.
- Financials slide & page in the board pack (v1.1)
The PDF and PPTX board pack gained a Financials section between Value at Stake and Decisions: totals strip with Net Y3, a confidence-mix segmented bar and a Top-10 economics table.
- Complete JSON backup & fixed TSV exports (v1.1)
JSON backup now includes saved views and scenario settings (v4 format, v3 still readable). TSV exports use a single source-of-truth for columns; broken legacy TSVs are automatically unscrambled on import.
- Value-at-Stake bubble chart (v1.1)
New budget × strategic-impact bubble chart on the Portfolio page, coloured by estimate confidence with collision-aware labels — making it easy to see where the money is concentrated and how robust the underlying estimates are.
- Scenarios & what-if levers (v1.1)
A dedicated Scenarios page lets you compare baseline, current and adjusted portfolios with per-dimension levers, saved presets and side-by-side comparison views.
- Saved views, shared links & QR handover (v1.1)
Filter combinations can be saved as named views, shared via URL, and handed to the boardroom via a QR code — also propagated to the Board Memo so memo content reflects the active filter set.
Framework adapted from bicon.li — Transformation Portfolio Steering