Portfolio intelligence
Ideas for accountable delivery.
Analysis for leaders deciding how portfolios should be measured, governed, and reviewed in an agentic operating model. Every market claim links to its source.
Latest analysis
Research built for the next portfolio review.
- 01The exhibitWhy portfolio health scores lose trustMajor portfolio tools use very different inputs to produce the same red-amber-green verdict. Their own documentation shows why the result can be difficult to defend.Published 2026-08-156 linked sourcesRead analysis
- 02The argumentWhat an auditor asks when half the team is agentsSmaller delivery teams and stronger approval gates are arriving together. Portfolio governance needs an evidence model designed for both.Published 2026-08-159 linked sourcesRead analysis
- 03The field noteThe sprint got faster than the status reportDevelopers with agents now finish work faster than anyone can write it down. Visibility is no longer a reporting problem — it has to be a property of the delivery record itself.Published 2026-08-196 linked sourcesRead analysis
- 04The recordBecoming AI-native in healthcare is an evidence problemOne organization published the numbers on both sides of its AI transformation: a regulated build compressed by an order of magnitude, and an auditor's package still at zero. The constraint was never capability.Published 2026-08-2020 linked sourcesRead analysis