Portfolio XPLR
Last updated
Last updated
Portfolio XPLR is a centralized management dashboard that empowers enterprises to evaluate and prioritize AI solutions based on business value, implementation cost, and feasibility. By offering a unified view of all AI initiatives, it enables organizations to make data-driven investment decisions aligned with strategic goals, using quantifiable metrics for comparison and prioritization.
As the decision-making hub within the XPLR framework, Portfolio XPLR bridges the gap between solution design and implementation. It receives finalized AI solutions from Solution XPLR and prepares them for detailed configuration in Functional design XPLR, where technical design documents are generated. This seamless integration ensures a smooth transition from concept to execution. With its structured, metrics-driven approach, Portfolio XPLR helps organizations ensure that every AI investment is guided by measurable business value and implementation readiness.
The top section of Portfolio XPLR displays key financial metrics that provide a holistic view of the organization's AI solution portfolio:
Total benefits: Cumulative estimated gains from all proposed AI solutions
Total preliminary cost: Aggregated cost estimates for implementing all the solutions
ROI: Overall return on investment calculated across all listed solutions
These metrics update automatically when solutions are added, modified, or removed from the portfolio, providing real-time visibility into the financial impact of AI investments.
The main section of Portfolio XPLR displays a comprehensive list of AI solutions with critical evaluation metrics:
AI solution (name): Descriptive title that identifies the specific AI solution and its purpose.
Feasibility: Implementation readiness assessment displayed as either:
Ready: Solution has passed all feasibility checks and is prepared for implementation
Remediate: Solution requires additional preparation or refinement before proceeding
Benefits: Expected value or improvements resulting from implementation
Preliminary cost: Estimated initial cost to build and deploy the solution
ROI (Return on Investment): Expected financial return based on cost vs. benefit analysis
For each solution, Portfolio XPLR provides several action options to manage its progression through the implementation lifecycle:
Prioritize: Click the three vertical line icon (≡) to change the solution's priority in the implementation sequence. This allows users to reorder solutions based on their business value and feasibility, ensuring high-impact initiatives are addressed first.
View benefits: Expand or collapse the benefits panel by clicking the > dropdown icon. This reveals detailed benefit metrics, including benefit type, contribution, current baseline, target value, and benefit value for each solution.
Send to functional design: Click the 🔭 icon to send to functional design for the selected solution. This action transfers the solution to Hubble design, where detailed technical specifications and implementation plans are created, bridging the gap between strategic planning and execution.
Revert to draft: Click on the solution to return it to an editable draft state in Solution XPLR, enabling further refinement of key attributes such as requirements, benefits, or preliminary costs. When this action is initiated, a confirmation dialog appears: “You are about to revert this Solution to DRAFT. You can edit it from Solution XPLR.” Click ‘Yes’ or ‘No.' Upon confirmation, the solution will move back to the drafts section of Solution XPLR, which remains until updates are completed and it is resent to Portfolio XPLR.
Portfolio XPLR maintains a clear distinction between finalized solutions and those still in development:
The Solution XPLR page includes a section for draft solutions that provides visibility into works in progress. This section displays key information for each draft:
Solution name
Function
Date created
Last updated
Last updated by
Actions
Draft solutions follow these workflow rules:
Solutions that are being customized in Solution XPLR but haven't yet been finalized or sent to Portfolio XPLR.
When you click ‘Send to Portfolio XPLR’ on the summary overview page in Solution XPLR, the solution is moved out of the drafts section and becomes available in Portfolio XPLR.
If you reopen a solution from Portfolio XPLR and make any changes, it automatically reverts to draft status and reappears in the drafts list. You will need to resend it after completing your updates.
This workflow ensures all changes are properly reviewed and benefit calculations remain accurate before solutions appear in the formal portfolio for prioritization and investment decisions.
Solutions in Portfolio XPLR can exist in various states:
Active solution portfolio
Solutions that have been finalized and approved
Appear in the main Portfolio XPLR view
Available for prioritization and implementation planning
Contribute to portfolio-level financial metrics
In implementation planning
Solutions that have been sent to Functional design XPLR
Currently undergoing detailed implementation planning
Tracked in Portfolio XPLR and marked with a status (indicated by a blue-highlighted 🔭 icon).
Maintained in the portfolio for visibility
Draft status
Solutions undergoing creation or modification in Solution XPLR
Not visible in Portfolio XPLR until finalized
Do not contribute to portfolio-level metrics
Require explicit action to move to active portfolio status
By following this guide, you can effectively utilize Portfolio XPLR to evaluate, prioritize, and manage AI solutions in line with your organization’s strategic goals. The module ensures each solution is thoroughly assessed for business value, feasibility, and implementation readiness, empowering you to make informed, data-driven decisions that drive seamless execution and maximize ROI.
