Portfolio Overview
PISMO Dashboard
FY26 · Q3
Active PISMO Initiatives
11
12 total · 1 in intake
+3 vs. last quarter
Portfolio Health
50%
33% amber · 17% red
Annual Hours Saved
47,640
hrs · run-rate from adopted + rollout
+19.6% QoQ
Est. Margin Impact
$2.24M
annualized, finance-validated
+$340K vs. plan
PISMO Output QA Pass Rate
92.6%
portfolio weighted, last 30 days
+1.8 pts vs. Q2
Hours saved & QA quality
Monthly realized hours saved across the portfolio, with weighted QA pass rate
Hours saved QA pass %
Health mix by month
Initiative count by RAG status
Human review queue
Proposal draft — Northwind Health MSA renewalAug 20
Fixture drawing set B — tolerance reviewAug 20
Clause deviation report — Vantage Logistics SOWAug 21
8 items awaiting sign-off Initiative portfolio
All active and intake initiatives with source-linked status
| Initiative | Stage | Owner | Health | Progress | Governance | Sources | Updated |
|---|---|---|---|---|---|---|---|
| PISMO Proposal GeneratorRevenue Operations · Client-facing | Rollout | MRMaya Rodriguez | Healthy | 78% | Passed | JCGS | Aug 18, 2026 |
| PISMO Output QA AgentPISMO Platform · Internal | Adopted | DWDaniel Whitfield | Healthy | 100% | Passed | GSJ | Aug 19, 2026 |
| Agentic Portfolio DashboardPMO · Internal | Adopted | IKIke Kangarlou | Healthy | 100% | Passed | JCGS | Aug 19, 2026 |
| PISMO-Generated CAD Drawing ToolEngineering Services · Client-facing | Pilot | APArun Patel | Critical | 34% | Flagged | JGS | Aug 17, 2026 |
| Client Onboarding CopilotClient Success · Client-facing | Intake | THTomas Herrera | At risk | 12% | Needs Review | CS | Aug 15, 2026 |
| Contract Review AssistantLegal · Internal | Pilot | NFNadia Freeman | At risk | 46% | Needs Review | CJS | Aug 18, 2026 |
| Support Ticket Triage AgentCustomer Support · Client-facing | Rollout | EVElena Vasquez | Healthy | 71% | Passed | JSG | Aug 19, 2026 |
| Data Transformation CopilotData Engineering · Internal | Adopted | MBMarcus Bell | Healthy | 100% | Passed | GCJ | Aug 18, 2026 |
| RAG-based Knowledge AssistantKnowledge Management · Internal | Pilot | GYGrace Yoon | At risk | 52% | Flagged | CSG | Aug 16, 2026 |
| PISMO Meeting Notes & Action TrackerDelivery Operations · Internal | Adopted | PNPriya Nandakumar | Healthy | 100% | Needs Review | JSC | Aug 19, 2026 |
| Revenue Forecast Anomaly DetectorFinance · Internal | Rollout | KOKelvin Osei | At risk | 63% | Needs Review | JGS | Aug 17, 2026 |
| Field Service Vision QAField Operations · Client-facing | Pilot | HOHelen Okafor | Critical | 28% | Flagged | JS | Aug 12, 2026 |