Portfolio
Initiative Board
Every PISMO initiative by delivery stage. Cards roll up ROI, health and governance posture from connected systems.
Pilot
4PISMO-Generated CAD Drawing Tool
Generates first-pass device fixture drawings for a medtech client.
- Hrs saved / mo
- 145
- Margin impact
- $88K
- QA pass
- 81.4%
- Gov. maturity
- 2.4 / 5
Contract Review Assistant
Flags non-standard clauses against the legal playbook.
- Hrs saved / mo
- 265
- Margin impact
- $174K
- QA pass
- 92.3%
- Gov. maturity
- 3.4 / 5
RAG-based Knowledge Assistant
Answers internal policy and methodology questions with citations.
- Hrs saved / mo
- 300
- Margin impact
- $141K
- QA pass
- 90.6%
- Gov. maturity
- 3.1 / 5
Field Service Vision QA
Photo-based install inspection for field technicians.
- Hrs saved / mo
- 120
- Margin impact
- $67K
- QA pass
- 84.2%
- Gov. maturity
- 2.1 / 5
Rollout
3PISMO Proposal Generator
Drafts client proposals from CRM context and past win libraries.
- Hrs saved / mo
- 640
- Margin impact
- $412K
- QA pass
- 97.2%
- Gov. maturity
- 4.6 / 5
Support Ticket Triage Agent
Classifies, routes and drafts first responses for support tickets.
- Hrs saved / mo
- 720
- Margin impact
- $386K
- QA pass
- 96.8%
- Gov. maturity
- 4.3 / 5
Revenue Forecast Anomaly Detector
Flags improbable pipeline movements before the forecast call.
- Hrs saved / mo
- 160
- Margin impact
- $119K
- QA pass
- 93.5%
- Gov. maturity
- 3.6 / 5
Adopted
4PISMO Output QA Agent
Automated evaluation harness scoring every PISMO output before release.
- Hrs saved / mo
- 380
- Margin impact
- $196K
- QA pass
- 98.6%
- Gov. maturity
- 4.9 / 5
Agentic Portfolio Dashboard
This PMO cockpit — auto-synthesizes initiative status from source tools.
- Hrs saved / mo
- 210
- Margin impact
- $128K
- QA pass
- 95.1%
- Gov. maturity
- 4.4 / 5
Data Transformation Copilot
Writes and documents SQL/dbt transformations from plain-language intent.
- Hrs saved / mo
- 510
- Margin impact
- $274K
- QA pass
- 97.9%
- Gov. maturity
- 4.5 / 5
PISMO Meeting Notes & Action Tracker
Summarizes meetings and syncs action items into Jira.
- Hrs saved / mo
- 430
- Margin impact
- $203K
- QA pass
- 94.7%
- Gov. maturity
- 4.2 / 5
All initiatives · list view
Sorted by margin impact, annualized
| Initiative | Stage | Owner | Health | Hrs / mo | Cost avoided | Margin impact | Confidence |
|---|---|---|---|---|---|---|---|
| PISMO Proposal Generator | Rollout | MRMaya Rodriguez | Healthy | 640 | $91K | $412K | High |
| Support Ticket Triage Agent | Rollout | EVElena Vasquez | Healthy | 720 | $104K | $386K | High |
| Data Transformation Copilot | Adopted | MBMarcus Bell | Healthy | 510 | $78K | $274K | High |
| PISMO Meeting Notes & Action Tracker | Adopted | PNPriya Nandakumar | Healthy | 430 | $59K | $203K | High |
| PISMO Output QA Agent | Adopted | DWDaniel Whitfield | Healthy | 380 | $54K | $196K | High |
| Contract Review Assistant | Pilot | NFNadia Freeman | At risk | 265 | $61K | $174K | Medium |
| RAG-based Knowledge Assistant | Pilot | GYGrace Yoon | At risk | 300 | $42K | $141K | Medium |
| Agentic Portfolio Dashboard | Adopted | IKIke Kangarlou | Healthy | 210 | $33K | $128K | Medium |
| Revenue Forecast Anomaly Detector | Rollout | KOKelvin Osei | At risk | 160 | $37K | $119K | Medium |
| PISMO-Generated CAD Drawing Tool | Pilot | APArun Patel | Critical | 145 | $26K | $88K | Low |
| Field Service Vision QA | Pilot | HOHelen Okafor | Critical | 120 | $21K | $67K | Low |
| Client Onboarding Copilot | Intake | THTomas Herrera | At risk | 90 | $14K | $52K | Low |