SummitSummit
demo@moorhouseconsulting.com

Portfolio Control Cockpit

Moorhouse

1
active/GBP

Layout saved

AI portfolio brief

Activities, benefits, risks, dependencies and value signals.

No saved AI portfolio brief yet. Generation is available after Admin enables the AI module and portfolio summary feature.

Portfolio posture

Control cockpit

New initiativeRegister

Live initiatives

10

Exceptions

5

Open approvals

4

Stale updates

10

RAG mix

10 active records

Green
5
Amber
3
Red
2

Value conversion

GBP portfolio view

Target
£31,950,000
Forecast
£25,100,000
Actual
£7,500,000
Booked
£4,900,000
Booked vs target15%
Forecast vs target79%

Stage flow

48% average delivery progress

Identify
1
Assess
2
Plan
4
Execute
2
Realise
1
Closed
0

Control signals

PMO checks

Possible double-counts0
Unbooked forecast£20,200,000
Dependencies6
Blocking links2
High risks4
Approval queue4
Stale updates10

Initiatives

Scrollable workspace register with RAG, stage and category filters.

AI actions and decisions

Saved recommendations grounded in portfolio data.

Review next best actions

high
Owner: Portfolio DirectorWithin 1 week and then weekly until stable
Pending review
high
Owner: Initiative OwnerWithin 5 working days
Pending review
high
Owner: Programme ManagerBefore the next Plan gate decision
Pending review
high
Owner: Technology Delivery LeadWithin 2 weeks
Pending review
medium
Owner: Product OwnerWithin 1 week
Pending review
medium
Owner: Portfolio ManagerAt the next portfolio review
Pending review

Decision recommendations

00000000-0000-0000-0000-0000000002096e8bec51-86e9-4c76-9329-c3e0359641d408c5ad19-34d9-4f79-9028-b94247bdee7b
  • Consultation sequencing and transition capacity are materially off track.
  • The risk description says consultation sequencing could delay benefits and create service instability.
  • The linked benefit forecast is 3.1m against a 4.8m target with low confidence.
Pending decision review
00000000-0000-0000-0000-0000000002201ce85fae-8bf7-44fd-a6f0-ea1f70c39795e3e4d42e-b593-41ef-bc83-e5eb19053397
  • Critical supplier resilience assumptions are unresolved.
  • The risk mitigation states supplier stress tests and alternate routes should be validated before the Plan gate.
  • The linked benefit forecast is 2.1m against a 3.9m target with low confidence.
Pending decision review
00000000-0000-0000-0000-00000000020700000000-0000-0000-0000-00000000020500000000-0000-0000-0000-0000000006017504f481-97ac-47bc-87ef-53ced4c8694fc5153ed6-7c54-4898-8234-e6c7dc21b32c
  • Billing system retirement blocks Cloud migration - Phase 1.
  • Billing system retirement is amber in plan with supplier exit terms not yet agreed and tight data migration windows.
  • Cloud migration - Phase 1 is amber in execute with identity integration and migration factory capacity behind plan.
Pending decision review
00000000-0000-0000-0000-0000000002103c70441a-f629-4205-99f6-ba58f23813d2
  • Supplier payment terms renegotiation is green in realise with 86% progress.
  • The linked benefit Working capital release has 4.9m actual against a 5.5m target and 5.2m forecast.
  • This is the strongest current value realisation record in the portfolio.
Pending decision review
00000000-0000-0000-0000-00000000021123abfaab-3114-44c0-9b52-afacd576481d89cfcfb2-c533-4f3c-b799-be6dd01657f6
  • Content ownership and release acceptance are not yet stable.
  • The risk mitigation is to assign named content owners and add weekly acceptance burn-down.
  • The linked benefit Digital service adoption uplift is medium confidence with forecast below target.
Pending decision review
Saved 17/08/2026, 16:05:46Run 3a916397