Portfolio Control Cockpit

Moorhouse

active/GBP

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Digital self-service portal

Customer Experience / owner: Carmen Ortiz

Value lines

1.Identify
2.Assess
3.Plan
4.Execute
5.Realise
6.Closed

Overview

Launch a self-service portal for customers and colleagues to reduce avoidable contacts and improve response time.

Start date: 01/03/2026
Target end: 15/01/2027
Progress: 42%
Sponsor: Aidan

Portfolio hierarchy

Use flexible parent links so the workspace can represent portfolios of programmes, projects or mixed delivery structures.

Parent programme / project / initiative

Child initiatives

INIT-000004 - Procurement consolidation - indirect spendINIT-000005 - Cloud migration - Phase 1INIT-000006 - Support centre automationINIT-000007 - Billing system retirementINIT-000008 - Customer Data Platform rolloutINIT-000009 - Workforce rebalancing - OpsINIT-000010 - Supplier payment terms renegotiationINIT-000020 - Supply chain redesignINIT-000021 - Finance shared services

Current parent

No parent linked

Children

No child items linked

Cost to deliver

ROI uses `(forecast benefits - forecast delivery cost) / forecast delivery cost`.

Status

RAG and progress. Amber or Red requires commentary.

Gate progression

Current stage: Plan. Next: Execute.

Pending approvals

Aisha Khan - pending

Actions and next best actions

Create local actions and review AI recommendations before adding them to the log.

Next best actions

Recommendations must be reviewed before they become actions.

Actionmedium

DetailDue date

Owner: Product OwnerWithin 1 week

Pending review

Saved 17/08/2026, 16:05:46Run 3a916397

Create action

No actions yet.

Comments

Workspace comments and mentions.

No comments yet.

Resources and capacity

Track named or external resources, start/end dates, effort and shared skill tags.

No resource assignments yet.

Initiative intake assistant

Manual AI suggestions for milestones, risks and KPIs.

No saved intake suggestions yet. Generate them manually when this initiative needs scoping support.

Benefits

Benefit definitions linked to this initiative.

Benefit	Type	Target	Forecast	Actual	Confidence	Controls
BEN-000003 - Digital service adoption uplift	Customer experience	1900000	1400000	150000	medium
Update benefit

Dependencies

Incoming and outgoing initiative links.

Direction	Source	Target	Relation
Incoming	INIT-000008 - Customer Data Platform rollout	INIT-000011 - Digital self-service portal	enables
Update dependency
Incoming	INIT-000005 - Cloud migration - Phase 1	INIT-000011 - Digital self-service portal	enables
Update dependency

Risks

Risks linked to this initiative.

Risk	Probability	Impact	Score	Band	Controls
RISK-000006 Content ownership gaps could slow acceptance testing. Assign named content owners and add weekly acceptance burn-down.	3 - Possible	4 - Major	12	Medium
Update risk Assign named content owners and add weekly acceptance burn-down.

Risk

Probability

Impact

Score

Band

Controls

RISK-000006

Content ownership gaps could slow acceptance testing.

Assign named content owners and add weekly acceptance burn-down.

3 - Possible

4 - Major

Medium

Update risk

RAG history

Previous RAG, progress and commentary changes.

No RAG updates have been saved yet.

Decision record

Accepted AI decision drafts linked into this initiative workflow.

No AI decision draft has been accepted into this initiative yet.

Audit trail

Every state change, hashed and chained for tamper evidence.

No events yet.