Book your Portfolio Baseline Analysis
Portfolio AI Workbench brings together proven portfolio management practices with AI-driven data insights to help organisations make strategically aligned investment decisions, that maximise delivery of business benefits.
Talk to us about your portfolio challenges
About our Portfolio AI Workbench Solution
Our Portfolio AI Workbench solution combines Lean Portfolio Management (LPM) with practical AI support. We’ll embed the data and mechanisms that enable LPM to deliver tangible benefits, helping your organisation to prioritise the right work, fund it appropriately, and deliver outcomes that matter to the business.
Instead of managing a collection of disconnected activities, we work with you to plan and govern value-driven increments of work, aligned to strategic objectives, and supported by clear, consistent decision-making.
The result is stronger alignment, better prioritisation, and faster time to value.
What it helps you do
Be clearer about which work directly supports business strategy
Stop funding initiatives that no longer make sense
Improve visibility across portfolios, teams and funding
Get a clearer view of how budget and capacity are actually being used
Adapt more quickly to regulatory, market and organisational change
Our Portfolio AI Workbench solution integrates with commonly used platforms such as Atlassian and Miro, ensuring that you keep strategy, planning and execution connected across your organisation.
Our partners
Key features and capabilities
Portfolio Baseline Analysis
Identifies where portfolio practices can be improved, using clear, objective metrics.
Smarter initiative prioritisation
Helps ensure the highest-value initiatives are funded and delivered first.
Improvement Roadmap
Turns insight into actionable steps for strengthening portfolio decision-making.
Capacity and resource planning across teams
Creates a view of what can be delivered, preventing overload and reducing delays.
Structured demand intake
Provides a way to assess new work and agree priorities using shared measures of value.
Portfolio-level insights and reporting
Gives leaders clear visibility of initiatives, spend and outcomes aligned to strategy.
Where to start
Our Portfolio AI Workbench can be tailored depending on where your organisation is today.
For many teams, the best first step is a Portfolio Baseline Analysis. This assesses how effectively your organisation delivers value to customers. It includes critical metrics such as On-time completion rate, Throughput, Strategic Alignment Score, Flow Load and Value delivered. Based on these metrics, we’ll then proceed to create and implement a tailored improvement plan.
This insight can demonstrate how effectively your current portfolio is delivering value, whilst guiding your improvement decisions.
Book your Portfolio Baseline Analysis now
Designed for regulated and complex environments
Here at AC, we’ve developed our specialist Portfolio AI Workbench solution for organisations where portfolio decisions are already complex.
That often includes regulated environments, complex digital transformations, and activities which address technical debt. It provides insight in areas where organisations often have limited visibility of value creation.
With our years of experience of complex programme delivery, we’ll help organisations like yours to introduce modern, proven portfolio practices without compromising governance, transparency, or control.
CLIENT SUCCESS
"AC exceeded my hopes of what I expected during the consultancy from them. They were very professional and knowledgeable… and were able to make recommendations that have made clear improvements to our working practices. I look forward to working with them in the future!"
IT Support Engineer, Leading Automotive Marketplace
Why Automation Consultants?
With 20+ years of experience guiding organisations through complex change, Automation Consultants has deep experience in portfolio management, enterprise agility, AI, and transformation delivery.
We work closely with leadership teams to strengthen portfolio practices in a way that fits existing governance, structures, and tooling. Our approach is collaborative, focusing on prioritisation and decision-making rather than adding more processes and frameworks.
We utilise AI carefully in our solutions, using it to support better insight whilst keeping human judgement at the centre. Our work is underpinned by strong security and compliance practices, including ISO 27001 and Cyber Essentials Plus.
We also work in close partnership with platforms such as Atlassian, giving organisations confidence that portfolio practices are embedded into the tools they already rely on.
Resources to support your decision
FAQs
Our Portfolio AI Workbench solution helps organisations make better portfolio decisions. It focuses on aligning investment to strategy, improving prioritisation, and giving leaders clearer visibility of what work is delivering value.
Traditional approaches often focus on reporting activity. Portfolio AI Workbench focuses on improving decision-making. The aim is to help leaders decide what to fund, what to stop, and how to adapt priorities, using better insight rather than more process.
AI is used to support insight and consistency, for example when analysing demand or prioritisation options. Final decisions always remain with people.
Yes. The approach is designed to strengthen existing governance and planning processes, not replace them.
Based on the Improvement Roadmap, the engagement is a series of measured, risk assessed incremental steps. After each step metrics are used to evaluate the benefits gained.
We baseline your portfolio metrics prior to the improvements then create a benchmark dashboard so you can see for yourselves the improvements made.
Yes, training will be provided for the portfolio planners and senior stakeholders.
Yes, the Portfolio AI Workbench will deliver improvements irrespective of the delivery methodology.
No. The approach works alongside tools teams already use, including platforms such as Atlassian and Miro.
A Portfolio Baseline Analysis is the simplest first step. It helps identify where improvements will have the biggest impact. You can book in a free consultation to discuss more with our team here.
Ready to improve portfolio decision-making?
If you’re looking to align investment to strategy, reduce wasted spend and deliver outcomes faster, our Portfolio AI Workbench solution can help.