Fifty candidates. Funding for ten. Did you pick the right ten?

The SoT Portfolio Compass™ helps leadership teams assess and prioritize AI initiatives to invest in.

Use Case: Building a data-informed AI project list

Multiple candidates from multiple sources.
Different scope, value, and resources.
Unclear risk and readiness.
Competing priorities.
Hard tradeoffs.

Use Case: Reviewing funded AI initiatives

In-progress initiatives.
Uneven progress and stalled efforts.
Shifting priorities and changing value.
New risks and tradeoffs.
Continue, rework, or stop.

What you will get with SoT Portfolio Compass™

SoT Portfolio Compass™ gives leadership a clearer view of the AI initiatives under consideration, how they compare, and what should move forward.

 

Scored AI Initiatives List

A scored list of AI initiatives evaluated against common criteria such as business value, feasibility, readiness, risk, investment, and strategic fit.

Defensible AI Portfolio

A portfolio supported by clear, documented and informed rationale based on value, feasibility, readiness, risk, investment, and strategic fit.

Managed AI Portfolio

A structured way to manage and govern the AI portfolio, including initiative status, ownership, decisions, risks, and roadmap movement.

How SoT Portfolio Compass™ Works

Strategy of Things Portfolio Compass™ is a structured service comprising three elements - a prioritization process, our cloud-based software automating and enforcing the workflow, and our team working alongside your team. The process provides a structured approach for turning AI requests to funded projects. The tool provides the workflow, scoring and ranking algorithms, analysis, and portfolio views. Strategy of Things brings the methodology and AI expertise. Your team brings the business, operational, and organizational context. Together, SoT Portfolio Compass™ turns a long list of AI initiatives into a more informed, comparable, and defensible set of decisions.

 

 

Our Approach for SoT Portfolio Compass™

Portfolio Compass™ turns AI project selection from a subjective, political, and inconsistent process into a structured, data-informed one. Each initiative is evaluated against common criteria such as business value, strategic fit, feasibility, readiness, risk, data fit, and cost. Proprietary models and algorithms remove human bias from the evaluation and analysis. The result is a clearer and more defensible basis for deciding which initiatives should move forward, and for building a focused AI portfolio that leadership can explain, fund, and execute.

 

SoT Portfolio Compass™ in action

Situation

 

An innovative healthcare services company has a portfolio of 42 diverse AI initiatives under consideration. Deciding what to do is challenging as each project varies in technical complexity, AI type, business value, and investment needed. The company has limited resources and capabilities. The VP of Operations is tasked with presenting to the board a short list of projects for review and funding.

What we did

 

  • Aligned company's priorities to evaluation criteria
  • Standardized information collected for each individual initiative
  • Scored and ranked all 42 use cases using Portfolio Compass™
  • Mapped initiatives into portfolio categories
  • Worked with VP to select initial list of projects

Outcome

 

  • 42 potential initiatives simplified to 10 funded projects
  • Developed defensible and justified portfolio
  • Portfolio reviewed and endorsed at the board level
  • Projects are in progress

Ready to build an AI portfolio that’s right for you?

SoT Portfolio Compass™ helps you evaluate competing AI requests, review initiatives already in motion, and decide what deserves funding, sequencing, and execution. It turns AI project selection from a subjective, political, and inconsistent process into a structured, data-informed one.