DemoA fictional company's AI portfolio. Three initiatives have rooms you can open; the rest show what a full portfolio looks like.
Northline Manufacturing

The AI portfolio, as the CFO sees it

48 initiatives across 7 departments and 5 vendors. Every figure traces to a named person, a date, and a recording.

AI initiatives
0
31 running, 6 in pilot, 11 stopped
Invested to date
$0.0M
Fully loaded, incl. internal time
Documented annual return
$0.0M
19 initiatives, 12 reconciled with finance
Stopped, with reasons
0
$1.4M spent before stopping
Where the return comes from

Largest documented returns, by department and by vendor

Reconciled means finance checked the figure. Stated by owner means the person who ran it said it on camera and finance has not yet reviewed it. The two are never mixed.

Largest documented returns
InitiativeInvestedAnnual returnStatus
Invoice data extraction
Finance, Microsoft Copilot plus custom model
$340K
$1.1M
Reconciled with finance
Automated visual inspection, Line 4
Operations, custom model
$486K
$1.2M
Reconciled with finance
Predictive maintenance, press shop
Plant Engineering, in-house
$212K
$680K
Reconciled with finance
Tier 1 support deflection
Customer Service, ServiceNow
$390K
$520K
Stated by owner
Weld seam inspection pilot
Operations, custom model
$95K
None
Stopped: data unavailable, month 4
Return by department
Operations
$1.9M
Finance
$1.1M
Customer Service
$0.7M
Sales
$0.3M
Engineering
$0.2M
By vendor
Microsoft Copilot, 14Custom model, 12ServiceNow, 9Salesforce, 7In-house agents, 6
Every figure traces to a named person, a date, and a recording. Self-reported figures are never mixed in with reconciled ones. Illustrative; live figures come from your initiatives.
Initiatives

Every initiative has a room

A card with a play button opens its room: the people who ran it answering on camera, with the figures beside each clip. The others show what the rest of a portfolio looks like once recorded.

Rooms you can open
Rooms not yet recorded
Finance

Invoice data extraction

Invested$340K
Annual return$1.1M
Dana Ruiz, Copilot plus custom modelReconciled with finance
Customer Service

Tier 1 support deflection

Invested$390K
Annual return$520K
Marcus Bell, ServiceNowStated by owner
Legal

Contract clause extraction

Invested$140K
Annual returnStopped
Marcus Bell, Custom modelOCR accuracy plateaued at 71%
Sales

Lead scoring pilot

Invested$60K
Annual returnIn pilot
Anika Rao, Salesforce EinsteinMonth 2
Procurement

Purchase order matching

Invested$118K
Annual return$310K
Priya Raghavan, Custom modelStated by owner
Operations

Claims triage assistant

Invested$210K
Annual return$260K
Tomas Iversen, CopilotStated by owner

This is what your portfolio would look like.

Pick one AI initiative and we build its room for free.

Build my first room