Portfolio Intelligence

Status reports tell you what happened.
Portfolio360 tells you what's hiding.

An AI intelligence engine that cross-references your project data and external signals to surface what status reports alone can't show you. Projects reporting green while the data tells a different story. Confidence divergence. Regulatory risks mapped to your timeline.

Microsoft Planner SharePoint Teams Jira Smartsheet ServiceNow + more

Works with the tools your teams already use. No migration. No new logins.

Experience the Live Demo → Interactive demo · Brightleaf Consumer Products · 20 projects · $118M portfolio
What Makes This Different
🔀

Cross-Source Intelligence

Reads across Planner, Jira, Smartsheet, SharePoint, and Teams simultaneously. Patterns invisible from any single tool become clear when sources are triangulated.

🌎

External Intelligence

Regulatory changes. Trade policy shifts. Vendor risk signals. Mapped directly to affected projects in your portfolio with evidence and dollar impact.

📈

Calculated vs. Reported

Which projects report Green while the data says otherwise? Confidence scores calculated from actual project signals — not from what the PM typed into a status field.

What You'll See

Inside the demo

📊 Intelligence Brief

  • Executive metrics and portfolio health summary
  • 8 detailed findings with evidence trails
  • "How Portfolio360 Detected This" for each finding
  • Board-ready messages — copy into your steering deck
  • 2-week forward preview of emerging risks

📈 Interactive Dashboard

  • Confidence scores with trend indicators
  • Gantt timeline with milestone tracking
  • Budget tracking with forecast variance
  • Risk register with probability/impact mapping
  • Project drill-down to individual detail pages

🤖 Ask the Portfolio

  • Live AI grounded in portfolio data
  • Ask any question in plain language
  • Augmented with real-time web search
  • Regulatory and market intelligence on demand

🔍 Evidence Trails

  • Every finding cites specific sources
  • File names, row numbers, chat excerpts
  • Verify any claim against the original data
  • No black box — full transparency

The demo uses synthetic data for Brightleaf Consumer Products — a 20-project, $118M digital transformation portfolio. The findings are real analytical output: two projects identified where reported status diverges from what the data shows, $13M in forecast overrun identified, regulatory and tariff risks mapped to specific projects with evidence. This is what Portfolio360 produces when it reads your data.

Want to see what Portfolio360 finds in your portfolio?

Let's Talk →
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