
Average IT project runs 0% over budget, 0% over schedule, and delivers 0% less value than promised, on stacks like the Dynamics 365, Azure, and Power BI JMFE already runs.
Click a tab to switch views. Drag a slider in Fund Reallocation, the totals and chart update as you move it.
Ranked so you can see which initiatives are funding the portfolio, and which are drawing it down.
Move the sliders and shift next month's budget across projects, the exact decision rolling forecasting exists to support.
Manual reporting and intake hours you get back each month as workflows automate.
Where spend is tracking to plan, and where it is drifting.
Finance ERPMicrosoft Dynamics 365 for Finance and Operations, adopted 2023.
Cloud analyticsAzure Data Lake, Synapse, and Power BI power internal BI roles today.
AI in production"Hubert AI," an Azure-based intranet assistant, already cuts manual service tickets.
Sources: Apps Run The World, BuiltIn, JM Family news.
Manual report, replacedBuilt a Power BI dashboard giving leadership live visibility into burn and spend.
Paper intake, automatedRetired manual, paper-based contract records enterprise-wide.
400+ processes, self-serviceStandardized e-signature and document routing across four departments.
Which initiatives are funding your portfolio, and which are draining it, before the annual review.
Move budget as conditions change, driven by rolling forecasts, not locked in every January.
Manual, fragmented workflows rebuilt as automated, self-service, not just documented.
Analytics support that complements your Portfolio Coordinator, adding a set of hands, not friction.
Everything above stays inside analytics, dashboards, and automation, so you get more capacity, not friction with your Portfolio Coordinator's lane.