Maria Isabel Franco
Maria Isabel Franco
MBA, PMP, LSSBB · Candidate for Portfolio Excellence & Insights Lead
Portfolio data, turned into decisions, every month.
0 yrsPortfolio & PMO analytics
Enterprise-wideTechnology budget scope
AI-enabledCopilot, Power Automate & agents
The problem this role exists to fix

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.

Live Portfolio Dashboard
Interactive
Demo data

Click a tab to switch views. Drag a slider in Fund Reallocation, the totals and chart update as you move it.

0%
Blended ROI, trailing 12 mo
$0K
Reallocated, live simulator
0 hrs
Hours reclaimed / month
0 of 6
Projects on/ahead of budget

Ranked so you can see which initiatives are funding the portfolio, and which are drawing it down.

JMFE's real technology footprint

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.

Process improvements, already proven

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.

What you get
ROI you can see.

Which initiatives are funding your portfolio, and which are draining it, before the annual review.

Reallocate monthly.

Move budget as conditions change, driven by rolling forecasts, not locked in every January.

Processes, automated.

Manual, fragmented workflows rebuilt as automated, self-service, not just documented.

Capacity, not overlap.

Analytics support that complements your Portfolio Coordinator, adding a set of hands, not friction.

30/60/90 day plan
Portfolio Excellence & Insights Lead, JMFE Business Unit
30
Learn the portfolio, map the data
Days 1–30
You'll get a clear picture of current reporting and tools before anything gets built.
  • Map cadence and gaps with the Portfolio Coordinator, finance, and technology leads.
  • Inventory dashboards and data sources across Power BI, Power Apps, Azure, and ServiceNow.
60
Build and pilot
Days 31–60
You'll see a first working dashboard and automation pilot in front of leadership.
  • Deliver a first dashboard addressing budget burn or resource capacity.
  • Pilot one Power Automate workflow that removes a manual reporting step.
90
Standardize and scale
Days 61–90
You'll have a repeatable reporting and automation practice, not a one-off pilot.
  • Roll out self-service dashboards leadership can open without a status meeting.
  • Standardize automation across two workflows and measure hours reclaimed.
Scope, by design

Everything above stays inside analytics, dashboards, and automation, so you get more capacity, not friction with your Portfolio Coordinator's lane.

Credentials
PMP Lean Six Sigma Black Belt Certified ScrumMaster Certified Scrum Product Owner MBA, Finance Power BI Data Analyst (PL-300, in progress) AI Agent Development, Miami Herbert Business School MDC AI Clinic: Claude Edition, Miami Dade College EnTec Bilingual, English & Spanish

This is what your next portfolio review could look like.

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