Digital Transformation Portfolio & Initiative ROI

Hartwell Industries | $42.3M Active Portfolio | 12 Initiatives | As of Dec 2024

Portfolio IRR (12mo)
24.7%
+2.7% vs target
Benefit Realisation Rate
78.2%
+3.1% QoQ
Initiative Adoption Index
0.67
Flat vs target
Avg Time-to-Value (days)
142
-18 days vs plan
CapEx-to-OpEx Shift
38%
+12% vs baseline
Tech Debt Displacement
$4.2M
+$1.1M QoQ
Digital Dexterity Score
72/100
+8 pts YoY

Initiative Portfolio Waterfall: Benefit Realisation ($M)

Business Unit Value Capture Variance

Dependency Bottleneck Score by Initiative

Initiative Velocity Trend (Rolling 12-Week Average)

CapEx-to-OpEx Shift Trajectory (Quarterly)

Technical Debt Displacement Cumulative ($M)

Initiative Portfolio Master Table

Initiative BU Committed ($M) Realised ($M) Rate (%) Adoption TtV (days) Status
ERP Finance Module Finance 6.8 4.1 60.3 0.41 198 At Risk
Supply Chain Digital Twin Operations 8.1 7.2 88.9 0.79 112 On Track
Customer Portal 2.0 Sales 3.4 2.9 85.3 0.72 89 On Track
AI Demand Forecasting Planning 4.6 3.8 82.6 0.68 134 On Track
Mobile Workforce Platform Field Ops 5.2 4.3 82.7 0.74 121 On Track
IoT Asset Monitoring Operations 6.3 4.7 74.6 0.61 156 Watch
Cloud Data Platform IT 2.9 2.4 82.8 0.69 98 On Track
HR Self-Service Portal HR 1.8 1.5 83.3 0.81 76 On Track