Strategic Initiative Portfolio — Vantara Group

Portfolio Review Board • Q2 FY25 • 14 Active Initiatives • $1.24B Committed NPV

Cumulative SVD
$487M
39% of 3Y commitment
Avg SPI
0.87
-0.09
Resource Util
92%
+4%
MAR (90d)
78%
+5%
Portfolio VaR
$142M
+$18M
Avg Alignment
8.2
±0.0
Dep Breach
11%
+3%

Critical Milestone Timeline — Next 120 Days

Initiative 7: One Finance
Core Cutover (Late)
Initiative 3: CX 360
Beta Launch
Initiative 11: CloudFirst
Migration Wave 2
Initiative 5: AI Ops
Prod Pilot
Initiative 2: MarketEdge
GTM Readiness
On Track
At Risk
Late
Today

SPI vs. CPI by Initiative

Resource Utilization vs. Plan (Weekly)

Initiative Portfolio Detail

Initiative Tier SPI CPI MAR VaR Alignment Status
One Finance
ERP Consolidation
 Tier 1 0.79 0.91 62% $42M 7.8 Critical
MarketEdge
Market Intelligence Platform
 Tier 1 0.94 1.02 85% $8M 9.1 On Track
CX 360
Customer Experience Hub
 Tier 1 0.89 0.96 80% $12M 8.6 On Track
TalentSync
Workforce Planning AI
 Tier 2 0.82 1.04 71% $18M 8.0 At Risk
AI Ops
ML Operations Platform
 Tier 1 0.91 0.88 83% $14M 8.9 On Track
SecureBase
Zero Trust Architecture
 Tier 1 0.84 0.89 75% $21M 8.4 At Risk
GreenOps
Sustainability Dashboard
 Tier 2 0.96 1.08 91% $3M 7.2 On Track
CloudFirst
Multi-cloud Migration
 Tier 1 0.86 0.94 77% $24M 8.3 At Risk

Value-at-Risk Breakdown ($M)

Strategic Alignment Distribution

Dependency Breach Map

Init 2
Init 3
Init 5
Init 7
Init 11
Init 6
Init 7
—
High
Med
—
High
Low
Init 11
Low
Med
Low
High
—
—
Init 3
Med
—
Low
Med
Low
—
Init 5
—
Low
—
Low
Med
Med
High Breach
Medium
Low

Innovation Pipeline Coverage

Stakeholder Confidence Index by Initiative

Portfolio CPI Trend (90d)

Initiatives in Flight
14
3 Tier 1 at risk
Completed This Quarter
2
$78M realized NPV
Portfolio Exit Rate
7%
1 pivot in Q2