Platform/Portfolio Intelligence
Portfolio Intelligence

See everything.
Trust what you see.

Narratize rolls every Product Knowledge Hub up into one live portfolio view — readiness, risk, and momentum for every program, with evidence behind every number.

Narratize Portfolio Intelligence dashboard showing program readiness, stage funnel, and portfolio alerts
The Problem

The portfolio review is a reconstruction project

Every quarter, leaders rebuild the state of the portfolio from scattered evidence — and make nine-figure calls on whatever survived the assembly.

01

Two weeks of assembly. Slides, spreadsheets, and status calls stitched together by hand before anyone can see the whole picture.

02

Confidence without evidence. A green status tells you someone felt good — not what the claim rests on or when it was last true.

03

Stale on arrival. The deck describes the portfolio as it was weeks ago. The decision happens today.

How the review gets built today
Gate deck v14_FINAL.pptxEdited 3 weeks ago
Portfolio_tracker_Q3 (7).xlsxOwner left in May
Status call notes — thermalUnverified
Email thread: supplier risk??42 replies
Assembled by hand
Q3 Portfolio Review.pptxOut of date before the meeting starts
How it works

Hub intelligence rolls up into portfolio intelligence

Every Product Knowledge Hub already holds the living state of one program. Portfolio Intelligence reads across all of them — continuously, with every number traced to its source.

Product Knowledge HubCompact Drive Platform
Product Knowledge HubBarrier Coating B-7
Product Knowledge HubThermal Control Module
Product Knowledge HubBio-Based Formulation 4
Read continuously
Portfolio view — liveReadiness · Risk · Momentum
Bio-Based Formulation 491Gate 3 · Ready
Thermal Control Module79Gate 4 · Review
Compact Drive Platform72Gate 3 · Review
Barrier Coating B-764Gate 2 · Gaps

No status meetings, no manual rollups. When knowledge changes in a hub, the portfolio view changes with it — and every score opens to the evidence behind it.

Capabilities

One live view. Five ways to use it.

Portfolio Intelligence is a working surface, not a report. Leaders read it, question it, and route action from it.

Every program, one screen, always current

Readiness, stage, risk, and momentum for the whole portfolio — refreshed as knowledge changes, not as slides get updated. Portfolio-level alerts surface what single-program reviews miss, with next steps routed to owners.

Live readiness and stage position per program
Alerts on shared risks, slips, and expiring evidence
Next steps assigned from the same screen
Portfolio alerts with recommended next steps and program readiness cards

Knowledge readiness, scored on four C’s

Every program’s knowledge base is scored on Coverage, Confidence, Currentness, and Connections — so “ready for the gate” means the knowledge is ready, not just the slides.

Gaps flagged by stage requirement, not gut feel
Scores update as teams add knowledge
Comparable across every program in the portfolio
86
Coverage
74
Confidence
91
Currentness
68
Connections

Knowledge readiness for one program. Connections at 68 flags isolated evidence that hasn’t been linked to the claims it should support.

Reliability signatures behind every claim

Each technical claim carries its evidence level — from hypothesis to proven in field. Leaders see not just what teams believe, but how hard the belief has been tested.

Five evidence levels, applied claim by claim
“Ready” backed by modeled data gets flagged as such
Evidence levels roll up into portfolio risk
Hypothesis
Modeled
Tested
ValidatedSeal life ≥ 20,000 hrs
Proven in field

One claim’s reliability signature. The seal-life claim has been validated in test — one level short of field-proven, and visible as exactly that.

AI agents evaluate what humans decide

Specialized agents — Portfolio Assessment, Stage-Gate Decision, Gap Assessment, Red Team, and more — run structured evaluations across the portfolio and return findings with sources. Agents recommend. Your leaders decide.

Findings cite the hub knowledge they rest on
Red Team challenges assumptions before the gate does
Every evaluation is repeatable and auditable
Specialized portfolio agents with a Stage-Gate Decision finding citing hub sources

Ask your portfolio. Get sourced answers.

“Which programs share the supplier risk we found in thermal?” Ask in plain language and get an answer grounded in hub knowledge — with the sources attached, ready to open.

Answers grounded in your hubs, not the open web
Source chips on every answer
Works across programs, not one hub at a time
Ask Your Portfolio answering a cross-program question with source citations
Portfolio-level insights

Four insights only a portfolio view surfaces

Single-program reviews can’t see across programs. Portfolio Intelligence can — and what it finds changes decisions.

Portfolio Assessment and Red Team agents reading across four Product Knowledge Hubs

Agents evaluate across every hub at once

Portfolio Assessment reads all hubs and flags pipeline imbalance. Red Team finds the untested assumption two programs quietly share. Neither shows up in a single-program review.

A single supplier dependency mapped to three exposed programs

Shared dependencies surface before they slip gates

One qualified supplier under three programs is a single point of failure. Portfolio Intelligence maps the concentration and routes the mitigation review — before the slip, not after.

Expertise risk view showing one expert behind four programs and knowledge coverage at 34 percent

Expertise risk shows up in time to act

When one expert holds the know-how behind four programs, the exposure is visible — with documented coverage measured and Knowledge Capture ready to close the gap before it walks out the door.

Resource signal ranking programs by readiness with evidence levels and a highest-confidence recommendation

The next dollar goes where evidence is strongest

Readiness scores carry their evidence level — validated, tested, or modeled — so leaders back the programs whose claims are proven, not just well-presented.

Governance

Decisions that hold up under audit

Portfolio Intelligence runs on governed knowledge — so the number a leader acts on is a number the organization can defend.

Approval workflows

Knowledge moves through review before it informs a decision. Draft and published states keep work-in-progress out of the numbers.

Role-based access

Org, group, and hub permissions control who sees and shapes what — from individual contributors to portfolio leadership.

Knowledge expiration

Evidence carries a shelf life. Expired test data can’t quietly prop up a readiness score.

Audit trails

Every contribution, evaluation, and decision is traceable — who, what, when, and on which evidence.

Alignment Checker
Structural alignment, verified continuously

The Alignment Checker evaluates whether claims, evidence, and stage requirements actually line up — across every document the portfolio view depends on.

Outcomes

Stronger portfolio bets, made earlier

Kill earlier

Weak programs surface at Gate 2, not post-launch

Gap and readiness signals show where the knowledge doesn’t support the plan — while redirecting the spend is still cheap.

Back winners

Winning programs get resources faster

Validated evidence and rising momentum are visible portfolio-wide, so the strongest bets don’t wait a quarter for recognition.

Defend every call

Every kill, go, and expand decision carries its evidence

When the board asks why, the answer opens — cross-functional evidence, assembled and traceable, behind every decision.

Compounding

Every review makes the next one smarter

Generic AI starts every session from zero. Narratize keeps everything the portfolio has learned — decisions, evidence, outcomes — so each cycle starts further ahead than the last.

Copilot resets. Narratize compounds.

Narratize — intelligence compounds
Generic AI — resets each session
Cycle 1Portfolio value of knowledgeCycle 10
Customer results

Measured with customers, modeled with rigor

67%
Faster innovation cycles

Based on measured results from chemical and CPG manufacturers.

9 hrs
Recovered per person, per week

Customer-reported. Time redirected from documentation to innovation.

~$1.5B
Portfolio value under live visibility

Modeled from industry benchmarks applied to customer data.

“What impresses me most is the traceability. Every output connects back to our own engineering knowledge, so my team can verify the reasoning instead of taking it on faith.”

Rich Lane · Director of Engineering, Fives Intralogistics Corp.
Your stack

Connect the record. Orchestrate the intelligence.

Narratize Intelligence orchestration layer
Connects to — doesn’t replace
WindchillTeamcenterArasENOVIASAPERPCRMSharePointConfluenceMCP

Your systems of record keep doing what they do. Narratize reads across them — and across your experts — to produce the portfolio intelligence none of them can produce alone.

Portfolio Intelligence

See your portfolio the way Narratize sees it

Bring two or three active programs. We’ll show you the live portfolio view, the evidence behind every number, and what your agents would flag first.

Schedule a Demo
Built for NPD leaders in advanced manufacturing