Understanding the Initiatives Analysis
Initiative Analysis
Initiative Analysis lets you select a set of initiatives and examine their combined and individual effects in depth. Where Scenario Analysis gives you a visual overview on the quadrant chart, Initiative Analysis gives you the numbers behind the movements.
Status: Beta — Functional and available to all users; the interface may continue to evolve.
Selecting Initiatives
The left sidebar lists all available initiatives. Click any initiative to select it — selected initiatives are highlighted. You can select as many as you like.
The three tabs update automatically as you add or remove initiatives from your selection.
Overview Tab
The Overview tab shows a summary dashboard and a Product Impact Table.
Summary Cards
Six KPI cards summarise the combined effect of all selected initiatives:
| Card | What it shows |
|---|---|
| Products Affected | Number of portfolio items whose feasibility or financials change |
| Cost Savings | Aggregate cost reduction across monetary products |
| Total Investment | Combined estimated cost of selected initiatives |
| Avg ROI | Average change in ROI across affected monetary products |
| Avg Feasibility Improvement | Average feasibility index change across affected products |
| Avg Break-Even | Average break-even month across affected monetary products |
Product Impact Table
A table listing every portfolio item affected by the selected initiatives, showing:
- Product — the item name
- Feasibility Δ — the change in feasibility index (green if positive, red if negative)
- ROI Δ — the change in ROI percentage (green if positive, red if negative)
Items with no change are excluded from the table.
Impact Analysis Tab
The Impact Analysis tab visualises which drivers are being targeted by the selected initiatives, using an animated driver migration layout.
Layout
The tab is divided into three sections arranged horizontally:
Unimpacted Drivers (left pool) — all drivers that are not affected by any selected initiative. Each driver appears as a chip. Fixed drivers (those that affect all products) are marked with a ★.
Arrow (centre) — an animated arrow labelled with the number of selected initiatives. When new drivers are pulled into the impacted zone, particle animations play on the arrow.
Impacted Drivers (right zones) — drivers that are affected, grouped into three category zones:
- Governance — with count and average impact displayed in the zone header
- Architecture
- People
Each impacted driver chip shows the driver name, its ★ if fixed, and the total impact value (e.g. +3.5). Chips animate in when first added and animate back to the pool when deselected.
Impact Details Table
Below the layout, a table shows the full breakdown:
| Column | Description |
|---|---|
| Driver | Driver name; ★ marks fixed drivers |
| Category | Governance / Architecture / People |
| Total Impact | Combined impact value from all contributing initiatives |
| Contributing Initiatives | Names of the initiatives that target this driver |
Comparison Tab
The Comparison tab requires at least 2 initiatives selected. It produces a side-by-side comparison matrix to help you evaluate which initiatives deliver the best value for investment.
Initiative Comparison Table
A matrix with initiatives as columns and metrics as rows. The best value in each row is highlighted in green; the worst value is highlighted in red.
Core Metrics:
| Metric | Description |
|---|---|
| Investment | Estimated cost of the initiative |
| Products | Number of products affected |
| Drivers | Number of drivers impacted |
| Cost Impacts | Number of cost impact entries |
| Cost Δ | Net cost change as a percentage |
| Feasibility Δ | Average feasibility index change across affected products |
| ROI Δ | Average ROI change across affected monetary products |
Efficiency per $1k invested:
| Metric | Description |
|---|---|
| ROI Δ | ROI improvement delivered per $1,000 of initiative cost |
| Feasibility Δ | Feasibility improvement per $1,000 |
| Products | Products affected per $1,000 |
Driver Coverage Table
Below the comparison matrix, a second table shows which drivers each initiative targets. Each row is a driver; each column is an initiative. A ✓ indicates that initiative impacts the driver.
Fixed drivers are marked with ★. Drivers not covered by any selected initiative are listed separately as Uncovered Drivers.