Understanding the Strategic Roadmap
Strategic Roadmap
Early Preview — Strategic Roadmap is an advanced planning tool currently in early access. Features and calculations may evolve based on feedback.
The Strategic Roadmap gives you a forward-looking view of your portfolio's financial trajectory and how strategic initiatives improve driver maturity over time. It surfaces answers to two related questions: What will the financial picture look like over the next 36 months? and How will our capability maturity evolve as initiatives land?
Opening the Strategic Roadmap
From the Intelligence Hub on the right side of the desktop, click Strategic Roadmap. The tool opens in a floating window.
At the top of the window you will find two toggle buttons: Financial and Roadmap. These switch between the two distinct views described below.
Financial View
The Financial view models cumulative cost and value across your entire portfolio over a 36-month horizon. It lets you stress-test assumptions by selecting different scenarios and see immediately how the numbers change.
Scenario Picker
A dropdown at the top of the view lets you choose the planning scenario applied to the financial model. Scenarios are organised into four groups:
| Group | Scenarios |
|---|---|
| Baseline | Baseline |
| Adjustments | Custom, Risk: Best Case, Risk: Expected, Risk: Conservative, Risk: Worst Case |
| Timeline & Market | Timeline Shift, Inflation Impact, Adoption Curve |
| Advanced | Early Termination, Value Decay |
Each scenario applies a different set of adjustments to cost growth, value realisation timing, or risk weighting across your portfolio items.
Domain Filter
A domain filter lets you narrow the financial model to a specific business domain, so you can examine the outlook for a subset of your portfolio rather than the full picture.
Running a Calculation
After selecting your scenario and domain, press the Play (▶) button to trigger recalculation. The model does not update automatically — this keeps the view stable while you configure options.
KPI Cards
Once calculated, six summary cards appear above the chart:
| Card | What it shows |
|---|---|
| Products Analyzed | Number of portfolio items included in the model |
| Net Value | Projected net value over 36 months (value minus cost) |
| ROI | Return on investment across the period |
| Break-even Point | The month at which cumulative value surpasses cumulative cost |
| Total Cost | Sum of all costs over 36 months |
| Total Value | Sum of all value delivered over 36 months |
Large monetary figures are shown with K/M suffixes (e.g. £1.4M, £320K) for readability.
Cumulative Chart
The main chart plots cumulative cost and cumulative value as two lines across the 36-month timeline. The point where the value line crosses the cost line corresponds to the break-even month shown in the KPI cards. Hovering over the chart reveals monthly figures at each point.
Roadmap View
The Roadmap view shifts focus from financials to capability maturity. It visualises how driver scores are expected to progress across the 24-month roadmap as initiatives are delivered.
What the Chart Shows
The chart plots driver maturity on the Y axis against a 24-month timeline on the X axis. Each line represents a driver and shows its projected score progression as initiative phases complete and their impact percentages land.
The data is drawn from the roadmap phases defined inside each initiative's Roadmap tab — specifically the phase start/end dates, impact percentages, and the driver impacts assigned to those phases.
If none of your initiatives have roadmap phases with driver impacts configured, the view will display a "No Roadmap Data Available" message.
Filters
Two filter panels on the side of the Roadmap view let you focus on what matters:
- Initiative filter — select which initiatives to include in the visualisation. Includes both Data portfolio initiatives and AI portfolio initiatives.
- Driver filter — select which drivers to display on the chart, useful when you have many drivers and want to focus on a specific capability area.
Adjusting either filter updates the chart immediately without requiring a separate recalculation step.
Tips for Getting the Most from Strategic Roadmap
- Build out your roadmap phases first. The Roadmap view is only as useful as the phase data behind it. Make sure each initiative has phases with start/end months, impact percentages that sum to 100%, and driver impacts assigned.
- Use scenario comparison for board conversations. Run the Financial view under Baseline, then under Risk: Conservative, and note the difference in break-even month — this gives a defensible range for planning discussions.
- Domain filtering is useful for product-area owners. A data platform lead can filter to their domain to see their slice of the financial picture independently of other domains.
- The Play button is intentional. Recalculation is manual so you can configure your scenario and domain before committing to a run, avoiding unnecessary processing on large portfolios.