Sub-function
Portfolio Analytics
Owns analysis work end to end inside Research & Development. Runs 3 lines across 14 stations, drains the repeatable share into the DATA-ANALYTICS tower, and holds 3 human gates.
Estate rating
A
77 / 100
Health scoring and spend attribution are fully agentic. The readout is reviewed by a leader before it influences funding conversations.
Agents
8
Lines
3
Units / wk
173
Timetable vs actual
5.1d → 5.0d
Cost / unit
$557
was $2K
Run-rate saving
$11.2M
annualized at this volume
The 8 agents running this sub-function
Grouped by what they are for, not by where they sit. The agent org is process-shaped.
R&D Analytics Orchestrator
Owns the portfolio analytics lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.
Program Health Agent
Watches portfolio analytics continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.
ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.
Spend Attribution Agent
Executes the portfolio analytics step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.
Cycle Time Agent
Executes the portfolio analytics step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.
Benchmark Agent
Executes the portfolio analytics step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.
Success Rate Agent
Runs the repeatable portion of portfolio analytics inside the shared transaction spine at spine cost and spine controls.
ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.
Measurement Doctrine Agent
Authors positions on portfolio analytics. Frames the question, models the options, and writes a recommendation a human can ratify or reject.
ceiling A4 · escalates to Escalates when two options sit inside the confidence band and the evidence cannot separate them.
Portfolio Analytics Challenger Agent
Adversarial reviewer for portfolio analytics. Argues the opposite case on every position and flags where the evidence does not carry the claim.
ceiling A4 · escalates to Escalates when a ratified position is still running against a break condition it flagged.
Estate rating breakdown
Seven control dimensions. Judgment readiness runs against autonomy on purpose.
People
What the humans stopped doing, and what they do now.
Redeployed into scenario work and strategy authoring review.
Lines running in this sub-function
Each line is a workflow. Click a line to walk it station by station.
Strategy positions this sub-function holds
An agent that only executes is a robot. These are the calls it made, the argument against each one, and what would prove it wrong.
Portfolio Analytics Operating Position
Draftv3Which parts of portfolio analytics should deliberately stay human, and how do we defend that against a cost argument?
Hold the ceiling at A4 for portfolio analytics. Health scoring and spend attribution are fully agentic. The readout is reviewed by a leader before it influences funding conversations. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
confidence
62%
The challenge — Portfolio Analytics Challenger Agent
Portfolio Analytics Challenger Agent argues the recommendation leans on 2 quarters of data from a period with no volume shock. The confidence band overlaps the alternative, and the position does not say what it would take to be wrong. Recorded as a dissent, not a block.
Break conditions
- ·Override rate rises above 13 percent for two consecutive months
- ·Cost per analysis stops falling while volume keeps rising
- ·A control failure in this lane reaches a customer or a regulator
Evidence gaps
- ·No external comparator on a like-for-like unit definition
- ·Exception cases under $45k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $309k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $983k to build controls | Override rate is 9 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $1164k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
Policy register
The rules the agents above are bound by. Version, owner, approver, and the agents each rule constrains.
| Ref | Rule | Scope | Owner agent | Approved by | Version | Status |
|---|---|---|---|---|---|---|
| RD11-POL-200 | Portfolio Analytics Decision Envelope Agents in this lane may act without a human when the analysis sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock. binds 4 agents · APAC | envelope | R&D Analytics Orchestrator | Director, R&D Analytics | v2.6 | Active |
| RD11-POL-201 | Portfolio Analytics Evidence Standard Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. An action with no evidence record is treated as a control failure, not a fast decision. binds 4 agents · EU · UK · US | evidence | R&D Analytics Orchestrator | Director, R&D Analytics | v1.9 | Active |