LensReading which lens this session carries.
Research & Development/Portfolio Analytics

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.

orchestrator R&D Analytics Orchestratorhuman owner Director, R&D Analytics routes into data-analytics

Estate rating

A

77 / 100

autonomy 67%cap 86%

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.

OrchestratorOwns the queue and arbitrates between desks.

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.

ObserveA3102 / 24h89%17% ovr$6.57/task

ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.

ObserveWatches signals and watches the agents.

Program Health Agent

Watches portfolio analytics continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.

ObserveA4160 / 24h93%8% ovr$8.59/task

ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.

TaskExecutes stations on a line.

Spend Attribution Agent

Executes the portfolio analytics step it owns, posts its evidence, and hands the unit to the next stage.

WorkflowA41,115 / 24h94%4% ovr$0.09/task

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.

WorkflowA4496 / 24h96%3% ovr$0.48/task

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.

WorkflowA43,610 / 24h96%6% ovr$0.56/task

ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.

AI GBSRuns the shared transaction spine.

Success Rate Agent

Runs the repeatable portion of portfolio analytics inside the shared transaction spine at spine cost and spine controls.

AI GBSA41,354 / 24h91%6% ovr$0.55/task

ceiling A4 · escalates to Escalates to Director, R&D Analytics when the unit falls outside the decision envelope or confidence drops below the floor.

StrategyForms and defends a position.

Measurement Doctrine Agent

Authors positions on portfolio analytics. Frames the question, models the options, and writes a recommendation a human can ratify or reject.

StrategyA246 / 24h96%13% ovr$6.54/task

ceiling A4 · escalates to Escalates when two options sit inside the confidence band and the evidence cannot separate them.

ChallengerPaid to disagree before a human has to.

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.

StrategyA279 / 24h95%17% ovr$8.46/task

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.

Control Coverage85
Evidence Quality82
Override Discipline76
Data Integrity91
Recovery Readiness72
Cost Transparency80
Judgment Readiness54

People

What the humans stopped doing, and what they do now.

headcount on this work9.15.4 FTE

Redeployed into scenario work and strategy authoring review.

inference cost per unit$94

Lines running in this sub-function

Each line is a workflow. Click a line to walk it station by station.

8 clear0 evidenced1 held
RD11AQuarterly Portfolio ReadAnalytical · 6 stations

Ingest

40 q

Score program health

1 live

Attribute spend

2 live

Draft readout

1 live

Leader review

5 q

Publish

18 q

RD11BSuccess Rate AnalysisAnalytical · 4 stations

Aggregate history

31 q

Model drivers

7 q

Draft finding

1 live

Ratify

1 live

RD11CBenchmark StudyAnalytical · 4 stations

Gather external

25 q

Compare

29 q

Draft position

2 live

Leader review

1 live

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.

RD11-POS-100

Portfolio Analytics Operating Position

Draftv3

Which 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 consideredCostRiskVerdict
Hold the current position$309k run rateKnown and priced. Cedes ground if comparators move faster.live
Raise the ceiling one level now$983k to build controlsOverride 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 transitionLoses local context. Rework risk on the cases that are hardest to recover.under review
authored by Measurement Doctrine Agentratifier Director, R&D Analytics3 stated assumptions

Policy register

The rules the agents above are bound by. Version, owner, approver, and the agents each rule constrains.

RefRuleScopeOwner agentApproved byVersionStatus
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

envelopeR&D Analytics OrchestratorDirector, R&D Analyticsv2.6Active
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

evidenceR&D Analytics OrchestratorDirector, R&D Analyticsv1.9Active