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📊 Portfolio Intelligence

The Challenge: Integration Portfolio Blindness

Before Custom Metadata:

  • CEO asks: "How many Gold SLA integrations does Finance own?"
  • IT team: "Umm, let me check... [2 days of Excel hunting]"
  • Result: Late answers, incomplete data, wrong decisions

After Custom Metadata:

  • CEO asks: "How many Gold SLA integrations does Finance own?"
  • IT team: "[60 seconds] 42 integrations, list attached, ready for review"

The Solution: Built-In Portfolio Filtering

Custom Metadata enables 4 simultaneous filters on every overview page:

Filter Examples:

Filter 1: Department = Finance
Filter 2: SLA = Gold
Filter 3: Environment = Production
Filter 4: Compliance = PCI DSS

Result: 42 critical Finance integrations identified instantly. Export to Excel with full metadata.

Real-World Impact

Report Before After Value
Monthly Audit Report 40 hours 5 minutes 39.25 hours saved
SLA Distribution Analysis 2 days 30 seconds Capacity planning enabled
Ownership Gaps Detection Unknown 1 click Governance dashboard visible
Compliance Portfolio Review Scheduled meeting Instant export Compliance confident
Capacity Planning Guesswork Data-driven Strategic decisions enabled

Common Portfolio Queries

Question: Which integrations lack documented owners?

Filter 1: Owner = (empty)
Result: 8 integrations (remediate immediately)

Question: How many Gold SLA integrations are we running?

Filter 1: SLA = Gold
Result: 156 critical integrations (4 hour SLA target = cost implications)

Question: Show all GDPR integrations owned by departing employees.

Filter 1: Compliance = GDPR
Filter 2: Owner = [list of departing employees]
Result: 12 integrations (knowledge transfer urgent)

Question: Which Finance integrations are not yet approved?

Filter 1: Department = Finance
Filter 2: Approval Status = Pending
Filter 3: Environment = Production
Result: 5 integrations (blocking deployment, need approval)

Advanced: Risk Matrix from Metadata

Combine metadata filters to identify high-risk integrations:

Highest Risk:
→ SLA = Gold (critical to business)
→ Owner = (empty) (nobody responsible)
→ Compliance = GDPR (regulatory exposure)
→ Changes = 12+ this month (unstable)
Result: 3 integrations (require immediate attention)

Medium Risk:
→ SLA = Silver (important)
→ Owner = [assigned] (managed)
→ Compliance = None (low regulatory)
→ Changes = 2-5 this month (moderate volatility)
Result: 23 integrations (routine monitoring)

Low Risk:
→ SLA = Bronze (nice-to-have)
→ Owner = [assigned] (managed)
→ Compliance = None (no regulatory)
→ Changes = 0-1 this month (stable)
Result: 87 integrations (minimal oversight needed)

Result: Risk assessment automated. Governance efforts targeted.

Next Step

Add or manage Custom Metadata – Define metadata for filtering

Other scenarios – See governance in action