Portfolio and value

Portfolio decisions that say what they assume, and check it later

Initiatives are approved on business cases whose assumptions nobody revisits. rygg records each gate decision with its options, assumptions, evidence and expected value, and schedules the review. Evidence from human-centered research becomes gate evidence.

Find your starting point Demo graph: Portfolio and value

Situation

Business cases are written once to pass a gate. Their assumptions are not checked again.

Initiatives continue because stopping is harder to justify than continuing.

Value drivers and metrics exist in controlling, but the link to the decisions that are supposed to move them is missing.

Questions rygg answers

Which assumptions does this initiative rest on, and which have been tested?
Which assumptions have expired or been contradicted?
Which initiatives have had no new evidence for months?
Which decision is supposed to move which value driver, and did it?
What did we expect at the gate, and what happened?

Applications in this use case

Portfolio and value: 4 applications

context engineering with rygg

Gate evidence check

Which types of evidence a gate requires, which are present, and which are only assumed.

Agent context

Agent task: Checks gate documents against the required evidence types
Reads: Gate criteria, initiative, evidence with status
Suggests: Gap list per gate
Approved by: Gate owner

Metric: Gate decisions with documented assumptions

Expired assumptions and stalled initiatives

Initiatives without new evidence and assumptions past their check date.

Agent context

Agent task: Lists initiatives without new evidence and expired assumptions
Reads: Initiatives, assumptions with dates, evidence timeline
Suggests: Weekly list with reasons
Approved by: PMO

Metric: Initiatives stopped earlier on evidence

Value case and 90-day review

Expected value as a range, compared with what was measured after the decision.

Agent context

Agent task: Compares forecast and measurement and drafts the review
Reads: Value case, metrics, value drivers
Suggests: Review draft with deviations
Approved by: CFO or controlling

Metric: Forecasts within the stated range

Decision journal

Past and current decisions with options, reasons and assumptions, also recorded retrospectively.

Agent context

Agent task: Extracts decisions from minutes as drafts
Reads: Minutes, existing decisions, assumptions
Suggests: Decision drafts with text passages
Approved by: Decision owner

Metric: Decisions with a complete record

What rygg provides

Decision records with options including doing nothing, assumptions, evidence and review date
Assumptions with range, confidence, test path and expiry
Value drivers and metrics linked to decisions, with computed and assumed links marked as such
Gate evidence from research to HCRD standards: context of use, requirements, evaluation

Who works with it

CTO, Head of R&D, product leadership
Portfolio management, PMO
CFO and controlling

Metrics we agree on

Share of gate decisions with documented assumptions
Reviews done on time
Initiatives stopped earlier on evidence
Forecasts that fell within the stated range

What rygg is not here

Not a portfolio management tool or financial planning. rygg holds the reasons, the tools hold the plan.

How it starts

An evidence check of the current gate documents, or 10 to 20 past decisions recorded retrospectively. Then a pilot over one gate cycle.

Find your starting point

Usually starts withEvidence Project

Research and design to HCRD standards. Results are documented so they can become part of a graph.

Demo graphPortfolio and value

Initiatives, gates, assumptions with expiry, value cases as ranges and the 90-day review.