Organization layer — AESOP

Portfolio

See every agent project in one place, prioritize by strategic value, and manage delivery on a board or a table.

Why the portfolio

Individual agent projects are easy to start and hard to coordinate. The Portfolio is the organization-wide view of every project moving through the pipeline — from backlog idea to operationalized agent. It answers the questions a leader actually asks: what are we building, who owns it, what is highest value, and what is stuck. Without it, fragmented parallel experimentation; with it, a coordinated program.

How to access it

1Open portfolio
from the sidebar

Portfolio sits in the left sidebar, just above Projects. Available to organization admins.

2Pick a view

Toggle between Table and Board. Table sorts and scans; Board manages flow across stages.

3Sort, tag,
prioritize

Sort by strategic score, edit effort / ROI / alignment inline, and apply strategic tags to group related work.

Key features

ViewTable &
Board toggle

One dataset, two lenses. The Table sorts and compares; the color-coded Board shows each project’s stage and flow at a glance.

ScoringStrategic
score

Every project gets a score derived from effort, ROI, and strategic alignment, so the highest-leverage work rises to the top.

OrganizeDepartments
& tags

Group projects by department and apply strategic tags to slice the portfolio by theme, initiative, or owner.

StatusConsistent
status pills

Status colors match between the Projects list and the Portfolio, so a project reads the same everywhere.

RiskBlocked
surfacing

Blocked projects are flagged in place with their blocker reason, so stalled work is visible instead of silently parked.

Inline editEdit without
leaving

Adjust effort, ROI, alignment, and tags directly in the view; the strategic score recomputes immediately.

How the strategic score works

The score balances value against cost. ROI and strategic alignment push a project up; effort pushes it down. Because effort, ROI, and alignment are editable inline, re-rating a project immediately re-ranks it — the sort always reflects your latest judgment, not a stale snapshot. Use it to decide sequencing, not as absolute truth: it is a forcing function for the prioritization conversation.

Table vs. Board

Table

Compare & rank. Sort by strategic score, status, or department. Best when deciding what to work on next.

Board

Manage flow. Color-coded columns delineate each stage. Best when tracking how work is moving and where it piles up.

From idea to operationalized agent

1Capture

New ideas land in the backlog — from a discovery session, a department request, or a promoted Org Readiness action item.

2Prioritize

Rate effort, ROI, and alignment. Sort by score to decide sequencing and assign a department owner.

3Build &
track

As a project moves through Discover, Design, Build, and Evaluate, its status updates on the board so the whole org sees progress.

4Operationalize

Shipped agents reach the operationalized stage. The portfolio becomes the running record of what your organization has put into production.

Tip: Org Readiness action items promote straight into the portfolio as backlog projects — so closing an organizational gap is tracked the same way as building an agent.