Use Cases

Go from an empty workspace to your first executive briefing in one sitting.

1. 1Upload an epic, sprint or defect export on the Home upload panel
2. 2Let StakeSync auto-classify the dataset and merge canonical fields
3. 3Review Delivery Intelligence to confirm the numbers match your source
4. 4Open Today's Executive Briefing for the first generated narrative

Replace manual exports with a continuously refreshed portfolio.

1. 1Open Data Sources and start the connection wizard
2. 2Authenticate Jira, or supply the ADO organisation URL and a read-scope token
3. 3Select the projects, boards or epics in scope
4. 4Confirm source health shows green before relying on the data

Every exported report carries the right logo, colours and Prepared By attribution.

1. 1Open Enterprise Administration and go to Branding
2. 2Upload the organisation logo and set accent colours
3. 3Set the default Prepared By name used across exports
4. 4Generate a test report from Report Studio to verify the output

The right people see the right surfaces with the right permissions.

1. 1Open Users & Roles in Enterprise Administration
2. 2Invite each stakeholder by email
3. 3Assign a role that matches their decision scope
4. 4Confirm role-based dashboards render correctly for each persona

Theme, density and default audience match how you work.

1. 1Open Preferences
2. 2Choose your theme and reading density
3. 3Set your default audience so narratives are written for the right reader
4. 4Save and reload the Home dashboard

Start the day knowing the three things that need your attention.

1. 1Open Home and read Today's Executive Briefing
2. 2Scan the recommended actions and their evidence pills
3. 3Follow up on anything unclear in the Executive Copilot
4. 4Assign or log the actions you are taking today

Every new autonomous signal is reviewed, dismissed or escalated before noon.

1. 1Open Delivery Watchtower and sort signals by severity
2. 2Review the reasoning attached to each critical signal
3. 3Dismiss noise and escalate anything with delivery impact
4. 4Convert escalations into a Decision Card or a mitigation task

Get a grounded, cited answer without building a report.

1. 1Open the Executive Copilot
2. 2Ask a specific question, or use the microphone to speak it in any language
3. 3Review the evidence citations behind the answer
4. 4Pin the answer or promote it into a Decision Card

Understand the root cause of one red program in minutes.

1. 1Start from Mission Control and select the failing program
2. 2Review its Delivery Intelligence breakdown by status
3. 3Check Risk & Issue Intelligence for open blockers on that program
4. 4Simulate the two most credible recovery options

Know whether quality is converging or diverging ahead of release.

1. 1Upload or refresh the defect dataset
2. 2Review the defect overview chart on Delivery Intelligence
3. 3Compare open versus closed trend against the previous snapshot
4. 4Escalate if the open backlog is growing inside the release window

A defensible top-risk list with impact, probability and evidence.

1. 1Open Risk & Issue Intelligence
2. 2Sort by impact multiplied by probability
3. 3Read the Advisor reasoning attached to each top risk
4. 4Select the top three to carry into mitigation planning

See which downstream programs a single blocker will take with it.

1. 1Open the Risk & Dependency Graph
2. 2Select the blocked item or program as the starting node
3. 3Follow the highlighted downstream chain and its severity weighting
4. 4Capture the exposure in a Decision Card before the next governance forum

Choose the mitigation with the best modelled outcome, not the loudest advocate.

1. 1Pick a top risk from Risk & Issue Intelligence
2. 2Open Delivery Simulation and model at least two mitigations
3. 3Compare the scenarios side by side on date and confidence
4. 4Promote the winning option to a Decision Card

Nothing critical sits unowned for another cycle.

1. 1Open Risk & Issue Intelligence and sort by age
2. 2Flag every critical risk open beyond your governance threshold
3. 3Ask the Copilot why each one has not moved
4. 4Escalate the unowned ones into the next steering forum

A go or no-go recommendation backed by four independent signals.

1. 1Check predictive completion probability for the release scope
2. 2Review open defect burn and quality trend
3. 3Confirm no unresolved critical dependencies in the Risk Graph
4. 4Generate a Release Readiness report and record the decision

Know the likely landing date and how wide the uncertainty band is.

1. 1Open Predictive Intelligence
2. 2Read the completion probability and confidence band
3. 3Note whether the band is widening week over week
4. 4If widening, investigate scope churn or throughput volatility

Quantify what adding people or cutting scope actually buys you.

1. 1Open Delivery Simulation
2. 2Model a capacity increase scenario and a scope reduction scenario
3. 3Compare the modelled dates and residual risk
4. 4Present both to the sponsor with the recommended option

A re-baselined plan with the before and after clearly evidenced.

1. 1Take a snapshot before the re-plan
2. 2Refresh data with the revised scope
3. 3Simulate the new plan and confirm the forecast
4. 4Take a second snapshot and run Snapshot Diff to show the delta

One page showing which programs are healthy, at risk and critical.

1. 1Open Portfolio Intelligence
2. 2Review the health map and the distribution of statuses
3. 3Drill into any program that moved status since last review
4. 4Capture the exceptions for the governance forum

A repeatable rhythm so nothing is reviewed too late.

1. 1Daily - Executive Briefing and Watchtower triage
2. 2Weekly - Portfolio health and risk queue review
3. 3Monthly - snapshot, trend narrative and benchmark check
4. 4Quarterly - QBR pack and decision follow-up review

Spend and effort are aligned to the highest value programs.

1. 1Open Portfolio Intelligence and review the investment breakdown
2. 2Compare effort distribution against stated strategic priorities
3. 3Ask the Copilot which programs consume effort without progress
4. 4Log re-prioritisation outcomes as Decision Cards

Objective comparison rather than anecdote about who is performing.

1. 1Open Delivery Benchmarks
2. 2Compare programs on throughput, predictability and quality
3. 3Identify the outliers in both directions
4. 4Share the practices from the top performers with the laggards

Each leadership persona sees only the signals they act on.

1. 1Open Role Dashboards
2. 2Switch to the persona you are briefing
3. 3Review the prioritised signals surfaced for that role
4. 4Export or brief directly from that view

A board-ready pack in under 30 minutes instead of two days.

1. 1Refresh data in Data Sources
2. 2Ask the Copilot for the top three risks and recommended actions
3. 3Simulate each proposed mitigation
4. 4Compose the pack with the Steering Committee template in Report Studio
5. 5Capture the committee outcome as a Decision Card

A complete QBR narrative built from evidence, not memory.

1. 1Assemble portfolio health, achievements, risks and forecast
2. 2Pull the quarter's decisions from the Decision Workspace
3. 3Generate the QBR narrative in the QBR Center
4. 4Export the branded pack from Report Studio

One click from data to an audience-aware, footnoted artifact.

1. 1Open Narrative Studio
2. 2Choose the audience - board, steering group or sponsor
3. 3Review the generated narrative and its lineage footnotes
4. 4Export as PDF, PPTX or send as an email update

A report shaped to your audience, exported in the format they expect.

1. 1Open Report Studio and start from a template or blank
2. 2Add the sections your audience needs and reorder them
3. 3Confirm branding and Prepared By attribution
4. 4Export to PDF, PPTX or DOCX

Explain the why behind the numbers, not just the numbers.

1. 1Open Context Intelligence
2. 2Read the change highlights and governance overview
3. 3Copy the narrative into your report or briefing draft
4. 4Sanity-check every claim against its evidence pill

An auditable record of what the plan looked like at each gate.

1. 1Save a named snapshot at the start of the cycle
2. 2Run the cycle as normal
3. 3Save a second snapshot at the end
4. 4Use the pair as the basis for the change review

Immediate visibility of every metric that moved the wrong way.

1. 1Open Snapshot Diff and select the two snapshots
2. 2Review the regression alerts flagged automatically
3. 3Investigate each regression at its source module
4. 4Brief the material changes to leadership

A short written story of where delivery is heading.

1. 1Review Portfolio Trends for the period
2. 2Note the two or three metrics with the strongest directional move
3. 3Ask the Copilot to explain the drivers behind each move
4. 4Fold the narrative into the monthly report

Answer any challenge to a figure in seconds.

1. 1Find the metric being challenged on any module
2. 2Open its evidence pill
3. 3Review the source dataset, field and lineage
4. 4Share the lineage reference in your response

A decision record that survives audit six months later.

1. 1Open the Executive Decision Workspace and create a Decision Card
2. 2State the decision, the options considered and the rationale
3. 3Attach at least one Advisor insight or simulation result
4. 4Set the owner and the review date

The chosen option is defensible against the alternatives.

1. 1Model each realistic option in Delivery Simulation
2. 2Compare them side by side on date, confidence and residual risk
3. 3Note the trade-off you are accepting
4. 4Promote the selected option into a Decision Card

A clean history for governance, assurance or audit requests.

1. 1Open the Decision Workspace and filter by period
2. 2Confirm each decision has evidence and an owner
3. 3Fill any gaps before the assurance review
4. 4Export the decision log for the audit pack

Learn which decisions worked so the next ones are better.

1. 1Open decisions whose review date has passed
2. 2Compare the expected outcome against the snapshot evidence
3. 3Mark the decision as held, partially held or reversed
4. 4Capture the lesson in the decision notes

Access stays correct as people join, move and leave.

1. 1Open Users & Roles in Enterprise Administration
2. 2Review every account and its assigned role
3. 3Remove dormant accounts and downgrade over-privileged ones
4. 4Record the review in the audit log

No decision is made on stale or broken data.

1. 1Open Data Sources
2. 2Check the health status and last sync time for each source
3. 3Reconnect or re-authenticate anything failing
4. 4Re-run a sync and confirm the numbers refresh

AI behaviour and consumption stay inside policy.

1. 1Open the AI Configuration module in Enterprise Administration
2. 2Review model settings and narrative tone defaults
3. 3Check usage against expected volume
4. 4Adjust settings and note the change in the audit log

Evidence that the workspace meets your control requirements.

1. 1Open the Security module in Enterprise Administration
2. 2Review authentication settings and access policies
3. 3Export the audit log for the period
4. 4Close any findings before the next control review