Artificial intelligence is transforming how organisations manage information, but finding the right balance between innovation and security is key. AI Wizard introduces AI capabilities step-by-step, starting with AI Search, AI Summary, and AI Chat, each designed to support real-world portfolio management needs.

From detecting deviations and risks to identifying trends, aligning projects with strategy, and improving forecasting, the AI Wizard works within your existing access rights and processes. Built on Microsoft Azure OpenAI and hosted within the EU/EEA, it ensures customer data remains private, secure, and never used for model training.

In our white paper, we outline the AI Wizard’s key functionalities, practical use cases, and implementation process – showing how AI can become a trusted partner in managing portfolios more effectively.