Measuring Return on Investment

How Schneider measures whether funded work paid off. Every funded initiative defines its return model at Gate 2: cost reduction, revenue creation, risk avoidance or strategic capability — each with named baseline, measurement method and review dates. Returns are reviewed at six and twelve months after each release tranche, by the Digital Portfolio Office together with the business sponsor, against the baseline captured before delivery started. The process deliberately separates measurement from the delivery team's self-reporting: finance validates cost figures, the sponsoring business unit validates operational figures. Initiatives whose measured return falls below 60% of the business case for two consecutive reviews trigger a portfolio review escalation.