Portfolio Overview
Cross-client engagement health and platform metrics.
Active Clients
7
2 onboarding, 5 in training
Total Active Learners
284
of 340 seats provisioned
Avg. Seat Utilization
83%
↑ 6% from last month
Median Improvement
62%
Task time reduction (post vs. pre)
Flagged Evaluations
4
Pending human review
Knowledge Updates
2
Pending approval
Client Accounts
| Organization | Industry | Seats | Utilization | Avg Level | Avg Improvement | Consultant | Status |
|---|---|---|---|---|---|---|---|
| Meridian Health Systems | Healthcare | 50 / 50 | 92% | 4 | 68% | S. Caldwell | ● Active |
| TerraForge Manufacturing | Manufacturing | 38 / 40 | 85% | 3 | 57% | R. Patel | ● Active |
| Lumen Partners Advisory | Professional Services | 72 / 80 | 78% | 3 | 61% | S. Caldwell | ● Active |
| Apex Federal Group | Government | 60 / 60 | 88% | 5 | 72% | M. Torres | ● Active |
| Coastal Credit Union | Financial Services | 25 / 30 | 70% | 2 | 44% | R. Patel | ● Active |
| Riverstone Logistics | Logistics | 22 / 40 | 55% | 1 | — | M. Torres | ◔ Onboarding |
| NovaBridge Consulting | Consulting | 17 / 40 | 43% | 1 | — | S. Caldwell | ◔ Onboarding |
Client Accounts
Create and manage client organizations, configure seat licensing.
All Organizations
| Organization | Subdomain | Industry | Size | Seats (Purchased) | Seats (Active) | Created | Status | |
|---|---|---|---|---|---|---|---|---|
| Meridian Health Systems | meridian.ingrainai.com | Healthcare | 201–500 | 50 | 46 | Nov 12, 2025 | ● Active | |
| TerraForge Manufacturing | terraforge.ingrainai.com | Manufacturing | 501+ | 40 | 34 | Dec 3, 2025 | ● Active | |
| Lumen Partners Advisory | lumen.ingrainai.com | Professional Services | 51–200 | 80 | 56 | Jan 8, 2026 | ● Active | |
| Apex Federal Group | apex.ingrainai.com | Government | 501+ | 60 | 53 | Oct 1, 2025 | ● Active | |
| Coastal Credit Union | coastal.ingrainai.com | Financial Services | 51–200 | 30 | 21 | Jan 20, 2026 | ● Active | |
| Riverstone Logistics | riverstone.ingrainai.com | Logistics | 201–500 | 40 | 22 | Feb 10, 2026 | ◔ Onboarding | |
| NovaBridge Consulting | novabridge.ingrainai.com | Consulting | 51–200 | 40 | 17 | Feb 18, 2026 | ◔ Onboarding |
Meridian Health Systems
Healthcare · 201–500 employees · meridian.ingrainai.com · Consultant: S. Caldwell
Seats
46 / 50
4 unactivated
Avg. Level
4.2
Target: Level 5 by Day 90
Avg. Improvement
68%
Task time reduction
Engagement Day
67
of 90-day engagement
Flagged Reviews
1
Pending
Seat Pool
Active (46)
Invited (4)
Available (0)
Learner Roster (Top 10 by Level)
| Name | Department | Level | DAIC | Improvement | Last Active | Status |
|---|---|---|---|---|---|---|
| A. Chen | Operations | 6 | Innovator | 78% | Today | On Track |
| R. Vasquez | HR | 5 | Connector | 71% | Yesterday | On Track |
| K. Okonkwo | Marketing | 5 | Doer | 65% | Today | On Track |
| T. Nakamura | Finance | 5 | Administrator | 74% | 2 days ago | On Track |
| M. Russo | Operations | 4 | Doer | 62% | Today | On Track |
| J. Whitfield | HR | 4 | Administrator | 59% | 3 days ago | On Track |
| D. Park | Finance | 4 | Connector | 66% | Today | On Track |
| S. Abadi | Marketing | 3 | Innovator | 48% | 5 days ago | Stalled |
| L. Graham | Operations | 2 | Administrator | 38% | 8 days ago | Stalled |
| C. Morales | HR | 2 | Doer | 41% | 6 days ago | Stalled |
Knowledge Base Updates
Agent-proposed content updates based on new Claude capabilities. Review and approve before publishing.
Pending Proposals
Level 3: Updated prompt chaining examples for Claude Sonnet 4.5
Level 5: New extended thinking workflow patterns
Recently Published
Level 2: Revised artifact formatting examples
✓ Published
Level 4: Updated multi-turn conversation strategies
✓ Published
Aggregate Research Data
Anonymized cross-client performance metrics for sales and published research.
Median Improvement
62%
Task time reduction, post vs. pre
Median Time to First Win
11 min
First measurable time savings
Level Completion Rate
76%
L1–L3, first attempt pass
Learners in Dataset
284
Across 7 organizations
Improvement by Industry Vertical
Government
72%
Healthcare
68%
Prof. Services
61%
Manufacturing
57%
Financial Svcs
44%
30/60/90 Day Heat Map Progression
Day 30
L2.1
Median level
Day 60
L3.8
Median level
Day 90
L5.2
Median level
L1
L5
L10
✓ Cohort size: 284 learners. Minimum threshold (10) met for all filter segments.
Audit Log
Immutable record of all administrative actions.
Feb 28, 3:42 PM
J. Munsell approved knowledge update for Level 2: "Revised artifact formatting examples"
Feb 28, 2:15 PM
S. Caldwell added 10 seats to Lumen Partners Advisory (70 → 80)
Feb 27, 11:08 AM
M. Torres created organization: Riverstone Logistics (40 seats, Logistics)
Feb 27, 9:30 AM
J. Munsell generated research export: Healthcare vertical, 201–500 employees
Feb 26, 4:55 PM
R. Patel reviewed flagged evaluation for learner D. Kim at Coastal Credit Union (override: pass)
Feb 26, 1:22 PM
S. Caldwell created organization: NovaBridge Consulting (40 seats, Consulting)
Feb 25, 10:40 AM
J. Munsell rejected knowledge update for Level 4: "Proposed tool-use workflow changes" (reason: premature)
Feb 24, 3:18 PM
M. Torres revoked seat for learner P. Singh at Apex Federal Group (reassigned to B. Owens)
Team Overview
Meridian Health Systems · 46 active learners · Day 67 of 90
Avg. Time Improvement
68%
Post-training vs. pre-training baseline
Hours Recovered / Week
7.4
Per trained employee, estimated
Seat Utilization
92%
46 of 50 seats active
At Target Level (4+)
28
61% of active learners
Avg. Level
4.2
Target: 5.0 by Day 90
Stalled Learners
6
No activity in 5+ days
Team Distribution by Mastery Level
Level 1
3
Level 2
6
Level 3
9
Level 4
14
Level 5
10
Level 6
3
Level 7
1
Target zone: Level 4–6. Currently 27 of 46 learners (59%) are within or above target.
Individual Learner Progress
| Name | Department | Level | DAIC | Improvement | Last Active | Status |
|---|---|---|---|---|---|---|
| A. Chen | Operations | 6 | Innovator | 78% | Today | On Track |
| R. Vasquez | HR | 5 | Connector | 71% | Yesterday | On Track |
| K. Okonkwo | Marketing | 5 | Doer | 65% | Today | On Track |
| T. Nakamura | Finance | 5 | Administrator | 74% | 2 days ago | On Track |
| P. Williams | Operations | 4 | Doer | 60% | Today | On Track |
| M. Russo | Operations | 4 | Doer | 62% | Today | On Track |
| J. Whitfield | HR | 4 | Administrator | 59% | 3 days ago | On Track |
| D. Park | Finance | 4 | Connector | 66% | Today | On Track |
| S. Abadi | Marketing | 3 | Innovator | 48% | 5 days ago | Stalled |
| L. Graham | Operations | 2 | Administrator | 38% | 8 days ago | Stalled |
Mastery Heat Map
Skill density across the 10-level mastery scale. Darker cells indicate stronger demonstrated capability.
Skill Density by Learner (Levels 1–10)
L1
L2
L3
L4
L5
L6
L7
L8
L9
L10
A. Chen
✓
✓
✓
✓
✓
✓
R. Vasquez
✓
✓
✓
✓
✓
K. Okonkwo
✓
✓
✓
✓
✓
T. Nakamura
✓
✓
✓
✓
✓
M. Russo
✓
✓
✓
✓
J. Whitfield
✓
✓
✓
✓
S. Abadi
✓
✓
✓
L. Graham
✓
✓
C. Morales
✓
✓
Density:
Low
Medium
Strong
Stalled
Behind
Target Zone Overlay
Target range:
Level 4 – Level 6
·
27 of 46 learners
within or above target (59%)
Benchmark Results
Pre-training vs. post-training task completion times. The delta is the proof.
Avg. Pre-Training Time
47 min
Per benchmark task
Avg. Post-Training Time
15 min
Per benchmark task
Avg. Improvement
68%
Time recovered
Task-by-Task Comparison (Team Average)
Draft status report from raw notes
77%
Summarize 10-page policy document
74%
Write email response to vendor complaint
71%
Create comparison table from two data sets
63%
Rewrite SOPs for new process change
62%
32 minutes saved per task, per person
Across 46 active learners, that's approximately 340 hours recovered per month for this team.
DAIC Team Profiles
Working style distribution across your team. Imbalances can indicate where AI adoption friction is most likely.
Doers
16
35%
Administrators
14
30%
Innovators
8
17%
Connectors
8
17%
Profile Insights
Strength: Doer + Administrator balance
Your team's Doer/Administrator ratio (35/30) is well-balanced. Doers adopt AI tools quickly for immediate task acceleration. Administrators ensure processes are documented and repeatable. This combination means fast adoption with structural staying power.
Watch: Lower Innovator representation
At 17%, Innovators are underrepresented. This profile drives creative AI use cases and cross-functional applications. Without enough Innovators, the team may plateau at competent tool usage without discovering breakthrough workflows. Consider pairing Innovators with Doers in cross-training sessions.
DAIC Profile by Department
| Department | Doers | Administrators | Innovators | Connectors | Flag |
|---|---|---|---|---|---|
| Operations | 6 | 4 | 2 | 2 | Balanced |
| HR | 3 | 5 | 1 | 3 | Low Innovator |
| Finance | 4 | 3 | 2 | 1 | Balanced |
| Marketing | 3 | 2 | 3 | 2 | Balanced |
Seat Management
Manage your team's access to the training platform.
Total Seats
50
Purchased
Assigned
46
Active learners
Invited
4
Awaiting activation
Available
0
Unassigned
Seat Pool Visualization
Active (46)
Invited (4)
Available (0)
Learner Roster
| Name | Department | Invited | Activated | Status | ||
|---|---|---|---|---|---|---|
| A. Chen | [email protected] | Operations | Nov 14 | Nov 14 | ● Active | |
| R. Vasquez | [email protected] | HR | Nov 14 | Nov 15 | ● Active | |
| K. Okonkwo | [email protected] | Marketing | Nov 14 | Nov 16 | ● Active | |
| N. Foster | [email protected] | Finance | Feb 24 | — | ◔ Invited | |
| B. Hoffman | [email protected] | Operations | Feb 24 | — | ◔ Invited | |
| G. Simmons | [email protected] | HR | Feb 25 | — | ◔ Invited | |
| W. Torres | [email protected] | Marketing | Feb 26 | — | ◔ Invited |
All 50 seats are assigned. Need more? Request additional seats from INGRAIN AI →