Designed to help investment owners and portfolio owners, Optimize Ready is a new feature that help them detect data cleansing issues and fix them before portfolio optimization.

Based on previous user research with multiple client users, we found out that our users are having issues before optimization. During planning cycles, Portfolio Owners will have to manually check every single investment in their portfolio to review their data quality, it is long and tedious. Some clients have developed a data cleansing process within their organization using Excel to overcome this issue, however, it still takes them a long time to locate and solve a simple problem. The reason behind this problem is that Investment Owners fill in wrong data or intentionally manipulate investments when they were creating or editing an investment. The human factor behind this process caused Portfolio Owners infinite pain during the planning cycle. Both Investment Owners and Portfolio Owners have their roles to play in this optimization process. We need to design a solution that help them improve data quality on both investment and portfolio level. From a visual design perspective, we also need to use design system components starting with this project and dealing with the old technologies that is currently used in the system.

Investment Owners: As an Investment Owner, when I am viewing or editing my investment, I want to understand any data errors in there, so that I can submit a perfectly health investment for review.

Portfolio Owners: As a Portfolio Owner, when I am preparing for optimization, I want to eliminate all unnecessary data errors, so that I can generate the different scenarios with the most accurate data.

Business Problem: As a decision analytical solution product, Portfolio needs to provide the most accurate and ideal suggestions to our users in order to maintain current clients and improve clients relationship.

Understand user journeys and pain points in each step.

Sketch ideas and scope around with product manager

Validate with users

The Investment Owner version of Optimize Ready helps investment owners detect data errors, and guide users to fix them. More than that, it helps Portfolio Owners to ensure their portfolio's data quality from the very beginning. As our clients mentioned in discovery research "we want to empower Investment Owner through data cleansing process", this Investment Owner Optimize Ready gave them the tool to clean their investment before submitting it to Portfolio Owners for review. 

Portfolio Owner's Optimize Ready help them not only discover all the warnings within their portfolio but also give them the option to fix them or ignore them. Based on previous research, we realized that in the current workflow of our users, Portfolio Owners and Investment Owners often communicate offline for this kind of topic. So we decided to keep that as the behavior for the MVP version. After making a decision, portfolio owners will have to message investment owners offline to fix those errors.