Designed for both Investment owners and Portfolio owners, the Milestone dependencies feature offers users the ability to create milestones and dependencies between different investments to help users manage their various projects.

Milestone is a feature entity designed for Investment Owners so that they can track the important dates in their investment life cycle. While the Milestone feature right now only provides dates and landmarks during the process, the Milestone Dependency feature made it into something that can flow into the whole user process and constraint portfolio and investments during optimization.

Customer feedback suggests Milestone Dependency is hard to use with just a data importer. Sales data shows users are unlikely to buy it without additional functionality. Currently, this feature requires users to manually fill in a spreadsheet and then upload the spreadsheet using a data importer.

As the initial creator of Milestone Dependencies, Investment Owners need to configure Milestone Dependencies in Copperleaf Suite in order to create the most accurate dependencies faster and easier.

As the reviewer of Milestone Dependencies, Portfolio Owners need to edit Milestone Dependencies in order to create the most accurate and ideal dependency relationships.

Portfolio owners Needs to have a central place to review all the Milestone Dependencies within their portfolios in order to have an overview of the big picture.

Portfolio owners and investment owners need to have a guided and simple experience of how to configure Milestone Dependencies in order to avoid violation of rules and errors.

Understand context and client's existing workflow, breakdown the problem space into different chunks.

User research to discover user pain points and use cases

Diverge on ideas and converge on direction.

Build prototype to user test

Deliver and final annotation.

As the domain is very complex, context gathering takes a lot of time and effort.