Workstream A
10 existing pages
Refine without needless rebuilds
Concurrent workstreams · executive review
Unified command-center roadmap
Refine the ten existing workspaces while designing the eight new capabilities, on a shared responsive design system.
Design / capability boundary: page prototypes and interaction patterns can be refined now. Authentication, persistent workflows, API sync, consolidated financials, and ELOHM action execution are not active in this static prototype and depend on the approved secure platform foundation.
Workstream B
8 capabilities
Introduce prototypes concurrently
Shared components
One design system
Navigation, state cues, cards, lists, filters
Backend readiness
Foundation needed
Auth, storage, sources, audit, governance
A + B · concurrent design and refinement
Current frontend states: in-progress refinements are separated from proposed prototypes and architecture dependencies.
Executive OverviewA · Refine existing pagesGroup financial summary slots, executive priorities, entity drill-downs, and ELOHM briefing signals.Prototype rebuilt · interactions tested
Scope: Group financial summary slots, executive priorities, entity drill-downs, and ELOHM briefing signals.
Dependency: Verified accounting and operating feeds; approved ELOHM data boundary.
Acceptance: Each KPI shows entity, period, currency, source, and verification state; unsupported totals blank.
Open workspace
Interactive Corporate Portfolio HierarchyA + B · Shared portfolio workspacesClickable visual hierarchy groups current records, planned businesses, initiative and separate nonprofit workspaces with status distinctions.Prototype rebuilt · hierarchy / filters
Scope: Clickable visual hierarchy groups current records, planned businesses, initiative and separate nonprofit workspaces with status distinctions.
Dependency: Formation/ownership records, jurisdictions, affiliate evidence, executive owners.
Acceptance: Every connector visibly denotes workspace grouping only; ownership is not inferred without dated source evidence.
Open workspace
Actions & Executive CommunicationsA + B · Shared workflowAssignments, deadlines, escalation, approvals, correspondence, delivery and follow-up.Prototype design
Scope: Assignments, deadlines, escalation, approvals, correspondence, delivery and follow-up.
Dependency: Identity / RBAC, durable action store, approved email source and write scopes.
Acceptance: Assignment / approval changes persist with authorization and audit history; mail is not sent without authorized review.
Open workspace
Governance & Corporate RecordsA + B · Shared evidence layerFilings, board records, policies, agreements, official document references, approval evidence.Prototype design
Scope: Filings, board records, policies, agreements, official document references, approval evidence.
Dependency: Permission-controlled document repository, retention policy, legal source records.
Acceptance: Prepared, submitted, accepted, confirmed are distinct; records have entity, owner, effective date, access scope and evidence.
Open workspace
Treasury & Capital AllocationA + B · Shared finance modelInteractive treasury flow prototype for cash, reserves, commitments, distributions, matched intercompany transfers, and investment deployment.Prototype rebuilt · interactive flow
Scope: Interactive treasury flow prototype for cash, reserves, commitments, distributions, matched intercompany transfers, and investment deployment.
Dependency: Finance system(s), bank/treasury source, controller-approved consolidation and FX policies.
Acceptance: Every flow identifies both ledger sides; test matching and elimination policy without double-counting; personal / nonprofit books remain separate.
Open workspace
DIT Industry Operations & Portfolio PerformanceA + B · Shared KPI modelDIT operations prototype built; planned industry workspaces for development, capital, media, aviation and future enterprises.Prototype built · DIT workspace
Scope: DIT operations prototype built; planned industry workspaces for development, capital, media, aviation and future enterprises.
Dependency: Verified operating systems, accountable metric owners and KPI definitions.
Acceptance: Each metric has definition, units, period, target/owner where approved, source, trend and last-verified marker.
Open workspace
Strategy & InvestmentA · Existing page refinementObjectives, opportunities, diligence, investment decisions and milestone follow-through.In progress · preview built
Scope: Objectives, opportunities, diligence, investment decisions and milestone follow-through.
Dependency: Approved corporate thesis, deal owner, evidence, capital mandates.
Acceptance: Pipeline stage and investment status separate; committed capital requires explicit authorization and source.
Open workspace
ELOHM Intelligence & Executive DecisionsA + B · Governed ELOHMELOHM conversational prototype with selectable simulated prompts, evidence-boundary responses, and Observe → Understand → Predict → Recommend → Act. Decision history remains read-only.Prototype rebuilt · prompts simulated
Scope: ELOHM conversational prototype with selectable simulated prompts, evidence-boundary responses, and Observe → Understand → Predict → Recommend → Act. Decision history remains read-only.
Dependency: Authenticated roles, audit event service, verified datasets, evaluation corpus and human approval matrix.
Acceptance: Recommendations cite evidence / uncertainty; no consequential action executes without a permitted approval and audit record.
Open workspace
Alerts, Risk & ReportingA + B · Shared monitoringDeadline/failure alerts, risk register, scenario views and weekly/monthly/quarterly/annual packs.Prototype design
Scope: Deadline/failure alerts, risk register, scenario views and weekly/monthly/quarterly/annual packs.
Dependency: Current source sync, approved risk taxonomy, threshold owners, close/report calendar.
Acceptance: Stale or failed sources flagged; alerts link to evidence and owner; reports disclose basis, period, status, assumptions.
Open workspace
Access, Security & AuditA · Foundation for all workspacesAuthentication, entity-scoped roles, least privilege, audit trails, data controls, privacy.In progress · preview built
Scope: Authentication, entity-scoped roles, least privilege, audit trails, data controls, privacy.
Dependency: Identity provider choice, user/role matrix, access review owner, security and retention policies.
Acceptance: RBAC negative/positive tests pass; all sensitive reads/writes authorized and attributable; secrets remain server-side.
Open workspace
Workstream B · new capabilities and navigation
Eight capabilities are being placed into the shared command-center navigation; current pages are read-only design prototypes.
Corporate Portfolio Management
Placement: Top-level Portfolio
Capital Allocation & Treasury
Placement: Treasury & Capital
Enterprise Operations
Placement: Workspace menu · industry portfolio
ELOHM Executive Intelligence
Placement: Top-level ELOHM
Executive Communications
Placement: Workspace menu
Corporate Documents & Records
Placement: Workspace menu · Governance
Executive Reporting & Analytics
Placement: Alerts & Reporting
Enterprise Risk Management
Placement: Alerts & Risk
Phased roadmap
Calendar-week ranges are planning estimates after prerequisites; phases may overlap only once shared foundations are approved.
0 · Unified design baseline
A + B concurrently · Prototype refinement underway
1–2 weeks · active
Depends on: Architecture / navigation review; existing page inventory; approved visual tokens.
Deliverable: Shared navigation, responsive review, homepage + added workspace prototypes, reusable interaction patterns.
1 · Secure application foundation
Shared platform · Critical dependency
3–5 weeks · after design decisions
Depends on: Approved identity and database/service selection, RBAC roles, record retention, security owner.
Deliverable: Secure auth, entity-scoped permissions, durable data model, audit events, backend API patterns.
2 · Verified data-source pilot
Finance + Operations · High
4–8 weeks
Depends on: Source owners, API access, mapping, controller reconciliation and KPI approvals.
Deliverable: One finance and one operations source integrated with lineage, health monitoring, and verified KPI read models.
3 · Decision / record workflows
Actions + Governance + Decisions + Communications · High
3–6 weeks
Depends on: Phase 1; approval matrix, document repository, authoritative records, outbound message authorization.
Deliverable: Persistent workflow states, evidence links, access policy checks, append-only decision/action history.
4 · Intelligence, risk and reporting
ELOHM + Risk + Reporting · After reliable data
4–8 weeks
Depends on: Verified history and baseline; approved risk scales, report calendar, ELOHM evaluation / human-gate policy.
Deliverable: Briefing and scenario prototypes backed by measured data; recommendations remain human-approved.
Indicative only. Schedule may expand for procurement, security assessment, legal review, source cleanup, and provider/API lead time.
Shared components & design standards
- Approved Durandisse logo, navy / blue / teal palette, typography and clean card structure.
- Compact responsive navigation: command-center core actions plus Workspace menu; keyboard, focus, escape and phone behavior tested.
- Reusable entity selector, period selector, KPI tile, evidence-aware status, source-health cue, risk row, drill-down and empty state.
- Numbers and statuses carry source, entity, period, freshness, unit/currency and confidence; color is paired with labels.
- This prototype uses blank values and status placeholders; it does not present illustrative company performance as actuals.
Dependencies & executive decisions
- Confirm legal entity / affiliate map from official records; relationship may not be inferred.
- Select authorized accounting, banking/treasury, operations, identity, records, and communications systems.
- Approve consolidation rules, FX policy, chart / KPI definitions, reporting calendar, and data owners.
- Approve role matrix, delegated approval thresholds, privacy/retention policy, and security review.
- Define ELOHM data scope, evaluation, source citation and mandatory authorization boundaries.
Acceptance & demonstration cadence
Design review
Clickable page prototypes, navigation placement, responsive breakpoints, source-state and illustration labeling.
Platform acceptance
Auth / RBAC tests, persistent approval and audit history, secure secrets, and source-failure recovery.
Data & intelligence acceptance
Reconciled entity/group figures, intercompany elimination tests, risk threshold validation, ELOHM evidence and authorization gates.
Demonstrate the integrated preview after each concurrent design increment; mark each capability proposed, designed, implemented, tested, or approved in its own release note.