DPOProduct governance for holdings

Design the flow. Govern every product through it.

DPO Project Management lets holdings build their own product flows — stages, statuses, gates, and tools — as many as they need. Put each product on the right flow and it only advances on evidence.

  • Unlimited custom flows
  • Enforced stage gates
  • Full audit trail

Flow Maker

v3 · Published

Partner onboarding

  1. 1Apply
  2. 2Vetting
  3. 3Sign
  4. 4Build
  5. 5Live

Stage 2 · Vetting

Statuses

Not startedIn reviewOn holdBlockedExit ready

Stage tools

Intake formEvaluation scoresTechnical checklistStage gate
Advance rule Status-based · Exit readyGuide 10 days

How it works

Your process, not ours.

Every holding runs products differently. DPO gives you the building blocks to model how you work — then enforces it, product by product.

  1. 01

    Design your flows

    Model every process your holding runs — export, onboarding, launch, anything — as its own flow.

    • Stages, statuses & transitions
    • Gates and advance rules
    • Versioned, published, archived
  2. 02

    Build forms, assign products

    Collect exactly the data each flow needs, then put every product on the flow that fits it.

    • Form Maker with 14 field types
    • Public intake links
    • One flow per product, many flows per holding
  3. 03

    Run and govern

    Teams work inside each stage. Products only advance when the stage's rule is satisfied.

    • Tasks, meetings & evidence
    • Delay reasons and escalations
    • Full audit trail

Flows

One platform. As many flows as your portfolio needs.

Start from the built-in export-readiness template or build your own from scratch. Each product runs on the flow that fits it — and every flow is versioned, so changes never break work in progress.

Take supplier products from intake to foreign demo, transfer, and support.

  1. 1~14d

    Intake & Worthiness

    • Intake form
    • Evaluation scores
    • Worthiness decision

    Decision recorded

  2. 2~30d

    Maturity

    • Maturity workspace

    Target version approved

  3. 3~60d

    Preparation

    • Workstreams
    • Marketing BOM
    • Clean audit

    Workstreams + Foreign Demo Ready

  4. 4~21d

    Demo

    • Demo sessions

    Customer interest

  5. 5~30d

    Transfer

    • Deliveries / UAT

    Delivery completed

  6. 6Open

    Support

    • Support tickets
    • Escalate

    Support closed

Inside a stage

Four building blocks. Endless combinations.

Every stage in every flow is configured from the same parts — no code, no tickets to the vendor.

Statuses

Define each stage's own statuses and mark which are initial, on hold, blocked, or exit-ready.

Not startedIn reviewBlockedExit ready

Transitions

Decide who can move a stage between statuses — holding, supplier, leadership, or anyone — and when a reason is required.

DPOVCL1AnyReason required

Stage tools

Snap built-in engines onto any stage: forms, scoring, checklists, workstreams, demos, deliveries, tickets.

Intake formTechnical checklistDemo sessions

Advance rules

Choose what unlocks the next stage — a simple exit-ready status, or a built-in gate like a recorded decision or completed delivery.

Status-basedDecision recordedDelivery completed

20 built-in stage tools

Stage statusPlanned exit / timingStage gate (advance / revert)FormProduct evaluation scoresWorthiness decisionReason pointingMaturity workspaceWorkstreams / substagesMarketing BOMClean audit checklistTechnical checklistForeign Demo Ready gateRebranding brand bookLocalizationDemo sessionsTransfer deliveries / UATSupport ticketsEscalateEvaluation report

The platform

Everything a product needs to move — in one system of record.

DPO doesn't replace your Git, CI, or issue tracker. It sits above them, holding the process, the evidence, and the accountability.

Product 360

A single command center per product — whatever flow it's on: versions, tasks, commitments, documents, journey timing, meetings, and audit, one tab away.

OverviewVersionsTasksDocumentsJourneyMeetingsFollow-upsAudit

Harbor CRM

Export readiness

Preparation

Kite Payments

Partner onboarding

Due diligence

Pulse Analytics

Internal launch

On hold

Solar System portfolio

The holding at the center, organizations in orbit, products by stage. Overdue work glows red.

Tasks with accountability

Submit for review, approve or request revision, sync to Jira. Finishing late? A delay reason is required.

To doIn progressReviewDone

Form Maker

Build intake and product forms with sections, required fields, and completion tracking — then share them by public link.

Rich textSelectRatingRepeaterChecklistAttachments+ more

Attention & escalation

Overdue tasks, pending reviews, and critical risks surface automatically — and escalate by email without spamming.

Task overdue · Harbor CRM
Approval pending · Kite Payments
Stage exit ready · Pulse

Meetings & decisions

Minutes, decisions, and action items linked to the products they affect.

Evidence, not attachments

Documents attach to products, stages, and tasks — so every gate has proof behind it.

KPIs, commitments & scorecards

Track commitments, score VCs, and keep a risk register next to the work itself.

∞

flows per holding — one for every process

20

built-in tools you can attach to any stage

14

field types in the Form Maker

7

advance rules, from status-based to delivery gates

Built for the whole chain

The holding and its suppliers, on shared flows — each seeing only what they should.

DPO · Layer 1

Holding leadership

Portfolio control, gate approvals, and overrides when the business needs them.

  • DPO Admin
  • DPO Manager
  • Holding Manager
  • Executive Viewer
DPO · Layer 2

Process owners

Review, approve, and own the stage-specific decisions and workstreams.

  • Technical Lead
  • Marketing Lead
  • Transfer Manager
  • Compliance Reviewer
DPO · Layer 3

Creative execution

Produce the assets each stage calls for — tracked, reviewed, delivered.

  • Designer
  • Copywriter / Localization
  • Video Editor
VC

Supplier organizations

Own their products, submit to the holding, and execute tasks — only on their own data.

  • VC Admin
  • Product Manager
  • Technical Lead
  • Support Contact

Integrations

Plugs into the tools your teams already use.

Jira

Link, create, and sync issues from governance tasks.

GitLab

Pin version baselines to repository references.

Email

SMTP delivery for assignments, due dates, and escalations.

S3 / MinIO

Documents and marketing assets in object storage.

MCP agents

Let AI agents file intakes and work tasks over a hosted MCP endpoint.

AI assistants

Bring your own provider keys for drafting and summaries.

Security & control

Governance you can defend in an audit.

Short-lived tokens with rotating refresh cookies, permissions enforced in the API and the database, and a record of who changed what — and why.

Self-host with Docker, or run as a multi-tenant SaaS.

Isolated holding workspaces

Each holding runs in its own tenant with its own members, products, and settings.

Row-level security

PostgreSQL RLS scopes every query to the right VC — even if an API filter is missed.

Role-based access

Permissions are the union of assigned roles. Gate overrides stay with leadership.

Audit, retention, backups

Sensitive actions are logged, retention is policy-driven, and backups run on schedule.

Design your first flow today.

Create a holding workspace, start from the built-in template or a blank flow, and put your first product on it.