Technical Feature roadmap planning
INTENT:
Support a process of decision-making and prioritisation as to features which will be 'layered on' to the pilot app (considered as 'stepping stones'), before we get to the 'road bump' of MVP launch.
The resulting process should not have negative impact on MVP delivery.
Features
NB: these are the 'shiny object' features - mundane but crucial features will need to be layered in to the roadmap at the next stage of this process.
Elements of the MVP Service Design which are not services by features labelled MVP here will need to be delivered 'manually'.
*Items with an *MVP: prefix are considered necessary for the MVP launch.
Numbers on items indicate a priority order for features to be 'layered on' to the Pilot app before MVP.
Bulleted items indicate features not considered for layering in to the Pilot app before MVP.
NB: next version of this to consider 'swim lanes' : Client, Admin, Server, Data, Testing, Service Security and Assurance.
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CLIENT USER FEATURES
- MVP: Client user data quality workflow
- SP4: client visibility of Xero data provided(from date of connection onward): Table of invoice entries
- SP4: client visibility of documents uploaded
- check/improve data quality
- MVP: Client user dashboard
- SP4: submitted data visualisation / stats
- clearing results (past, last & current potential)
- MVP: Client user Invoice management (CTD)
- select invoices to be submitted to clearing run
- MVP: Client user Notifications
- MVP: Clearing run imminent - check your data
- MVP: New clearing results available
- Counterparty notification
- Additional Accounting integrations (CTD)
- ? Can Xero deliver a listing of businesses with addresses and payment terms?
- SP4: Other systems? (quickbooks firstly)
- MVP: Clearing run reporting (CTD)
- MVP: Full results mailout
- MVP: Bookkeeping instructions (clearing results)
- Automated bookkeeping adjustments
- OTM functionality (pin on map)
- ITL functionality (trading relationships)
- SP4: Hubspot integration: support tickets
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LLM FEATURES
- SP5 candidate: MVP: Organisation reconciliation
- ability to link user to organisation record
- basis for invoice data
- ability to add extra organisation info
- SP4: MVP: Invoice management for admins
- Admin user dashboard
- ability to remove invoices
- ability to edit invoices
- MVP: AI invoice parsing
โโโโโโ- [migrated from Pilot User app] Through Promis, data stored in Promis with reference to user
โโโโโโ > [name=tfwoodroof]: apply filters to which data gets shared from Xero?
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โโโโโโ- Collecting received invoices feasible within a month of request to Neil.
โโโโโโ >
- MVP: Clearing run functionality
- Hubspot integrations: Client funnel (volume considerations will be important here)
- Client Sandbox
- MVP: Payment flow & gateways/invoicing function (marketing considerations apply here and could indicate addition to the layering roadmap?)
- MVP: Full-fat sign-up
- MVP: Admin run management (dates, closing run etc.)
- MVP: Directory
- MVP: Admin Dashboard upgrade
- Reporting