Post-MVP Roadmap (Long-term Vision)¶
This document captures requirements from the January 2026 requirement dump that are scheduled for development after Phase 3.
1. Operational Automation¶
HR-Driven Task Shifting¶
- Logic: Automatically shift "High Priority" work if primary owner has not logged in by 11:30 AM.
- Escalation Path: Primary Owner → Temporary Owner → HOD → Management.
- Recall Function: Single-button recall for original owners to reclaim shifted tasks upon late login.
Logistics & Route Planning¶
- Geolocation Mapping: Map all Customer and Supplier locations using Google Maps/Pin Codes.
- Route Optimization: Suggest visits based on proximity to minimize travel time for field teams.
- Dispatch Intelligence: Automated weight-based vehicle planning and loading checklists using photo-based vehicle number recognition.
2. Advanced Sales & Analytics¶
Sales "Effort vs. Chance" Scoring¶
- Sales by Chance: Standard orders from regular clients.
- Sales by Effort: Mapped based on the volume of negotiations and follow-ups.
- Target Multipliers:
- 100%: New Product + New Customer.
- 150%: Successful cross-selling.
Price Search Automation¶
- AI-driven crawling of external links/databases for competitive pricing requests.
- Automated creation of comparative statements against internal costing.
3. Communication & Intelligence¶
Text-to-Speech (TTS) & Transcription¶
- Voice-generated email responses within the CRM/Visual Kanban.
- Automated Minutes of Meeting (MOM) and transcripts for audio/video call recordings.
Trend Analysis¶
- Historical tracking of product price fluctuations to predict future procurement windows.
- FAQ management linked directly to product masters for instant support responses.