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Roadmap

This document outlines the development roadmap for the SBM CRM Platform, including all phases from MVP to final delivery.

Overview​

The SBM CRM Platform development is structured into multiple phases over 16 months, starting with an MVP and progressing through feature enhancements, optimizations, and final delivery.

Phase 1: MVP Completion (Months 1-3)​

Duration: 3 Months (1-3rd Month)
Status: In Progress
Target Completion: End of Month 3

Deliverables​

  • CRM Earn/Burn System

    • Points earning mechanism
    • Points redemption functionality
    • Points balance management
    • Transaction history
    • Receipt verification and point awards

  • Badge System

    • Badge creation and management
    • Badge unlocking mechanisms
    • Badge display and sharing
    • Badge collection tracking
    • Badge progress monitoring

  • Notifications System

    • Push notification infrastructure
    • In-app notifications
    • Notification preferences
    • Multi-channel notifications (WeChat, SMS, Email)
    • Notification history
    • Real-time SSE notifications

Current Status​

  • Development: In progress
  • Testing: Ongoing
  • Status: Core features being delivered and refined

Phase 2 - Part 1: Core Features (Months 3-7)​

Duration: 4 Months (3-7th Month)
Status: Planned
Target Completion: End of Month 7

Deliverables​

  • Reserved Seating

    • Seat selection and reservation
    • Reservation management
    • Check-in functionality
    • Availability management

  • F&B Booking

    • Restaurant reservation system
    • Table booking
    • Booking confirmation and reminders
    • F&B menu integration

  • Event Tickets

    • General admission ticket sales
    • Ticket management
    • Entry validation
    • Event ticket distribution

Development Timeline​

  • Duration: 4 Months
  • Team Expansion:
    • Add 2-3 Senior developers
    • Add 2 Junior developers

Phase 2 - Part 2: Advanced Features (Months 7-10)​

Duration: 3 Months (7-10th Month)
Status: Planned
Target Completion: End of Month 10

Deliverables​

  • Loyalty Gamification

    • Enhanced gamification features
    • Challenges and leaderboards
    • Achievement systems
    • Reward mechanisms
    • Progress tracking

  • AI Personalization Part 1

    • AI-powered recommendations
    • Personalized content delivery
    • Behavioral learning foundation
    • Customer segmentation
    • Basic personalization engine

Development Timeline​

  • Duration: 3 Months

Phase 3: Optimization (Months 10-15)​

Duration: 5 Months (10-15th Month)
Status: Planned
Target Completion: End of Month 15

Deliverables​

  • Fraud Detection

    • Real-time fraud monitoring
    • Anomaly detection
    • Fraud prevention mechanisms
    • Security enhancements
    • Transaction verification

  • Advanced Analytics Dashboards

    • Real-time data visualization
    • Predictive analytics
    • Custom dashboard creation
    • Performance metrics
    • Business intelligence features

  • AI Personalization Part 2

    • Advanced recommendation algorithms
    • Deep behavioral learning
    • Predictive personalization
    • Multi-channel personalization
    • Advanced segmentation

  • Advanced Reporting

    • Comprehensive analytics dashboards
    • Custom report generation
    • Data export capabilities
    • Automated reporting
    • Business intelligence reports

Development Timeline​

  • Duration: 5 Months

Final Delivery & Handover (Months 15-16)​

Duration: 1 Month (15-16th Month)
Status: Planned
Target Completion: End of Month 16

Deliverables​

  • Full System Deployment

    • Production environment setup
    • Final system testing
    • Performance optimization
    • Security audit
    • System migration

  • IoT/Kiosk Integration

    • IoT device connectivity
    • Kiosk system integration
    • Hardware interface development
    • Device management

  • CRM A/B Testing

    • A/B testing framework
    • Campaign testing capabilities
    • Results analysis tools
    • Experimentation platform

  • Staff Training

    • Training materials development
    • Training sessions
    • User documentation
    • Admin guides
    • Hands-on workshops

  • Documentation

    • Technical documentation
    • API documentation
    • User manuals
    • Deployment guides
    • Operational runbooks

  • Project Close-out

    • Final deliverables review
    • Knowledge transfer
    • Support handover
    • Project documentation
    • Sign-off and acceptance

Timeline Summary​

PhaseDurationMonthsKey Features
Phase 1: MVP3 months1-3CRM earn/burn, Badge, Notifications
Phase 2 - Part 14 months3-7Reserved seating, F&B booking, Event tickets
Phase 2 - Part 23 months7-10Loyalty gamification, AI personalization Part 1
Phase 3: Optimization5 months10-15Fraud detection, Advanced analytics dashboards, AI personalization Part 2, Advanced reporting
Final Delivery & Handover1 month15-16Full system deployment, IoT/kiosk integration, CRM A/B testing, Staff training, Documentation, Project close-out

Total Duration: 16 Months

Current Focus​

The team is currently focused on completing Phase 1 (MVP) with core deliverables: CRM earn/burn system, Badge system, and Notifications system. This phase establishes the foundational features for the platform.

Next Steps​

  1. Complete Phase 1 MVP deliverables and testing
  2. Begin Phase 2 Part 1 planning and design
  3. Expand development team for Phase 2 Part 1
  4. Prepare reserved seating, F&B booking, and Event tickets features
  5. Execute Phase 2 development plan

Notes​

  • Phase 1 establishes core loyalty and engagement features
  • Phase 2 Part 1 focuses on booking and reservation capabilities
  • Phase 2 Part 2 introduces advanced gamification and AI personalization
  • Phase 3 adds security, analytics, and optimization features
  • Final delivery includes comprehensive integration and handover
  • Regular updates will be provided as milestones are reached