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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
Status: In Progress
Target Completion: End of November

Deliverables​

  • CRM Earn/Burn System

    • Points earning mechanism
    • Points redemption functionality
    • Points balance management
    • Transaction history

  • Badge System

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

  • Notifications System

    • Push notification infrastructure
    • Notification preferences
    • Multi-channel notifications (WeChat, SMS, Email)
    • Notification history

Current Status​

  • Development: Deploy scheduled for Week 3 of November
  • Testing: Week 4 of November
  • Bug Fixes: Completion by end of November
  • Note: Phase 2 may begin in November. Logging system not yet implemented.

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

Duration: 4 Months
Status: Planned
Target Completion: End of March

Deliverables​

  • Reserved Seating

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

  • F&B Pre-Order Menus

    • Menu display and browsing
    • Pre-order functionality
    • Order management

  • Booth Add-ons

    • Additional booth services
    • Add-on selection and booking
    • Add-on management

  • Queue Messaging

    • Queue management system
    • Real-time queue updates
    • Customer notifications

  • F&B Booking

    • Restaurant reservation system
    • Table booking
    • Booking confirmation and reminders

  • Event GA Tickets

    • General admission ticket sales
    • Ticket management
    • Entry validation

  • Hall/Booth Basics

    • Hall and booth information
    • Basic booking functionality
    • Availability management

  • Payments

    • Payment gateway integration
    • Multiple payment methods
    • Payment processing and receipts

Design Timeline​

  • Month 1: Design completion by end of December

    • Front-end design: 2 weeks team review
    • 1 week for team feedback edits
    • Submission to SBM

  • Backend Design:

    • 1 week team review
    • 1 week for SBM feedback edits

Development Timeline​

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

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

Duration: 3 Months
Status: Planned
Target Completion: End of June

Deliverables​

  • Refunds

    • Refund request processing
    • Refund approval workflow
    • Refund transaction management

  • Promo Codes

    • Promo code creation and management
    • Code validation and application
    • Usage tracking and analytics

  • Loyalty Gamification

    • Enhanced gamification features
    • Challenges and leaderboards
    • Reward mechanisms

  • AI Personalization

    • AI-powered recommendations
    • Personalized content delivery
    • Behavioral learning and adaptation

  • Advanced Reporting

    • Comprehensive analytics dashboards
    • Custom report generation
    • Data export capabilities
    • Business intelligence features

Development Timeline​

  • Duration: 4 Months

Phase 3: Optimization (Months 10-15)​

Duration: 5 Months
Status: Planned
Target Completion: End of November

Deliverables​

  • Dynamic Pricing

    • Automated pricing adjustments
    • Demand-based pricing
    • Pricing rules and strategies

  • Fraud Detection

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

  • Advanced Analytics Dashboards

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

Development Timeline​

  • Duration: 5 Months

Final Delivery & Handover (Months 15-16)​

Duration: 1 Month
Status: Planned
Target Completion: End of December

Deliverables​

  • Full System Deployment

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

  • IoT/Kiosk Integration

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

  • CRM A/B Testing

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

  • Staff Training

    • Training materials development
    • Training sessions
    • User documentation
    • Admin guides

  • Documentation

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

  • Project Close-out

    • Final deliverables review
    • Knowledge transfer
    • Support handover
    • Project documentation

Timeline Summary​

PhaseDurationMonthsKey Features
Phase 1: MVP3 months1-3CRM earn/burn, Badges, Notifications
Phase 2 - Part 14 months3-7Seating, F&B, Bookings, Payments
Phase 2 - Part 23 months7-10Refunds, Promo codes, AI, Reporting
Phase 3: Optimization5 months10-15Dynamic pricing, Fraud detection, Analytics
Final Delivery1 month15-16Deployment, Integration, Training

Total Duration: 16 Months

Current Focus​

The team is currently focused on completing Phase 1 (MVP) with deployment scheduled for Week 3 of November and testing in Week 4. Bug fixes and refinements will be completed by the end of November.

Next Steps​

  1. Complete Phase 1 MVP deployment and testing
  2. Begin Phase 2 Part 1 design work
  3. Expand development team for Phase 2
  4. Implement logging system
  5. Prepare for Phase 2 development kickoff

Notes​

  • Logging system implementation is pending and should be prioritized
  • Phase 2 may begin concurrently with Phase 1 completion
  • Team expansion is planned for Phase 2 Part 1
  • Regular updates will be provided as milestones are reached