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
| Phase | Duration | Months | Key Features |
|---|---|---|---|
| Phase 1: MVP | 3 months | 1-3 | CRM earn/burn, Badge, Notifications |
| Phase 2 - Part 1 | 4 months | 3-7 | Reserved seating, F&B booking, Event tickets |
| Phase 2 - Part 2 | 3 months | 7-10 | Loyalty gamification, AI personalization Part 1 |
| Phase 3: Optimization | 5 months | 10-15 | Fraud detection, Advanced analytics dashboards, AI personalization Part 2, Advanced reporting |
| Final Delivery & Handover | 1 month | 15-16 | Full 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
- Complete Phase 1 MVP deliverables and testing
- Begin Phase 2 Part 1 planning and design
- Expand development team for Phase 2 Part 1
- Prepare reserved seating, F&B booking, and Event tickets features
- 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