V2 Road Map

V2Master

Contents

List of Upcoming Releases

MVA (V2ReleaseMVA) - V2 to Reviews and First Paying Customer (Attractive & Stable)
R1 (V2Release1) - Organising and Sharing Information (Compelling & Stable)
R2 (V2Release2) - Structured Collaboration (Workflows)
R3 (V2Release3) - Project Management (?)
R4 (V2Release4) - Scheduling (?)
R5 (V2Release5) - Cost Control (?)

Notation

Business Values

Taken from the Business Value classification field in the tracking system.

[B1] - Critical
[B2] - Important
[B3] - Moderate
[B4] - Nice to have
[B5] - If time available

Priorities

[P1] - In the next release
[P2] - Nice to have
[P3] - Can wait

Difficulty Ratings

Expresses the difficultly of implementing a feature.

* - Easy to implement
** - Less easy
*** - Difficult or lots of effort required
**** - Very difficult, requires a significant rewrite or redesign

Features to Assign to Releases

Note that the lists below should be augmented/reconciled with the lists of business and technical features in section 7 of the SoftXS V2 Business Plan (SXS-T-000452.5).

Business Features

Meeting minutes manager.
1. Automatic production of meeting agendas & meeting minutes
2. Reminders to attend meeting
3. Assign tasks to meetings
4. Integration with project calendar
5. Agendas & minutes based on site specific templates
6. Cross references between documents/revisions, tasks and the meetings
Project diary
Blank form manager. Create empty (printable) forms that match data entry screens
CMP & earned value, based on workflow step completion
Object hierarchies:
1. Document hierarchies, sub-documents (for placeholders for planning drawing lists)
2. Task hierarchies, sub-tasks (for inspection & sign-off hierarchies)
Work package management
Resource management & scheduling
Contract clause manager
Scope management
Quantity take-off & BOQ preparation
Quantity tracking & reconciliation
Invoice reconciliation
Project archive. Project complete & no updates can be made. Archive users can:
1. See & download project information
2. Add & search for commentary (which is separate from the original commentary)
Vendor portal. External users (vendors, suppliers) able to submit (upload files) to project
1. Files go into the unattached file queue in the folder assigned to the vendor
Configurations (probably) possible with the current system
1. Project proposal manager
2. Change management & change orders
3. Punch list manager
4. Risk management & risk register
5. Claims manager
6. Site query & instructions manager
7. Correspondence management (handles documents/revs, tasks, and emails)
  1. Internal external routing
8. Inspections & audit manager
  1. Blank forms for inspectors
9. Procurement management

User Features

Document, Task, Transmittal Codes
1. Generic codes based on classification fields
2. Generic codes based on auto-incrementing serial numbers (with a fixed prefix)
3. Ability to have multiple/alternate generic codes for documents, tasks, transmittals, etc.
Reporting
1. Object History
  1. History recording (data collection into system event table)
  2. History display
2. Classification system report. List all classification lists for each object type
3. System status report for administrators. Number of docs, revs, task, etc.
4. Capture V2 lists as revisions of documents or tasks
Data Browsing
1. Classification browser
2. File browser
3. Full-text search within files
4. Object navigation via classification lists & trees
5. Org chart browser
External Interfaces
1. Excel integration. E.g. Using Excel for uploading document/task metadata
2. File dump
3. Mass import of files
4. Metadata dump
5. XML/JSON interface for integration with external systems
Transmittals
1. Recipient/revision reporting for transmittals. E.g. who got what/when?
2. Recipient lists
3. Outgoing project email (E-mail memorandum). E.g. like transmittal without document
4. Document metadata transmittal (send a PDF of the Document/Revision detail page)
5. Task transmittals
6. Scheduled transmittal that are sent automatically, provided the transmittal's workflow is complete
  1. Alternate version: only the documents that are ready
Blog & Web Site
1. Project blog
2. Project website
3. Public documents
4. Public web pages
5. Static web pages
6. Text markup
Classification
1. Ability to import additional classification schemes from product catalog
2. Keyword classifications
Dashboard
1. Customizable user dashboards
2. Possible widgets:
  1. Quick note entry
  2. Quick file upload
  3. Email queue
  4. Notes queue
  5. New items queue: Revisions, Tasks, Users, etc.
  6. Calendar
  7. Project diary entries
  8. Recent project posts (part of project blog)
  9. RFA Forum - Request for Advice. Users can ask questions & answering real time
  10. Who is online
  11. Chat
3. Filtering based on:
  1. Access rights
  2. Places in the folder structure
  3. Places in organizational chart (group or individual user)
  4. Places in classification schemes
  5. Workflow status
  6. Attached/unattached status
PDF versions of lists & detail screens stored as documents/revisions
Revision locking. E.g. users can lock a revision indicating that they are working on it
Translation into German
User Convenience Features
1. Automatic filing of files, based on folder
2. Default metadata templates for accelerating data entry
  1. Based on a combination of object type, folder, org chart, etc.
3. Ability to edit multiple documents/revisions/tasks at once
  1. Update operations on all items in a dossier
  2. Grid-style editing. E.g. editing metadata in an Excel-like grid

Technical Features

Partitioning metadata & documents into secure & public servers
Satellite caching servers for areas with poor internet connectivity
System limits. Enforce the maximum number of users, documents & recipients allowed

Deployment Features

Online purchase
Notification to staff on purchase
1. Via email
2. Via SMS

Operational Features

Web analytics