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Brainstorm Session 10: Development Roadmap & Phasing

Date: 2026-04-16 Objective: Concrete build plan turning 9 brainstorming sessions into execution Depends on: All previous sessions

Techniques Used

  1. Starbursting — Who/what/where/when/why/how for execution
  2. Reverse Brainstorming — "How would we guarantee project failure?"
  3. Mind Mapping — Phase breakdown and dependencies

Phase Overview

Phase Duration Focus Team Deliverable
0: Foundation Weeks 1-4 Architecture, core, CI/CD 1 + AI Empty platform with auth + agent chat
1: Core HR Weeks 5-12 5 core domains, MCP, migration start 2 + AI Functional HR + recruitment + rostering
2: Operations Weeks 13-20 Payroll, CRM, safety, mobile, automation 2-3 + AI Full operations + mobile app
3: Full Platform Weeks 21-32 Remaining modules, IRAP prep, integrations 3 + AI Feature-complete, 18 modules
4: Maturation Weeks 33-44 LMS, benefits, native awards, IRAP cert 2-3 + AI IRAP certified, v2 decommissioned

Total: ~44 weeks (11 months) to full platform with IRAP certification


Phase 0: Foundation (Weeks 1-4)

Build

  • Elixir umbrella project (20 OTP app structure)
  • finnest_core: auth (email/password, MFA), organisations, users, roles, offices, feature flags, audit log, event store, notifications
  • PostgreSQL: all 18+ schemas created, core tables migrated
  • finnest_web: Phoenix scaffold, LiveView, DaisyUI 5, command bar (Cmd+K)
  • finnest_agents: orchestrator, Claude client (hexagonal), MCP infrastructure, basic agent chat UI
  • finnest_compliance: credential_types table seeded (~100 types), 2 industry profiles (labour_hire, construction)
  • CI/CD: GitHub Actions, Docker build, basic deployment

Validate

  • IRAP pre-assessment meeting with assessor (Elixir + Go proxy approach)
  • KeyPay API evaluation (test award interpretation endpoint)
  • KMP/React Native evaluation for mobile (if not Flutter)

Deliverable

Empty platform: login → org setup → agent chat working → command bar navigates.

Effort: 1 person + AI, ~4 weeks


Phase 1: Core HR + Recruitment (Weeks 5-12)

Build

finnest_people: - Employee CRUD (lifecycle state machine: onboarding → active → leave → terminated → rehired) - Leave management (requests, approvals, balances, accruals) - Contracts (employee × client × award × classification) - Qualifications (linked to credential registry) - Employee self-service views

finnest_recruit (port Scout from Laravel): - Job orders with category-specific requirements - Candidate pool management (sourcing, bucketing) - Deterministic scoring engine (weighted matrix) - Assessment system (category-specific questionnaires) - Three-track pipeline - Outreach (email + SMS via SES/provider) - Approach: Use Laravel tests as requirements spec. Write Elixir tests first, then implement.

finnest_onboard (port Verify from Laravel): - Onboarding workflow management - Document verification pipeline (4 AI agents: classify, extract, validate, cross-reference) - Identity checklist auto-population - Induction records - Approach: Same as recruit — tests as spec, rewrite to OTP patterns.

finnest_roster: - Shift creation (CRUD, copy, duplicate, rollover) - Assignment with availability checking - Roster rules and constraints - Shift codes and templates - Notifications

finnest_timekeep: - Timecard entry (individual and bulk) - Timecard calculation and processing - Approval workflows - Geo-location tagging - Clock event recording (API for mobile NFC/QR/GPS)

Infrastructure: - MCP servers for all 5 domains (typed tools, registered) - Agent tools for all 5 domains - LiveView UI for all 5 domains - Agent dashboard (home screen with curated summary) - Command bar with navigation + actions + queries

Integrate

  • KeyPay API (award interpretation for rate lookups)
  • AWS SES (email delivery)
  • SMS provider (MessageBird or Sinch)

Migrate (for ASG)

  • Strangler Fig Phase 1-2: reference data + people domain
  • ID mapping table populated
  • Data quality audit on v2 admin_central

Deliverable

Functional platform: employees, recruitment, onboarding, rostering, T&A. Agent chat works across all domains. ASG can pilot non-critical workflows.

Effort: 2 people + AI, ~8 weeks


Phase 2: Operations + Mobile (Weeks 13-20)

Build

finnest_reach: - Full SMS + email agent orchestration - Basic voice integration (Twilio) - Message threading and history - Communication templates - Human handoff records

finnest_pulse: - Timesheet anomaly detection (Tier 3 agent) - Credential expiry alerts (Tier 3 agent) - Basic roster optimisation suggestions - Automation run tracking

finnest_payroll: - KeyPay integration for rate calculation - Pay run management (create → calculate → review → approve → finalise) - Pay line generation per employee per period - STP Phase 2 event generation and submission - Basic invoicing (client billing)

finnest_clients: - Client CRUD with contacts - Sites and agencies - Rate cards and rate configuration - Basic job costing

finnest_safety: - Incident reporting and tracking - Safety inspections - Basic WHS compliance checks - SWMS document management

Mobile (Flutter): - Adapt existing app for Finnest API (/api/v1/*) - Agent chat interface - Offline event queue (SQLite) - One app, role-based navigation - Updated UI (Finnest design system)

Platform: - Actionable notification system - Additional industry profiles (mining, logistics, retail) - Conversational forms (agent pre-fill) - 3 more compliance profiles seeded

Migrate

  • Strangler Fig Phase 3-5: clients, roster, timekeep
  • Clock data from actatek (timezone conversion)

Deliverable

Full operational platform + mobile app. Most v2 features matched or exceeded. ASG transitions primary workflows.

Effort: 2-3 people + AI, ~8 weeks


Phase 3: Full Platform + IRAP (Weeks 21-32)

Build

Remaining domain modules: - finnest_assets (equipment, fleet, maintenance, work orders) - finnest_quotes (leads, quotes → jobs → tasks) - finnest_fatigue (NHVR rules, FIFO/DIDO, EWD, CoR) - finnest_clearance (DISP, AGSVA, clearance lifecycle)

Agent maturation: - Tier 3 autonomous agents: - Compliance Monitor (nightly credential scan, regulatory alerts) - Roster Optimiser (overnight optimisation, proposes to humans) - Anomaly Detector (timesheet fraud, payroll discrepancies) - Data Quality Agent (incomplete records, stale data) - Voice agents via Twilio (Reach) - Advanced agent-generated reports

Integrations: - Job boards (SEEK, Indeed, LinkedIn APIs) - Xero/MYOB accounting sync - Google Maps (geofencing for clock-in) - Cal.com or native interview scheduling

Platform: - Full 10 industry profiles - Industry-adaptive UI theming - Demand forecasting in roster - Progressive disclosure by role

IRAP prep: - Go boundary proxy (~500 LOC) - IRAP VPC on AWS Sydney (Terraform) - Separate RDS, S3, CloudHSM - SAST/DAST in CI pipeline - Security documentation (SSP, SoA, SRMP) - Penetration testing (third party)

Migrate

  • Strangler Fig Phase 6-7: messaging history, payroll data
  • v2 set to read-only for migrated domains

Deliverable

Feature-complete 18-module platform. IRAP assessment-ready.

Effort: 3 people + AI, ~12 weeks


Phase 4: Maturation (Weeks 33-44)

Build

  • finnest_learn (LMS: courses, tutors, certifications, progress tracking)
  • finnest_benefits (recognition programs, perks, enrollment)
  • Native award engine for top 15 Awards (Phase 2 of award strategy)
  • E-signatures for contracts and onboarding
  • WhatsApp integration
  • Advanced analytics dashboards
  • Performance optimisation (caching, query tuning, load testing)

IRAP

  • Formal assessment: Stage 1 (documentation review) + Stage 2 (technical testing)
  • Remediate findings
  • Achieve IRAP certification at OFFICIAL:Sensitive

Operations

  • v2 fully decommissioned (after 3-month read-only period with no reads)
  • New client onboarding process + import wizard
  • Multi-industry sales collateral
  • Second client acquisition campaign
  • Team knowledge documentation

Effort: 2-3 people + AI, ~12 weeks


Team Composition

Phase People Roles
Phase 0 1 Gautham: architecture, core, agents
Phase 1 2 + Dev 2: strong backend, train on Elixir (2-4 weeks)
Phase 2 2-3 + Dev 3: Flutter mobile (contract or hire). Or retained v2 dev trained on Elixir.
Phase 3 3 Full team. Consider Dev 4 if IRAP prep demands it.
Phase 4+ 3 Steady state. Core team + AI assistance.

Hiring from Restructured Team (15→3)

If 1-2 retained devs can learn Elixir: - 2-4 week training period - Qualification gate: build and test a complete feature independently - Start on simpler domains (leave management, client CRUD) - Graduate to complex domains (payroll, compliance)


v2 Maintenance During Transition

Phase v2 Status Maintenance
Phase 0-1 Production (all features) Offshore team: bug fixes only, no new features
Phase 2 Production (some domains migrating) Reduced team: critical fixes only
Phase 3 Read-only for migrated domains Minimal: keep running, monitor
Phase 4 Decommissioning Backup data, terminate services

v2 maintenance is a SEPARATE stream. Issues never interrupt Finnest sprints.


Commercial Alignment

Plan A (Phased Build)

Plan A Deliverable Maps to Timeline
P1 Scoping ($20K) Phase 0 Weeks 1-4
P1 Build ($100K) Phase 1 Weeks 5-12
P2 Build ($315K) Phase 2 Weeks 13-20
P3 Build ($1,590K) Phase 3-4 Weeks 21-44
Total: $2,025K ~44 weeks

Deliver each phase 30-40% ahead of quoted timeline.

Plan B (Subscription-First from July 2026)

Month Phase Client Milestone
Jul 2026 Phase 1 complete Platform demo, subscription starts ($35K/month)
Sep 2026 Phase 2 complete Operations + mobile live
Dec 2026 Phase 3 complete Full 18-module platform
Mar 2027 Phase 4 complete IRAP certified, second client

Risk Register

Risk Likelihood Impact Mitigation
Elixir learning curve Medium Medium AI assistance, pair programming, 2-4 week training
IRAP assessor rejects Elixir Low High Pre-assessment Phase 0. Go proxy fallback.
KeyPay API limitations Low Medium Hexagonal adapter. Switch or build earlier.
v2 breaks during transition Medium High Separate maintenance stream. Bug fixes only.
AI costs exceed budget Medium Medium Local-first routing, budgets, circuit breakers
Migration data corruption Low Very High Data quality audit, dry-run, validation, rollback
Scope creep High Medium Strict phase scope. Backlog for next phase.
Client loses patience Medium High Deliver early. Show progress every 4 weeks.

Key Insights

Insight 1: MVP in 12 Weeks with AI Assistance

Phase 0 (4 weeks) + Phase 1 (8 weeks) = functional platform. PoC proved patterns. This is "fill features," not "invent architecture." Impact: High | Effort: High (but scoped)

Insight 2: Phases Align with Commercial Delivery

Plan A phases = Finnest phases. Revenue funds development. No separate "migration project." Impact: High | Effort: Low

Insight 3: Rewrite to Patterns, Don't Translate

Laravel code = requirements spec. Elixir tests first. OTP patterns. No line-by-line PHP translation. Impact: High | Effort: Medium

Insight 4: IRAP Is Phase 3, Not Phase 0

Don't slow core build with IRAP process. Validate approach in Phase 0. Build in Phase 3. Impact: High | Effort: Low

Insight 5: 3-Person Team + AI Is Sufficient

AI provides 55% productivity boost. Atomic architecture bounds per-feature complexity. Each dev owns 3-6 domains. Impact: High | Effort: Medium

Insight 6: v2 Maintenance = Separate Stream

Bug fixes only. No new features. Offshore team pre-restructure. Never interrupts Finnest sprints. Impact: Medium | Effort: Low


Summary: 44 Weeks to Full Platform

Week 1  ──── Phase 0: Foundation ────── Week 4
Week 5  ──── Phase 1: Core HR ──────── Week 12   ← MVP
Week 13 ──── Phase 2: Operations ────── Week 20   ← Mobile
Week 21 ──── Phase 3: Full Platform ─── Week 32   ← 19 modules + IRAP prep
Week 33 ──── Phase 4: Maturation ────── Week 44   ← IRAP certified + Performance module

19 modules │ 8 AI agents │ ~190 tables │ ~365 features │ 10 industries │ 1 mobile app
1 codebase │ Elixir/Phoenix │ PostgreSQL │ AWS Sydney

Note: Performance Management (finnest_performance) added in Phase 3-4 from competitor audit (Employment Hero/ELMO/Humanforce gap). See 08-master-feature-inventory.md for full feature breakdown.


Statistics

  • Phases: 4 (+ foundation)
  • Total timeline: 44 weeks
  • Team peak: 3 people + AI
  • Modules at MVP: 8
  • Modules at completion: 18
  • Key insights: 6
  • Techniques applied: 3

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