Work Order QMS Module — Product Roadmap

Classification: Internal — Product Strategy Date: 2026-02-13 Owner: AZ1.AI Inc.

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Roadmap Philosophy

Every feature ships with three properties: compliance evidence (audit trail + e-signature hooks), agent capability (can be executed autonomously), and observability (metrics + traces). Features without all three are incomplete.

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Phase 1: Foundation (Q1 2026 — Weeks 1–12)

Milestone: "First Compliant WO"

Ship the minimum system where a customer can create, execute, approve, and close a regulatory Work Order with a complete 21 CFR Part 11-compliant audit trail.

Feature	Priority	Complexity	Agent-Ready
WO lifecycle engine (9-state machine)	P0	High	✅
Master/Linked WO hierarchy	P0	High	✅
DAG dependency validation	P0	Medium	✅
Append-only audit trail (DB-enforced)	P0	Medium	N/A
E-signature capture + verification	P0	High	⚠️ Human-only
System Owner + QA approval workflow	P0	Medium	⚠️ Human-only
Basic RBAC (6 roles)	P0	Medium	✅
PostgreSQL RLS multi-tenancy	P0	Medium	N/A
REST API (CRUD + transitions)	P0	Medium	✅
Event emission (NATS)	P1	Medium	✅
Basic resource graph (assets, tools, persons)	P1	Medium	✅
Job plan creation + linking	P1	Medium	✅
Experience rating registry	P2	Low	✅

Exit criteria: One customer completes Win10→Win11 upgrade scenario (6 linked WOs) with full audit trail. External auditor confirms Part 11 compliance of generated records.

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Phase 2: Intelligence (Q2 2026 — Weeks 13–24)

Milestone: "Agent-Driven WO"

AI agents can autonomously create linked WOs, match resources, resolve dependencies, and coordinate execution — with human checkpoints only at approval gates.

Feature	Priority	Complexity	Agent-Ready
Agent ↔ WO Orchestrator adapter	P0	High	✅ Core
CODITECT model routing for WO tasks	P0	Medium	✅ Core
Automated resource matching (deterministic)	P0	High	✅
Dependency graph resolution + critical path	P0	High	✅
Vault integration (credential management)	P0	High	✅
Agent checkpoint framework (WO gates)	P0	High	✅ Core
Compliance Engine adapter	P1	Medium	✅
Schedule tracking (estimated vs. actual)	P1	Medium	✅
TimeEntry capture + cost allocation	P1	Medium	✅
WO template library (common scenarios)	P1	Low	✅
Notification engine (Slack, email, webhook)	P2	Medium	✅
Vendor coordination portal (basic)	P2	High	⚠️ Partial

Exit criteria: CODITECT agent orchestrates a 6-WO dependency chain with <30% human intervention (measured by transitions requiring human action vs. total transitions).

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Phase 3: Scale (Q3 2026 — Weeks 25–36)

Milestone: "Enterprise-Ready"

Production hardening, PM automation, vendor ecosystem, and compliance dashboard for audit readiness.

Feature	Priority	Complexity	Agent-Ready
PM automation engine (calendar + usage triggers)	P0	High	✅
Batch WO generation (1000+ per run)	P0	Medium	✅
Vendor portal with IQ/OQ upload	P0	High	⚠️ Partial
Compliance monitoring dashboard	P0	High	N/A
Approval delegation + escalation chains	P1	Medium	✅
WO analytics (cycle time, bottleneck, cost)	P1	Medium	N/A
Custom approval chains (per tenant config)	P1	Medium	✅
JSONB custom fields with schema validation	P1	Low	✅
Audit trail archival (cold storage)	P2	Medium	N/A
Resource utilization heatmap	P2	Medium	N/A
SLA monitoring + alerting	P2	Medium	✅
SOC 2 evidence collection automation	P2	High	✅

Exit criteria: 3+ customers running production workloads. >100 WOs/day aggregate throughput. Zero compliance findings in simulated audit.

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Phase 4: Differentiation (Q4 2026 — Weeks 37–48)

Milestone: "Category Leader"

Features that create defensible moat — ML-enhanced operations, predictive compliance, and cross-tenant intelligence.

Feature	Priority	Complexity	Agent-Ready
ML resource matching (learning from history)	P1	High	✅
Predictive compliance risk scoring	P1	High	✅
Duration estimation (historical regression)	P1	Medium	✅
Cross-WO pattern detection (anomaly finding)	P2	High	✅
Compliance framework configurator (EMA, MHRA, TGA)	P1	High	✅
Multi-site WO coordination	P1	High	✅
Advanced vendor scoring + SLA tracking	P2	Medium	✅
WO impact analysis (downstream effect prediction)	P2	High	✅
Validation documentation generator (IQ/OQ/PQ)	P1	High	✅
GxP training record integration	P2	Medium	✅

Exit criteria: Demonstrable ML-driven improvement (>15% cycle time reduction vs. Phase 3 baseline). International compliance framework deployed for 1+ non-US customer.

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Phase 5: Platform (2027+)

Milestone: "WO as Platform"

Enable customers and partners to build on the WO foundation.

Feature	Priority
WO SDK (TypeScript + Python) for custom extensions	P1
Marketplace for WO templates + compliance packages	P1
Webhook-based integration framework	P1
Custom agent training for domain-specific WO types	P2
White-label WO module for system integrator partners	P2
Offline-capable mobile WO execution (field technicians)	P2
Digital twin integration (asset simulation before WO execution)	P3

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Feature Dependency Map

Phase 1 (Foundation)
├── WO Lifecycle Engine ←── Phase 2: Agent Adapter (depends on stable state machine)
├── Audit Trail ←── Phase 3: Archival, Phase 4: Pattern Detection
├── E-Signature ←── Phase 2: Agent Checkpoints (gates require signatures)
├── RBAC ←── Phase 3: Custom Approval Chains
├── Multi-tenancy ←── Phase 3: PM Automation (tenant-scoped schedules)
└── Resource Graph ←── Phase 2: Resource Matching, Phase 4: ML Matching

Phase 2 (Intelligence)
├── Agent Adapter ←── Phase 3: PM Automation (agents generate PM WOs)
├── Vault Integration ←── Phase 3: Vendor Portal (vendor credentials)
├── Checkpoint Framework ←── Phase 4: Predictive Compliance
└── Schedule Tracking ←── Phase 4: Duration Estimation (needs historical data)

Phase 3 (Scale)
├── PM Automation ←── Phase 4: Cross-WO Pattern Detection
├── Vendor Portal ←── Phase 4: Vendor Scoring
├── Compliance Dashboard ←── Phase 4: Predictive Risk Scoring
└── Analytics ←── Phase 4: ML Matching (training data source)

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Technical Debt Budget

Each phase allocates 20% of engineering capacity to technical debt:

Phase	Debt Focus
1	Schema migrations framework, test coverage >80%, CI/CD pipeline
2	Performance benchmarking, load testing infrastructure, API versioning
3	Database partitioning, connection pool tuning, event bus reliability
4	ML pipeline infrastructure, model versioning, A/B testing framework

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Team Scaling

Phase	Engineers	QA/Compliance	Product
1	2 backend + 1 platform	0.5 QA	1 PM
2	3 backend + 1 AI/ML + 1 platform	1 QA + 0.5 compliance	1 PM
3	4 backend + 1 AI/ML + 1 frontend + 1 platform	1 QA + 1 compliance	1 PM + 1 PMM
4	5 backend + 2 AI/ML + 2 frontend + 1 platform	2 QA + 1 compliance	1 PM + 1 PMM

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Copyright 2026 AZ1.AI Inc. All rights reserved. Developer: Hal Casteel, CEO/CTO Product: CODITECT-BIO-QMS | Part of the CODITECT Product Suite Classification: Internal - Confidential