RE_Documents/RE_Executive_Summary.md

5.4 KiB

RE Workflow Management System - Executive Summary

Project Status & Timeline

Date: October 23, 2025
Project: RE Workflow Management System (Non-Templatized)
Target Launch: End of December 2025


What's Complete (10%)

  1. Frontend UI Extraction: 80% complete from Figma

    • All pages visually complete
    • Mobile responsive (320px - 1920px)
    • But: No functionality, just visual components with dummy data
  2. Work Notes Feature: Partial functionality

    • UI complete
    • Emoji selection working
    • Document selection working
    • Needs: Backend API integration
  3. Backend Repository: 70% setup

    • Folder structure created
    • Dependencies installed
    • Needs: Database setup, API development

What's NOT Complete (90%)

  1. Database: 0% (not created yet)
  2. Redux Store: 0% (not created)
  3. API Service Layer: 0% (not configured)
  4. Form Validations: 0%
  5. API Integration: 0%
  6. Business Logic: 0% (TAT calculations, workflows)
  7. Authentication: 0% (SSO not integrated)
  8. All Backend APIs: 0%

🔐 Authentication Approach

SSO Login (RE SSO Bridge)

  • No login/signup screens needed (SSO handles authentication)
  • Users authenticate with company credentials
  • Auto-sync from Active Directory
  • Frontend work: Minimal (1.5 days)
  • Backend work: SSO integration (2 days)

Figma Note: No login/signup screens in Figma (not needed for SSO)


📅 Revised Timeline (10 Weeks)

Week Focus Backend Frontend Milestone
1 Setup 70% done 80% UI done In progress
2 Foundation Database + ORM Redux + API layer THIS WEEK
3 SSO SSO integration SSO callback Auth working
4-5 Workflow Workflow APIs Wizard integration Can create workflows
6-7 Approvals Approval APIs + TAT Request pages + modals Can approve/reject
8 Collaboration Documents + Work notes Connect APIs Collaboration working
9 Analytics Dashboard + AI Charts + polish All features done
10 Launch Testing + deployment Testing + deployment Production! 🚀

🎯 Core Features

1. Workflow Creation (Weeks 4-5)

  • 6-step wizard to create workflow requests
  • Dynamic approval hierarchy (up to 10 levels)
  • @mention user search for approvers/spectators
  • Document upload (drag-drop, max 10MB)
  • TAT calculation (working days vs calendar days)

2. Approval Actions (Weeks 6-7)

  • Approve/reject with mandatory comments
  • Multi-level approval flow
  • TAT tracking with color-coded progress bars
  • Automated reminders (80% TAT used)
  • Breach alerts (100% TAT exceeded)

3. Collaboration (Week 8)

  • Work notes (chat with @mentions)
  • Emoji reactions
  • Document preview and download
  • Real-time notifications

4. Dashboard & Analytics (Week 9)

  • Statistics and charts
  • AI-powered conclusions (using OpenAI/Gemini)
  • Search and filters

⚠️ Reality Check

Common Misconception:

"Frontend is 80% done because UI is extracted from Figma"

Reality:

  • UI extraction = 20% of total frontend work
  • 80% UI done = 16% of frontend complete
  • Still need: Redux (20%), API integration (30%), validations (20%), testing (10%)

Impact:

  • Initial estimate: 6-8 weeks
  • Realistic estimate: 10 weeks
  • Reason: UI is just visual shell, needs 84% more work for functionality

🚨 Risks & Dependencies

High Risk:

  1. SSO Integration: Awaiting final confirmation and SSO details
  2. TAT Calculation: Complex logic for working days
  3. Multi-level Approvals: Complex state machine
  4. Backend-Frontend Sync: Frontend blocked without APIs

Mitigation:

  1. SSO: Can build temporary standard login if delayed (3-4 days)
  2. TAT: Write comprehensive unit tests
  3. Approvals: Thorough testing of all scenarios
  4. Sync: Daily standups, clear API documentation

💰 Resource Requirements

Team:

  • 2-3 Backend Developers (Node.js + TypeScript + PostgreSQL)
  • 2-3 Frontend Developers (React + TypeScript + Redux)
  • 1 QA Engineer (Week 9-10)
  • 1 DevOps Engineer (Week 10)

Infrastructure:

  • PostgreSQL 16 database
  • GCP Cloud Storage (for documents)
  • GCP Cloud Run or VM (for hosting)
  • OpenAI API (for AI conclusions)

🎯 Success Criteria

Week 2: Foundation complete (database, Redux, API layer)
Week 3: SSO authentication working
Week 5: Users can create workflows
Week 7: Users can approve/reject
Week 9: All features functional
Week 10: Production deployment


📊 Budget & Timeline

Estimated Timeline: 10 weeks (50 working days)
Target Launch: End of December 2025
Current Progress: 10% (Week 2 of 10)
Confidence Level: Medium (realistic with current team)

Key Assumption: SSO integration details provided by Week 3


📞 Next Steps

This Week (Week 2):

  1. Backend: Complete database schema setup
  2. Frontend: Setup Redux store and API layer
  3. Both: Ready for feature development by week end

Immediate Requirements:

  1. SSO Bridge documentation and credentials
  2. Active Directory access for user sync
  3. GCP project setup for storage
  4. OpenAI API key for conclusions

Prepared By: .NET Expert Team
Status: Realistic assessment with corrected estimates
Focus: Core workflow features (creation, approvals, collaboration)