5.7 KiB
Task BU-R.0.1 – Workspace & Activity Business Blueprint Completion
Status: Planning
Priority: Critical
Type: Business Discovery / Business Architecture
Depends On:
- BU-R.0 Business Blueprint Freeze
Objective
Complete the remaining business architecture that was intentionally left outside BU-R.0 before beginning Phase R.1 Business Capability Audit.
This phase completes the operational workspace philosophy of ALLA OS by defining:
- Activity Blueprint
- Workspace Interaction Blueprint
- Customer Workspace Blueprint
This task remains documentation-only.
No implementation, schema, API, UI, or migration work is allowed.
Background
BU-R.0 successfully froze the core business architecture.
However several operational concepts still require business definition before implementation or capability audit.
The largest remaining gaps are:
- Activity Lifecycle
- Workspace Interaction
- Customer Workspace
- Daily User Workflow
Without these definitions, future Calendar, Timeline, Notification, Dashboard, and My Day implementations may diverge.
Review Required
Review:
- Relationship & Sales Workspace Blueprint v1
- BU-R.0 Implementation Report
- Existing CRM UI
- Existing Customer UI
- Existing Opportunity Workspace
- Existing Quotation Workspace
- Existing Dashboard
- Existing Calendar discussions
- Existing Follow-up implementation
- Existing Task implementation
- Existing Notification implementation
Review current schema only for understanding.
Do not redesign existing foundations.
Scope
Part 1 — Activity Blueprint
Freeze Activity as the shared operational business model.
Determine
- Activity Definition
- Activity Ownership
- Activity Lifecycle
- Activity Types
- Activity Priority
- Activity Status
- Activity Assignment
- Activity Completion Rules
- Activity Visibility
- Activity Permission
- Activity Relationships
Determine whether Activity may reference
- Customer
- Contact
- Lead
- Opportunity
- Quotation
- PO
- Internal Only
Determine
- Follow-up Strategy
- Reminder Strategy
- Automation Strategy
Determine
- Calendar Synchronization
- Timeline Synchronization
- Notification Synchronization
Freeze the Activity State Machine.
Part 2 — Workspace Interaction Blueprint
Freeze how each business role operates throughout an entire working day.
Define complete workflows for
Marketing
Sales
Sales Manager
Executive
Determine
Login Experience
Primary Landing Page
Workspace Navigation
My Day
Calendar Usage
Timeline Usage
Notification Usage
Customer Navigation
Lead Workflow
Opportunity Workflow
Quotation Workflow
Determine
Daily User Journey
instead of only entity relationships.
Part 3 — Customer Workspace Blueprint
Freeze Customer as the Relationship Workspace.
Determine Customer Workspace layout.
Example sections
Overview
Contacts
Activities
Timeline
Leads
Opportunities
Quotations
PO
Files
Notes
Relationship Summary
Recent Visits
Upcoming Activities
Determine
Customer Timeline
Customer Relationship Health
Customer Follow-up Health
Customer Project History
Determine
Customer 360 View.
Part 4 — Calendar Workspace Blueprint
Expand the Calendar philosophy.
Determine
Personal Calendar
Team Calendar
Manager Calendar
Executive Calendar
Determine
Calendar Sources
Activities
Meetings
Visits
Site Survey
Reminder
Task
Expected Award Date
Expected Delivery Date
Approval Due
Quotation Expiration
Determine
Calendar Filters
Calendar Colors
Calendar Views
Day
Week
Month
Agenda
Part 5 — My Day Blueprint
Freeze
My Day
as the operational home screen.
Determine
Today's Activities
Overdue Activities
Upcoming Meetings
Pending Approvals
Hot Projects
Today's Follow-up
Urgent Quotations
Manager Tasks
Relationship Alerts
Determine
Priority Ordering
Sorting Rules
Urgency Rules
Part 6 — Manager Workspace Blueprint
Freeze
Manager Workspace
Determine
Team Calendar
Team Activities
Overdue Activities
Idle Opportunities
Forecast
Hot Projects
Approval Queue
Workload Balance
Determine
Daily Management Workflow
Part 7 — Business Event Blueprint
Identify every business event that should create
Timeline
Notification
Reminder
Dashboard Update
Audit Log
Future Automation
Examples
Activity Completed
Lead Assigned
Opportunity Created
Quotation Sent
Quotation Approved
Hot Project Flagged
Expected Award Date Changed
PO Received
Deliverables
Produce
1
Activity Blueprint
2
Workspace Interaction Blueprint
3
Customer Workspace Blueprint
4
Calendar Workspace Blueprint
5
My Day Blueprint
6
Manager Workspace Blueprint
7
Business Event Matrix
8
Activity State Machine
9
Workspace Navigation Diagram
10
Customer 360 Diagram
11
Daily User Journey
Marketing
Sales
Manager
Executive
12
Updated Relationship & Sales Workspace Blueprint v1
Append these new chapters without changing frozen principles from BU-R.0.
Constraints
This task is documentation only.
DO NOT
- modify schema
- modify migrations
- modify API
- modify services
- modify UI
- modify permissions
- modify database
- modify existing ADR decisions
Preserve current foundation.
Prefer extension over replacement.
Success Criteria
The business operation of every role is fully documented.
Activity becomes the officially governed operational model.
Workspace interaction is fully standardized.
Customer Workspace is finalized.
Calendar philosophy is finalized.
My Day philosophy is finalized.
Manager Workspace is finalized.
Business Event model is frozen.
Blueprint reaches implementation-ready maturity.
Ready for
Phase R.1 – Business Capability Audit.