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Program Roadmap

This page is the live planning board for the in-house Soleil Freight replacement program. It is optimized for horizontal viewing so timeline and phase dependencies are easier to read.

Current Progress Snapshot

Stage Status Progress Current Focus Owner
Preparation Done 100% Discovery, architecture baseline, field mapping prepared. PM + Tech Lead
Phase 1 (Operations + Docs) In Progress 55% Shipment core and document generation flows. Product Owner / Operations Lead
Phase 2 (Finance Layer) Planned 10% AR/AP scope definition and accounting model alignment. Finance Lead
Phase 3 Wave 1 (Automation) Planned 0% Quote-to-shipment-to-invoice workflow and milestone automation. PM + Tech Lead
Phase 3 Wave 2+ (Expansion) Backlog 0% Portal, deeper CRM, compliance connectors, analytics, APIs. Executive Sponsor + Product

Indicative 6-Month Timeline

gantt
    title Soleil Freight Delivery Roadmap (Live)
    dateFormat  YYYY-MM-DD
    axisFormat  %b

    section Preparation
    Discovery, architecture, mapping, migration strategy :done, prep, 2026-05-01, 30d

    section Phase 1
    Core shipment creation + document generation MVP :active, phase1, 2026-06-01, 60d

    section Phase 2
    AR, AP, SOA, bank entry, financial statements :phase2, 2026-08-01, 60d

    section Phase 3 Wave 1
    Workflow efficiency + quote-to-shipment-to-invoice + tracking :phase3w1, 2026-10-01, 45d

    section Phase 3 Wave 2+
    Portal, deeper CRM, compliance connectors, warehouse, analytics, APIs :phase3w2, 2026-11-15, 75d

Phase Outcomes (Horizontal View)

Preparation

Output: Approved blueprint and prioritized backlog.

Status: Done

Phase 1

Output: Operational MVP for shipment creation and document generation.

Status: In progress

Phase 2

Output: Finance-enabled release with controlled month-end process.

Status: Planned

Phase 3 Wave 1

Output: Higher automation and lower duplicate entry.

Status: Planned

Phase 3 Wave 2+

Output: Digital expansion platform.

Status: Backlog

How To Update Progress (Quick)

  1. Update the Current Progress Snapshot table (status, %, focus, owner).
  2. Update Mermaid task state using done, active, or plain task in the timeline.
  3. Update phase cards if a stage changes from planned to active/done.
  4. Keep one source of truth here so stakeholders can track progress visually.