2026 Roadmap – North Star¶
This document provides a one-page north star for 2026, outlining ConnectSoft's strategic direction across Factory maturity, core platforms, reference SaaS solutions, and partner ecosystem. It is written for Dmitry, architects, GTM teams, and partners planning ConnectSoft's evolution.
The 2026 roadmap focuses on four strategic pillars that reinforce each other: Factory maturity enables platform production, platforms enable reference SaaS solutions, and reference solutions enable partner ecosystem growth.
Note
This roadmap is subject to change based on market feedback, customer demand, and execution capacity. Review quarterly and adjust priorities as needed. Detailed changes should go into product-specific roadmaps, while this page stays relatively stable as the "north star".
Vision for 2026¶
ConnectSoft becomes the AI Software Factory + reusable platform stack that enables building multiple SaaS solutions faster, with strong governance and observability.
By the end of 2026, ConnectSoft will have:
- Core Platform Wave - Identity, Config, Audit, Communications, Documents, Billing platforms stable and production-ready
- AI Factory SaaS (Cycle 1) - First SaaS product, developer/architect-facing, API-first
- Horizontal SaaS (Cycle 2) - Digital Marketing Hub, Short Links, and initial horizontal products
- connectsoft.me Personal Agents (Cycle 3) - Personal Agents Platform MVP with prebuilt packs, early focus on consumer-facing automation
- AI & Forms Preview (Cycle 4) - AI Bot Framework, Digital Forms SaaS in development, Insurance Suite as first vertical
- Marketplace Preview (Cycle 5) - Foundation for marketplaces and ecosystem expansion
This vision positions ConnectSoft as the platform for building SaaS faster, with reusable components, strong governance, and a clear path to ecosystem expansion.
Strategic Pillars¶
graph TB
subgraph Pillars["2026 Strategic Pillars"]
Factory[Factory Maturity<br/>Templates, Agents, Automation]
Platforms[Core Platforms<br/>4 → 100+ Platforms]
SaaS[Reference SaaS Solutions<br/>1-2 Flagship Products]
Partners[Partner Ecosystem<br/>Repeatable Model]
end
Factory -->|Generates| Platforms
Factory -->|Generates| SaaS
Platforms -->|Powers| SaaS
SaaS -->|Demonstrates| Partners
Partners -->|Extends| Factory
Partners -->|Uses| Platforms
style Factory fill:#e3f2fd
style Platforms fill:#f3e5f5
style SaaS fill:#e8f5e9
style Partners fill:#fff3e0
| Pillar | Description | Primary Beneficiaries |
|---|---|---|
| Factory Maturity | More templates, better agents, tighter automation | Architects, engineers, squads |
| Core Platforms | Identity, Audit, Config, Bot reaching production maturity, expanding to 100+ platforms across 12 categories | All SaaS solutions, customers |
| Reference SaaS Solutions | 1–2 flagship SaaS products as proof points | Prospects & partners |
| Partner Ecosystem | Repeatable model for agencies/partners | ConnectSoft + partner dev shops |
Important
Reinforcing Pillars: Factory + Platforms + Reference SaaS + Partners are designed to reinforce each other. Factory generates platforms and SaaS solutions, platforms power SaaS solutions, reference SaaS solutions demonstrate capabilities to prospects and partners, and partners extend reach and delivery capacity.
See: Factory Roadmap for Factory evolution details.
See: Platforms Roadmap for platform evolution details.
See: Squads Rollout Plan for squads rollout.
See: Marketplace Roadmap for marketplace evolution.
Phased View by SaaS Cycles¶
gantt
title ConnectSoft High-Level Roadmap
dateFormat YYYY-MM-DD
section Core Platform Wave
Core Platform Wave :done, p1, 2026-01-01, 2026-04-30
section SaaS Cycle 1
AI Factory SaaS v1 :active, s1, 2026-03-01, 2026-07-31
section SaaS Cycle 2
Marketing & Links : s2, 2026-06-01, 2026-10-31
Workflow CMS CRM : s2b, 2026-08-01, 2027-01-31
section SaaS Cycle 3
connectsoft.me Personal Agents : s3, 2026-07-01, 2026-12-31
section SaaS Cycle 4
Bots & Forms & Insurance (preview) : s4, 2026-09-01, 2027-03-31
section SaaS Cycle 5
Marketplaces & Ecosystem (preview) : s5, 2027-01-01, 2027-12-31
Core Platform Wave¶
Timeline: January - April 2026
Focus: Stabilize and complete Core Platform services that all SaaS products depend on.
Platforms:
- Identity & Access Platform - Multi-tenant authentication, authorization, user management
- Config Platform - Settings, feature flags, per-tenant/edition config
- Audit Trail Platform - Tamper-evident audit events, retention, legal hold
- Communications Platform - SMS Gateway, Email Platform, Notifications Platform
- Documents Platform - Multi-tenant docs store, metadata, versioning
- Billing & Subscription Platform - Plans, usage, limits, invoices, per-tenant billing
Outcomes:
- All Core Platform services production-ready and stable
- Multi-tenant architecture proven across all platforms
- APIs versioned and documented
- Observability and security built-in
SaaS Cycle 1: AI Factory SaaS¶
Timeline: March - July 2026
Focus: Launch AI Factory as the first SaaS product, developer/architect-facing, API-first.
Key Features:
- Template catalog & overlay recipes management
- Project generation (repos, pipelines, docs, ADR/BDR) into Azure DevOps / Git
- AI agents ("Architect Agent", "Docs Agent", etc.) using Agent Template
- Runs fully on Core Platform
- Branding/domain: factory.connectsoft.ai
Outcomes:
- AI Factory SaaS v1 operational
- First external customers using Factory SaaS
- Template and agent marketplace foundation
- Developer self-service capabilities
SaaS Cycle 2: Horizontal Product SaaS¶
Timeline: June 2026 - January 2027
Focus: Launch horizontal, cross-industry SaaS products for connectsoft.io.
Priority Products:
- Digital Marketing Automation Hub - Campaigns (email/SMS), simple funnels
- Short Links & Tracking Platform - Branded short URLs, tracking, analytics
Additional Products:
- Workflow & Automation Orchestrator - Triggers → conditions → actions; HTTP calls, queues, notifications
- Headless CMS - Content models, entries, publishing, locales
- Lightweight CRM / Contacts Hub - Contacts, companies, interactions
All products use: Config, Communications, Audit, Billing from Core Platform
Outcomes:
- 2-5 horizontal SaaS products live on connectsoft.io
- Proven multi-tenant SaaS model
- Cross-product integration patterns established
SaaS Cycle 3: connectsoft.me – Personal Agents Platform¶
Timeline: July 2026 - December 2026
Focus: Launch connectsoft.me as a B2C/B2Solo product line, early focus on prebuilt packs and MVP.
Key Features:
- Prebuilt Agent Packs - Life Admin Pack, Budget Lite Pack, Study Pack Lite
- Agent Execution - Manual "Run now" and scheduled runs
- Connectors - Email, Calendar, File upload
- Dashboard - My Packs, My Agents, run history, usage tracking
- Billing Tiers - Free, Personal Pro, Family
- Privacy & Trust - Transparent logging, suggestion-based actions
Outcomes:
- connectsoft.me MVP operational
- Consumer-facing personal agents platform live
- Validated personal-tenant patterns on Core Platform
- Early user feedback and learnings
Strategic Role:
- Consumer-facing brand and experimentation lab
- Tests agents, workflows, and marketplace patterns in consumer context
- Feeds learnings back into templates used for connectsoft.io enterprise products
- Creates upgrade funnel to connectsoft.io
See: connectsoft.me Overview for detailed product information.
See: connectsoft.me Roadmap for detailed roadmap.
Preview: SaaS Cycle 4 - AI Interaction, Forms & First Vertical¶
Timeline: September 2026 - March 2027 (preview/development)
Focus: AI-powered solutions and first industry vertical.
Products in Development:
- AI Bot Framework - Multi-channel bot platform (web, WhatsApp, SMS, email, Slack/Teams)
- AI Marketing Copilot - AI layer on top of Digital Marketing Hub
- Digital Forms SaaS - Form designer, embeddable forms, submissions & approvals
- Insurance Suite - First vertical solution composed from Forms, Workflows, CRM, Bots, Documents, Marketing, Short Links
Outcomes:
- AI Bot Framework operational
- Digital Forms SaaS launched
- Insurance Suite as proof point for vertical strategy (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)
Preview: SaaS Cycle 5 - Marketplaces & Ecosystem¶
Timeline: January 2027 - December 2027 (preview/development)
Focus: Ecosystem expansion and marketplaces. Explicitly later/future cycles.
Components:
- Marketplaces - Template Marketplace, Agent Marketplace, SaaS & Solution Marketplace
- Additional Verticals - Advertising/AdTech Suite, HR/PeopleOps Suite
- Integration Platform / Connectors Hub - Central management for external providers
- Support & Self-Service Platform - Ticketing, KB, in-product help
- Mobile Apps Support - Shared mobile patterns & starter templates
Outcomes:
- Marketplace infrastructure operational
- Multiple vertical suites available
- Integration Platform enables ecosystem growth
See: Factory Roadmap for Factory phase details.
See: Platforms Roadmap for platform phase details.
See: Marketplace Roadmap for marketplace phases.
Dependencies and Risks¶
Key Dependencies¶
Factory and Platforms:
- Platform templates rely on Factory maturity
- Reference SaaS solutions depend on stable platforms
- Partner enablement depends on Factory and platform maturity
Operations and Observability:
- Factory and platforms depend on robust observability infrastructure
- Support processes depend on monitoring and alerting
- Compliance depends on audit and logging capabilities
Partner Readiness:
- Partner program depends on stable Factory and platforms
- Partner enablement depends on documentation and training
- Marketplace depends on partner contributions
See: Factory Strategic Goals for Factory goals.
See: Monitoring and Dashboards for observability details.
See: Partner Program Overview for partner program details.
Risks¶
Warning
Top 3 Risks: 1. Over-Scoping - Trying to do too much too fast, leading to quality issues 1. Under-Resourcing - Insufficient capacity to execute on ambitious roadmap 1. Context Switching - Switching between Factory, Platforms, SaaS, and Partners too frequently
Mitigation Strategies:
- Focus on quality over quantity
- Prioritize based on customer impact
- Maintain clear separation of concerns
- Regular roadmap reviews and adjustments
How to Use This Roadmap¶
Relationship to Other Roadmaps¶
This roadmap relates to:
- Factory Roadmap - Detailed Factory evolution and feature roadmap
- Platforms Roadmap - Platform-specific roadmaps and milestones
- Marketplace Roadmap - Marketplace rollout phases and prerequisites
- Squads Rollout Plan - Squad launch and scaling plan
Roadmap Hierarchy¶
North Star (This Page):
- High-level strategic direction
- Four strategic pillars
- Phased view (Now/Next/Later)
- Relatively stable, reviewed quarterly
Product-Specific Roadmaps:
- Detailed feature evolution
- Specific milestones and deliverables
- Updated more frequently
- Link back to north star
Tip
Roadmap Usage: Detailed changes should go into product-specific roadmaps (Factory, Platforms, Marketplace), while this page stays relatively stable as the "north star". Use this page for strategic planning and alignment; use product-specific roadmaps for detailed execution planning.
Related Documents¶
- Strategic Goals - Factory strategic goals with 5-cycle strategy
- Factory Roadmap - Detailed Factory development roadmap
- Platforms Roadmap - Detailed platform development roadmap
- Marketplace Roadmap - Marketplace launch roadmap (Cycle 5)
- Squads Rollout Plan - Squad launch plan
- Business Strategy - Overall business objectives
- Go-to-Market Strategy - Customer acquisition plan
- AI Factory SaaS - Cycle 1 SaaS product
- Digital Marketing Hub - Cycle 2 SaaS product
- Short Links Platform - Cycle 2 SaaS product
- connectsoft.me Overview - Cycle 3 Personal Agents Platform
- connectsoft.me Roadmap - connectsoft.me product roadmap
- Insurance Suite - Cycle 4 first vertical solution
- ADR-0005: Platform Factory and SaaS Prioritization - Prioritization ordering
- ADR-0006: Product Portfolio and Ecosystem - Product portfolio structure (5-cycle model)
- ADR-0007: connectsoft.me Product Introduction - connectsoft.me architectural decision
- BDR-0006: 2026 Product Focus - 2026 business focus
- BDR-0010: connectsoft.me Product Strategy - connectsoft.me business decision