Platforms Roadmap¶

This document defines the roadmap for ConnectSoft's SaaS platforms, including the current 4 platforms (Identity, Audit, Config, Bot) and the expansion plan to 100+ platforms. It is written for product managers, platform engineers, and stakeholders planning platform evolution.

The Platforms roadmap focuses on: 1. Enhancing existing 4 platforms based on feedback 2. Expanding to 100+ platforms across 12 categories 3. Adding enterprise features and capabilities 4. Building platform bundles and industry solutions

Each platform follows shared principles while evolving independently based on customer needs.

Important

Common Platform Principles: 1. Each platform is multi-tenant by design 1. Platforms are reusable across multiple SaaS products 1. Platforms integrate naturally with Factory-generated services 1. Security and observability are built-in from the start 1. Versioned APIs ensure backward compatibility

Platform Goals and Principles¶

Shared Principles¶

Multi-Tenant by Design - All platforms support multi-tenancy with tenant isolation
Reusable Across SaaS - Platforms can be used by multiple SaaS solutions
Factory Integration - Platforms integrate naturally with Factory-generated services
Security-First - Security and compliance built into platform architecture
Observability - Logging, tracing, and metrics built-in
Versioned APIs - APIs are versioned for backward compatibility

See: Product Portfolio - Platforms for platform details.

See: SaaS Platforms Business Model for platform business model.

Identity Platform Roadmap¶

Role and Scope¶

Identity Platform provides multi-tenant authentication, authorization, and user management for ConnectSoft SaaS solutions and Factory-generated services.

Core Responsibilities:

OAuth2/OIDC authentication server
Multi-tenant user management
Role-based access control (RBAC)
External IdP federation
User profile management

See: Identity Platform for platform details.

See: Identity Platform API Overview for API details.

Roadmap Themes¶

Theme	Description	Priority
Auth Flows	OAuth2/OIDC flows, client credentials, refresh tokens	High
Tenant & User Management	Multi-tenant user management, tenant isolation	High
Federation	External IdP federation (SAML, OIDC)	Medium
Admin UX	Admin portal for tenant and user management	Medium
Auditing Login Events	Audit integration for authentication events	High

Phases¶

Phase 1: MVP (Now)

OAuth2/OIDC server operational
Multi-tenant user management
Basic RBAC
REST/gRPC APIs
Basic admin UI

Phase 2: Enhancements (Next)

External IdP federation (SAML, OIDC)
Advanced RBAC and permissions
Enhanced admin UX
Audit integration
Performance optimizations

Phase 3: Enterprise (Later)

SSO integration
Advanced security features
Compliance features (GDPR, SOC2)
Multi-region support
Self-host options

Primary SaaS Consumers by Cycle¶

Cycle 1: AI Factory SaaS

AI Factory SaaS uses Identity Platform for tenant onboarding, user management, and API authentication
All Factory-generated projects authenticate via Identity Platform

Cycle 2: Horizontal SaaS

Digital Marketing Hub - User authentication for campaign managers
Short Links Platform - User authentication for link creators
Workflow Orchestrator - Service-to-service authentication
Headless CMS - User authentication for content editors
CRM / Contacts Hub - User authentication for sales teams

Cycle 3: connectsoft.me Personal Agents Platform

connectsoft.me - Personal user authentication for individuals, freelancers, students, and families
Validates personal-tenant patterns distinct from organizational tenants
Personal data and logging concerns for consumer users

Cycle 4: AI Interaction, Forms & First Vertical

AI Bot Framework - User authentication for bot interactions
Digital Forms SaaS - User authentication for form creators and respondents
Insurance Suite - Multi-tenant user management for insurance workflows (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)

Cycle 5: Marketplaces & Ecosystem

All marketplace products use Identity Platform for user authentication
Integration Platform - Service-to-service authentication for connectors
Support & Self-Service Platform - User authentication for support agents and customers
Vertical suites (AdTech, HR) - User authentication across all vertical products

Audit Platform Roadmap¶

Role and Scope¶

Audit Platform provides tamper-evident audit logging and compliance capabilities for ConnectSoft SaaS solutions and Factory-generated services.

Core Responsibilities:

Event ingestion and storage
Tamper-evident storage
Search and query capabilities
Tenant isolation
Compliance reporting

See: Audit Platform for platform details.

See: Audit Platform API Overview for API details.

Roadmap Themes¶

Theme	Description	Priority
Event Ingestion	High-volume event ingestion, batching, retries	High
Tamper-Evident Storage	Cryptographic integrity, immutability	High
Search & Query	Fast search, filtering, aggregation	High
Compliance Reporting	SOC2, GDPR compliance reports	Medium
Retention Policies	Configurable retention, deletion policies	Medium

Phases¶

Phase 1: MVP (Now)

Event ingestion APIs
Tamper-evident storage
Basic search and query
Tenant isolation
Basic retention policies

Phase 2: Enhancements (Next)

Advanced search and filtering
Compliance reporting
Enhanced retention policies
Performance optimizations
Integration with SIEM systems

Phase 3: Enterprise (Later)

Advanced compliance features
Multi-region support
Self-host options
Advanced analytics
Real-time alerting

Primary SaaS Consumers by Cycle¶

Cycle 1: AI Factory SaaS

AI Factory SaaS uses Audit Platform for tracking all Factory operations, project generations, and agent activities
All Factory-generated projects emit audit events to Audit Platform

Cycle 2: Horizontal SaaS

Digital Marketing Hub - Campaign execution events, user actions
Short Links Platform - Link creation, click tracking, analytics events
Workflow Orchestrator - Workflow execution events, trigger/action logs
Headless CMS - Content creation, publishing, access events
CRM / Contacts Hub - Contact interactions, sales activities

Cycle 3: connectsoft.me Personal Agents Platform

connectsoft.me - Agent run events, user actions, suggestion approvals, personal data access logs
Validates personal-tenant audit patterns and personal data/logging concerns

Cycle 4: AI Interaction, Forms & First Vertical

AI Bot Framework - Conversation events, bot interactions
Digital Forms SaaS - Form submissions, approval workflows
Insurance Suite - All insurance-related business events for compliance (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)

Cycle 5: Marketplaces & Ecosystem

All marketplace transactions and activities
Integration Platform - All integration events, sync operations
Support & Self-Service Platform - Support ticket events, customer interactions
Vertical suites - All business events for compliance and auditing

Config Platform Roadmap¶

Role and Scope¶

Config Platform provides external configuration management and feature flags for ConnectSoft SaaS solutions and Factory-generated services.

Core Responsibilities:

Hierarchical configuration
Feature flags and A/B testing
Per-tenant configuration
Real-time configuration updates
Version history

See: Config Platform for platform details.

See: Config Platform API Overview for API details.

Roadmap Themes¶

Theme	Description	Priority
Hierarchical Config	Tenant → Environment → Application config hierarchy	High
Feature Flags	Feature flags, A/B testing, gradual rollouts	High
Real-Time Updates	Webhooks, push updates, cache invalidation	Medium
Version History	Config versioning, rollback capabilities	Medium
Admin UX	Admin portal for config management	Medium

Phases¶

Phase 1: MVP (Next)

Hierarchical configuration
Feature flags
Version history
Real-time updates (webhooks)
Basic admin UI

Phase 2: Enhancements (Later)

Advanced feature flag capabilities (A/B testing)
Enhanced admin UX
Performance optimizations
Integration with Factory
Local caching support

Phase 3: Enterprise (Later)

Advanced analytics
Multi-region support
Self-host options
Advanced security features

Primary SaaS Consumers by Cycle¶

Cycle 1: AI Factory SaaS

AI Factory SaaS uses Config Platform for feature flags, tenant-specific settings, and Factory configuration
Factory-generated projects use Config Platform for application configuration

Cycle 2: Horizontal SaaS

Digital Marketing Hub - Campaign settings, email/SMS provider configs, feature flags
Short Links Platform - Link settings, tracking preferences, domain configs
Workflow Orchestrator - Workflow definitions, trigger configs, action settings
Headless CMS - Content model configs, publishing settings, locale configs
CRM / Contacts Hub - Field definitions, workflow configs, integration settings

Cycle 3: connectsoft.me Personal Agents Platform

connectsoft.me - User preferences, agent behavior configs, pack settings, workflow definitions, connector configs
Validates personal-tenant config patterns and per-user preferences

Cycle 4: AI Interaction, Forms & First Vertical

AI Bot Framework - Bot behavior configs, channel settings, AI model configs
Digital Forms SaaS - Form templates, approval workflows, notification settings
Insurance Suite - Policy configs, workflow definitions, compliance settings (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)

Cycle 5: Marketplaces & Ecosystem

All marketplace products use Config Platform for feature flags and settings
Integration Platform - Connector configs, sync schedules, webhook settings
Support & Self-Service Platform - Support workflow configs, KB settings
Vertical suites - All product-specific configurations

Bot Platform Roadmap¶

Role and Scope¶

Bot Platform provides conversational AI capabilities for ConnectSoft SaaS solutions and Factory-generated services.

Core Responsibilities:

Conversation management
Multi-channel support (Slack, Teams, web chat)
RAG (Retrieval-Augmented Generation) capabilities
Identity integration
Bot analytics

See: Bot Platform for platform details.

See: Bot Platform API Overview for API details.

Roadmap Themes¶

Theme	Description	Priority
Conversation Management	Dialog flows, context management, state handling	High
Multi-Channel Support	Slack, Teams, web chat, custom channels	High
RAG Capabilities	Knowledge retrieval, document Q&A	Medium
Identity Integration	User authentication, authorization	High
Bot Analytics	Conversation analytics, performance metrics	Medium

Phases¶

Phase 1: MVP (Next)

Basic conversation management
Identity integration
Single channel support (web chat)
Basic RAG capabilities
REST APIs

Phase 2: Enhancements (Later)

Multi-channel support (Slack, Teams)
Advanced RAG capabilities
Bot analytics dashboard
Performance optimizations
Integration with Factory

Phase 3: Enterprise (Later)

Advanced AI capabilities
Custom channel integrations
Multi-region support
Self-host options
Advanced analytics

Primary SaaS Consumers by Cycle¶

Cycle 1: AI Factory SaaS

AI Factory SaaS may use Bot Platform for developer support and Factory assistance
Factory-generated projects can include bot capabilities

Cycle 2: Horizontal SaaS

Digital Marketing Hub - Customer support bots, campaign assistance
Short Links Platform - Link management assistance
Workflow Orchestrator - Workflow design assistance
Headless CMS - Content management assistance
CRM / Contacts Hub - Sales assistance, lead qualification bots

Cycle 3: connectsoft.me Personal Agents Platform

connectsoft.me - Personal agents use Bot Platform capabilities for conversational interfaces and agent interactions
Validates personal-tenant bot patterns

Cycle 4: AI Interaction, Forms & First Vertical

AI Bot Framework - Core platform for all bot capabilities
Digital Forms SaaS - Form assistance, submission guidance
Insurance Suite - Insurance agent bots, customer support, claims assistance (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)

Cycle 5: Marketplaces & Ecosystem

All marketplace products can integrate bot capabilities
Integration Platform - Integration assistance bots
Support & Self-Service Platform - Support bots, self-service assistance
Vertical suites - Industry-specific bot capabilities

Integration Platform / Connectors Hub Roadmap¶

Role and Scope¶

Integration Platform / Connectors Hub provides central management for external providers, webhooks, polling, and sync jobs. This platform enables ConnectSoft SaaS products to integrate with third-party services seamlessly.

Core Responsibilities:

Connector catalog and management
Webhook handling and routing
Polling and sync job orchestration
Data transformation and mapping
Error handling and retry logic
Connection security and credentials management

Primary SaaS Consumers by Cycle¶

Cycle 1: AI Factory SaaS

AI Factory SaaS uses Integration Platform for Azure DevOps integration, Git provider connections
Factory-generated projects can include integration connectors

Cycle 2: Horizontal SaaS

Digital Marketing Hub - Email provider connectors (SendGrid, Mailchimp), SMS provider connectors
Short Links Platform - Analytics provider connectors (Google Analytics, Mixpanel)
Workflow Orchestrator - HTTP connectors, webhook triggers, external service actions
Headless CMS - Storage provider connectors (Azure Blob, S3), CDN connectors
CRM / Contacts Hub - CRM connector (HubSpot, Salesforce), email provider connectors

Cycle 3: connectsoft.me Personal Agents Platform

connectsoft.me - Personal connectors (Email, Calendar, File upload, later: Notion, Google Drive, OneDrive)
Validates personal-tenant connector patterns and consumer integration patterns

Cycle 4: AI Interaction, Forms & First Vertical

AI Bot Framework - Channel connectors (WhatsApp, Slack, Teams), AI provider connectors
Digital Forms SaaS - Storage connectors, notification connectors
Insurance Suite - Insurance provider connectors, payment gateway connectors (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)

Cycle 5: Marketplaces & Ecosystem

All marketplace products can leverage Integration Platform connectors
Support & Self-Service Platform - Ticketing system connectors, KB connectors
Vertical suites - Industry-specific connector catalogs

Roadmap Themes¶

Theme	Description	Priority
Connector Catalog	Pre-built connectors for common services	High
Webhook Management	Webhook routing, validation, retry logic	High
Sync Jobs	Scheduled sync, polling, data transformation	High
Security	Credential management, OAuth flows, encryption	High
Monitoring	Connector health, sync status, error tracking	Medium

Phases¶

Phase 1: MVP (Cycle 4 Preview)

Basic connector framework
Webhook handling
Simple polling jobs
Credential management
Basic error handling

Phase 2: Enhancements (Cycle 4)

Expanded connector catalog
Advanced data transformation
Retry logic and error recovery
Connector marketplace
Performance optimizations

Phase 3: Enterprise (Later)

Advanced security features
Multi-region support
Self-host options
Advanced monitoring and analytics
Custom connector development tools

Support & Self-Service Platform Roadmap¶

Role and Scope¶

Support & Self-Service Platform provides ticketing, knowledge base, in-product help, and subscription management capabilities for ConnectSoft SaaS products.

Core Responsibilities:

Ticket management and routing
Knowledge base and documentation
In-product help and tooltips
Subscription management and self-service flows
Customer portal
Support analytics

Primary SaaS Consumers by Cycle¶

Cycle 1: AI Factory SaaS

AI Factory SaaS uses Support Platform for developer support, documentation, and self-service onboarding
Factory users can access help and submit tickets

Cycle 2: Horizontal SaaS

Digital Marketing Hub - Customer support, campaign help, billing support
Short Links Platform - Link management help, analytics support
Workflow Orchestrator - Workflow design help, integration support
Headless CMS - Content management help, API documentation
CRM / Contacts Hub - Sales process help, integration support

Cycle 3: connectsoft.me Personal Agents Platform

connectsoft.me - User help and support for personal agents, pack setup, workflow configuration
Validates personal-tenant support patterns and consumer self-service

Cycle 4: AI Interaction, Forms & First Vertical

AI Bot Framework - Bot development help, channel integration support
Digital Forms SaaS - Form design help, workflow support
Insurance Suite - Insurance-specific help, compliance support (first major vertical leveraging horizontal SaaS, AI Bot Framework, and lessons learned from connectsoft.me agents)

Cycle 5: Marketplaces & Ecosystem

All marketplace products use Support Platform for customer support
Integration Platform - Integration help, connector documentation
Vertical suites - Industry-specific help and support

Roadmap Themes¶

Theme	Description	Priority
Ticketing	Ticket creation, routing, assignment, SLA tracking	High
Knowledge Base	Article management, search, categorization	High
In-Product Help	Contextual help, tooltips, guided tours	Medium
Self-Service	Subscription management, billing, account settings	High
Analytics	Support metrics, customer satisfaction, ticket analytics	Medium

Phases¶

Phase 1: MVP (Cycle 4 Preview)

Basic ticketing system
Simple knowledge base
Customer portal
Basic subscription management
Email notifications

Phase 2: Enhancements (Cycle 4)

Advanced ticket routing
Enhanced knowledge base search
In-product help integration
Self-service flows
Support analytics dashboard

Phase 3: Enterprise (Later)

Advanced SLA management
Multi-channel support (chat, phone)
AI-powered help suggestions
Advanced analytics
Self-host options

Cross-Platform Dependencies and Milestones¶

Dependencies¶

Identity Must Be Ready:

Identity must be at certain level before exposing self-service for other platforms
Other platforms depend on Identity for authentication
Admin UX for other platforms depends on Identity

Audit Integration Needed:

Audit integration needed before claiming robust compliance features
All platforms should emit audit events
Compliance reporting depends on Audit Platform

Factory Support:

Platforms need Factory templates for generation
Factory needs stable platform APIs for integration
Platform updates depend on Factory capabilities

Milestones Table¶

Milestone	Description	Dependencies	Target Phase
Identity v1 GA	Stable auth & tenants	Factory templates	Phase 1 (Now)
Audit v1 GA	Basic event capture & query	Identity integration	Phase 1 (Now)
Config v1 GA	Per-tenant config & feature flags	Identity & Factory support	Phase 2 (Next)
Bot Platform v1 GA	Basic conversational flows + auth	Identity + Factory	Phase 2 (Next)
Platform Enhancements	Enhanced features based on feedback	Customer usage	Phase 2-3 (Next/Later)
Enterprise Features	SSO, RBAC, self-host options	Platform maturity	Phase 3 (Later)

See: Factory Roadmap for Factory evolution.

See: Security & Compliance for security requirements.

Platform Expansion Roadmap¶

Overview¶

ConnectSoft is expanding from 4 to 100+ platforms, organized into 12 categories. The expansion follows a phased approach with clear prioritization.

flowchart LR
    Current[4 Platforms<br/>Current] --> Phase1[Phase 1: Foundation<br/>Months 1-3]
    Phase1 --> Phase2[Phase 2: Tier 1<br/>Months 4-6<br/>+15 Platforms]
    Phase2 --> Phase3[Phase 3: Tier 2<br/>Months 7-18<br/>+30-40 Platforms]
    Phase3 --> Phase4[Phase 4: Complete<br/>Months 19-36<br/>100+ Platforms]

    Phase2 --> Total1[19 Total]
    Phase3 --> Total2[49-59 Total]
    Phase4 --> Total3[100+ Total]

Hold "Alt" / "Option" to enable pan & zoom

See: Platform Categories Overview for category framework.

See: Platform Prioritization Framework for prioritization approach.

Phase 1: Foundation & Framework (Months 1-3)¶

Goal: Establish framework and processes for platform expansion

Deliverables:

Platform categories framework (12 categories)
Platform creation playbook
Platform documentation template
Platform prioritization framework

Status: ✅ Complete

Phase 2: First Batch - Tier 1 Platforms (Months 4-6)¶

Goal: Build next 15 high-priority platforms

Target Platforms:

API Gateway Platform
Payment Processing Platform
Email Service Platform
Notification Platform
File Storage Platform
Subscription Management Platform
Workflow Engine Platform
Message Queue Platform
Event Bus Platform
CRM Platform
Rate Limiting Platform
Health Check Platform
Secrets Management Platform
Data Warehouse Platform
Business Intelligence Platform

See: Tier 1 Prioritized List for detailed prioritization.

Success Criteria:

All 15 platforms deployed to connectsoft.io
Each platform meets quality standards
Integration with core platforms working
Documentation complete

Phase 3: Scale - Tier 2 Platforms (Months 7-18)¶

Goal: Build 30-40 additional platforms (Tier 2)

Focus:

Expand category coverage
Build complementary platforms
Enable platform bundles
Leverage patterns from Phase 2

Target: 40-55 total platforms by end of Phase 3

Phase 4: Expand to 100+ (Months 19-36)¶

Goal: Complete expansion to 100+ platforms

Focus:

Complete category coverage (5-10 platforms per category)
Add vertical-specific solutions
Enable partner contributions
Build industry bundles

Target: 100+ platforms across all categories

Category Roadmap¶

gantt
    title Platform Category Development Timeline
    dateFormat YYYY-MM
    section Infrastructure
    Current Platforms      :done, 2024-01, 12M
    Phase 2 Platforms       :active, 2025-04, 3M
    Phase 3 Platforms      :2025-07, 12M
    section Payments
    Phase 2 Platforms       :2025-04, 3M
    Phase 3 Platforms       :2025-07, 12M
    section Communication
    Phase 2 Platforms       :2025-04, 3M
    Phase 3 Platforms       :2025-07, 12M
    section Data & Analytics
    Phase 2 Platforms       :2025-04, 3M
    Phase 3 Platforms       :2025-07, 12M
    section Security
    Phase 2 Platforms       :2025-04, 3M
    Phase 3 Platforms       :2025-07, 12M
    section Other Categories
    Phase 3 Start          :2025-07, 12M
    Phase 4 Complete       :2026-07, 18M

Hold "Alt" / "Option" to enable pan & zoom

Infrastructure & Core Services¶

Current: Identity, Audit, Config
Phase 2: API Gateway, Message Queue, Event Bus, Rate Limiting, Health Check, File Storage
Phase 3: Service Mesh, Load Balancer, Service Discovery, Circuit Breaker, CDN
Phase 4: Complete category coverage

Payments & Billing¶

Phase 2: Payment Processing, Subscription Management
Phase 3: Billing & Invoicing, Tax Calculation, Revenue Recognition
Phase 4: Complete category coverage

Communication & Collaboration¶

Phase 2: Email Service, Notification Platform
Phase 3: SMS/MMS, Push Notifications, Chat, Webhooks
Phase 4: Complete category coverage

Data & Analytics¶

Phase 2: Data Warehouse, Business Intelligence
Phase 3: ETL Pipeline, Search & Indexing, Metrics & Monitoring
Phase 4: Complete category coverage

Security & Compliance¶

Phase 2: Secrets Management
Phase 3: Encryption Service, Certificate Management, Compliance Management
Phase 4: Complete category coverage

Other Categories¶

Phase 3: Begin building platforms in remaining categories
Phase 4: Complete coverage across all categories

2026 Roadmap - Overall 2026 roadmap
Platform Categories Overview - Category framework
Platform Prioritization Framework - Prioritization approach
Tier 1 Prioritized List - First 15 platforms
Platform Creation Playbook - Platform creation process
Identity Platform - Identity Platform product page
Audit Platform - Audit Platform product page
Config Platform - Config Platform product page
Bot Platform - Bot Platform product page
SaaS Platforms Business Model - Platform business model
Security & Compliance - Security requirements

Platforms Roadmap¶

Platform Goals and Principles¶

Shared Principles¶

Identity Platform Roadmap¶

Role and Scope¶

Roadmap Themes¶

Phases¶

Primary SaaS Consumers by Cycle¶

Audit Platform Roadmap¶

Role and Scope¶

Roadmap Themes¶

Phases¶

Primary SaaS Consumers by Cycle¶

Config Platform Roadmap¶

Role and Scope¶

Roadmap Themes¶

Phases¶

Primary SaaS Consumers by Cycle¶

Bot Platform Roadmap¶

Role and Scope¶

Roadmap Themes¶

Phases¶

Primary SaaS Consumers by Cycle¶

Integration Platform / Connectors Hub Roadmap¶

Role and Scope¶

Primary SaaS Consumers by Cycle¶

Roadmap Themes¶

Phases¶

Support & Self-Service Platform Roadmap¶

Role and Scope¶

Primary SaaS Consumers by Cycle¶

Roadmap Themes¶

Phases¶

Cross-Platform Dependencies and Milestones¶

Dependencies¶

Milestones Table¶

Platform Expansion Roadmap¶

Overview¶

Phase 1: Foundation & Framework (Months 1-3)¶

Phase 2: First Batch - Tier 1 Platforms (Months 4-6)¶

Phase 3: Scale - Tier 2 Platforms (Months 7-18)¶

Phase 4: Expand to 100+ (Months 19-36)¶

Category Roadmap¶

Infrastructure & Core Services¶

Payments & Billing¶

Communication & Collaboration¶

Data & Analytics¶

Security & Compliance¶

Other Categories¶

Related Documents¶