**Development Road Map**

Here is a concise, integrated development roadmap for the AIITech PSA
platform + intelligent automation services, organized over 24 months.
This blends SaaS product roadmap best practices with
RPA/agentic-automation scaling
patterns.[^[\[1\]]{.underline}^](#eocc3528cahy)[^[\[2\]]{.underline}^](#hluk6xjdh41i)[^[\[3\]]{.underline}^](#5v3gd8os42gw)

**Vision and guiding constraints**

-   Build a **profitable**, AI-native PSA + automation services
    > business, not just a product.

-   Maintain **modular** architecture (separate UI, APIs, data, and
    > automation engines) so RPA/AI capabilities can evolve
    > independently.[^[\[4\]]{.underline}^](#qi7kgxr19oco)[^[\[5\]]{.underline}^](#m40e38tsj1n0)

-   Use a **Now / Next / Later** roadmap view to avoid over-specifying
    > years 2--3 while keeping a clear
    > direction.[^[\[6\]]{.underline}^](#giv2f66hlr16)[^[\[7\]]{.underline}^](#ef4n4cm36zmt)

**0--3 months: Foundation and MVP**

**Objectives (Q1)**

-   Stand up the first shippable PSA + demo automation stack.

-   Start generating early client signals (beta users + 1--2 paid
    > pilots).

**Key workstreams**

-   Product/Platform

    -   Finalize core PSA MVP scope: projects, time tracking, simple
        > billing, basic reporting, basic resource planning.

    -   Design system: layout, components, navigation, theming;
        > implement in Bubble or Next.js + Tailwind (depending on path).

    -   Build initial data model: tenants, users, projects, tasks,
        > time-entries, invoices, automation-jobs.

-   Automation services

    -   Complete certifications: 1--2 engineers on UiPath or Microsoft
        > Power Automate.

    -   Build 5--8 demo automations around PSA use cases: timesheet
        > reminders, invoice generation, utilization report compilation,
        > data sync to accounting.

    -   Define standard delivery playbook for small pilots (discovery
        > template, SOW template, success criteria).

-   Infrastructure & tooling

    -   Choose hosting, CI/CD, logging, monitoring; enforce basic
        > security and role-based access.

    -   Set up sandbox automation environments (UiPath/Microsoft,
        > doc-processing provider).

**Milestones**

-   PSA MVP clickable prototype and first internal tenant created.

-   At least 2--3 design partners identified; 1 pilot SOW drafted.

**3--6 months: Beta rollout and first real clients**

**Objectives (Q2)**

-   Move from MVP to **beta** with 5--10 real teams using the PSA.

-   Land 2--3 paid automation pilots, ideally aligned with PSA
    > workflows.[^[\[2\]]{.underline}^](#hluk6xjdh41i)[^[\[3\]]{.underline}^](#5v3gd8os42gw)

**Key workstreams**

-   Product/Platform

    -   Harden PSA workflows for: projects, time, invoices, basic
        > dashboards.

    -   Add first AI features: smart time suggestions, natural-language
        > task creation, anomaly flags on time and billing.

    -   Integrations v1: export to CSV, simple connectors for QuickBooks
        > / Xero; calendar integration for time capture.

-   Automation services

    -   Run 2--3 pilots: each automating 1--2 processes (e.g., AP,
        > claims intake, report generation).

    -   Start reusable component library: common UiPath activities,
        > document templates, PSA API client.

    -   Document 7-point process selection framework and embed into
        > discovery.

-   GTM & feedback

    -   Launch "automation readiness" workshop as the primary CTA.

    -   Instrument product telemetry: feature usage, time-to-value,
        > drop-off points; feed into roadmap.

**Milestones**

-   5--10 PSA beta customers; NPS \> 30.

-   2--3 pilots live; at least one early ROI story.

**6--12 months: Productization and verticalization**

**Objectives (Q3--Q4)**

-   Turn pilots into repeatable offerings within 1--2 anchor verticals
    > (e.g., healthcare + manufacturing).

-   Reach a stable v1 product and a reusable delivery kit for services.

**Key workstreams**

-   Product/Platform

    -   Release PSA v1:

        -   Multi-entity support (projects, clients, engagements).

        -   Time approvals, invoice status, simple collections
            > workflows.

        -   Role-based dashboards (Exec, PM, Finance).

    -   Integrations v2:

        -   Deeper accounting integrations (QuickBooks, Xero, NetSuite
            > template).

        -   Basic CRM sync (HubSpot/Salesforce).

    -   AI/automation in-product: scheduled automations triggered by PSA
        > events (e.g., overdue tasks → nudges, under-billed projects →
        > alerts).

-   Automation services

    -   Create **two productized offerings** per vertical:

        -   Healthcare: "Prior Auth + Claims Intake Pack"; "Revenue
            > Cycle Analytics Pack".

        -   Manufacturing: "Quality Control Automation"; "Inventory /
            > Order Reconciliation".

    -   Define delivery kits: requirements templates, standard process
        > maps, test harnesses, docs.

    -   Stand up a light CoE model: intake, prioritization, standards
        > for all client work.

-   Ops & scaling

    -   Hire 1--2 more implementation engineers and 1 customer success
        > lead.

    -   Formalize SLAs and support processes; create runbooks for
        > incidents.

**Milestones**

-   PSA v1 GA with 20--30 paying teams.

-   4+ packaged automation offerings with clear pricing and timelines.

-   3--5 referenceable customers with quantified ROI.

**12--18 months: Managed services and intelligent agents**

**Objectives (Year 2 H1)**

-   Shift the model toward **recurring** managed automation services.

-   Introduce agentic AI capabilities that layer on top of existing
    > bots.

**Key workstreams**

-   Product/Platform

    -   Add "Automation Console" in PSA: unified view of running
        > automations, exceptions, SLAs.

    -   Introduce "Playbooks" feature: save and reuse cross-project
        > automation recipes (e.g., month-end close pack).

    -   Advanced analytics: margin by client, utilization forecasts,
        > automation impact reports.

-   Agentic AI & automation

    -   Build an "AI coordinator" layer that:

        -   Monitors jobs and exceptions across bots.

        -   Suggests optimizations (e.g., change schedule, consolidate
            > tasks).

        -   Handles unstructured documents via LLM + retrieval for each
            > vertical.

    -   First wave of AI agents:

        -   Healthcare: prior-auth triage agent; denial reasoning agent.

        -   Manufacturing: anomaly explanation agent for QC; exception
            > routing.

-   Managed services build-out

    -   Define Bronze/Silver/Gold RaaS tiers operationally: tooling,
        > staffing, on-call rota, SLOs.

    -   Launch 5--10 managed services contracts; build margin targets
        > per tier.

**Milestones**

-   30--40% of revenue from recurring PSA + managed automation.

-   Agentic AI capabilities live on at least 2 customer accounts.

**18--24 months: Scale, governance, and ecosystem**

**Objectives (Year 2 H2)**

-   Scale vertically and geographically while maintaining quality and
    > governance.

-   Open the ecosystem (integrations, partner implementations).

**Key workstreams**

-   Product/Platform

    -   Multi-region deployment (e.g., US + EU), with data residency
        > controls.

    -   Admin tooling: tenant-level automation policies, access
        > controls, audit logs.

    -   API-first extensions: make it easy for partners to build niche
        > modules on top of PSA + automation
        > console.[^[\[7\]]{.underline}^](#ef4n4cm36zmt)[^[\[4\]]{.underline}^](#qi7kgxr19oco)

-   Automation program maturity

    -   Formal governance toolkit for clients: intake pipeline, scoring,
        > CoE templates, maturity
        > assessments.[^[\[8\]]{.underline}^](#1yhorp4m25fk)[^[\[2\]]{.underline}^](#hluk6xjdh41i)

    -   "Automation pipeline" dashboard inside PSA: shows candidate
        > processes, approved backlog, in-progress, live, and retired
        > automations.[^[\[3\]]{.underline}^](#5v3gd8os42gw)

-   Ecosystem & partners

    -   Build partner program for boutique firms to implement on top of
        > your stack.

    -   Publish a "public roadmap lite" and integration documentation to
        > attract ecosystem
        > contributions.[^[\[9\]]{.underline}^](#ydh15r4b63pq)[^[\[10\]]{.underline}^](#3u9872bneha)

**Milestones**

-   50+ PSA customers, 15--25 automation clients, 10+ managed services
    > logos.

-   First 3--5 ecosystem partners building or selling on top of your
    > stack.

**Now / Next / Later snapshot**

-   **Now (0--6 months)**

    -   Deliver PSA MVP → v1.

    -   Close design partners and convert to 2--3 pilots.

-   **Next (6--18 months)**

    -   Productize vertical packs.

    -   Launch automation console and managed services tiers.

    -   Ship first agentic AI features into real client workflows.

-   **Later (18--24+ months)**

    -   Multi-region, multi-partner ecosystem.

    -   Deep CoE/governance tooling for clients.

    -   Potential second product line (e.g., knowledge/decision hub)
        > once PSA + automation are stable.

If you like, the next step can be turning this into a Gantt-style table
with specific months, owners, and dependencies, or splitting it into
separate roadmaps for: (1) product, (2) services, (3) GTM.

⁂

1.  [[https://fibery.io/blog/product-management/building-the-perfect-saas-product-roadmap/]{.underline}](https://fibery.io/blog/product-management/building-the-perfect-saas-product-roadmap/)

2.  [[https://digital.gov/s3/files/m-files/rpa-playbook.pdf]{.underline}](https://digital.gov/s3/files/m-files/rpa-playbook.pdf)

3.  [[https://www.uipath.com/blog/rpa/successful-path-to-scaling-rpa]{.underline}](https://www.uipath.com/blog/rpa/successful-path-to-scaling-rpa)

4.  [[https://movadex.com/blog/article/saas-product-development-best-practices-from-idea-to-launch]{.underline}](https://movadex.com/blog/article/saas-product-development-best-practices-from-idea-to-launch)

5.  [[https://www.informatica.com/resources/articles/enterprise-agentic-automation.html]{.underline}](https://www.informatica.com/resources/articles/enterprise-agentic-automation.html)

6.  [[https://www.prodcamp.com/blog/saas-product-roadmap-10-key-principles-you-must-know]{.underline}](https://www.prodcamp.com/blog/saas-product-roadmap-10-key-principles-you-must-know)

7.  [[https://www.webapper.com/saas-product-roadmap/]{.underline}](https://www.webapper.com/saas-product-roadmap/)

8.  [[https://ten10.com/blog/10-golden-rules-for-successful-rpa-implementation/]{.underline}](https://ten10.com/blog/10-golden-rules-for-successful-rpa-implementation/)

9.  [[https://www.tiny.cloud/blog/saas-product-roadmap/]{.underline}](https://www.tiny.cloud/blog/saas-product-roadmap/)

10. [[https://productled.com/blog/saas-product-roadmap-and-productplan-example]{.underline}](https://productled.com/blog/saas-product-roadmap-and-productplan-example)

11. lets-explore-developing-a-robo-lvagYbMLT92Anv1Q\_Q5Omw.md

12. Business Plan for AIITech.pdf

13. [[https://verycreatives.com/blog/crafting-saas-product-roadmap]{.underline}](https://verycreatives.com/blog/crafting-saas-product-roadmap)

14. [[https://1827marketing.com/smart-thinking/your-2026-b2b-marketing-transformation-roadmap/]{.underline}](https://1827marketing.com/smart-thinking/your-2026-b2b-marketing-transformation-roadmap/)

15. [[https://www.linkedin.com/pulse/2026-ai-marketing-roadmap-from-specialist-guillaume-dumortier-atdnc]{.underline}](https://www.linkedin.com/pulse/2026-ai-marketing-roadmap-from-specialist-guillaume-dumortier-atdnc)

16. [[https://aprika.com/blog/software-product-roadmap-management-best-practices/]{.underline}](https://aprika.com/blog/software-product-roadmap-management-best-practices/)

17. [[https://directiveconsulting.com/blog/blog-llm-ai-geo-strategy-guide/]{.underline}](https://directiveconsulting.com/blog/blog-llm-ai-geo-strategy-guide/)
