MVP Scope¶

This document defines what's in scope for each phase of PebbleDMS+ development.

Executive Summary¶

Phase	Duration	Focus	Cost
POC/MVP	6 weeks	Deduplication & Core DMS	₹6 Lakhs
Phase 1	6-8 weeks	Search, Classification, User Management	₹14 Lakhs
Phase 2	3 months	Workflow Automation, E-Signature, Integrations	₹15 Lakhs
Phase 3	3 months	AI Assistants, Contract Analyzer, Enterprise	₹15 Lakhs
Total	8 months		₹50 Lakhs

Phase Overview¶

gantt
    title PebbleDMS+ Implementation Roadmap
    dateFormat  YYYY-MM-DD
    section POC/MVP (6 wks)
    Document Ingestion       :poc1, 2024-01-01, 2w
    OCR Processing           :poc2, after poc1, 2w
    Deduplication Engine     :poc3, after poc1, 3w
    Basic UI & Reports       :poc4, after poc2, 2w
    section Phase 1 (6-8 wks)
    Semantic Search          :p1a, after poc4, 3w
    Auto-Classification      :p1b, after poc4, 4w
    User Management          :p1c, after p1a, 2w
    Version Control          :p1d, after p1a, 2w
    Audit Trails             :p1e, after p1b, 2w
    section Phase 2 (3 mo)
    Workflow Automation      :p2a, after p1e, 4w
    E-Signature Integration  :p2b, after p2a, 3w
    Document Templates       :p2c, after p2a, 3w
    CRM/ERP Integrations     :p2d, after p2b, 4w
    section Phase 3 (3 mo)
    AI Document Assistant    :p3a, after p2d, 4w
    Contract Analyzer        :p3b, after p3a, 4w
    Predictive Metadata      :p3c, after p3a, 3w
    Enterprise Features      :p3d, after p3b, 3w

POC/MVP: Deduplication (6 Weeks) — ₹6 Lakhs¶

Goal¶

Validate technical feasibility with a complete deduplication solution that identifies and eliminates duplicate documents from large collections.

[!IMPORTANT] MVP Focus: Deduplication end-to-end — from ingestion through duplicate detection, reporting, and cleanup.

Core Capabilities¶

Capability	Description
Document Ingestion	Upload (single/batch), format detection, metadata extraction
OCR Processing	Text extraction from scanned PDFs and images
Exact Duplicate Detection	Hash-based (MD5/SHA256) for identical files
Near-Duplicate Detection	Embedding-based similarity for content matches
Visual Duplicate Detection	Perceptual hashing for similar images
Dedup Reporting	Storage savings, duplicate groups, recommendations
Basic UI	Document list, duplicate review, dedup dashboard

MVP Use Cases (20 UCs)¶

Module	Use Cases
Ingestion	ING-001 to ING-005 (5 UCs)
OCR	OCR-001, OCR-003, OCR-006 (3 UCs)
Deduplication	DUP-001 to DUP-008 (8 UCs)
API	API-001, API-002, API-006, API-007 (4 UCs)

Success Criteria¶

Technical feasibility confirmed
100% accuracy on exact duplicate detection
95% precision on near-duplicate detection
Integration proof-of-concept validated

Deliverables¶

Architecture documentation
Document upload/OCR pipeline
Deduplication engine (hash + content + visual)
Basic search (filename, metadata)
UI mockups and working prototype
Integration roadmap

Phase 1: Core DMS (6-8 Weeks) — ₹14 Lakhs¶

Goal¶

Deliver production-ready DMS with semantic search, auto-classification, and user management.

Business Outcomes¶

10x faster document retrieval
Automated classification
Secure user access with audit trails

Features¶

Feature	Description
Semantic Search	AI-powered search understanding intent, not just keywords
Auto-Classification	ML-based document type and category detection
User Management	Roles, permissions, SSO integration
Version Control	Document versioning, revision history
Audit Trails	Complete logging for compliance

Phase 1 Use Cases¶

Module	Use Cases	Count
Classification	CLS-001 to CLS-007	7
Tagging	TAG-001 to TAG-008	8
Search	SRC-001 to SRC-006	6
User Management	USR-001 to USR-005 (new)	5
Total		26

New Use Cases for Phase 1¶

UC ID	Title
USR-001	Create User Account
USR-002	Assign User Roles
USR-003	Configure Permissions
USR-004	SSO Integration
USR-005	User Activity Logging
VER-001	Create Document Version
VER-002	View Version History
VER-003	Restore Previous Version
AUD-001	Log Document Access
AUD-002	Generate Audit Report

Phase 2: Workflow & Integrations (3 Months) — ₹15 Lakhs¶

Goal¶

Automate document workflows with e-signature, templates, and enterprise integrations.

Business Outcomes¶

60% reduction in manual approvals
Streamlined document workflows
Compliance automation

Features¶

Feature	Description
Workflow Automation	Approval chains, routing rules, notifications
E-Signature Integration	DocuSign, Adobe Sign, or custom e-sign
Document Templates	Create documents from templates with merge fields
Cloud-Native Architecture	Kubernetes, auto-scaling, multi-region
CRM/ERP Integrations	Salesforce, SAP, Oracle, custom APIs

Phase 2 Use Cases¶

UC ID	Title
Workflow
WFL-001	Create Workflow Template
WFL-002	Define Approval Chain
WFL-003	Route Document for Approval
WFL-004	Send Approval Notifications
WFL-005	Track Approval Status
WFL-006	Handle Rejections/Revisions
E-Signature
SIG-001	Request Signature
SIG-002	Track Signature Status
SIG-003	Store Signed Document
SIG-004	Verify Signature Validity
Templates
TPL-001	Create Document Template
TPL-002	Define Merge Fields
TPL-003	Generate Document from Template
Integrations
INT-001	Connect to CRM (Salesforce)
INT-002	Connect to ERP (SAP)
INT-003	Sync Documents with External System
INT-004	Webhook Notifications

Phase 3: AI Assistants & Enterprise (3 Months) — ₹15 Lakhs¶

Goal¶

Deliver intelligent document insights with AI assistants and enterprise-scale automation.

Business Outcomes¶

Intelligent document insights
Automated contract analysis
Enterprise-scale automation
Predictive metadata suggestions

Features¶

Feature	Description
AI Document Assistant	Conversational interface for document queries
Contract Analyzer	Extract key terms, obligations, risks from contracts
Compliance Checker	Validate documents against regulatory requirements
Predictive Metadata	AI-suggested tags, categories, expiry dates
Enterprise Features	Multi-tenancy, white-labeling, SLA dashboards

Phase 3 Use Cases¶

UC ID	Title
AI Assistants
AST-001	Query Documents via Chat
AST-002	Summarize Document
AST-003	Compare Documents
AST-004	Extract Key Information
Contract Analysis
CTR-001	Extract Contract Parties
CTR-002	Identify Key Dates & Deadlines
CTR-003	Detect Obligations & Commitments
CTR-004	Risk Assessment
CTR-005	Contract Comparison
Compliance
CMP-001	Define Compliance Rules
CMP-002	Run Compliance Check
CMP-003	Generate Compliance Report
Enterprise
ENT-001	Multi-Tenant Configuration
ENT-002	White-Label Branding
ENT-003	SLA Dashboard
ENT-004	Enterprise Reporting

Use Case Summary¶

Phase	Modules	Use Cases
POC/MVP	Ingestion, OCR, Dedup, API	20
Phase 1	Classification, Tagging, Search, Users, Versioning, Audit	26
Phase 2	Workflow, E-Signature, Templates, Integrations	17
Phase 3	AI Assistants, Contract, Compliance, Enterprise	17
Total		80

Payment Terms¶

Phase	Amount	Terms
POC	₹6 Lakhs	Paid in advance
Development	₹5.5 Lakhs/month × 8 months	Monthly invoices in advance
Total	₹50 Lakhs + 18% GST	30-day payment terms

[!NOTE] Exit Terms: If discontinued after POC, client receives all documentation, code, and architecture designs with full IP rights for additional ₹3 Lakhs.

Risk Mitigation¶

Risk	Mitigation
OCR quality on poor scans	Image preprocessing, quality scoring
Classification accuracy	Human-in-loop review, continuous retraining
Integration complexity	API-first design, standard connectors
Scale performance	Cloud-native, async processing, horizontal scaling
E-signature compliance	Use certified providers (DocuSign/Adobe)

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