5. Delivery5.3 Capability roadmap
SOQ Capability Roadmap
Capability / scope phasing — calendar and gates live in 5.1 Project control plan.
Scope vs calendar
| Question | Page |
|---|---|
| When - payment - gates | 5.1 Project control plan |
| What scope per phase | This page (Phases 0–6) |
| Fees | 2.1 Plan SOQ-25K |
Phase 0 — Discovery (current)
| Status | Item |
|---|---|
| Done | DSMR research - requirements baseline |
| Open | SWDA sandbox access - Singpass/SFC scope - Xero mapping - Privyr import scope |
Phase 1 — Core TMS + registration (MVP)
Scope: Short course + WSQ registration slice
- Public catalogue + WSQ registration UX
- Admin: programme/course/run - basic enrolment
- Student: schedule - materials - QR check-in
- Trainer: roster - attendance
- Student 360 v1 - RBAC - audit - email notifications
Exit: Non-funded class runs end-to-end without SWDA.
Phase 2 — SWDA hub
- Hub service (auth - logging - retry - dashboard)
- Course run - enrolment - attendance - assessment submissions
- Subsidy pre-check UI - SkillsFuture Credit flow
- Reconciliation + exception queue
Exit: Parallel-run against SWDA conformance checklist.
Phase 3 — Finance & Xero
- Orders with subsidy/SFC/exemption deductions
- Payment gateway - invoices - receipts - refunds
- Xero contact/invoice/payment sync - trainer fee export
Exit: Finance reconciles one intake in Xero without duplicate entry.
Phase 4 — CRM & sales
- Lead/enquiry - Privyr import - pipeline - opportunities
- Enquiry -> application -> enrolment - commission plans
Exit: Sales agent sees full history enquiry -> enrolled.
Phase 5 — Diploma & advanced ops
- Diploma application workflow - module exemption engine
- Advanced admissions - report packs
Phase 6 — Hardening & go-live
- Load testing - PDPA jobs - DR/backup - staff training - cutover
Immediate actions
- Schedule SWDA API discovery with SOQ subscriptions list
- Prioritise Phase 1 + 2 if WSQ funded courses first
- Xero mapping workshop before Phase 3
- Keep three-app boundary — no fourth CRM-only portal
Calendar & gates: 5.1 Project control plan