Development Roadmap
Structure, ownership, and discipline — not more features.
Phase 1 is required before all other phases. No exceptions.
Business Objective
Establish secure access control and lead ownership foundation
?Why This Phase Exists
Without proper role-based access and clear lead ownership, the entire system lacks accountability and security. This phase creates the load-bearing wall for everything else.
Deliverables (6)
- Role + scope + permissions model (SuperAdmin / Franchise / Partner / Counsellor)
- Lead ownership fields (creator, owner, assigner, source, campaign)
- Sidebar and API filtered by role
- Partner hierarchy enforced
- Counsellor view within partner scope
- Basic audit log
Key Outcomes
- Clear role-based access control across all user types
- Every lead has defined ownership and source tracking
- API automatically filters data by user scope
Risks
- Role migration may disrupt existing user workflows
- API filtering could impact performance if not optimized
- Partners may resist restricted access initially
🔗Dependencies
None — foundational phase
Success Metrics
- 100% of API endpoints enforce role-based filtering
- All leads have ownership fields populated
- Zero unauthorized data access incidents
Problem Areas (17)
Access & Permissions
Three-tier role segregation: SuperAdmin (WiseAdmit team, full control), Franchise (regional managers, see their own users and analytics), Partner (restricted, see only own leads/students). Counsellor is a sub-role within Partner scope.
Lead Ownership
Every lead must clearly record who created it, who owns it, who is assigned, which campaign/source it came from, and who gets credit on conversion.
Lead Lifecycle Tracking
Replace vague statuses with a proper 14-stage lifecycle pipeline. Add lead quality (Hot/Warm/Cold) and contact status as separate fields.
Lead Leak Prevention
The system must detect and surface lead leakage with SLA-based alerts. Build a Lead Leak Dashboard and escalation logic.
Lead Manager UX
Replace the flat lead list with smart saved views and inline quick-actions. Lead, Student, and Application must be unified into one record — not three separate views. Sales team should never need to navigate away.
Unified Communication Hub
All communication channels — Email, WhatsApp, and in-app conversations — must be in one inbox. Email templates must be creatable and broadcastable. Automated messages stay team-controlled.
AI — Suggest First, Replace Never
Start with Phase 1 AI assist only. Do not enable auto-reply. Log every suggestion to improve over time.
Partner Portal Features
No separate partner dashboard. Use the existing WiseAdmit dashboard with restricted access. Partners get counsellor management, announcements, service requests, invoicing, appointments, and hot program recommendations.
Partner Facebook Forms
Partners connect their own Facebook pages and lead forms from inside WiseAdmit. Leads enter automatically tagged as partner-generated.
Marketing ROI
Track full funnel from spend to enrollment. Start with manual CSV spend upload — don't wait for Ads API.
Meta Conversion Tracking (CAPI Health)
Critical lifecycle events must be sent to Meta. Track send state for every event and alert on failures.
Application & Student Journey
Full application tracking from lead to enrolled student. Make stuck states, student risk, and university capacity all visible. The team must be able to see what is happening at every stage.
Ticket & Service System
Partners and franchise users need a structured way to raise tickets, request services, and communicate — replacing ad-hoc Slack/email. Think Slack-like communication brought inside the dashboard.
Franchise Analytics
Franchise managers need their own analytics view showing what their users are doing, program-wise revenue, student flow, and cost analysis. SuperAdmin sees across all franchises.
Gamification & Partner Levels
Partner and franchise level system where hitting certain performance criteria unlocks certifications, scholarships, and higher tiers. Drives partner engagement and loyalty.
Program Intelligence & Hot Programs
Partners need to know which programs to actively push right now. Admins need a program review and program risk layer. Full tracking of which university each student is going to.
SuperAdmin Dashboard (Internal)
The WiseAdmit team needs their own superadmin view with full visibility — AI analytics, all reports, all franchises, all partners, all financials, and platform health.