Innovation Lifecycle
Kanban Roadmap
Track every idea, prototype, client proof-of-concept, pilot, and delivered product across all Alterspective workstreams in real time.
Ideas & Concept
0Problems worth solving, early exploration & discoveries.
No components in this stage.
Prototyping & Build
0Active design, prototypes, and development.
No components in this stage.
Validation & POC
0Client proofs-of-concept and pressure-testing with users.
No components in this stage.
Production Pilot
5Live in production with early adopter clients.
Pilot Copy Fields Between Work Items
Copy the fields that matter — titles, references, categories and aspect data — from one work item to another in a single drag-and-drop mapping session. Excel-style expressions handle the tricky transformations, with no custom workflow code.
Pilot My SLAs (cross-matter portfolio)
Cross-matter portfolio dashboard for the user's home page. Every active SLA across every matter the user owns or watches, in one filterable view. The aggregator that turns 40 matter-page-glances into one /me-page glance.
Pilot ODS Lookup (workflow action)
Search Sharedo's Operational Data Store for a person/organisation by any combination of email / phone / first / last name. Multi-channel scoring picks the best match. Three outlets: found / notFound / failed. Useful for inbound enquiry de-duplication, CTI screen-pop reconciliation, referral pre-fill.
Pilot Reminder Workflow Actions
A complete add · load · remove lifecycle for Sharedo Key Date reminders, with the metadata the OOB action is missing.
Pilot SLA Watch
Calm-when-silent traffic-light pill row of upcoming Key Dates on a matter — green when comfortable, amber when approaching, red when overdue. Holiday-aware working-day arithmetic; hover for parent-matter context.
Adopted Product
3Full production delivery and widespread adoption.
Adopted Date Difference (Plain English)
Compares any two workflow dates and writes the gap as plain English. Configurable per-instance.
Adopted FirstAML Compliance Case Insight
See a case's FirstAML compliance position at a glance — on the compliance file and the client record at the same time. Status refreshes itself while checks run and surfaces the next step for each individual, so risk teams never chase a stale answer.
Adopted Workflow Execution Inspector
Support-page widget listing every active workflow execution on the current work item with auto-refresh (5s while live), filter chips, expand for sub-processes, and a cancel control. Closes the OOB "where did my workflow get to?" gap.
Sustaining / Archive
0Maintenance, paused, or archived items.
No components in this stage.
Audit Log
Recent Stage & Visibility Moves
- Aug 23, 2026 Date Difference (Plain English) internal-demo → adopted by Audit Admin "Restore true stage � a stray Playwright run had moved this to internal-demo (pwtest stage move); correcting test-caused drift."