Customer Portal Roadmap
Public roadmap for the “Customer Portal” feature.
Now
3Under consideration
Chem Check Integration
Description: Incorporate ChemCheck results directly into the asset details page. Business Objective: Simplify workflows by consolidating chemical inspection data with the assets being monitored.
PDF Reader
Description: Provide an embedded PDF viewer to read documents directly in the portal. Business Objective: Maintain user focus and productivity by eliminating the need to leave the platform for document access.
In-line editing of rows
Description: Allow direct editing of key fields (Status, Inspection Date, Priority) within the table interface. Business Objective: Reduce friction and ensure the digital twin remains current through quick, seamless updates.
Next up
3Committed and queued
Bulk Upload
Description: Allow users to import equipment data via CSV or Excel. Business Objective: Make it effortless to consolidate data from CMMS, spreadsheets, or other systems, driving faster adoption.
Notification System
Description: Enable users to set up conditional notifications delivered by email or SMS. Business Objective: Provide proactive communication tools that help customers stay ahead of critical events and drive ongoing engagement.
Location Management
Description: Introduce the ability to create, define, and manage a table of company locations. Business Objective: Provide greater visibility into operational areas. Standardize how locations are defined and selected across the platform.
Later
3Actively being built
(IPEC Specific): Create Netsuite Commerce Integration
Description: Enable users to issue POs and create SOs directly in the portal, automatically syncing with IPEC’s Netsuite for fulfillment. Business Objective: Streamline purchasing workflows, making it easier for customers to transact and increasing revenue opportunities for IPEC.
ZephyrAI
Description: Provide a chatbot interface that allows users to query and explore documentation and manuals. Business Objective: Offer a strategic advantage by enabling users to easily navigate and access large volumes of technical content.
Agentic ZephyrAI
Description: Introduce AI-driven agents that generate preventive maintenance (PM) plans by analyzing manuals, application usage, and spare parts consumption. Business Objective: Simplify the creation of PM plans by leveraging multi-modal data sources, giving users a preliminary plan to refine and execute.