Public roadmap for the “Customer Portal” feature.

Next up

Later

Customer Portal Roadmap

Description: Incorporate ChemCheck results directly into the asset details page. Business Objective: Simplify workflows by consolidating chemical inspection data with the assets being monitored.

In Review

Chem Check Integration

zephyrintel

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.

PDF Reader

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.

In-line editing of rows

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.

Planned

Bulk Upload

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.

Notification System

Description: Introduce the ability to create, define, and manage a table of company locations.Business Objective:<ol><li>Provide greater visibility into operational areas.</li><li>Standardize how locations are defined and selected across the platform.</li></ol>

Location Management

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.

In Progress

(IPEC Specific): Create Netsuite Commerce Integration

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.

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.

Zephyr Intelligence

Customer Portal Roadmap