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<div class="container"> |
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<h1>Subcontractor Performance Review Automation</h1> |
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<p><strong>Client:</strong> Internal MVP Launch (Phase 1)</p> |
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<p><strong>Prepared By:</strong> Sathkrutha Tech Solutions</p> |
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<p><strong>Date:</strong> May 3, 2025</p> |
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<div class="toc section"> |
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<h2>Table of Contents</h2> |
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<ul> |
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<li><a href="#brd">Business Requirement Document (BRD)</a> |
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<ul> |
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<li><a href="#executive-summary">1.1 Executive Summary</a></li> |
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<li><a href="#business-objectives">1.2 Business Objectives</a></li> |
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<li><a href="#stakeholders">1.3 Stakeholders</a></li> |
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<li><a href="#functional-requirements">1.4 Functional Requirements</a></li> |
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<li><a href="#non-functional-requirements">1.5 Non-Functional Requirements</a></li> |
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<li><a href="#scope">1.6 Scope</a></li> |
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<li><a href="#assumptions">1.7 Assumptions</a></li> |
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<li><a href="#success-metrics">1.8 Success Metrics</a></li> |
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<li><a href="#risks-mitigations">1.9 Risks & Mitigations</a></li> |
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<li><a href="#gtm-plan">1.10 GTM Plan</a></li> |
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<li><a href="#approval">1.11 Approval</a></li> |
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</ul> |
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</li> |
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<li><a href="#sdd">Solution Design Document (SDD)</a> |
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<ul> |
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<li><a href="#architecture-overview">2.1 Architecture Overview</a></li> |
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<li><a href="#data-flow-diagram">2.2 Data Flow Diagram</a></li> |
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<li><a href="#salesforce-object-design">2.3 Salesforce Object Design</a></li> |
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<li><a href="#ai-model-design">2.4 AI Model Design</a></li> |
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<li><a href="#ui-design">2.5 User Interface Design</a></li> |
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</ul> |
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</li> |
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<li><a href="#tsd">Technical Specification Document (TSD)</a> |
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<ul> |
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<li><a href="#api-integrations">3.1 API Integrations</a></li> |
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<li><a href="#platform-hosting">3.2 Platform/Hosting</a></li> |
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<li><a href="#performance-targets">3.3 Performance Targets</a></li> |
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<li><a href="#security-considerations">3.4 Security Considerations</a></li> |
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<li><a href="#testing-qa-plan">3.5 Testing & QA Plan</a></li> |
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</ul> |
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</li> |
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<li><a href="#gtm-user-stories">STPL Marketing & GTM User Stories</a></li> |
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</ul> |
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</div> |
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<div class="section" id="brd"> |
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<h2>Business Requirement Document (BRD)</h2> |
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<div id="executive-summary"> |
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<h3>1.1 Executive Summary</h3> |
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<p>This app scores and ranks subcontractors based on work quality, timeliness, incident rates, compliance, and communication, using data-driven review automation to support vendor decisions.</p> |
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</div> |
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<div id="business-objectives"> |
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<h3>1.2 Business Objectives</h3> |
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<p>Automate and standardize subcontractor evaluations across projects to improve quality control, streamline procurement, and incentivize better vendor performance.</p> |
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</div> |
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<div id="stakeholders"> |
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<h3>1.3 Stakeholders</h3> |
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<table> |
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<tr> |
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<th>Role</th> |
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<th>Name</th> |
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</tr> |
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<tr> |
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<td>Product Owner</td> |
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<td>Sathkrutha Delivery Lead</td> |
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</tr> |
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<tr> |
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<td>Solution Architect</td> |
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<td>Salesforce Engineering Team</td> |
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</tr> |
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<tr> |
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<td>AI Engineer</td> |
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<td>Vendor Scoring Analyst</td> |
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</tr> |
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<tr> |
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<td>QA & Ops</td> |
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<td>Subcontractor Review QA Team</td> |
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</tr> |
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<tr> |
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<td>Business Lead</td> |
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<td>STPL Procurement Head</td> |
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</tr> |
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</table> |
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</div> |
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<div id="functional-requirements"> |
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<h3>1.4 Functional Requirements</h3> |
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<ul> |
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<li>Log work completion, delay reports, incident logs</li> |
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<li>Score vendors on quality, time, safety, and conduct</li> |
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<li>Generate monthly performance report with trend</li> |
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<li>Display leaderboard and issue risk alerts for low rank</li> |
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<li>Auto-send vendor reports and PDF certification</li> |
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</ul> |
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</div> |
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<div id="non-functional-requirements"> |
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<h3>1.5 Non-Functional Requirements</h3> |
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<ul> |
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<li>Report generation < 10 seconds per vendor</li> |
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<li>Vendor ranking across 500+ subcontractors</li> |
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<li>Support multilingual report headers</li> |
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<li>Report archive with 1-year retention</li> |
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</ul> |
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</div> |
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<div id="scope"> |
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<h3>1.6 Scope</h3> |
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<p><strong>In Scope:</strong></p> |
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<ul> |
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<li>Monthly vendor scoring and reporting</li> |
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<li>Leaderboards, alerts, and certification</li> |
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<li>Client/PM view of vendor scores</li> |
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</ul> |
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<p><strong>Out of Scope:</strong></p> |
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<ul> |
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<li>Contract creation or payment workflows</li> |
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<li>Legal penalty enforcement</li> |
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</ul> |
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</div> |
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<div id="assumptions"> |
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<h3>1.7 Assumptions</h3> |
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<ul> |
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<li>All subcontractors are tagged to projects</li> |
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<li>Incidents and quality logs are submitted weekly</li> |
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<li>Score weightages pre-agreed with PMO</li> |
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</ul> |
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</div> |
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<div id="success-metrics"> |
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<h3>1.8 Success Metrics</h3> |
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<ul> |
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<li>Top vendor pool accuracy > 90%</li> |
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<li>Monthly scoring coverage > 95% vendors</li> |
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<li>Alerts resolved within 72 hours</li> |
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</ul> |
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</div> |
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<div id="risks-mitigations"> |
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<h3>1.9 Risks & Mitigations</h3> |
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<ul> |
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<li>Score disputes → include comment and appeal option</li> |
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<li>Fake reports → require photo/time geotag evidence</li> |
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</ul> |
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</div> |
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<div id="gtm-plan"> |
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<h3>1.10 GTM Plan</h3> |
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<ul> |
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<li>Launch with 20+ active vendors across 3 projects</li> |
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<li>Poster: 'Measure What Matters – Vendor Edition'</li> |
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<li>Show live leaderboard and report export flow</li> |
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<li>Price by vendor count or score run frequency</li> |
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</ul> |
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</div> |
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<div id="approval"> |
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<h3>1.11 Approval</h3> |
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<table> |
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<tr> |
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<th>Role</th> |
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<th>Name</th> |
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<th>Signature / Date</th> |
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</tr> |
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<tr> |
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<td>Product Owner</td> |
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<td>Sathkrutha Delivery Lead</td> |
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<td></td> |
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</tr> |
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<tr> |
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<td>Engineering Lead</td> |
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<td>Salesforce AI Architect</td> |
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<td></td> |
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</tr> |
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<tr> |
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<td>Business Lead</td> |
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<td>STPL Strategic Head</td> |
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<td></td> |
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</tr> |
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</table> |
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</div> |
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</div> |
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<div class="section" id="sdd"> |
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<h2>Solution Design Document (SDD)</h2> |
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<div id="architecture-overview"> |
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<h3>2.1 Architecture Overview</h3> |
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<p>Subcontractor work logs, delay notices, quality reports, and incidents are ingested by Salesforce. A Hugging Face AI model computes monthly scores across multiple dimensions, enabling risk flagging and automatic PDF report generation. Reports are shared with vendors and procurement heads via dashboards and email.</p> |
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</div> |
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<div id="data-flow-diagram"> |
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<h3>2.2 Data Flow Diagram</h3> |
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<p>Work Logs + Delay + Quality Logs → Salesforce Site → Hugging Face AI Vendor Scoring → Scorecard + Alerts → Dashboard + Certification PDF</p> |
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</div> |
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<div id="salesforce-object-design"> |
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<h3>2.3 Salesforce Object Design</h3> |
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<p><strong>Object:</strong> Subcontractor_Performance_Score__c</p> |
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<p><strong>Fields:</strong></p> |
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<ul> |
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<li>Vendor_ID__c (Lookup)</li> |
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<li>Month__c (Date)</li> |
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<li>Quality_Score__c (Percent)</li> |
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<li>Timeliness_Score__c (Percent)</li> |
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<li>Safety_Score__c (Percent)</li> |
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<li>Communication_Score__c (Percent)</li> |
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<li>Final_Score__c (Formula)</li> |
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<li>Certification_URL__c (URL)</li> |
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<li>Alert_Flag__c (Checkbox)</li> |
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</ul> |
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</div> |
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<div id="ai-model-design"> |
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<h3>2.4 AI Model Design</h3> |
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<p><strong>Model:</strong> Weighted Scoring with Rules + Trend Detection</p> |
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<p><strong>Inputs:</strong> Delay % logs, QA incidents, safety compliance, feedback logs</p> |
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<p><strong>Outputs:</strong> Score breakdown, final score, trend deviation</p> |
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<p><strong>Hosted on:</strong> Hugging Face with JSON response</p> |
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</div> |
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<div id="ui-design"> |
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<h3>2.5 User Interface Design</h3> |
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<ul> |
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<li>Vendor scorecard with breakdown and trend arrows</li> |
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<li>Leaderboard of top-performing vendors</li> |
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<li>PDF certificate with monthly badge</li> |
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<li>Alert icon for underperforming vendors</li> |
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<li>Admin screen for score adjustment audit trail</li> |
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</ul> |
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</div> |
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</div> |
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<div class="section" id="tsd"> |
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<h2>Technical Specification Document (TSD)</h2> |
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<div id="api-integrations"> |
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<h3>3.1 API Integrations</h3> |
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<p>Vendor logs posted to Hugging Face monthly. Response includes score categories and alert flag. Stored in Salesforce and linked to report generator. Certification emailed to vendor and procurement.</p> |
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</div> |
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<div id="platform-hosting"> |
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<h3>3.2 Platform/Hosting</h3> |
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<p><strong>Frontend:</strong> Salesforce Vendor Portal + Admin View</p> |
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<p><strong>Backend:</strong> Hugging Face Scoring Engine</p> |
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<p><strong>Data Sources:</strong> Delay logs, QA reports, incident database</p> |
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<p><strong>Reports:</strong> Certification with multilingual title support</p> |
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</div> |
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<div id="performance-targets"> |
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<h3>3.3 Performance Targets</h3> |
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<ul> |
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<li>Score calculation < 8 seconds</li> |
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<li>Certification generation < 5 seconds</li> |
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<li>Support 1000+ vendors across 30+ projects</li> |
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</ul> |
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</div> |
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<div id="security-considerations"> |
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<h3>3.4 Security Considerations</h3> |
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<ul> |
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<li>Scores editable by authorized role only</li> |
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<li>Audit log of score edits maintained</li> |
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<li>Certificates tokenized for secure vendor download</li> |
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</ul> |
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</div> |
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<div id="testing-qa-plan"> |
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<h3>3.5 Testing & QA Plan</h3> |
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<ul> |
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<li>Simulate scoring for 25 vendors</li> |
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<li>Cross-validate category breakdowns</li> |
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<li>Review alert triggering logic</li> |
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<li>PDF formatting test in English + Telugu</li> |
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</ul> |
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</div> |
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</div> |
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<div class="section" id="gtm-user-stories"> |
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<h2>STPL Marketing & GTM User Stories</h2> |
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<table> |
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<tr> |
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<th>ID</th> |
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<th>Role</th> |
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<th>User Story</th> |
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<th>Acceptance Criteria</th> |
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<th>Tasks</th> |
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<th>Assumptions</th> |
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</tr> |
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<tr> |
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<td>STPL-VND-001</td> |
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<td>Procurement</td> |
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<td>View vendor performance score</td> |
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<td>Score + alert flag by 1st of month</td> |
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<td>Upload logs</td> |
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<td>Vendor assigned</td> |
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</tr> |
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<tr> |
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<td>STPL-VND-002</td> |
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<td>Vendor</td> |
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<td>Download monthly certificate</td> |
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<td>PDF with badge and breakdown</td> |
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<td>Auto-email on upload</td> |
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<td>Access setup</td> |
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</tr> |
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<tr> |
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<td>STPL-VND-003</td> |
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<td>Marketing</td> |
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<td>Poster: 'Rated to Perform – Vendor Metrics'</td> |
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<td>Score breakdown with rank visual</td> |
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<td>Design 3 options</td> |
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<td>Sample vendor filled</td> |
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</tr> |
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<tr> |
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<td>STPL-VND-004</td> |
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<td>Sales</td> |
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<td>Plan per vendor or per batch</td> |
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<td>Support 25/50/100 vendor pricing</td> |
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<td>Add certificate and alert cost</td> |
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<td>Volume discount done</td> |
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</tr> |
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<tr> |
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<td>STPL-VND-005</td> |
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<td>QA</td> |
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<td>Score correctness check</td> |
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<td><5% deviation across 10 test cases</td> |
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<td>Validate inputs</td> |
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<td>Logs verified</td> |
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</tr> |
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</table> |
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