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+ <!DOCTYPE html>
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+ <html lang="en">
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+ <head>
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+ <meta charset="UTF-8">
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+ <meta name="viewport" content="width=device-width, initial-scale=1.0">
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+ <title>Subcontractor Performance Review Automation Document</title>
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+ <style>
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+ body {
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+ font-family: Arial, sans-serif;
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+ margin: 40px;
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+ background-color: #f9f9f9;
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+ line-height: 1.6;
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+ }
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+ .container {
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+ max-width: 1000px;
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+ margin: 0 auto;
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+ background: white;
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+ padding: 30px;
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+ border-radius: 8px;
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+ box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
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+ }
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+ h1, h2, h3 {
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+ color: #2c3e50;
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+ }
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+ h1 {
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+ border-bottom: 2px solid #3498db;
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+ padding-bottom: 10px;
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+ }
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+ h2 {
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+ margin-top: 30px;
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+ border-bottom: 1px solid #ecf0f1;
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+ padding-bottom: 5px;
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+ }
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+ h3 {
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+ margin-top: 20px;
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+ color: #34495e;
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+ }
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+ p, li {
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+ color: #555;
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+ }
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+ ul {
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+ padding-left: 20px;
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+ }
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+ table {
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+ width: 100%;
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+ border-collapse: collapse;
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+ margin: 20px 0;
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+ }
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+ th, td {
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+ padding: 12px;
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+ border: 1px solid #ddd;
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+ text-align: left;
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+ }
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+ th {
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+ background-color: #3498db;
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+ color: white;
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+ }
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+ tr:nth-child(even) {
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+ background-color: #f2f2f2;
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+ }
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+ .section {
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+ margin-bottom: 40px;
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+ }
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+ .toc {
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+ background-color: #ecf0f1;
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+ padding: 15px;
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+ border-radius: 5px;
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+ margin-bottom: 30px;
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+ }
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+ .toc ul {
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+ list-style-type: none;
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+ padding: 0;
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+ }
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+ .toc li {
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+ margin: 5px 0;
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+ }
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+ .toc a {
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+ color: #2980b9;
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+ text-decoration: none;
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+ }
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+ .toc a:hover {
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+ text-decoration: underline;
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+ }
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+ </style>
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+ </head>
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+ <body>
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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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+
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+ <!-- Table of Contents -->
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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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+
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+ <!-- Business Requirement Document (BRD) -->
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+ <div class="section" id="brd">
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+ <h2>Business Requirement Document (BRD)</h2>
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+
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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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+
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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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+
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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>
153
+ <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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+
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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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+
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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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+
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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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+
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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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+
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+ <div id="success-metrics">
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+ <h3>1.8 Success Metrics</h3>
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+ <ul>
226
+ <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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+
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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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+
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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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+
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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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+
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+ <!-- Solution Design Document (SDD) -->
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+ <div class="section" id="sdd">
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+ <h2>Solution Design Document (SDD)</h2>
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+
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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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+
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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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+
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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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+
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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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+
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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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+
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+ <!-- Technical Specification Document (TSD) -->
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+ <div class="section" id="tsd">
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+ <h2>Technical Specification Document (TSD)</h2>
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+
332
+ <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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+
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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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+
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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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+
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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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+
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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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+
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+ <!-- STPL Marketing & GTM User Stories -->
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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>
380
+ <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>
397
+ <td>Download monthly certificate</td>
398
+ <td>PDF with badge and breakdown</td>
399
+ <td>Auto-email on upload</td>
400
+ <td>Access setup</td>
401
+ </tr>
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+ <tr>
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+ <td>STPL-VND-003</td>
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+ <td>Marketing</td>
405
+ <td>Poster: 'Rated to Perform – Vendor Metrics'</td>
406
+ <td>Score breakdown with rank visual</td>
407
+ <td>Design 3 options</td>
408
+ <td>Sample vendor filled</td>
409
+ </tr>
410
+ <tr>
411
+ <td>STPL-VND-004</td>
412
+ <td>Sales</td>
413
+ <td>Plan per vendor or per batch</td>
414
+ <td>Support 25/50/100 vendor pricing</td>
415
+ <td>Add certificate and alert cost</td>
416
+ <td>Volume discount done</td>
417
+ </tr>
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+ <tr>
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+ <td>STPL-VND-005</td>
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+ <td>QA</td>
421
+ <td>Score correctness check</td>
422
+ <td><5% deviation across 10 test cases</td>
423
+ <td>Validate inputs</td>
424
+ <td>Logs verified</td>
425
+ </tr>
426
+ </table>
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+ </div>
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+ </div>
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+ </body>
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+ </html>