✓ Done
Workshop 1
Core Operations & Products
Sun 15 Mar · M1–M7
TODAY
Workshop 2
Customer, B2B/B2C & Tasks
Mon 16 Mar · M8–M12
Workshop 3
Revenue, Integration & Advanced
Tue 17 Mar · M13–M19
Workshop 4
Inventory, Analytics & AI
Wed 18 Mar · M20–M28
5
Modules Today
M8–M12
Module Range
3h
Session Duration
36min
Per Module Average
Today's Agenda
5 Modules — Workshop 2
These modules form the complete customer-facing layer: how agencies interact with the system, how customers are managed, how internal tasks flow, and how documents and mobile apps serve the operation.
Module 08
B2B Agency Portal
Partner self-service booking channel
Module 09
CRM (B2B & B2C)
Unified agency & customer profiles
Module 10
Tasks & Internal Control
Workflow engine & task tracking
Module 11
Mobile Applications
Tourist App & Guide App (Flutter)
Module 12
Document Management & E-Sign
Central repository + digital signing
Workshop Focus Areas
3 Critical Themes to Address Today
B2B Portal ↔ Core System Integration
The Agency Portal (M8) is the external face of everything built in Workshop 1. Availability, pricing tiers, booking flow, payments, and document delivery must be seamlessly connected. All pricing logic from M2 must surface correctly in real-time search results.
Flutter Mobile — Tourist App & Guide App
Module 11 covers Tourist App and Guide App built in Flutter. The Tourist App delivers itinerary, QR-coded vouchers, and real-time updates. The Guide App handles group management, QR-based check-in, and HQ messaging. Both apps require offline capability for vouchers and check-in scanning.
E-Signature Third-Party Dependency
Module 12 (Document Management) includes DocuSign/HelloSign integration — but only if the client provides credentials and agrees to subscription costs. This conditional scope must be resolved today: confirm provider, budget, and timeline for credential provisioning.
Scope Boundaries — Workshop 2
What's In, Conditional & Excluded
✓ Confirmed In Scope
Agency portal: search, book, modify, pay, documents
Sub-agent access and commission visibility
CRM agency profiles + customer profiles
GDPR consent management and audit logs
Flutter Tourist App (itinerary, QR vouchers)
Flutter Guide App (check-in, HQ messaging)
Task auto-creation from system events
Document versioning, templates, auto-generation
⚡ Conditional — Needs Confirmation
DocuSign / HelloSign: client must provide credentials + budget subscription fees
Email/SMS triggered communications: requires integrated credentials from client
External calendar sync for tasks (Google/Outlook)
Support chat in Tourist App (if scoped)
✗ Excluded / Watch Out
External B2B API/JSON for agents (M13) — still needs Change Request
AI-powered CRM recommendations — not mentioned in scope
Navigation Guide
Use Architecture to see how today's modules connect to the overall system. SRS has full functional requirements for all 5 modules. Use Case & Lifecycle walks through an agency onboarding + booking scenario using all 5 modules. Checklist has all action items for today's session.