Technical Implementation Roadmap

Aligning software development with strategic business priorities

1 Strategic Alignment Overview

This roadmap ensures technical development work directly supports business priorities and client-facing capabilities, with clear dependencies and timelines.

1.1 Business Priority Mapping

1. Client Waitlist & Scaling → Website/CRM enhancements, data lake client tracking
2. Geographic Expansion → Labs system monitoring, compliance automation
3. Website UX Enhancement → Static site optimization, content management
4. Operational Excellence → Data pipeline reliability, automated reporting

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2 Current Technical Work Streams

2.1 🎯 Stream 1: Data Pipeline Stabilization (URGENT)

Business Impact: Reliable portfolio performance data for client reporting and website content Timeline: Next 7 days

2.1.1 Backtest Universe Refresh (IN PROGRESS)

Status: Baseline runs complete through size 250, $500MM market cap filter applied

Completed: - ✅ Sizes 25, 50, 100, 150, 250 baseline scenarios - ✅ New $500MM minimum market cap filter working - ✅ Non-zero NAV values and proper metadata structure - ✅ CSV logs with min_market_cap column populated

Next Actions: - [ ] Size 500 baseline batch (Est: 45 minutes) - [ ] Complete comprehensive scenario sweep (all sizes 25-500) - [ ] Install missing optimizers (riskfolio-lib, pypfopt) for fuller coverage - [ ] Rerun factor attribution (scripts/factor_attribution.py) - [ ] Regenerate condensed reports (scripts/generate_condensed_reports.py) - [ ] Sync to ethicic-site/backtest/latest/ for public website - [ ] Update MotherDuck data sync

Dependencies: None - can proceed immediately Risk: Client-facing performance data outdated until completion

2.1.2 Media Processing Pipeline (BLOCKED)

Business Impact: Client video processing, content automation for scaling

Current Issues: - ☒ Test video data removed from R2 bucket - ☒ MediaProcessingOrchestrator background processing fixed - ☐ Move videos from Google Drive to R2 lake bucket - ☐ Move audio files from Google Drive to separate R2 folder - ☐ Test video processing pipeline with real data

Dependencies: Google Drive → R2 migration strategy Timeline: 2-3 days after backtest completion

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2.2 🌐 Stream 2: Website Enhancement (BUSINESS CRITICAL)

Business Impact: Direct support for California waitlist deployment and client acquisition Timeline: Next 14 days

2.2.1 Navigation & Content Structure (Week 1)

• Rename “Research & Insights” → “Blog” for intuitive navigation
• Create dedicated Media & Press page with publication logos
• Implement site search functionality for content discoverability
• Add hero imagery and visual elements to reduce text-heavy appearance

2.2.2 California Waitlist Integration (Week 1)

• Create /california-waitlist landing page with exclusive messaging
• Update consultation booking flow with state filtering
• Add capacity messaging to homepage and relevant sections
• Configure form routing to LACRM waitlist pipeline

2.2.3 Mobile & Performance Optimization (Week 2)

• Fix Encyclopedia table responsiveness for mobile users
• Optimize image compression and load times
• Test responsive behavior for filter interfaces
• Implement legacy URL redirects for SEO

Dependencies: Coordination with LACRM configuration (Stream 3)

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2.3 🔧 Stream 3: Labs System Integration (SUPPORTING)

Business Impact: Operational efficiency for scaling, client data management Timeline: Next 21 days

2.3.1 Data Lake Client Tracking (Week 1-2)

Supporting: Geographic expansion monitoring, compliance alerts

• LACRM integration configuration for state-based client tracking
• Automated 4-client alerts per state for waitlist triggers
• Geographic distribution dashboard in Labs interface
• Client capacity monitoring real-time updates

2.3.2 Upload & Matrix Flow Optimization (Week 2-3)

Supporting: Content management, document processing automation

• Stabilize Matrix ingestion with Docling integration for PDFs
• Expand MIME handling for diverse document types
• Surface job progress in SPA interface
• Role-based access controls for upload permissions

2.3.3 Agent System Enhancement (Week 3)

Supporting: Operational automation, content generation

• Migrate remaining Haraway endpoints to shared worker
• Automated test implementation for critical workflows
• Legacy cleanup completion for system consolidation

Dependencies: Data pipeline stability (Stream 1)

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2.4 📊 Stream 4: Content & Analytics (ONGOING)

Business Impact: Thought leadership, client education, competitive positioning Timeline: Continuous with 30-day milestones

2.4.1 Content Management Enhancement

• Cross-linking strategy implementation between blog, FAQ, Encyclopedia
• Trust signal integration (media mentions, testimonials, achievements)
• Brand consistency standardization across all properties
• Placeholder content completion (registration dates, construction notices)

2.4.2 Analytics & Performance Tracking

• Client acquisition funnel tracking by state and source
• Website performance monitoring with conversion metrics
• Content effectiveness analysis for thought leadership ROI
• Waitlist conversion tracking and optimization

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3 Integration Dependencies & Timeline

3.1 Week 1: Critical Path (Sep 30 - Oct 6)

gantt
    title Critical Path Integration
    dateFormat  YYYY-MM-DD
    section Data Pipeline
    Complete Backtest Refresh    :2025-09-30, 3d
    Factor Attribution Rerun     :2025-10-02, 1d
    Site Sync Update            :2025-10-03, 1d

    section Website Enhancement
    CA Waitlist Landing Page    :2025-09-30, 2d
    Navigation Restructure      :2025-10-01, 2d
    Mobile Optimization         :2025-10-03, 3d

    section LACRM Integration
    State Tracking Config       :2025-10-02, 2d
    Alert System Setup          :2025-10-04, 2d

3.2 Week 2-3: Supporting Systems (Oct 7 - Oct 20)

• Media processing pipeline restoration
• Labs system data lake integration
• Content management automation
• Performance monitoring implementation

3.3 Week 4: Quality Assurance & Launch (Oct 21 - Oct 27)

• End-to-end testing of California waitlist flow
• Performance validation across all systems
• Documentation updates and team training
• Launch coordination and monitoring

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4 Risk Management & Blockers

4.1 Technical Risks

1. Data Pipeline Interruption
   • Risk: Backtest failures block website content updates
   • Mitigation: Complete baseline first, comprehensive as backup
   • Owner: Technical lead
2. Website Performance Degradation
   • Risk: Mobile optimization breaks existing functionality
   • Mitigation: Staged rollout with feature flags
   • Owner: Frontend developer
3. Integration Complexity
   • Risk: LACRM/Labs/Website integration conflicts
   • Mitigation: Clear API contracts and testing protocols
   • Owner: System architect

4.2 Business Risks

1. California Waitlist Delay
   • Risk: Lose potential clients if deployment delayed
   • Mitigation: Manual waitlist process as backup
   • Owner: Business operations
2. Content Inconsistency
   • Risk: Mixed messaging during transition period
   • Mitigation: Content audit checklist and review process
   • Owner: Marketing team

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5 Success Metrics & Monitoring

5.1 Technical KPIs

• Data Pipeline: 100% successful batch runs, <2 hour processing time
• Website Performance: <3s load time, 95%+ mobile responsiveness score
• System Integration: 99.9% uptime, <500ms API response times
• Content Management: 24-hour content update cycle, zero broken links

5.2 Business KPIs

• Client Acquisition: California waitlist signup rate >70%
• User Experience: <3% bounce rate increase during transition
• Operational Efficiency: 50% reduction in manual waitlist management
• Content Effectiveness: 25% increase in blog engagement metrics

5.3 Weekly Review Process

Mondays: Technical progress review, blocker identification Wednesdays: Business alignment check, priority adjustments Fridays: Integration testing, quality assurance, week ahead planning

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6 Resource Allocation & Ownership

6.1 Primary Responsibilities

• Sloane Ortel: Strategic oversight, business requirement validation
• Technical Lead: Data pipeline, system architecture, integration
• Frontend Developer: Website enhancement, mobile optimization
• DevOps: Deployment, monitoring, performance optimization

6.2 Decision Authority

• Technical Architecture: Technical Lead (with Sloane approval for major changes)
• Business Requirements: Sloane Ortel (final authority on feature priorities)
• Timeline Adjustments: Joint decision (Technical Lead + Sloane)
• Resource Allocation: Sloane Ortel (budget and staffing decisions)

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7 Documentation & Communication

7.1 Technical Documentation

• API Integration Guides for LACRM/Labs/Website connections
• Deployment Runbooks for each system component
• Performance Monitoring Dashboards with real-time metrics
• Incident Response Procedures for system failures

7.2 Business Documentation

• California Waitlist Process Guide for operational team
• Content Management Workflows for marketing consistency
• Client Communication Templates for waitlist management
• Performance Reporting Templates for weekly reviews

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This roadmap ensures technical work directly supports business growth while maintaining system reliability and operational excellence. Weekly reviews will adjust priorities based on client acquisition results and system performance metrics.