Browse documents

Supplemental Features — Catalogue & Recommendations

Purpose: beyond the 12 core phases (P0–P11), this catalogue lists every additional capability worth considering for SFMS + Atlas. Each item carries a priority, an effort estimate, and a recommended sequencing slot (extend an existing phase, slot before v1.0, or post-launch).

How to read:

  • MUST — pre-v1.0; either extend a phase or slot a small phase between others.
  • SHOULD — short post-v1.0 backlog (within 6 months of launch).
  • COULD — longer post-launch roadmap (6–18 months).

Effort: XS (≤ 1 wk), S (1–2 wk), M (2–4 wk), L (4–8 wk), XL (> 8 wk).


1. SFMS operational modules

#FeaturePriorityEffortRecommended phaseNotes
1.1Inventory / Spare Parts ManagementSHOULDMPhase 12Stock levels, reorder thresholds, supplier links, attach parts to work orders. Pairs with CMMS-style operations.
1.2Vendor / Contractor PortalSHOULDMPhase 12External vendor login (limited tenant); work-order assignment, document exchange, timesheets, compliance docs.
1.3Visitor ManagementMUSTSExtend P4Kajima BOS reference already includes this (QR via Outlook/Teams). Pre-register, host approval, badge issue, audit.
1.4Space / Room BookingSHOULDMPhase 12Calendar-integrated, capacity-aware, IoT-linked (auto-release if no presence).
1.5Statutory Compliance TrackerMUSTMExtend P4Periodic inspections (lifts, fire, electrical), certificate expiries, regulator-ready report.
1.6Move ManagementCOULDMPost-launchPeople + desk + asset moves with checklists.
1.7Service Request / Occupant HelpdeskSHOULDMPhase 12Occupant-facing app/portal for requests; auto-route to work orders.
1.8Safety & Incident ManagementMUSTSExtend P4KY-style hazard logging, incident reporting (24h SLA), root-cause analysis, link to assets.
1.9Emergency Drill ManagementSHOULDSPhase 12Drill planning, attendance, post-drill review.
1.10Lease & Contract ManagementCOULDMPost-launchLease terms, renewals, indexation, document store.
1.11Cost Allocation / ChargebackSHOULDMPhase 12Allocate FM costs per cost-center / tenant / floor; export to ERP.
1.12Tenant BillingCOULDLPost-launchFull billing engine (CAM, utilities recharge).

2. Building intelligence (sensor & analytics)

#FeaturePriorityEffortRecommended phaseNotes
2.1Indoor Air Quality (IAQ) MonitoringMUSTSExtend P11CO2, PM2.5, TVOC, RH, temp; comfort + health KPIs; alerts. Critical for ESG and wellness certifications.
2.2Occupancy & People CountingMUSTMPhase 12Wi-Fi probe / camera / sensor / badge fusion. Drives space optimisation, energy savings, comfort.
2.3Water ManagementSHOULDSExtend P11Consumption, leak detection (flow anomaly), legionella temperature check, sub-metering.
2.4Waste ManagementSHOULDSExtend P11Stream tracking (recycling / landfill / organics), diversion rate KPI for ESG.
2.5Lighting OptimisationSHOULDMPhase 12Daylight harvesting, schedule optimisation, occupancy linkage. Reuses CPMS + EMS pattern.
2.6Renewable & Storage OptimisationCOULDLPost-launchOn-site PV optimisation, BESS dispatch, microgrid coordination.
2.7Air-Side Optimisation (AHU/VAV)SHOULDLPost-launchCounterpart to CPMS Phase 10 — AHU + VAV + terminal-unit FDD + optimisation.
2.8Building Performance BenchmarkingSHOULDMPhase 12Cross-building (within and across tenants opt-in) benchmarks: EUI, kW/RT, work-order rates.
2.9Predictive MaintenanceSHOULDLPost-launchPer-asset RUL (remaining useful life) using telemetry + work-order history; ML-based.

3. AI extensions (Phase 6 follow-ons)

#FeaturePriorityEffortRecommended phaseNotes
3.1Computer Vision for InspectionsSHOULDMPost-launchPhoto upload → defect detection (corrosion, leaks, broken signage).
3.2Voice Notes & TranscriptionSHOULDSPost-launchField engineer dictates; transcribed + categorised; attached to work order.
3.3Document UnderstandingSHOULDMPost-launchExtract data from drawings, invoices, datasheets; populate asset attributes.
3.4Knowledge Graph over the DataCOULDLPost-launchEntity graph for richer NL query and impact analysis.
3.5AI Assistant PersonasSHOULDSPost-launchPer-role assistants (Sustainability, Operations, Compliance) with curated tool sets.
3.6Bring-Your-Own-Model (BYOM)COULDMPost-launchCustomers can plug in fine-tuned models per tenant.

4. Integration & connectors

#FeaturePriorityEffortRecommended phaseNotes
4.1OPC-UA ConnectorMUSTMExtend P3Mentioned as stretch in P3; many industrial buildings require it.
4.2Modbus TCP/RTUMUSTSExtend P3Common for sub-meters; stretch in P3.
4.3CMMS / CAFM BridgeSHOULDMPhase 12Two-way sync with Maximo, Archibus, TRIRIGA, custom systems.
4.4HRIS / SCIMMUSTSExtend P2User provisioning from HR systems; SCIM 2.0 protocol.
4.5ERP BridgeSHOULDMPost-launchSAP / Oracle for asset, purchasing, finance.
4.6Calendar IntegrationSHOULDSPhase 12Microsoft 365 / Google for bookings, approvals, scheduled actions.
4.7Microsoft Teams / Slack NotificationsSHOULDXSPhase 12Channel-targeted alerts and approvals.
4.8GIS / Geographic LayerCOULDMPost-launchSite maps, campus view, geofencing for mobile.
4.9EV Charging Network APIsCOULDSPost-launchOCPP integration; consumption + cost.
4.10Weather Provider abstractionMUSTXSExtend P3Plug in NOAA / JMA / commercial; required by CPMS + EMS.

5. Platform capabilities

#FeaturePriorityEffortRecommended phaseNotes
5.1Marketplace / Plugin SDKCOULDLPost-launchThird-party widgets, connectors, workflow nodes — sandboxed.
5.2White-label / Multi-brandSHOULDMPhase 12Service-provider mode: per-customer branding, hostname, login.
5.3Multi-currencySHOULDSPhase 12Cost rollups across regions.
5.4Multi-time-zoneMUSTSExtend P2Every site can have its own TZ; reports and schedules respect it.
5.5Soft Delete + RestoreMUSTXSExtend P2Recover from accidental deletes within retention window.
5.6Entity VersioningMUSTSExtend P2Diff + revert for asset / location / system records.
5.7Bulk Operations FrameworkSHOULDMPhase 12Selection-driven bulk update across list pages; safe preview + audit.
5.8Self-Service Backup / RestoreSHOULDMPhase 12Per-tenant snapshot + selective restore (entity-level).
5.9Real-time Co-edit on Dashboards / WorkflowsCOULDMPost-launchCRDT-based for simultaneous editing.
5.10In-App Help & Onboarding ToursMUSTSExtend P5Guided tours per persona; reduces support load.
5.11Localization beyond JP/ENSHOULDSPost-launchResource files structured to add languages quickly.

6. Security, privacy & compliance

#FeaturePriorityEffortRecommended phaseNotes
6.1Customer-Managed Encryption Keys (CMEK / BYOK)SHOULDMPost-launchEnterprise requirement for high-trust customers.
6.2Data Masking & RedactionMUSTSExtend P2Field-level masking for PII in audit + exports.
6.3PII Inventory & Data MapMUSTSExtend P9Required for APPI / GDPR; auto-discovered from schemas.
6.4Right-to-Erasure WorkflowMUSTSExtend P9Per-user erasure across collections; cryptographic erasure for backups.
6.5Data Residency Per TenantSHOULDLPost-launchRegion pinning enforced at storage layer.
6.6Compliance Certifications DashboardSHOULDSPhase 12Surface ISO 27001 / SOC 2 / APPI / PDPA status, audit history, SBOM.
6.7IP Allow-list per TenantMUSTXSExtend P2Common enterprise control.
6.8Audit Trail with Blockchain AnchoringCOULDMPost-launchFor very-high-trust customers (regulators, defence).
6.9Anti-malware Scan on UploadsMUSTXSExtend P4ClamAV / commercial scanner before document persist.

7. Observability & operations

#FeaturePriorityEffortRecommended phaseNotes
7.1SLO + Error Budget DashboardsMUSTSExtend P9Per-service SLOs; alert on budget burn.
7.2Tenant-Level Usage MeteringSHOULDMPhase 12Per-tenant cost dashboards (storage, AI calls, API quota).
7.3Chaos TestingSHOULDMPost-launchGame-day program; failure-injection in staging.
7.4Feature Flags ServiceMUSTSExtend P0Per-tenant / per-user flag management; gradual rollouts.
7.5A/B ExperimentationCOULDMPost-launchFor UX changes.

8. Developer / partner experience

#FeaturePriorityEffortRecommended phaseNotes
8.1Webhooks (outbound) with HMAC + retryMUSTSExtend P2Allow downstream systems to subscribe to events.
8.2Public Developer PortalSHOULDMPost-launchDocs, API reference, SDK, sandbox tenant, examples.
8.3Sandbox Tenant per DeveloperSHOULDSPost-launchSelf-serve sandbox with seed data.
8.4Postman Collection (auto-generated)MUSTXSExtend P2From OpenAPI; published with each release.
8.5Custom Reports SDKCOULDMPost-launchTenants write report templates in YAML / JS sandbox.

9. Module dependency map (for the additions above)

Phase 12 (proposed) — Operational extensions
   ├─ Visitor Mgmt (extend P4)
   ├─ Statutory Compliance Tracker (extend P4)
   ├─ Safety & Incident Mgmt (extend P4)
   ├─ Inventory / Spare Parts
   ├─ Vendor Portal
   ├─ Service Request / Helpdesk
   ├─ Space / Room Booking
   ├─ Cost Allocation / Chargeback
   ├─ Occupancy & People Counting
   ├─ Compliance Certifications Dashboard
   ├─ Tenant-Level Usage Metering
   ├─ Bulk Operations Framework
   ├─ Self-Service Backup / Restore
   └─ White-label / Multi-brand

Phase-extensions (no new phase needed; bundle into existing)
   ├─ P0  — Feature Flags Service
   ├─ P2  — HRIS / SCIM · Multi-TZ · Soft Delete · Versioning · Data Masking · IP Allow-list · Webhooks · Postman
   ├─ P3  — OPC-UA · Modbus full · Weather Provider abstraction
   ├─ P4  — Anti-malware scan on uploads
   ├─ P5  — In-App Help / Onboarding Tours
   ├─ P9  — PII Inventory · Right-to-Erasure · SLO + Error Budget
   └─ P11 — IAQ · Water · Waste (add to EMS)

Post-launch roadmap
   AI extensions (CV, voice, doc-understanding, knowledge graph, BYOM)
   Air-Side Optimisation
   Predictive Maintenance
   Marketplace / Plugin SDK
   Public Developer Portal
   Customer-Managed Keys
   GIS layer
   Microgrid + BESS optimisation

10. Suggested next moves

  1. Confirm Phase 12 scope with Product (the 14 items in §9 are the proposed bundle; some can be cut to fit a 4-week phase, some deferred).
  2. Promote the MUSTs in §9 into the relevant existing phases before the phase begins — e.g., Webhooks and SCIM into Phase 2; OPC-UA and Modbus full into Phase 3; PII Inventory into Phase 9. These are not large deltas individually but shouldn't slip past the gate they belong to.
  3. Draft Phase 12 outline if confirmed, following the same template as Phases 10 and 11.
  4. Maintain this catalogue as a live document. Move items between MUST/SHOULD/COULD as customer feedback comes in; archive completed items.

11. Anti-features (intentionally not built at v1)

The following are not recommended for v1.0 even if asked:

  • Native mobile shell (iOS/Android) — PWA covers the use cases; native investment can be revisited if metrics warrant.
  • General-purpose CMS — Atlas is a data platform, not a website builder.
  • Real-time video conferencing — out of scope; integrate Teams/Zoom instead.
  • Full ERP functions — integrate, don't rebuild.
  • Custom hardware — Atlas is software; partner for hardware.

Saying no protects velocity and identity.