Zixly Implementation - Current Status
Note: This document provides a summary. For detailed, up-to-date status information, see status.md in the implementation directory.
Quick Status
Current Phase: SME Business Automation Platform Development
Business Pivot: Completed shift from DevOps focus to SME business automation
Progress: Core platform ready, SME integrations (Xero, HubSpot, Shopify, Asana) in development
Last Updated: 2025-10-25
Phase Status Summary
| Phase | Status | Completion |
|---|---|---|
| Phase 1: Data Foundation | ✅ Complete | 100% |
| Phase 2: Infrastructure & Services | ✅ Complete | 100% |
| Phase 1.5: LocalStack + Terraform | ✅ Complete | 100% |
| Phase 3: Dashboard & API | 🔄 In Progress | ~40% |
| Phase 4: Production Readiness | ⏳ Planned | 0% |
Current Focus
Business Pivot Completed (October 2025)
Strategic Shift:
- Pivoted from DevOps automation for tech companies to SME business automation
- Updated all documentation, marketing materials, and website content
- Repositioned services for 10-50 employee SMEs in Brisbane and SEQ
- New service tiers: Business Automation Starter ($3K-$5K), Complete ($8K-$15K), Enterprise ($20K-$40K)
SME Integration Priorities (Next Phase)
Priority 1: Core Business System Integrations:
- OAuth 2.0 integration for Xero (accounting)
- OAuth 2.0 integration for HubSpot (CRM)
- OAuth 2.0 integration for Shopify (e-commerce)
- OAuth 2.0 integration for Asana (project management)
Priority 2: Workflow Templates:
- Invoice paid → CRM update workflow
- Deal won → project creation workflow
- Order placed → fulfillment workflow
- Task completed → billing workflow
Priority 3: Client Dashboard:
- SME-friendly workflow execution dashboard
- Plainlanguage error messages and notifications
- Time savings analytics and ROI tracking
Recently Completed
- ✅ Complete business model pivot to SME focus
- ✅ New financial projections for SME market
- ✅ SME-focused marketing documentation
- ✅ Integration documentation (Xero, HubSpot, Shopify, Asana, Email)
- ✅ Updated service catalog and pricing
- ✅ Rewritten website landing page content
Detailed Status
For comprehensive status information including:
- Milestone History: Detailed completion records for each phase
- Architecture Evolution: How the system has evolved
- Technology Stack: Current versions and configurations
- Files Created: Complete inventory of all files
- Metrics & KPIs: Performance and development metrics
- Next Steps: Immediate and upcoming priorities
See: status.md (consolidated implementation status)
Quick Links
Planning & Architecture:
- Implementation Plan - Phase-by-phase roadmap
- Architecture Decisions - ADRs
- System Architecture - Technical overview
Operations:
- Deployment Guide - Local and production setup
- Local Development - Development environment
- Troubleshooting - Common issues
Business Context
Zixly is an SME business automation service for Brisbane and South East Queensland SMEs (10-50 employees), using this internal operations platform to track service delivery and demonstrate business workflow automation.
Current Focus: Building SME business system integrations (Xero, HubSpot, Shopify, Asana) to connect client systems and automate repetitive tasks, saving 10-20 hours per week.
Target Market: Professional services, construction/trades, e-commerce/retail, and manufacturing businesses in Brisbane and SEQ.
Last Updated: 2025-10-25
Maintained By: Zixly Development Team
Primary Status Document: status.md