Renewals Manager

Renewals Manager is a contract renewal and asset intelligence platform built for the Trace3 LCR team. It ingests Infrastructure Business Reviews (IBRs) from hardware and...

Total Features

44

Live

33

Planned

6

Gaps

5

Overall

75%

Feature Lifecycle Pipeline

3 Ideas › 2 Scoped › 0 Scored › 6 In Progress › 33 Live

Work Breakdown Structure

1.
Core Functionality
1.1 IBR Ingestion and Data Centralization 100%
  • • IBR upload (Excel, CSV, PDF)
  • • Async background processing
  • • Multi-vendor field mappings
  • • Contract normalization pipeline
  • • IBR review and remapping
  • • Renewals dashboard
  • • Client profiles
  • • Vendor profiles
  • • Data quality dashboard
  • • Field-level enrichment/curation
  • • Client/vendor deduplication
  • • Contract archival
  • • End-of-Sale tracking
  • • Promotion/campaign tracking
  • • Vendor incumbency tracking
  • • Logo and branding management
  • • Export to XLSX/CSV/PDF
1.2 Self-Service Mapping UX 100%
  • • Multi-column IBR field mappings
  • • Custom field transformations
  • • IBR mapping subset detection
  • • Contract ID configuration
  • • End of Sale vs End of Support
  • • Per-serial row export
  • • Export format and row mode
  • • Data Curator role
  • • Audit log UI
1.3 Renewal-Supporting Data Inference 0%
  • • Opportunity likelihood scoring
  • • Opportunity value modeling
  • • Initial Product Mapping
  • • Product Similarity Recommendations
2.
IT Support / Inte…
2.1 Authentication and Access Control 100%
  • • Okta SSO
  • • Local user accounts
  • • Role-based access (admin/user)
  • • Admin panel
2.2 Infrastructure and Deployment 40%
  • • Docker deployment
  • • OpenAPI documentation
  • • Security review
  • • Production environment (DNS/SSL)
  • • Report sharing
3.
Data Access & Analysis
3.1 Modeling 33%
  • • Data enrichment from LCR users
  • • Model product details from vendor data
  • • Client/Vendor name normalzation from Data Warehouse
3.2 Reference & Normalizatoin with Data Warehouse 0%
  • • NetSuite vendor/client normalization
  • • Client subsidiary hierarchy
— set both value and effort to score
1. Core Functionality
1.1
IBR Ingestion and Data Centra…
17L / 0P / 0G
1.2
Self-Service Mapping UX
9L / 0P / 0G
1.3
Renewal-Supporting Data Inference
0L / 0P / 4G
2. IT Support / Integration
2.1
Authentication and Access Control
4L / 0P / 0G
2.2
Infrastructure and Deployment
2L / 2P / 1G
3. Data Access & Analysis
3.1
Modeling
1L / 2P / 0G
3.2
Reference & Normalizatoin wit…
0L / 2P / 0G

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Recent Releases

View Roadmap
v0.2.0 In Progress
1.2 Self-Service Mapping UX — Contract ID: configurable per-column, hand-curated, or auto-generated, End...
Bug fixes: Allstream missing from Merge & Fix client list, Contact search not returning...
v0.1.0
1.1 IBR Ingestion & Data Centralization — IBR upload (Excel, CSV, PDF) with multi-sheet and report-layout format...
2.1 Authentication & Access Control — Okta SSO (configurable at runtime via admin panel), Local user accounts...