Transformation roadmap

Parallel workstreams with shared control gates.

The roadmap coordinates BrokerLink Portal, GroupLink Portal, service testing, Contact Center AI, AI SDLC controls, platform modernization, and mainframe migration waves so delivery scales without losing release control.

Mainframe waves Current proof points AI SDLC gates

Roadmap logic 90-day activation + 12-month scale

First 30 days

Confirm owners, portal scope, use-case inventory, source systems, evidence model, test harness, and migration assessment.

Next 60 days

Run omnichannel service tests, build AI SDLC release gate, shape BrokerLink Portal and GroupLink Portal architecture, map mainframe dependencies, and prove dual-run design.

Scale phase

Expand portal capabilities, migrate by wave, enforce release evidence, and retire replaced legacy capability.

Integrated roadmap

Workstream swimlanes.

Each workstream advances through technical gates. The swimlane is intentionally operational: what gets built, validated, released, and retired.

Workstream

Activation

Foundation

Pilot

Dual run

Scale

Optimize

Service testing

Scenario inventory

Harness and trace IDs

Call replay validation

QA archive

Production gate

Continuous tuning

Contact center AI

Workflow map

RAG and guardrails

Agent assist pilot

CRM writeback staging

Supervised actions

QA optimization

BrokerLink Portal

Journey and role map

API and data contracts

MVP portal workflows

Legacy coexistence

Production release

Adoption and backlog

GroupLink Portal

Group workflow inventory

Eligibility and account model

Admin workflow pilot

Data quality checks

Role-based rollout

Operational tuning

AI SDLC

Inventory model

Risk tiers and AI BOM

Eval harness

Secure release gate

Runtime monitoring

Change learning loop

Mainframe migration

Inventory graph

Landing zone

Read-only strangler

Parallel run

Write transfer

Decommission

Evidence Hub

Policy trace

Evidence system

Release samples

Audit packet

Operating review

Control refresh

Milestone gates

What must be true before scaling.

The roadmap is gated by evidence, not dates alone.

Gate	Exit condition	Evidence	Escalation if failed
BrokerLink Portal release ready	Broker workflows, identity roles, API contracts, documents, and support paths pass UAT.	Journey tests, access matrix, API tests, defect burn-down, release notes.	Hold release and prioritize product or integration remediation.
GroupLink release ready	Group admin, eligibility, permissions, reporting, and source-system sync pass validation.	Data quality report, role/access review, integration checks, UAT signoff.	Hold rollout and keep manual or legacy workflow in place.
Service test ready	Customer-call scenarios replay with traceable AI, CRM, and QA evidence.	Transcript, prompt hash, source IDs, CRM payload, QA result.	Route to service owner and platform engineering.
AI release ready	Inventory, risk tier, evals, security tests, approvals, and monitoring all exist.	AI BOM, CI output, eval report, approval record, rollback plan.	Block release and create remediation backlog.
Mainframe wave ready	Dependency map, data reconciliation, dual-run output, performance baseline pass.	Graph export, parity report, exception queue, rollback drill.	Hold cutover and extend parallel run.
Decommission ready	No active consumers, archival validated, access removed, savings ledger updated.	Consumer signoff, archive test, closed jobs, contract/license update.	Keep legacy retained until owner resolves dependency.