Phase
June 2026
July 2026
August 2026
Wonder Valley · ✓ Done
Monthly Report
Live in portal · May 2026
✓ Wonder Valley — Live in Reporting Portal · May 2026
Phase 0
Brand Audit
Haziq · Tyler · Jun 1–14
Brand Audit — Retailer Matrix per Brand · Jun 1–14
Fast Track — Existing Adapters
Fast Track · A
Carbon Beauty Group
Self Glow · Sweed · Reverie · Already in Pipeline
Carbon Beauty — Portal Config + Verification · Jun 8–28
Fast Track · B
Config-Only Brands
Scope confirmed after audit · Jun 15–Jul 12
Config-Only Brands — TBD from Brand Audit · Jun 15–Jul 12
Slow Track — New Retailer Integrations
Slow Track · A
New Adapter Builds
New retailer portals · Scope from audit
New Retailer Adapter Builds · Jun 15–Jul 26
Slow Track · B
Brand Rollout
Configure + deploy after adapters built
Slow Track Rollout · Jul 20–Aug 2 · ★ Jul 31 Target
Calecim
New Brand Onboarding
Pending Tyler's signal · ~August 2026
Calecim — Brand Onboarding · ~Aug 3–23
June 1, 2026
Brand Audit Begins
Tyler confirms which retailer portals each brand sells through. Haziq maps against existing adapters. Carbon Beauty brands (Self Glow, Sweed, Reverie) enter final portal config in parallel.
June 14, 2026
Audit Gate
Brand × retailer matrix complete. Fast track confirmed: brands using only existing adapters (Revolve, Nordstrom, Google Drive, Gmail, Carbon Beauty S3). Slow track scoped: brands needing new integrations and estimated build time per adapter.
June 30, 2026
Fast Track Complete
Wonder Valley (live), Self Glow, Sweed, Reverie, and all config-only brands operational. Tyler's manual Canva process replaced by automated portal report for these brands. Slow track adapter builds underway.
July 31, 2026
★ Full Rollout Target
All 14 active brands live in the reporting portal. New retailer adapters complete and deployed. Tyler no longer building Canva decks manually for any active brand. Confidence depends on adapter complexity discovered in audit.
In Pipeline — May 2026
Carbon Beauty Group
Self Glow, Sweed, and Reverie already configured in ingestion_config.yml with Carbon Beauty S3 adapter. Sweed also has Nordstrom S3 adapter configured. Fast track brands — portal verification only, no new build work required.
TBD — After Jun 14 Audit
Config-Only Count
Number of fast track brands depends on retailer overlap audit. Brands that sell only through Revolve, Nordstrom, Google Drive, or Gmail sources can be configured without new adapter work. Likely 3–5 additional brands beyond Carbon Beauty.
TBD — After Jun 14 Audit
New Adapter Scope
Brands selling through retailers with no existing adapter (e.g., Ulta, Sephora, Target, brand-specific portals) require new integration builds. Each new retailer: 1–2 weeks. Count and complexity determined by the audit — this drives the July 31 confidence level.
~August 2026
Calecim Onboarding
New brand currently in onboarding — not yet in CRM. Tyler to signal when brand is ready (~1 month from May 28). Adapter config follows the same pattern as other brands once retailer mix is confirmed.
→
Brand Audit → Fast / Slow Split
The June 14 retailer matrix is the gate that determines which brands are config-only vs. require new adapter builds. Neither track can be fully scoped without it. Tyler's input on retailer mix per brand is the single external dependency for this gate.
→
Adapter Complexity → July 31 Confidence
If the audit reveals 5+ brands requiring new retailer integrations, the July 31 full rollout target may shift. Each new adapter is 1–2 weeks of build work. The milestone is firm for fast track brands regardless of slow track complexity.
→
CRM Database → All Brands
Pipeline / deal data for all active brands is already in the portal database (crm_relationships, crm_activities tables). No HubSpot dependency — the reporting portal reads CRM data directly from the shared DB. This does not block any brand's rollout.
→
Carbon Beauty S3 → Self Glow / Sweed / Reverie
These three brands are already configured in ingestion_config.yml with the Carbon Beauty S3 adapter. Sweed also has a Nordstrom S3 source. Fast track work is portal verification only — confirm reports render correctly and data matches Canva output.
→
Tyler's Signal → Calecim Start
Calecim is actively onboarding and not yet in the CRM. Tyler will signal when the brand is ready (~August). Calecim follows the same onboarding pattern as other brands once the retailer mix is confirmed — no blocking dependency on the main rollout.
→
Wholesale Goals (Google Sheets) → Each Brand
Each brand's monthly wholesale goal data lives in a separate Google Sheet (like Wonder Valley's). Tyler or each brand's sales manager must confirm the Sheet ID per brand. This is a configuration item per brand — needed before the portal can display the sales vs. goal chart.