FLEETVIEW 2.0

Kick Off Meeting

Align Vision Β· Define Roles Β· Establish Cadence

Jeans Huang

PART 1

Team Members

πŸ‡¨πŸ‡³

SZ Team

RoleName
Line ManagerDaniel Yang
Product ManagerJeans Huang
Project ManagerWhite Huang
Service RepresentativeHeng Li
πŸ‡ΊπŸ‡Έ

US Team

RoleName
Solution RepresentativeLun Bao
Product RepresentativeRonnie / Doug / Abhi
Service RepresentativeDarcy / Josh
TI RepresentativeAuston / Chris

PART 2

Project Roadmap

PRODUCT ROADMAP Β· 2026

Requirements 202 Duration 7 Months Current: MVP Batch 1 In Dev

Release 06.22 In Progress

Release 08.10

Release 09.29

Release 11.09

Release 11.30

MVP Batch 1

60

"From Reactive to Proactive O&M"

Core Value: Enter SN β†’ auto-diagnose β†’ troubleshooting plan β†’ one-click fix. Hours β†’ minutes.

πŸ€– Intelligent O&M 27

AI Diagnostics Β· Troubleshooting Β· One-Click Fix Β· Knowledge Base Β· Data Sources

🚨 Alarm Management 13

Priority Β· Fault Code Tiering Β· Solution Library Β· Smart Recognition

πŸ” Account & Permissions 11

Sub-Account Β· Roles & Permissions Β· Multi-Tenant Β· Account Creation

✨ User Experience 8

Diagnostic UX Β· Alarm UX Β· Dialog Β· Log Experience

πŸ” Smart Inspection 1

Auto Recharge

MVP Batch 2

22

"Granular Permissions, Multi-Role"

Core Value: Sub-account system + button-level permissions; installer multi-company; video remote troubleshooting.

πŸ” Account & Permissions 15

Sub-Account Β· Roles Β· Installer Accounts Β· Migration Β· Permission Audit

πŸ€– Intelligent O&M 4

Remote Video Β· App AI Q&A Β· Rollout Strategy

✨ User Experience 3

One-Stop Experience Β· Data Display Β· Device List UX

MVP Batch 3

66

"Data-Driven Decisions"

Core Value: Self-service data access + role-based exports + log visualization. No more manual spreadsheets.

πŸ“ Log Management 14

Visualization Β· Translation Β· AI Analysis Β· Operation History

πŸ“Š Data Export 10

Batch Β· Multi-Role Β· Compliance Β· Custom Filters

πŸ“ˆ Dashboards 9

ChatBI Β· Energy Revenue Β· Time-Series Β· Service Ops

πŸ“‹ Lists & Queries 8

Filtering Β· Sorting Β· Status Β· Accessory Filters

πŸ” Smart Inspection 8

Anomaly Detection Β· Automation Β· Push Β· Config

πŸ“Œ Others 17

Platform Infra Β· Homeowner Web Β· UED Β· Monitoring

MVP Batch 4

20

"Full Device Lifecycle"

Core Value: Remote device control; AI workflow-driven inspection; predictive maintenance.

πŸ–₯️ Device Management 9

Remote Control Β· EMS Β· Relay Β· Tags Β· Off-Grid

πŸ” Smart Inspection 7

AI Workflow Β· Fleet-Wide Β· Thermal Β· Lifecycle Warning

πŸ“Œ Others 4

Predictive Maintenance Β· Offline Diag Β· Remote Auth Β· Storm

Iterations

34

"Service Closed-Loop"

Core Value: Canary firmware releases; end-to-end ticket workflow + Salesforce; T1 handles 80% known issues.

⬆️ Firmware Upgrade 17

Canary Β· Batch Β· One-Click Β· Warning Β· Monitoring Β· Resume

πŸ“‹ Ticket Management 15

Submission Β· Sync Β· Salesforce Β· Follow-Up Β· Video-Linked

πŸ”” Messaging 2

Message Center Β· Omni-Channel Push

PART 3

Meeting Cadence & Requirement Management

Standardize cross-team collaboration Β· Eliminate information asymmetry

πŸ“… Weekly Sync

California: Wed 6:00 PM PDT Beijing: Thu 9:00 AM CST

5'

Action
Review

15'

Dev
Progress

15'

Req
Review

10'

Demo
Show

5'

Next
Week

πŸ“ Requirement Review β€” 4-Step Loop

1

Prepare β€” Upload SharePoint β†’ ClickUp task β†’ Email reviewers (3 days)

2

Async Review β€” Comment in SharePoint/ClickUp Β· No reply = No objection

3

Meeting β€” Only for major disagreements Β· 30 min

4

Finalize β€” Version mark β†’ Email β†’ ClickUp "Reviewed"

πŸ“‹ ClickUp

Task tracking Β· Status updates

πŸ“ SharePoint

PRD Β· Docs Β· Source of truth

βœ‰οΈ Email

Milestones Β· Notifications

PART 4

Project Resources & Current Progress

πŸ”— Project Resource List

πŸ“

Document Repository (SharePoint)

SharePoint β€” FWH FleetView 2.0

πŸ“Š Current Progress

Currently advancing the basic data management platform for the intelligent diagnostics module:

1. Diagnostic Solution Management

Full lifecycle management of diagnostic solutions. Standardized rule data sources for AI diagnostic engine.

Demo β†’

2. Protocol Field Manager

Unified browsing, searching and editing of EMS protocol fields. Knowledge base for AI diagnostic engine.

Demo β†’
Note: Internal tools only. No company-wide review this round. Future cross-team docs will have separate review invitations.

Q & A

Questions, suggestions, or concerns?

Contact & Follow-up

πŸ“§ For any questions, reach out to Jeans Huang / White Huang

πŸ“‹ Track tasks & progress on ClickUp

πŸ“ All documents available on SharePoint