# NaviDocs: Verticals & Horizontals Strategy **Last Updated:** 2025-10-19 **Purpose:** Define industry verticals and cross-cutting horizontal features **Strategy:** Build horizontals once, deploy across all verticals --- ## Overview NaviDocs follows a **platform strategy**: Build core horizontal features (document management, OCR, search, time tracking, etc.) once, then deploy them across multiple industry verticals with vertical-specific customization. **Key Principle:** 80% shared platform, 20% vertical-specific features --- ## Quick Reference: Verticals × Horizontals Matrix | Horizontal Feature | Built | Boating (v1) | Marina (v2) | Property (v3) | Fleet (v4) | |-------------------|-------|--------------|-------------|---------------|------------| | **H1** Document Management | v1.0 | v1.0 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H2** OCR Processing | v1.0 | v1.0 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H3** Intelligent Search | v1.0 | v1.0 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H4** Multi-Tenant | v1.1 | v1.1 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H5** Time Tracking | v1.1 | v1.1 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H6** Photo Proof of Work | v1.1 | v1.1 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H7** Automated Invoicing | v1.1 | v1.1 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H8** Equipment Tracking | v1.2 | v1.2 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H9** Warranty Management | v1.2 | v1.2 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H10** Vendor Management | v1.2 | v1.2 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H11** Task Assignment | v1.3 | v1.3 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H12** Voice-to-Text Logs | v1.3 | v1.3 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H13** Compliance & Audit | v1.4 | v1.4 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H14** Insurance Vault | v1.4 | v1.4 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H15** Tax-Ready Reports | v1.4 | v1.4 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H16** Offline-First PWA | v1.0 | v1.0 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | | **H17** Mobile Apps | v1.1 | v1.1 ✓ | v2.0 ✓ | v2.5 ✓ | v3.0 ✓ | **Key:** - **Built**: Version when horizontal feature is first developed - **Boating**: v1.0-v1.4 (2025-2026) - Build all horizontals H1-H17 - **Marina**: v2.0 (2027) - Reuse all H1-H17 with marina UI - **Property**: v2.5 (2027) - Reuse all H1-H17 with property UI - **Fleet**: v3.0 (2028) - Reuse all H1-H17 with fleet UI **Platform Strategy:** Build once (Boating vertical), deploy everywhere (Marina, Property, Fleet) with 20% UI customization per vertical. --- ## Verticals (Industry Markets) Industry-specific markets NaviDocs will serve, in order of priority. ### V1: Boating & Yacht Management (2025-2026) **Market Segments:** 1. **Individual Boat Owners** (v1.0) - Single boat, personal use 2. **Yacht Management Companies** (v1.1) - Manage 2-10 yachts for absent owners 3. **Professional Captains** (v1.1) - Part-time maintenance managers 4. **Marine Service Providers** (v1.1) - Cleaners, day workers, technicians **Entity Hierarchy:** ``` Organization (Zen Yacht Management) └── Entity (Boat: Prestige F4.9 "Sea Breeze") └── Sub-Entity (System: Engine, Electrical, Plumbing) └── Component (Volvo D4 engine, Webasto heater) └── Documents (Manuals, service records, warranties) ``` **Vertical-Specific Features:** - Boat make/model/year metadata - Vessel type (sailboat, powerboat, catamaran, trawler) - Marine terminology synonyms ("bilge" = "sump pump") - Offshore offline mode (works 20 miles from shore) - Time tracking with GPS (captains, cleaners logging hours) - Photo-required work logs (before/after cleaning) - Warranty tracking (engines, generators, HVAC) **Target Users:** 100,000+ boat owners in US, 5,000+ yacht management companies **Revenue Model:** - Free tier: Individual boat owners ($0/month) - Management Starter: 1-3 boats ($49/month) - Management Pro: 4-10 boats ($149/month) - Fleet Enterprise: Unlimited boats ($499/month) --- ### V2: Marina & Yacht Club Management (2027) **Market Segments:** 1. **Marinas** - 200-500 slips, commercial operations 2. **Yacht Clubs** - Member services, shared facilities 3. **Boat Storage Facilities** - Dry storage, maintenance yards 4. **Boatyards** - Repair and maintenance operations **Entity Hierarchy:** ``` Organization (XYZ Marine Corporation) └── Entity (Marina A - San Diego) └── Sub-Entity (Dock 1, Fuel Dock, Clubhouse) └── Component (Electrical panel, Water system, Fire suppression) └── Documents (Infrastructure manuals, compliance certificates) ``` **Vertical-Specific Features:** - Multi-facility hierarchy (5 marinas under one corporation) - Slip assignment tracking (slip A-42 → boat "Sea Breeze") - Infrastructure documentation (docks, electrical, water, fuel) - Compliance tracking (Coast Guard, environmental, ADA) - Geo-location search ("show me all fire extinguishers near Dock B") - Shared equipment libraries (10 boats with same Volvo D4 engine) - Tenant communication portal (slip holders) **Target Users:** 12,000+ marinas in US, 1,500+ yacht clubs **Revenue Model:** - Marina Starter: 1 facility ($199/month) - Marina Pro: 2-5 facilities ($499/month) - Marina Enterprise: Unlimited facilities ($999/month) --- ### V3: Waterfront Property & HOA Management (2027) **Market Segments:** 1. **Waterfront Condos** - Units with boat slips 2. **Waterfront HOAs** - Community docs, shared facilities 3. **Property Management Companies** - Multi-property portfolios 4. **Commercial Real Estate** - Waterfront buildings **Entity Hierarchy:** ``` Organization (Waterfront HOA) └── Entity (Building A) └── Sub-Entity (Unit 305, Common Areas) └── Component (HVAC, Elevator, Dock facilities) └── Documents (Equipment manuals, inspection reports, insurance policies) ``` **Vertical-Specific Features:** - Unit-level document assignment (Unit 305 has slip A-42) - Common area equipment tracking (elevators, pool equipment, fire systems) - Homeowner access portals (view their unit's docs) - Contractor coordination (same features as yacht management time tracking) - Building compliance (fire inspections, elevator certs, pool chemistry logs) - Multi-unit billing (HOA fees, slip rental, utilities) **Target Users:** 50,000+ HOAs in coastal areas, 10,000+ property management companies **Revenue Model:** - HOA Starter: 1 property ($99/month) - HOA Pro: 2-10 properties ($299/month) - Property Enterprise: Unlimited ($799/month) --- ### V4: Commercial Fleet Management (2028) **Market Segments:** 1. **Charter Companies** - 10-50 boats for rent 2. **Commercial Fishing** - Fleet documentation and compliance 3. **Ferry/Water Taxi Services** - Passenger vessel regulations 4. **Coast Guard Compliance** - Required documentation management **Entity Hierarchy:** ``` Organization (ABC Charter Company) └── Entity (Boat 1, Boat 2, ... Boat 50) └── Sub-Entity (Systems per boat) └── Component (Equipment per boat) └── Documents (Manuals, crew certifications, inspection logs) ``` **Vertical-Specific Features:** - Crew certification tracking (expiration alerts) - Pre-departure checklists (safety compliance) - Incident reporting system - Coast Guard documentation requirements - Multi-vessel scheduling - Fleet-wide equipment tracking (replace impellers across 50 boats) - Passenger capacity and safety equipment compliance **Target Users:** 5,000+ charter companies, 2,000+ commercial fishing fleets **Revenue Model:** - Fleet Starter: 5-10 vessels ($399/month) - Fleet Pro: 11-50 vessels ($999/month) - Fleet Enterprise: 50+ vessels (custom pricing) --- ## Horizontals (Cross-Cutting Features) Features that work across ALL verticals (build once, use everywhere). ### H1: Core Document Management (v1.0) **Features:** - PDF upload (drag & drop) - File safety pipeline (validation, qpdf sanitization, ClamAV scan) - Document metadata (title, category, tags) - File deduplication (SHA256 hash) - Document versioning (track manual updates) - Document status tracking (active, archived, deleted) **Used By:** - Boating: Boat manuals, service records - Marina: Infrastructure manuals, compliance docs - Property: Equipment manuals, inspection reports - Fleet: Vessel documentation, crew certs --- ### H2: OCR Processing (v1.0) **Features:** - 3 OCR engine options: 1. Tesseract (local, free, 85% confidence) 2. Google Drive API (unlimited free, handwriting support) 3. Google Cloud Vision API (1K pages/month free, recommended) - Hybrid system (auto-selects best engine + fallback) - Background job processing (BullMQ + Redis) - Per-page OCR results with confidence scores - Progress tracking (upload → queued → processing → indexed) **Used By:** - Boating: Extract text from boat manuals - Marina: Digitize old infrastructure blueprints - Property: Process building inspection reports - Fleet: Extract text from crew certification PDFs --- ### H3: Intelligent Search (v1.0) **Features:** - Sub-100ms full-text search (Meilisearch) - Industry-specific synonyms: - Boating: "bilge" = "sump pump", "head" = "toilet" - Marina: "dock" = "pier" = "slip" - Property: "HVAC" = "air conditioning" = "heating" - Typo tolerance ("bilge pupm" finds "bilge pump") - Filterable by hierarchy (org → entity → component) - Sortable by date, relevance, priority - Search result highlighting - Tenant-scoped search tokens (1-hour TTL, security) **Used By:** - Boating: "How do I winterize the engine?" - Marina: "Fire extinguisher inspection reports near Dock B" - Property: "Elevator maintenance logs for Building A" - Fleet: "Coast Guard inspection checklist" --- ### H4: Multi-Tenant Architecture (v1.1) **Features:** - Organization-based tenancy (one org = one customer) - User roles (admin, manager, member, viewer) - Row-level security (org_id filters on all queries) - Hierarchical permissions (org → entity → document level) - Document sharing (share manual with crew member) - Permission inheritance (org admin sees all docs) **Used By:** - Boating: Yacht management company manages 6 boats - Marina: XYZ Corp owns 5 marinas - Property: HOA manages 200 condo units - Fleet: Charter company manages 50 boats --- ### H5: Time Tracking & Work Logs (v1.1) **Features:** - Mobile time clock (clock in/out from phone) - GPS verification (prove worker was on-site) - Photo-required logs (before/after work photos) - Work categories (cleaning, maintenance, coordination, waiting) - Real-time hour approval (captain approves cleaner's hours) - Timestamped audit trail **Used By:** - Boating: Captain logs 4 hours engine maintenance - Marina: Dock worker logs 2 hours electrical repair - Property: Cleaner logs 3 hours unit cleaning - Fleet: Crew logs pre-departure safety check --- ### H6: Photo-Based Proof of Work (v1.1) **Features:** - Before/after photo pairs (prove work completion) - GPS + timestamp metadata (tamper-proof) - Photo compression (10MB → 500KB) - Photo requirement enforcement (can't complete without photos) - Owner dashboard (see work in real-time) **Used By:** - Boating: Cleaner shows before/after boat interior - Marina: Maintenance shows repaired dock section - Property: Contractor shows completed HVAC repair - Fleet: Captain shows pre-departure safety equipment check --- ### H7: Automated Invoicing (v1.1) **Features:** - Time logs → invoice line items automatically - Each charge links to work log + photos - Customizable billing rates (per worker, per service type) - Invoice preview before sending - PDF invoice generation - QuickBooks export (CSV) **Used By:** - Boating: Yacht management bills owner for captain's time - Marina: Marina bills slip holders for repairs - Property: HOA bills homeowner for unit-specific repairs - Fleet: Charter company invoices for crew services --- ### H8: Equipment & Asset Tracking (v1.2) **Features:** - Equipment database (make, model, serial number) - Purchase date tracking - Warranty end date tracking - Service interval tracking (replace every 500 hours) - Last service date + next service due - Vendor contact database - Equipment history (all service logs for this impeller) **Used By:** - Boating: Track Volvo D4 engine warranty (expires 2027-03-15) - Marina: Track electrical panel certifications (inspect every 2 years) - Property: Track elevator maintenance (monthly inspections required) - Fleet: Track life raft certifications across 50 boats --- ### H9: Warranty Management (v1.2) **Features:** - Warranty OCR upload (snap photo of receipt → auto-extract) - Warranty expiration alerts (email 30 days before expiration) - Warranty claim documentation (link receipt + failure report) - Warranty recovery tracking (saved $2,400 on battery claim) **Used By:** - Boating: Recover $2,400 on warrantied battery replacement - Marina: Claim warranty on $8,000 electrical panel - Property: Recover $5,000 on HVAC compressor under warranty - Fleet: Track warranties across 50 identical engines --- ### H10: Vendor Management (v1.2) **Features:** - Vendor contact database (name, phone, email, services) - Service history per vendor (ABC Marine serviced engine 3 times) - Quote tracking (3 quotes for HVAC repair) - Vendor performance ratings - Auto-populate vendor from past services **Used By:** - Boating: "Who did the generator repair last year?" - Marina: "Who services our fuel dock pump-out system?" - Property: "Elevator contractor contact info" - Fleet: "Coast Guard inspector contact" --- ### H11: Task Assignment & Workflow (v1.3) **Features:** - Task assignment (manager → worker) - Context-rich tasks ("Replace impeller, last replaced 2023-04-15, part# XYZ") - Push notifications (worker's phone alerts) - Task status tracking (open, in-progress, completed) - Task templates (create "winterization" template with 15 steps) - Recurring tasks (monthly bilge pump check) **Used By:** - Boating: Captain assigns day worker to replace impeller - Marina: Manager assigns dock worker to repair slip A-42 - Property: HOA assigns contractor to fix Unit 305 HVAC - Fleet: Dispatch assigns crew to pre-departure checklist --- ### H12: Voice-to-Text Work Logs (v1.3) **Features:** - Dictate notes while working (hands covered in oil/grease) - Auto-transcription (Whisper API) - Auto-save to work log - Review & edit transcript before submitting **Used By:** - Boating: Captain dictates engine diagnostic notes - Marina: Technician dictates electrical repair notes - Property: Inspector dictates building walk-through notes - Fleet: Crew dictates pre-departure inspection notes --- ### H13: Compliance & Audit Trail (v1.4) **Features:** - Tamper-proof audit logs (blockchain-style timestamping) - Compliance type tracking (electrical inspection, fire safety, ADA, Coast Guard) - Inspection date + next due date - Inspector/certifier info - Certificate number tracking - Compliance status (compliant, pending, failed) - Automated compliance reports (export for insurance) **Used By:** - Boating: Track life raft certification (Coast Guard requirement) - Marina: Track electrical inspections (insurance requirement) - Property: Track elevator certifications (city requirement) - Fleet: Track crew certifications (Coast Guard requirement) --- ### H14: Insurance Documentation Vault (v1.4) **Features:** - Insurance policy storage (organized by coverage type) - Policy expiration alerts - Claims history tracking - Proof of insurance for specific incidents - Link insurance to specific assets (boat, dock, building, vessel) **Used By:** - Boating: Provide insurance proof after engine fire - Marina: Submit dock damage claim after storm - Property: Provide proof of building insurance to city - Fleet: Provide liability insurance for charter bookings --- ### H15: Tax-Ready Reporting (v1.4) **Features:** - Labor expense reports (by boat, by month, exportable CSV) - Equipment purchase reports (depreciation tracking) - Service expense allocation (Owner A's 3 boats cost $X) - IRS audit-ready documentation - Mileage tracking (for service providers) **Used By:** - Boating: Yacht management exports labor costs for tax filing - Marina: Export maintenance expenses per slip for tax - Property: HOA exports common area expenses for tax filing - Fleet: Charter company exports crew labor costs --- ### H16: Offline-First PWA (v1.0) **Features:** - Service worker caching (critical manuals cached locally) - Works without internet (20 miles offshore, no cell signal) - Automatic sync when connection restored - Offline indicator (yellow banner "You're offline") - Critical manual pre-caching (engine, safety equipment) **Used By:** - Boating: Access engine manual 20 miles offshore (no cell signal) - Marina: Access electrical panel manual in metal building (no WiFi) - Property: Access fire suppression manual during power outage - Fleet: Access safety checklist when offshore --- ### H17: Mobile Apps (v1.1+) **Features:** - Native iOS and Android apps (React Native) - Barcode/QR scanner (scan equipment serial numbers) - GPS background tracking (verify worker location during clock-in) - Photo compression (reduce bandwidth usage) - Offline-first local SQLite database - Push notifications (task assignments, warranty expiration alerts) **Used By:** - Boating: Captain scans engine serial number to find manual - Marina: Worker scans electrical panel QR code for specs - Property: Inspector scans elevator certification barcode - Fleet: Crew scans safety equipment for inspection log --- ## Horizontal Feature Timeline ### v1.0 MVP (Weeks 1-4) - H1: Core Document Management ✅ - H2: OCR Processing ✅ - H3: Intelligent Search ✅ - H16: Offline-First PWA ⏳ ### v1.1 Yacht Management (Q1 2026) - H4: Multi-Tenant Architecture - H5: Time Tracking & Work Logs - H6: Photo-Based Proof of Work - H7: Automated Invoicing - H17: Mobile Apps ### v1.2 Equipment Intelligence (Q2 2026) - H8: Equipment & Asset Tracking - H9: Warranty Management - H10: Vendor Management ### v1.3 Operational Efficiency (Q3 2026) - H11: Task Assignment & Workflow - H12: Voice-to-Text Work Logs ### v1.4 Compliance (Q4 2026) - H13: Compliance & Audit Trail - H14: Insurance Documentation Vault - H15: Tax-Ready Reporting --- ## Vertical Deployment Strategy ### Phase 1: Boating Vertical (2025-2026) - Deploy H1-H17 horizontals - Build boating-specific UI (boat make/model, marine terminology) - Target: 100+ boat owners, 50 yacht management companies - Revenue: $89K ARR ### Phase 2: Marina Vertical (2027) - **Reuse H1-H17** (no development needed!) - Build marina-specific UI (slip assignments, dock hierarchy, geo-search) - Add marina-specific synonyms ("dock" = "pier" = "slip") - Target: 50 marinas - Revenue: $250K ARR ### Phase 3: Property Vertical (2027) - **Reuse H1-H17** (no development needed!) - Build property-specific UI (unit assignments, building hierarchy) - Add property-specific features (homeowner portals, HOA billing) - Target: 100 HOAs, 20 property management companies - Revenue: $400K ARR ### Phase 4: Fleet Vertical (2028) - **Reuse H1-H17** (no development needed!) - Build fleet-specific UI (crew certifications, Coast Guard compliance) - Add fleet-specific features (pre-departure checklists, incident reporting) - Target: 50 charter companies, 20 fishing fleets - Revenue: $600K ARR --- ## Competitive Advantage: Platform Approach **Traditional Approach (Per-Vertical Software):** - Boat software: $200/month (boat-specific, doesn't work for marinas) - Marina software: $500/month (marina-specific, doesn't work for properties) - Property software: $300/month (property-specific, doesn't work for boats) - **Total:** $1,000/month for 3 separate systems **NaviDocs Platform Approach:** - One system, all verticals: $149-499/month - **Savings:** 50-75% cost reduction - **Bonus:** Manage your boat AND your marina AND your waterfront condo in one app **Example Use Case:** John owns: - 1 boat (personal) - 1 marina (business) - 1 waterfront condo (investment property) **Without NaviDocs:** 3 separate systems, 3 logins, 3 bills = $1,000/month **With NaviDocs:** 1 system, 1 login, 1 bill = $299/month --- ## Success Metrics ### Horizontal Feature Adoption Each horizontal should have 80%+ adoption across all verticals within 6 months of vertical launch. **Example:** - H9 (Warranty Management) launched in v1.2 for boating - By Marina vertical launch (v2.0), 80%+ of marina users should be using warranty management - By Property vertical launch (v2.5), 80%+ of property users should be using warranty management ### Vertical Performance Each vertical should achieve profitability within 12 months of launch. **Profitability Targets:** - v1 Boating: $89K ARR (Year 1) - v2 Marina: $250K ARR (Year 2) - v3 Property: $400K ARR (Year 3) - v4 Fleet: $600K ARR (Year 4) **Total ARR (Year 4):** $1.3M across all verticals --- ## Architecture: How Verticals Share Horizontals ### Database Schema (Flexible Hierarchy) ```sql -- Works for ALL verticals organizations (id, name, type) -- 'yacht-mgmt', 'marina', 'hoa', 'fleet' entities (id, org_id, name, type, metadata) -- 'boat', 'marina', 'condo', 'charter-boat' sub_entities (id, entity_id, name, type, metadata) -- 'engine', 'dock', 'unit', 'safety-gear' components (id, sub_entity_id, name, metadata) -- 'volvo-d4', 'electrical-panel', 'hvac', 'life-raft' documents (id, org_id, entity_id, title, ...) -- Universal document storage ``` ### Meilisearch Index (Denormalized for Search) ```javascript { "vertical": "boating" | "marina" | "property" | "fleet", "organizationId": "org_123", "entityId": "entity_456", "entityType": "boat" | "marina" | "condo" | "charter-boat", // Boating-specific (null for other verticals) "boatMake": "Prestige", "boatModel": "F4.9", // Marina-specific (null for other verticals) "slipNumber": "A-42", "dockName": "Dock 1", // Property-specific (null for other verticals) "buildingName": "Building A", "unitNumber": "305", // Fleet-specific (null for other verticals) "vesselName": "Charter Boat 7", "crewCertification": "Captain's License" } ``` **Key Insight:** Same database schema, same search index, different UI views per vertical. --- ## Summary **Verticals (4):** 1. Boating & Yacht Management (v1, 2025-2026) 2. Marina & Yacht Club Management (v2, 2027) 3. Waterfront Property & HOA Management (v3, 2027) 4. Commercial Fleet Management (v4, 2028) **Horizontals (17):** 1. Core Document Management (v1.0) 2. OCR Processing (v1.0) 3. Intelligent Search (v1.0) 4. Multi-Tenant Architecture (v1.1) 5. Time Tracking & Work Logs (v1.1) 6. Photo-Based Proof of Work (v1.1) 7. Automated Invoicing (v1.1) 8. Equipment & Asset Tracking (v1.2) 9. Warranty Management (v1.2) 10. Vendor Management (v1.2) 11. Task Assignment & Workflow (v1.3) 12. Voice-to-Text Work Logs (v1.3) 13. Compliance & Audit Trail (v1.4) 14. Insurance Documentation Vault (v1.4) 15. Tax-Ready Reporting (v1.4) 16. Offline-First PWA (v1.0) 17. Mobile Apps (v1.1+) **Strategy:** Build 17 horizontal features once (v1.0-v1.4), deploy across 4 verticals with 20% customization each. **Result:** 80% code reuse, 4x revenue potential, 50-75% customer cost savings vs vertical-specific competitors. --- **Document Version:** 1.0 **Last Updated:** 2025-10-19 **Cross-Reference:** [MASTER_ROADMAP.md](MASTER_ROADMAP.md)