Vigilis 2.0
Enterprise Platform Evolution
A strategic investment in scalability, AI intelligence, and competitive positioning
Current State
What Vigilis 1.0 does today and how it works
Current Architecture
Platform Metrics
Key Capabilities
- Service inventory management
- Invoice tracking & variance detection
- Contract expiration alerts
- Custom reporting dashboards
- Multi-client support
- Provider cost analysis
- AI invoice parsing via Unstract
- LLM-based document extraction
AI Already Working
Unstract IntegrationLiveLLM-based document extraction for automated invoice parsing. This is NOT a new feature to build.
Current AI capabilities:
- Automated invoice field extraction
- Provider identification
- Line item parsing
- Data validation
21 Launched Features
Limitations & Issues
Problems driving the need for modernization
Current Capacity Status
No Enterprise Auth
CriticalNo SSO (SAML/OIDC), no row-level security, no multi-tenant data isolation.
No Audit Logging
CriticalInsufficient audit trail for SOC 2 compliance or enterprise security requirements.
Future Scale Limits
Currently at ~11% of 50K ceiling, but 3x YoY growth will eventually hit Airtable limits.
Manual Processes
While invoice parsing is automated via Unstract, many other workflows remain manual.
Limited API Options
Airtable API constraints limit integration possibilities with enterprise systems.
Growth Trajectory
At 3x YoY growth, Contacts table (5,523 → 16K → 50K) hits ceiling in ~2-3 years.
Projected Growth vs. Capacity (Contacts Table)
At 3x YoY growth, capacity becomes a constraint in 2-3 years. Modernizing now avoids emergency migration later.
Proposed Modernization
Replicate current functionality on enterprise-grade platform
Current Architecture
Proposed Architecture
vigilis.sociumit.com
Deployment
vigilis.sociumit.comDedicated subdomain for Vigilis platform with security isolation
Technology Migration
| Layer | Current | Proposed | |
|---|---|---|---|
| Database | Airtable | PostgreSQL (Supabase) | |
| Auth | Basic | Supabase Auth + RLS | |
| AI Invoice Parsing | Unstract | Unstract (keep) | |
| Hosting | Shared | Vercel Edge |
What Gets Rebuilt
- Service inventory management
- Invoice tracking & variance detection
- Contract expiration alerts
- Custom reporting dashboards
- Multi-client support
- Provider cost analysis
- All 21 launched features
What Stays the Same
- Unstract for AI invoice parsing
- LLM-based document extraction
- Provider identification logic
- Core business rules
Unstract integration remains unchanged - AI invoice parsing is already working
Security Improvements
8-12 weeks for core architecture and full data migration
Includes rebuilding all 21 features on enterprise-grade infrastructure
Requested Features
New capabilities beyond the current platform, each with individual LOE
| Feature | Description | LOE |
|---|---|---|
SSO Integration | Enterprise SSO (SAML/OIDC) for client security requirements | S |
Enhanced Anomaly Detection | ML-based billing variance detection beyond simple thresholds | M |
Contract Risk Scoring | AI analysis of contract terms to flag unfavorable clauses | M |
Natural Language Queries | "What was AT&T spend last Q?" - Ask questions in plain English | L |
AI Summary Reports | Executive insights with MoM comparison, auto-generated narratives | M |
Zero-Use Service Detection | Automatically find services being paid for but not used | S |
Predictive Spend Forecasting | Budget planning with historical trend analysis | M |
Budget Tracking | Financial planning, budget vs. actual tracking | M |
Savings Dashboard | Real-time ROI and savings visualization | S |
Self-Service Client Portal | Direct client access to their data and reports | L |
SSO Integration
Enterprise SSO (SAML/OIDC) for client security requirements
Enhanced Anomaly Detection
ML-based billing variance detection beyond simple thresholds
Contract Risk Scoring
AI analysis of contract terms to flag unfavorable clauses
Natural Language Queries
"What was AT&T spend last Q?" - Ask questions in plain English
AI Summary Reports
Executive insights with MoM comparison, auto-generated narratives
Zero-Use Service Detection
Automatically find services being paid for but not used
Predictive Spend Forecasting
Budget planning with historical trend analysis
Budget Tracking
Financial planning, budget vs. actual tracking
Savings Dashboard
Real-time ROI and savings visualization
Self-Service Client Portal
Direct client access to their data and reports
Total New Features
10 features requested
Note: These are NEW capabilities. AI invoice parsing via Unstract is already working and not included here.
Competition & Recommendations
Market context and recommended additions to compete
Competitor Matrix
| Capability | Tangoe | Calero | Brightfin | Valicom | Vigilis 2.0 |
|---|---|---|---|---|---|
| AI Invoice Processing | Limited | ||||
| Natural Language Query | Roadmap | ||||
| Anomaly Detection | |||||
| Contract Management | |||||
| Provider E-bonding | |||||
| Mobile App / PWA | |||||
| SOC 2 Certified | Roadmap |
Note: Vigilis AI Invoice Processing uses Unstract (LLM-based extraction) - already operational
Recommendations to Match/Beat Market
| Enhancement | Why It Matters | LOE |
|---|---|---|
Provider E-bonding Real-time data sync with AT&T/Verizon/Lumen | Real-time data reduces manual entry and improves accuracy | XL |
Mobile PWA On-the-go access to key metrics | Executives expect mobile access to dashboards | M |
SOC 2 Certification Enterprise sales requirement | Required for enterprise procurement approval | L |
Automated Dispute Filing Faster money recovery | Reduces time to recover billing errors | L |
Agentic Workflows Autonomous task completion with approvals | Next-gen automation for operational efficiency | XL |