SYS_ONLINE
UTC-TIME:--:--:--
RETURN TO CASE DIRECTORY
CASE_REF://SHIFTLY
AI & WORKFORCE OPERATIONSROLE: PROJECT MANAGER[2026]

Shiftly

// Multi-Agent AI-Assisted Platform for Rotating Shift Optimization

// CORE VALUE PROPOSITION

Supervisors need a fast, flexible way to build rotating shifts without committing legal errors, while employees need predictability and accessible channels to check and manage their schedules.

STAKEHOLDER / CLIENT
Shiftly Enterprise SaaS / Workforce Systems
TIMELINE & SCOPE
6 Months (PoC Validation to MVP)
TEAM STRUCTURE
1 PM, 2 AI/Backend Engineers, 1 Fullstack Dev, 1 Mobile Dev, 1 UX/UI Designer
TARGET AUDIENCE
Supervisors, Operations Managers, HR Directors, and Frontline Deskless Employees.
TARGET PLATFORM:Web Dashboard (Managers / HR) + Mobile App (Operational Employees) + WhatsApp (Dialogflow CX)
TECH STACK:Next.js / React (Supervisor Web Panel)Flutter / React Native (Employee Mobile App)Python / FastAPI (Backend & Rule Engine)OpenAI / Claude API (Planner Agent LLM)Dialogflow CX (WhatsApp Chatbot)PostgreSQL
// SECTION 02 // RESEARCH & SYNTHESIS

DISCOVERY & RESEARCH PHASE

A. INITIAL STAKEHOLDER Q&A & QUALITATIVE INSIGHTS
01 // INSIGHT

The Supervisor Pain Point: Manual Friction & Last-Minute Scrambles

Building the weekly schedule takes between 6 and 10 hours per week in Excel. Any unexpected absence disrupts the entire plan, triggering frantic off-hours phone calls.

02 // INSIGHT

The Employee Pain Point: Lack of Notice & Bureaucratic Swaps

Frontline workers receive schedules with short notice (often via photos of printed sheets on bulletin boards). Requesting a shift swap with a coworker involves days of bureaucratic friction.

03 // INSIGHT

The HR Department Pain Point: Unintentional Labor Violations

Failing to enforce mandatory 12-hour minimum rest periods between shifts exposes the company to hefty labor fines and legal claims.

// SECTION 03 // STRATEGIC FRAMING

PROBLEM FRAMING & PRODUCT KPIS

CORE PROBLEM STATEMENT
“Supervisors need a fast, flexible way to build rotating shifts without committing legal errors, while employees need predictability and accessible channels to check and manage their schedules.”
USER PERSONAS & PROBLEM JOURNEYS
PERSONA #1: RobertoSupervisor / Operations Lead

Needs to build schedules considering availability, leaves, and staffing demands without spending his entire weekend aligning Excel cells.

PERSONA #2: GonzaloSales Associate / Frontline Employee

Works on the shop floor, does not use a computer during his workday, and needs to access his schedule through a channel he already uses daily (Mobile App / WhatsApp).

SUCCESS METRICS & VALIDATION TARGETS (MVP)
KPI #01TARGET
< 5 Min
Scheduling Efficiency

Reduce shift generation time from 8 hours to < 5 minutes.

KPI #02TARGET
0% Violations
Quality / Legal Compliance

0% labor law violations regarding minimum rest periods in published schedules.

KPI #03TARGET
> 90%
Frontline Adoption

90% active employee engagement via Mobile App/WhatsApp within the first 45 days.

// SECTION 04 // EXPERIMENTATION

TEST & DISCOVERY EXPERIMENTS

RISK / HYPOTHESISEXPERIMENTSUCCESS CRITERION
AI Feasibility: Standard LLMs can generate coherent schedule combinations from natural language.
Run the Planner Agent against 20 complex historical scheduling scenarios.90% valid and coherent schedules generated on the first attempt.
Legal Compliance: Auditor Agent detects all non-compliant shift assignments.
Red Teaming: Feed the Auditor Agent 50 schedules containing deliberate labor law violations.100% detection rate of hard constraint violations.
Panel Usability: Supervisors can easily review, edit, and publish AI-proposed rosters.
Usability testing with 5 real supervisors using the web panel prototype.4 out of 5 supervisors successfully edited and published schedules in < 30 minutes.
// SECTION 05 // PRODUCT SPECIFICATION

PRODUCT REQUIREMENTS DOCUMENT (PRD)

TOTAL SPECS: 7
// OVERVIEW & OBJECTIVES:The goal of Shiftly MVP is to eliminate manual scheduling overhead via a dual-agent backend (Planner LLM + Auditor Rule Engine), deliver a 2-click shift swap mobile experience, and ensure zero labor compliance infractions.
REQ IDFEATURE AREAFUNCTIONAL DESCRIPTIONPRIORITY
FR-01Multi-Agent GenerationPlanner Agent parses natural language constraints and generates schedule proposal.MVP (P0)
FR-02Legal Compliance AuditorDeterministic Python rule engine audits rest periods and union contracts before supervisor review.MVP (P0)
FR-03Supervisor Review PanelInteractive matrix allowing manual cell overrides, conflict highlighting, and final 1-click publish.MVP (P0)
FR-04Employee Mobile ScheduleColor-coded shift calendar (Morning, Afternoon, Night, Off) with instant push alerts.MVP (P0)
FR-05Peer-to-Peer Shift Swaps2-click shift exchange request between coworkers with automated supervisor approval.MVP (P0)
FR-06WhatsApp Query BotDialogflow CX bot answering 'When do I work tomorrow?' without incurring LLM token costs.Phase 2 (P1)
FR-07Clock-In/Out IntegrationAPI connectors linking actual punch-clock timestamps with scheduled shift rosters.Phase 2 (P1)
NON-FUNCTIONAL SPECIFICATIONS & INFRASTRUCTURE:
AI Latency & Reliability

Schedule generation under 45s for 100+ employees; multi-agent retry backoff under 15s.

Deterministic Compliance

Auditor Agent is 100% deterministic (Python rule engine, zero stochastic hallucinations).

Security & Role Separation

RBAC separating Supervisors, HR Admins, and Operational Staff with encrypted employee PII.

// SECTION 06 // DELIVERY STRATEGY

PRODUCT ROADMAP & PHASING

Phase 1 (MVP)[Months 1 - 3]

Multi-Agent Core & Human-in-the-Loop

DELIVERABLES & KEY FEATURES:
  • →Supervisor Web Panel with Natural Language Prompting
  • →Planner LLM + Python Rule Engine Auditor
  • →Employee Mobile App (Shift Calendar & 2-Click Swaps)
  • →Push Notification Dispatcher
Phase 2 (Evolutive)[Months 4 - 6]

Conversational AI & Attendance API

DELIVERABLES & KEY FEATURES:
  • →WhatsApp Chatbot via Dialogflow CX
  • →Biometric Clock-in/out Hardware API Connector
  • →Overtime & Absence Forecasting Dashboard
Phase 3 (Scale)[Months 7 - 9]

Predictive Demand & Enterprise Multi-Branch

DELIVERABLES & KEY FEATURES:
  • →Foot-Traffic & Sales Volume Demand Auto-Forecasting
  • →Multi-Branch Staff Sharing Pool
  • →Enterprise SAP
// SECTION 07 // PROCESS & ARTIFACTS

PROTOTYPES, WIREFRAMES, MOCKS & USER FLOWS

TOTAL ARTIFACTS: 3
WIREFRAMEEmployee Mobile View
ARTIFACT #01
Employee Mobile View
// NOTE:

Employee View of weekly schedule

WIREFRAMESupervisor Dashboard Desktop View
ARTIFACT #02
Supervisor Dashboard Desktop View
// NOTE:

Supervisor View of Dashboard

FLOW DIAGRAMCONVERSATIONAL FLOW ARCHITECTURE (DIALOGFLOW CX - WHATSAPP)
ARTIFACT #03
CONVERSATIONAL FLOW ARCHITECTURE (DIALOGFLOW CX - WHATSAPP)
// NOTE:

DF flow for checking shifts and offloading calls to AI models through Whatsapp chat

// SECTION 08 // RETROSPECTIVE

KEY TAKEAWAYS & LESSONS LEARNED

TAKEAWAY #1

Human-in-the-Loop is Essential in B2B AI: Supervisors do not want an AI that makes blind autonomous decisions; they prefer an AI that handles 95% of the heavy lifting while leaving the final approval button in their hands.

TAKEAWAY #2

Meeting Users Where They Are Reduces Friction: For frontline staff, forcing a native app download can be a high adoption barrier. Including WhatsApp in the product vision guarantees day-one engagement.

TAKEAWAY #3

Balancing Flexibility with Control: Combining LLMs (to understand natural language inputs) with deterministic code validators (for legal auditing) proved to be the winning formula to mitigate AI hallucination risks.

PREVIOUS CASE STUDY
← SharedExpense
[FINTECH & SOCIAL EXPENSES]
END OF ARCHIVE RECORDS