C2L Consult — One‑Page Roadmap

Transform Excel‑based analytics into a scalable, low‑cost platform: Postgres foundation today, AI‑assisted normalization tomorrow, graph insights next.

Backups from Day 1 Postgres + pgvector + AGE Human‑in‑the‑loop
MVP Timeline
6–8 weeks
Monthly Infra
~$24–$36
Normalization Accuracy
> 85%
Manual Cleaning
↓ 80%
  1. Phase 0 — Prep & Initial Setup

    Completed $250 (completed)
    • Project structure & stack finalized
    • Backend API + basic Excel parsing
    • Normalization cache scaffolding
    • Docker Compose baseline
  2. Phase 1 — POS Integration & Data Foundation

    ~3 weeks (part‑time) 50 hrs × $50 = $2,500 (+ DO droplet)
    • PostgreSQL schema + pgvector
    • Toast API integration (auth, pulls)
    • Square/Fintech connectors
    • Universal POS data mapper & scheduler
  3. Phase 2 — LLM‑Driven Normalization

    ~2 weeks (part‑time) 40 hrs × $50 = $2,000 (+ ~$100–200/mo LLM)
    • Normalization microservice (DeepSeek/OpenAI‑compatible)
    • Confidence scoring & advanced caching
    • Human‑in‑the‑loop review UI
  4. Phase 3 — Frontend & Client Management

    ~2 weeks (part‑time) 40 hrs × $50 = $1,500
    • POS connection management UI
    • Client onboarding workflow
    • Dashboards: data quality, sync health, KPIs
    • Responsive UI (mobile-friendly)
  5. Phase 4 — Graph & Advanced Analytics

    Future expansion TBD (as needed)
    • Apache AGE property graph (inside Postgres)
    • Cross‑POS analytics, predictive insights
    • Anomaly detection & alerts

Stack (Open & Low‑Cost)

  • • PostgreSQL + pgvector (LLM embeddings)
  • • Apache AGE (property graph in Postgres)
  • • FastAPI / Elysia for services
  • • Metabase / Looker Studio for dashboards
  • • DeepSeek / OpenAI‑compatible models with caching

Immediate Next Step

Migrate current Excel sheets to a PostgreSQL database under your control, with managed support. This unlocks consistent reporting immediately while we layer on normalization and graph analytics.

Budget Snapshot

  • • Total dev budget target: $6,000
  • • Ongoing infra: $12–24/mo (DO + Metabase)
  • • LLM usage: $100–200/mo (variable)