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ITG Group ยท Internal

NaaS Scheduler
Production Readiness & Go-to-Market Plan

Based on the May 15, 2026 team meeting & current codebase analysis ยท Updated May 22, 2026
๐ŸŽฏ

The Vision (Ian's Own Words)

Sourced directly from the May 15 team meeting transcript
"I would position this tool as a solution for the scheduling tool that Dana keeps referring to and talking about โ€” and position ITG Group as the people who built this tool and are partnering with Lumen to bring this tool to their clients. I think if we do this correctly, we could actually become part of every single Lumen NaaS sale." โ€” Ian, May 15, 2026

Three non-negotiables Ian stated:

1. Never sell the tool to Lumen. ITG Group owns it and deploys it for clients. Lumen is the distribution channel, not the buyer.
2. The tool is free for clients. The value is the stickiness and the association with every NaaS sale โ€” not a product fee. ("You start free. You provide value. That's what Google did.")
3. ITG Group has zero access to client traffic. The tool runs in a self-contained container on the client's network. This is both the security story and the trust story.
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What's Built Today

Honest assessment of what exists in the codebase right now
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FastAPI Mock Server

Full CRUD for ports, schedules, monitoring. CORS-enabled. Runs at localhost:8765.

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Python Client SDK

Thin wrapper around the API. Handles auth, retries, error types. env-configurable.

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Test Suite (pytest)

Covers ports, schedules, and monitoring endpoints. Uses freezegun + respx.

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Live Dashboard

Chart.js bandwidth graph, circuit state machine (BASE/BURST), 8-direction window manager, layout persistence.

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Traffic Simulation

Realistic-looking sine-wave traffic โ€” but it's fake. No real network packets are being read.

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Lumen API

The client SDK targets real Lumen endpoints but there are no real credentials or production API calls yet.

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Container / Installer

No Docker setup exists. Ian described this as the deployment model โ€” nothing is packaged yet.

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Reports

Ian said he'd bring reports to Dana at Lumen. No export or reporting feature exists in the dashboard.

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What Needs to Be Done

Prioritized list of production readiness gaps
Must-have before first client (P1)
Needed before Lumen pitch (P2)
Important for scale (P3)

Docker container packaging

Ian's entire security answer is "I put this in a container." This needs to exist before you put anything in front of a real client. A Dockerfile + docker-compose that packages the monitoring agent so it runs fully self-contained on the client's network โ€” no inbound ports, no external calls except to the Lumen API. This is the trust story.

P1 ยท Must-have ~1 day

Real network traffic monitoring

The dashboard currently shows simulated sine-wave traffic. For a real deployment the agent needs to read actual bandwidth โ€” either via SNMP polling of the client's router/switch, or by calling the Lumen NaaS port metrics endpoint directly. SNMP is the easiest path for small clients (Stephen Hainline runs standard gear). The monitoring loop that reads real numbers and calls the Lumen API to burst/scale is the core product.

P1 ยท Must-have ~3 days

Dashboard visual polish

Ian explicitly said in the May 15 meeting: "The dashboard that I showed you in testing is just a test dashboard. The end result, I want it to look something more like this." The current dashboard works but uses placeholder styling. Before any client-facing demo, it needs ITG Group branding, a cleaner color palette, and a layout that communicates value at a glance โ€” not a developer test harness.

P1 ยท Must-have ~2 days

Real Lumen API credentials & endpoint wiring

The client SDK has the interface right (base_url, api_key, account_id) but it's pointing at localhost:8765. Someone needs to get real Lumen NaaS API credentials from Dana or the partner portal, confirm the actual endpoint URLs, and wire up the SDK's ENV file. This is likely easier than it sounds โ€” the architecture already supports it with a one-line .env change.

P1 ยท Must-have ~0.5 days

Automated scaling agent (the daemon)

The client SDK can already call the Lumen API to change port speed. What doesn't exist yet is a persistent agent loop that watches the traffic monitor and automatically fires a burst or scale-down when thresholds are crossed โ€” the "set it and forget it" piece Ian described. This is what turns the demo into a real product. Shouldn't take long; it's essentially a while-loop around existing SDK calls with the circuit state machine from the dashboard.

P1 ยท Must-have ~1 day

Report generation / export

Ian described showing Dana at Lumen "how it's working, how it's reacting, the test audits we're doing." The dashboard needs a "Download Report" button that generates a PDF or clean HTML showing: bandwidth over time, number of auto-scaling events, estimated cost savings vs. always-on peak bandwidth, and uptime. This is the proof that gets handed to Lumen and justifies the partnership.

P2 ยท Pre-Lumen pitch ~2 days

Simple installer script

Ian said setup takes 10 minutes. That should literally be true: a single script a client's IT person can run to pull the Docker image, enter their Lumen credentials and SNMP community string, and have the container running. Right now you'd need to clone a repo, set up Python, understand the project structure. That's a hard ask for a non-technical contact.

P2 ยท Pre-Lumen pitch ~1 day

Local-only dashboard auth (basic)

The dashboard has no authentication. For clients who expose it on their LAN, anyone on the network can see it. A simple token or password in the .env file is enough โ€” this isn't meant to be internet-facing, but some IT directors will ask about it, and the answer can't be "it's open."

P2 ยท Pre-Lumen pitch ~0.5 days

Multi-site support

Stephen Hainline is one site. Thomas Germaine and Moda Partners have multiple locations. The current architecture assumes one NaaS port. To scale to larger clients, the dashboard and monitoring agent need to handle multiple port IDs / sites from a single deployment.

P3 ยท Scale ~3 days

Client-facing documentation

One-page "what this is" doc for the client contact, a setup guide for their IT team, and a short FAQ covering the most common security questions (who has access, what data leaves the building, etc.). Ian already has the pitch deck. This is the ops support material that goes with it.

P3 ยท Scale ~1 day
๐Ÿงช

The Test Phase

Ian's 3-step rollout plan, built from his words in the May 15 meeting
"I believe that first of all, there's a test that has to happen. Test period probably a month. I'd take it to companies like Stephen Hainline โ€” I'd want to start small scaled size โ€” and by the end of the month I'd scale up to a company like Moda Partners." โ€” Ian, May 15, 2026
1
Stephen Hainline โ€” Proof of Concept
Month 1 ยท Small client ยท "Easy setup" ยท 1 location
Start here
  • Install the Docker container on Stephen's network โ€” one site, straightforward gear
  • Run in monitoring-only mode for week 1โ€“2: watch real traffic, no automated scaling yet. Make sure the data looks right.
  • Enable automated scaling in week 3โ€“4 with conservative thresholds
  • Generate a weekly usage report โ€” bandwidth chart, scaling events, estimated cost delta
  • Fix bugs, log every issue. This is the place to break things.
  • Ian + John do the outreach together (established in Monday May 18 meeting)
End-of-phase goal: A real 30-day dataset showing the tool working on a live Lumen NaaS port. This becomes the demo artifact for every conversation after this.
2
Thomas Germaine (Jones + Roth) โ€” Expand & Refine
Month 2 ยท Mid-size accounting firm ยท Multiple locations possible
After Phase 1
  • Bring in all lessons from Stephen deployment โ€” fix anything that felt rough
  • Thomas is already a warm relationship (existing client). Use that trust to get honest feedback.
  • If Thomas has multiple locations, this is the first test of multi-site support
  • Demo the dashboard live in a meeting โ€” show the circuit state machine responding to real traffic
  • Collect a testimonial or allow a case study (even informal) โ€” this matters for the Lumen pitch
  • Refine the report output based on what Thomas and Stephen actually found useful
End-of-phase goal: Two real deployments working, reports in hand, a usable case study. The tool is stable enough that someone other than Ian can install it.
3
Moda Partners โ€” Enterprise Validation
Month 3 ยท Larger enterprise ยท Multiple sites ยท High-stakes
After Phase 2
  • Moda Partners is the client that makes this a credible enterprise story โ€” don't rush this
  • Multi-site support must be solid before deploying here
  • Security review conversation: their IT team will ask hard questions. Have the container architecture doc ready.
  • Run the full monitoring + auto-scaling stack. Show full cost-savings analysis against their previous always-on billing
  • This deployment becomes the centerpiece case study for the Lumen pitch deck
End-of-phase goal: A large-enterprise deployment with real ROI numbers. Ian goes to Dana at Lumen with three case studies and 90 days of live data.
4
Lumen Partnership Pitch
Month 4 ยท Dana + Lumen account managers ยท The channel play
The big move
  • Go to Dana at Lumen with the 90-day report package: three real clients, real data, real cost savings
  • Frame the ask: "Every time you make a NaaS sale, ITG Group comes in and does this for that client for you." No code transfer, no acquisition. Lumen gets a better value story; ITG gets access to their full client base.
  • Address the channel: not all Lumen reps will self-organize. Go direct to account managers in the territory (Aerial Neal in Kent, etc.) with the same pitch โ€” "we do the demo work, you get the contract numbers"
  • Bring the pitch deck (already exists) + the live dashboard demo + the case study reports
  • Negotiate: what does ITG want from this partnership? Referral access, co-marketing, inclusion in Lumen's onboarding materials?
End-of-phase goal: A handshake agreement with Lumen that ITG Group is the recommended NaaS management tool partner for Oregon and SW Washington โ€” with a path to national.
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How to Introduce This to Lumen

The specific playbook for getting Lumen to partner, not acquire
1

Start with Dana โ€” not a cold Lumen rep

Dana at Lumen has been asking for exactly this. Ian said: "position this tool as a solution for the scheduling tool that Dana keeps referring to and talking about." Dana is already pre-sold on the need. Go to her first with the proof-of-concept data, not a pitch. You're bringing her the solution she's been asking for โ€” that's a completely different conversation than selling to a cold contact.

2

Lead with the data, not the technology

Lumen engineers will want to know how it works. Lumen managers care about what it does for sales. Bring both. The report from the Phase 1โ€“3 clients gives you real numbers: hours of automated scaling, bandwidth utilization improvement, estimated dollars saved. Those numbers become Lumen's value story when pitching NaaS to enterprise customers.

3

Make the ask crystal-clear: you're a partner, not a vendor

The one-sentence pitch Ian defined: "Every time you make a NaaS sale, ITG Group can come in and do this for that client for you and add value to this sale for you." Lumen doesn't buy it, doesn't manage it, doesn't support it. They just include ITG in the conversation when a NaaS client would benefit. ITG handles everything after the handoff.

4

Parallel-track the account managers

Ian's caution: "Don't rely on the assumption that managers will communicate these opportunities among themselves." Go direct to the reps in your territory โ€” Aerial Neal in Kent is already identified. Use the existing Lumen Rep Outreach Playbook. Same pitch: "we do the demo work, you get the contract numbers." Each rep is a channel into their book of NaaS clients.

5

Have the security answer memorized

Every IT director at every enterprise will ask: "does ITG see our traffic?" The answer is a crisp no โ€” and you need to be able to say it without hesitation: "The tool runs in a self-contained container on your network. No data leaves your building except the API call to Lumen's own infrastructure to change your port speed. ITG Group has zero visibility into your traffic." That answer needs to be in every pitch and every piece of documentation.

๐Ÿ“…

Rough Timeline to Lumen Pitch

If work starts this week
When
Milestone
Week 1โ€“2
Late May
Docker container, real SNMP monitoring, Lumen API wiring, dashboard polish. Complete all P1 items.
Week 3โ€“4
Early June
Deploy to Stephen Hainline. Monitoring-only first. Fix bugs from first real deployment.
Week 5โ€“8
June
Enable auto-scaling at Stephen. Build report export (P2). Deploy to Thomas Germaine.
Week 9โ€“12
July
Moda Partners deployment. Multi-site support. Collect 90-day data from all three clients.
Week 13+
August
Go to Dana at Lumen with 90 days of real data. Three case studies. The Lumen partnership pitch.
Note: The biggest risk to this timeline is the Lumen API credentials and real SNMP wiring. If those take longer than expected to sort out, consider running Phase 1 (Stephen Hainline) in "dashboard-only / reporting mode" using real SNMP data even before the auto-scaling works. That still produces a compelling demo.