Challenge
Streamlining the complex onboarding lifecycle of B2B school acquisitions across multiple departments with differing operational needs.
Full Stack · Office · Internal
OnboardIQ serves as the central hub for managing B2B school acquisitions, registrations, training lifecycles, and book deliveries. It features a dual-pane workspace, real-time alerts, and a dynamic School Health score to monitor account readiness. The platform automates task provisioning and provides role-based access for Executive Admins, Sales, Operations, CS, and Logistics teams to ensure a smooth onboarding process.

Streamlining the complex onboarding lifecycle of B2B school acquisitions across multiple departments with differing operational needs.
Developed a centralized platform featuring a dual-pane details console, automated task generation, strike protocols for scheduling, and dynamic health scoring.
Improved operational transparency and reduced onboarding friction across Sales, Operations, and Customer Success teams.
01 / Frontend Layer
Engineered with modern React/Next.js component architectures, strict TypeScript interfaces, responsive layouts, and optimized Core Web Vitals.
02 / Backend & APIs
Decoupled RESTful APIs, real-time WebSocket state synchronization, centralized error logging, and resilient microservices.
03 / Data & Security
Normalized relational database schemas (PostgreSQL/MySQL), Redis caching, RBAC permissions, and secure JWT authentication.
04 / Measurable Impact
Turnkey delivery, sub-200ms latency, high availability, and maintainable documentation for seamless long-term scaling.
01 / AI Security
Architected a local-first security firewall and real-time activity monitor for autonomous AI agents and MCP tools, enforcing deterministic policy gating, capability sandboxing, and real-time execution telemetry.
02 / Full Stack
Architected a multi-tenant issue and bug management platform with eight role-based dashboards, JWT auth with rotating refresh tokens, real-time WebSocket notifications, and a partner API for external integrations.
03 / AI
Built an integrated AI marketing platform combining a dynamic context chat agent (`aiagent`) with a full-featured Marketing Operating System SaaS (`marketingtool`) featuring multi-LLM routing, generative UI, Cloudinary asset pipelines, landing page builders, and automated lead capture.