The challenge
What the system needed to solve
Replace fragmented spreadsheets and tools with a single auditable workflow from lead discovery through delivery and payment.
The build
Engineering decisions
01
Modeled organizations, users, sources, opportunities, contacts, outreach, proposals, delivery projects, time entries, invoices, and audit events.
02
Built role-aware APIs and a responsive operator interface with deterministic workflow rules.
03
Added AI-assisted fit scoring, summaries, outreach drafts, and model selection with bounded fallbacks and observability.
04
Integrated mail, scheduled discovery, reminders, dashboards, health checks, and a generated end-user guide.
Architecture
How the pieces connect
- 1Sources and mail
- 2Discovery and normalization
- 3Opportunity workflow API
- 4AI assistance with policy gates
- 5Delivery, invoicing, and audit trail
Results
What changed
- One system carries an opportunity from discovery to delivery without losing ownership or history.
- AI features augment deterministic business rules rather than replacing them.
- The application ships with contract tests, operational metrics, backups, and recovery documentation.