Unified Operations Dashboard
Client
BlueBay Accounting & Advisory
Project Overview
Developed a unified dashboard that centralized client records, cases, billing, documents, and reporting — replacing physical paperwork and dozens of Excel files with one real-time digital platform.
Key Results
+210%
Team Alignment
+160%
Decision Speed
-75%
Reporting Time
The Challenge
BlueBay’s accounting, legal, and immigration teams relied heavily on physical documents, email threads, and disconnected spreadsheets, making collaboration slow and visibility across departments nearly impossible.
- ✗Client info, case documents, and billing tracked across dozens of Excel sheets and physical folders
- ✗No unified view of case progress, upcoming deadlines, or missing documents
- ✗Weekly reports taking over 10 hours to compile manually from multiple sources
Our Solution
We created a unified operations dashboard that digitized all processes — consolidating clients, cases, deadlines, documents, and billing activity into a real-time platform accessible to every department.
- ✓Real-time dashboard aggregating case status, workloads, deadlines, and billing activity
- ✓Document management module replacing physical folders and manual document tracking
- ✓Automated reporting and alerts reducing manual work by over 40 hours monthly
Technologies Used
Next.js
TypeScript
Nest.js
PostgreSQL
Redis
AWS
Zapier
REST APIs
Project Timeline
Discovery & Requirements
Week 1Understanding internal workflows, document management practices, and reporting needs across all departments.
Base Platform & Access Setup
Week 2First usable version delivered with secure login, roles, and a functional dashboard skeleton.
Core Modules Release
Week 3Release of client records, case tracking, deadlines, billing metrics, and digital document storage — all usable in production.
Automations & Reporting Release
Week 4Automated reporting, alerts, and workflow triggers deployed directly into the live system.
Enhancements & Workflow Optimization
Week 5UI improvements, workflow refinements, new metrics, and adjustments based on real usage from all departments.
Stabilization & Continuous Support
Week 6Performance optimizations, additional quality-of-life improvements, and handoff into ongoing support.
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