Live engagement
Internal staff portal — multi-association operations, maintenance, and finance in role-based dashboards
Real estate · Operations & maintenance · ~8 weeks — built on top of the OA management SaaS foundation
The challenge
Once the management SaaS was live, the operator's internal team — property managers, accountants, maintenance staff — was still routing daily work through email and shared spreadsheets. Each managed association had its own paper trail. Without a role-based operational portal, scaling to additional associations meant linearly scaling headcount. They needed a staff-facing layer that consolidated multi-association workflows, ticket tracking, and financial reporting under one identity model.
How we approached it
- →Mapped each role's day-in-the-life (manager, accountant, maintenance lead) and built role-scoped dashboards rather than one generic admin view
- →Reused the OA data model from the management platform — zero data duplication, single source of truth across the ecosystem
- →Designed multi-association workspaces so a single staff member can switch context without leaving the portal
- →Maintenance ticket lifecycle: creation, assignment, SLA tracking, resolution evidence, audit trail
- →Financial reporting with invoice generation and document storage tied directly to the association workspace
Outcomes
Daily workflow surface
Before
Spreadsheets + email coordination
After
Role-based portal with multi-association switching
Maintenance handling
Before
Manual ticket tracking, no SLA visibility
After
Full ticket lifecycle in one system
Ecosystem integration
Before
Disconnected tools per workflow
After
Unified with public site + voting platform
Stack highlights
- Next.js + TypeScript with the shared OA data model
- tRPC for end-to-end typed RPC between staff portal and core
- NextAuth for staff identity, role-based access control
- PostgreSQL via Drizzle ORM (shared schema with management app)
- Tailwind CSS, Vercel deployment
- AI-pair-programming across the staff dashboard build
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