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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