Multi-Service ERP Platform
Unified operations across four business lines
A firm running four very different service lines — immigration, accounting, trucking and tax — had each one siloed in its own tools and spreadsheets. We unified all four into a single cloud ERP with real-time collaboration, so the whole business finally shared one source of truth.
Four businesses wearing one company’s name
On paper this was one company. In practice it was four — immigration, accounting, trucking and tax — each with its own workflow, deadlines and vocabulary, stitched together by spreadsheets and email.
Before writing any code, I mapped how work actually moved through each line and where they overlapped. The pattern was clear: every line was solving the same core problems — clients, tasks, documents, billing — in its own incompatible way.
- Traced the real workflow of each of the four service lines
- Found the same primitives (clients, tasks, docs, billing) reinvented five times
- Identified the silos — not the features — as the actual problem
Silos, and no single source of truth
Once the flow was visible, the cost of the silos was obvious. Nothing was shared, so nothing could be trusted as the single version of the truth.
- Fragmented workflows — each service line in its own system
- No central communication — teams couldn’t collaborate across departments
- Manual document handling — physical paperwork and scattered files caused delays
- No real-time visibility — management couldn’t see across the whole business
- Inconsistent task tracking — deadlines and assignments lived in people’s heads
One platform, five very different shapes
The real challenge was building modules flexible enough to honour each line’s unique workflow — immigration cases, trucking fleets, tax filings — while sharing one spine: clients, tasks, calendar, documents, search and billing.
I designed a modular architecture so each service line could be customised without breaking the others, all behind a 4-tier role-based access model from super-admin down to employee.
Role-aware, real-time, searchable
Every role gets a dashboard tuned to what they actually do — managers see the whole picture, employees see their tasks and deadlines. The goal was to make a deep platform feel light.
- Real-time Kanban task boards with assignments, checklists and comments
- Integrated calendar with conflict detection and a built-in phone/email hub
- Drag-and-drop document management so people stop switching tools
- Lightning-fast full-text search across every module — it became the most-used feature
Real-time collaboration on AWS
A React + TypeScript front end over AWS Cognito auth, AppSync GraphQL subscriptions and Socket.io for instant updates, S3 for documents and MeiliSearch for search — built for concurrent teams.
The result: four service lines working in one platform, with shared documents, instant notifications and management finally able to see operations in real time. The redundant re-entry between lines simply disappeared.
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