Our Process
The Client
Secure Cloud Innovations (SCI)
A cybersecurity consulting firm managing SOC 2 compliance engagements for multiple clients simultaneously — including Cofertility, Geofund, Disputed, and future clients.
1The Challenge
SCI needed a way to track compliance project progress across multiple clients, each with 9 distinct phases containing dozens of tasks managed in Notion. The existing workflow was entirely manual.
What Was Broken:
- Manual cross-referencing. Consultants had to dig through Notion databases, calculate phase timelines, and manually communicate progress to stakeholders.
- No unified view. There was no single place to see compliance progress across all clients.
- No real-time tracking. Stakeholders had to wait for manual status reports instead of checking progress themselves.
- No automated data sync. Every update required manual effort — no system connected Notion (where consultants worked) to any client-facing interface.
2What We Built
Full-Stack Web Application
- • Next.js 15 (React 19) frontend with Tailwind CSS dark-themed UI
- • Supabase (PostgreSQL) backend with edge functions
- • Dynamic routing (/[clientSlug]) supporting unlimited clients from a single codebase
- • Expandable phase cards with progress bars, color-coded status badges, and kanban-style task boards
Real-Time Data Pipeline
Notion → n8n → Supabase → Dashboard
- • Custom n8n workflows for each client pulling task data from 9 Notion databases (one per compliance phase)
- • Supabase Edge Function (sync-tasks) that ingests, transforms, and stores task data with proper phase timeline calculations
- • One-click Refresh button triggering webhooks to re-sync data on demand
- • PostgreSQL views that calculate phase status dynamically (Not Started / On Track / Behind / Completed) based on task completion rate vs. elapsed time
Multi-Client Architecture
- • Three active clients (Cofertility, Geofund, Disputed) each with unique Notion databases and n8n workflows
- • New Client configuration form with real-time Notion URL validation (debounced API calls that confirm database validity)
- • Automated n8n workflow deployment via API — new clients get a fully configured 9-phase sync workflow without manual setup
Authentication & Tooling
- • Role-based password protection: admin access (all dashboards), per-client access, and user-level access
- • HttpOnly cookie-based sessions with 30-day persistence and server-side auth checks
- • 30+ diagnostic scripts for database verification, phase calculation debugging, and data migration
- • SQL migration scripts and deployment automation for Supabase edge functions
3Technical Complexity Solved
- Phase timeline calculation: Deriving phase start/end dates from individual task days_from_start values relative to a project start date.
- Cross-system data integrity: Handling Notion ID formats, UUID conversion, missing fields, and database constraint violations across three different client workflows.
- Status logic edge cases: Correcting for phases with incomplete Notion data using client-side fallbacks to ensure accurate status reporting.
4Tech Stack
5AI's Role in Development
Claude served as the primary development partner throughout the project — architecting the system, writing application code, building database schemas, debugging complex data pipeline issues (Notion field mapping, n8n transform syntax errors, UUID conversion), designing the UI, and iterating on edge cases in real time.
The human-AI collaboration pattern was conversational and iterative: the developer described what they needed, Claude built it, they tested together, and Claude debugged and refined until each piece worked end-to-end. The entire platform was designed, built, and iterated on over approximately one month across 19 commits — a pace that would typically require a small engineering team working over several months.
6Results & Impact
Zero ongoing manual sync — data flows automatically from Notion (where consultants work) to the dashboard (where clients check progress), eliminating the need for manual status reports entirely.
Ready to Build Something Like This?
AI-assisted development. Full-stack delivery. Production in weeks, not months.