Case Study.
Finanshels Internal Suite.
The internal tool that runs the company: onboarding, CRM, HRMS and comms behind one role-gated login.
A comprehensive internal web application for Finanshels covering operations, client management and internal communication, from client onboarding and CRM through to HR functions and team dashboards, all behind a role-based access control system.
A services business runs on a lot of moving parts: client lifecycles, compliance dates, employee records, internal comms. Kept in separate tools they drift apart, and the handoffs between them quietly turn into manual work.
- Built client onboarding and CRM as one continuous lifecycle rather than separate records.
- Automated compliance-calendar generation so schedules maintain themselves.
- Integrated chat and email into the app so context stays attached to the client.
- Layered RBAC across every module: sensitive financial and HR data is role-gated by default.
- ✓ Client onboarding system: simplifies adding and managing client lifecycles
- ✓ CRM module: tracks client interactions and relationships in one place
- ✓ Compliance calendar generator: automates creation and updates of schedules
- ✓ Employee profile management: a secure, current employee repository
- ✓ Internal communication system: chat and email integrated for the team
- ✓ Team management dashboard: visual insight into structure and performance
- ✓ HR management system (HRMS)
- ✓ Role-based access control (RBAC) for sensitive data
Used inside Finanshels to run day-to-day management: client lifecycles, HR and team operations behind one role-gated login. A team build, which I contributed to as a full-stack developer during my time there.