AI Implementation Management Platform

Salesforce and Marketing Cloud implementation projects involve heavy manual documentation — discovery workbooks, project plans, change orders, solution docs, and meeting minutes. Project managers juggle multiple disconnected tools, leading to inconsistent documentation, missed updates, and time lost on repetitive formatting. There is no unified system that combines structured project data with AI-generated deliverables, making it difficult to maintain accuracy and momentum across project phases.

The tool is a full-stack Next.js application backed by Supabase and the Anthropic Claude API that centralises every phase of an implementation project — from pre-discovery through delivery — into a single workspace. Users upload SOWs, change orders, and meeting transcripts; the AI extracts key data and generates discovery workbooks, project plans, solution documents, and change orders in contract format. A context-aware chatbot allows team members to query or update project state conversationally. An AG Grid-based project plan supports inline editing and drag-and-drop reordering, while AI-analysed meeting minutes automatically suggest plan updates. Project health is computed in real time from timeline adherence, hour burn, escalation severity, and task completion. Row-Level Security ensures data isolation per project, and all destructive actions require confirmation. The platform is deployed on Vercel with Supabase hosting the database and file storage.