CCasey White
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ALive

Aurenia Consulting Portal

A whole consulting firm, compressed into software.

AI that walks any company through all 10 stages of digital transformation and hands them boardroom-grade deliverables at the end.

Category
Enterprise SaaS
Timeline
2 months · 4 sprints · 8 modules
Focus
Enterprise & field
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01

Why I built it

I kept rebuilding the same thing over and over. Every stage of the transformation work, the maturity diagnostic, the strategy deck, the business case, lived in its own standalone app, and none of them talked to each other. So I built one unified workspace where a consultant, or the client themselves, could walk a company through the entire 10-stage pipeline in one place, with every module feeding the next. Instead of hand-crafting a boardroom-grade deliverable for every client, the portal generates them on demand, grounded in real consulting playbooks.

02

What it does for people

  • One portal covering the whole 10-stage journey, from Diagnostic and Discovery through Strategy, Roadmap, Business Case, Architecture, Change and the Value Realization loop, instead of a pile of disconnected tools
  • Every module ships a polished, client-ready artefact with real charts baked in. Strategy alone drops six or more
  • Multi-tenant from the ground up. Every org is isolated, consultants only see their assigned clients, admins see everything
  • Stripe billing and entitlement gating, with a graceful Talk to Casey fallback when billing is off so nothing ever hard-fails
  • A Pulse Check lead-gen front door that scores incoming leads, ranks them against a cohort, and emails me the moment a hot one lands
03

Under the hood

  • Domain expertise is lifted straight into the AI's runtime prompts. Each module carries markdown skill files (finance, legal, marketing, ops playbooks) concatenated into Claude's system prompt, so the output reasons like a specialist rather than a generic chatbot
  • Smart model routing to keep costs sane. Sonnet handles narrative and judgment, Haiku does the cheap rule-based scoring, and Opus is banned from production routes on purpose
  • Two generator patterns: Claude emits HTML wrapped by a deterministic renderer, or strict JSON composed from database rows, with citation validation that rejects any claim citing a source that was not in the input
  • Long-running AI pipelines split into a fast kick route and a 300-second synthesize route to live within serverless duration limits, with read-only status polling that never triggers a state transition
  • RLS on every table with an assignment-scoped tenancy model, plus idempotent Stripe webhooks keyed on the event ID
04

The cool bits

  • The skill-lifting trick means the AI is not guessing. It is grounded in actual domain playbooks that ship inside the repo
  • Reports come out genuinely presentation-ready: cover pages, animated charts, brand-locked theming, the works
  • Citation validation is a neat guardrail. If the model tries to hallucinate a source, the row gets thrown out and the synthesis aborts past a rejection threshold
  • It graceful-degrades everywhere. Stripe off, missing tables, failed PDF render, nothing takes the whole page down
05

How long it took

About two months of focused building.

2 months · 4 sprints · 8 modules

06

What I worked through

Getting AI output to feel like a real consultant instead of a generic assistant was the whole ballgame. That is what pushed me to lift actual domain playbooks into the prompts and add citation validation so it could not make things up. Serverless timeouts were a constant headache: long syntheses blow past duration caps, so I split everything into fast kick-off routes and separate long-running synthesize routes. And making it truly multi-tenant, with RLS on every table, assignment-scoped access, and idempotent webhooks, meant sweating the boring-but-critical plumbing so client data stays walled off.

07

The full stack

Next.js 16 (App Router)React 19TypeScriptSupabase (Postgres, Auth, RLS)Claude Sonnet + Haiku (@anthropic-ai/sdk)StripeTailwind CSS v4shadcn/ui + Base UIRecharts@react-pdf/renderer + pptxgenjsVercel (crons + Blob)PostHogNodemailer (Zoho)