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Five questions a client-onboarding tracker should answer in 30 seconds
A client-onboarding tracker is useful only if the team can answer these five questions quickly:
What has been received?
What is still missing?
Who owns the next action?
When is it due?
When did the client last receive an update?
I built this fictional demonstration around those questions. It records access status without storing passwords and keeps technical decisions with the client’s authorised professionals.
For small professional-services teams, the objective is not another spreadsheet. It is a shorter exception review and a cleaner handover.
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The network for creativity
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Onboarding designed for notes taking app
An auditor losing internet shouldn’t mean losing their work.
At Cornell’s DECA Lab, I built web and mobile audit tools for people working in places where connectivity is unreliable.
That constraint shaped the product: auditors needed to start an assessment, save progress, leave, and come back without starting over.
My work covered the mobile app, backend APIs, role-based access, and reporting, using React Native, Next.js, FastAPI, and PostgreSQL.
The most interesting engineering decisions were around what happens between screens: saving drafts, syncing after a connection returns, and protecting data when a workflow gets interrupted.
It’s the kind of work I enjoy: taking a messy, real-world process and turning it into software people can depend on.
If you’re building an internal tool, dashboard, or mobile product with workflows like this, I’d love to hear about it.
