Client onboarding crosses intake forms, files, task queues and reminders. The engineering challenge is keeping the state clear when a handoff is delayed or a step fails.
I designed and implemented Onboard OS with a Postgres control plane, private intake uploads, background workers, timers and exception handling. Commands are idempotent so retries can be handled without duplicating the intended action. Connector states stay explicit, and provider effects remain pending until the required activation evidence exists.
The installation includes Docker-based deployment, readiness checks, encrypted backups and controlled recovery.
This portfolio entry shows an internal demonstration and its workflow architecture. It does not claim a client rollout, measured time savings or an AI-powered product path. The value of this sample is the engineering around state, retries, recovery and handoffs.
Illustrated example: clients see the next onboarding step, while your team sees what still needs attention.
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Posted Sep 5, 2026
An internal onboarding workflow with private intake, Postgres state, workers, timers and recovery controls. Built to make retries and blocked handoffs explicit.