An end-to-end web application that lets each client securely chat with their own data, monitor live KPIs on an interactive dashboard, and uncover insights through built-in analytics, delivered on a single multi-tenant platform.
A secure, cloud-hosted web platform serving multiple client organizations (tenants) from one codebase. Each tenant gets an isolated workspace with three core capabilities:
A conversational assistant that answers questions grounded in each tenant's own documents and data, with sources cited — no hallucinated answers.
An interactive dashboard of KPIs, trends, and metrics with filters, date ranges, and drill-down — updated from the tenant's data.
Built-in analysis tools: trend detection, breakdowns, comparisons, and exportable reports surfaced automatically from the underlying data.
One platform, many isolated clients. Each tenant's data, users, and AI context are strictly separated — no client can see another's data.
Data flows from the client's sources, through an AI processing pipeline, into the chatbot and dashboards.
Client uploads documents / connects data. System parses, cleans, and structures it automatically.
Content is chunked, embedded, and stored in a searchable vector index, scoped per tenant.
Chatbot retrieves relevant data and answers; dashboard & analytics render live from the same source.
Eight phases from kickoff to handover. Hours are AI-assisted estimates.
| Phase | Key Deliverables | Hours |
|---|---|---|
| 1. Discovery & Architecture | Requirements, data model, tech design, environment setup | 12 |
| 2. Multi-Tenant Foundation | Auth, RBAC, tenant isolation, DB schema, app skeleton | 28 |
| 3. Data Pipeline & Ingestion | Document parsing, chunking, embeddings, vector store | 30 |
| 4. AI Chatbot (RAG) | Retrieval, grounded answers w/ citations, chat UI | 36 |
| 5. Dashboard & Analytics | KPI widgets, charts, filters, drill-down, exports | 32 |
| 6. Admin & Tenant Management | Super-admin console, onboarding, usage tracking | 16 |
| 7. Testing, QA & Security | Test suite, tenant-isolation checks, hardening | 20 |
| 8. Deployment & Handover | Cloud deploy, docs, walkthrough, support setup | 12 |
| Total Estimated Effort | 186 h | |
Roughly 6 weeks at a steady pace, with phases overlapping where practical.
Proven, modern, open-source-first components — no vendor lock-in.