ENTERPRISE REPORTING PLATFORM
A full-stack internal web application that reduced client report generation from 2–4 hours to 5–10 minutes — saving an estimated 100,000+ hours annually across the sales organization.
100K+
Hours Saved/Year
95%+
Time Reduction
2–4 hrs → 5–10 min
3
Languages
EN · ES · PT
GCP
Cloud Deployed
THE PROBLEM
Account managers across the sales organization were spending 2–4 hours per client manually generating weekly recap reports — logging into multiple systems, pulling raw data, building tables, formatting output, and writing summary copy by hand.
At scale, across dozens of account managers each producing multiple reports per week, this represented a massive and entirely avoidable time drain — one that scaled linearly with headcount and client growth.
The solution had to be fast enough to replace the workflow entirely, flexible enough to support multiple report types across display, social (YouTube, Meta, TikTok, X, Reddit), and streaming platforms, and secure enough to operate at a public company with SOX compliance requirements.
WHAT WAS BUILT
React 19 Frontend
Built with TypeScript, Vite, and Material-UI — a full single-page application with real-time data visualizations, period-over-period comparisons, and trend indicators. Users select a report type, configure date ranges and preferences, and receive a formatted, copy-ready output within seconds.
- • Multi-language support: English, Spanish, and Portuguese for global client teams
- • Timezone-aware reporting with configurable display options
- • One-click copy-to-email output — formatted and ready to paste
- • Real-time polling for report completion status
- • User preference persistence across sessions
Go Backend
Originally prototyped in Python with FastAPI. Migrated to Go (Echo framework) for significantly improved performance and concurrency — especially important for parallelized report generation where multiple data sources are queried simultaneously.
- • Parallelized report generation handles multiple simultaneous user requests
- • REST API with structured error handling and request logging
- • Background job processing with polling endpoints for real-time status
- • Python migration preserved all business logic while improving throughput
Authentication & Security
Designed to meet the security standards of a Nasdaq-listed public company. Okta SSO integration with JWT validation middleware ensures only authorized users can access the platform. All sensitive API tokens are encrypted at rest using AES-256-GCM before database storage.
- • Okta SSO — no local credentials stored
- • JWT middleware validates every authenticated request
- • AES-256-GCM encryption for all stored API tokens
- • PostgreSQL with migrations for users, tokens, preferences, reports, and report requests
- • Role-based access control for report visibility and configuration
Cloud Infrastructure
Deployed to Google Cloud Platform using Cloud Run for containerized, auto-scaling backend services. Infrastructure provisioned via Terraform for reproducible, auditable environments.
- • Cloud Run for auto-scaling containerized services
- • Secret Manager for secure credential storage
- • Cloud Storage for report history and output caching
- • Terraform for infrastructure as code
- • CI/CD pipeline for automated deployments across environments
Account Management Data Recap
A specialized report module within the platform — the Commercial Reports Recap — designed specifically for the account management workflow. Aggregates performance data across campaigns, pulls period-over-period metrics, and generates a structured summary ready for client delivery.
- • Automated data aggregation from multiple internal sources
- • Period-over-period performance comparisons with trend indicators
- • Client-ready formatted output eliminating all manual data entry
- • Support for display, social, and streaming platform report templates