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Project 1 · Feb 6 – Apr 17, 2026
RedBridge Website + Sales/CRM/HR/Legal/Client Portal
Role: ICT Business Analyst (sole engineer) · 10 weeks · 13 portal screens · 4 teams · 11-stage pipeline
Business Impact
Cost
In-house delivery of a full-stack bilingual website with CRM, booking system, database, and integrations — agency-equivalent scope est. $50,000–$100,000 AUD avoided.
Marketing
EN/ZH bilingual site directly targets Melbourne's Chinese-speaking skilled migrant population. Server-side Meta CAPI integration maximises Facebook and Instagram ad attribution accuracy.
Revenue
Online booking system converts website visitors directly into paid consultations. CRM portal equips the sales team to manage and close clients — directly supporting RedBridge's consulting revenue.
Scale at a Glance
13
Portal screens
4
Teams covered
11
Pipeline stages
12
DB tables
28
RLS policies
5
DB triggers
5
Integrations
268
Commits
Project Summary
| Field | Details |
|---|---|
| Project Name | RedBridge Website + Sales/CRM/HR/Legal/Client Portal |
| 项目名称 | RedBridge 网站 + 销售/CRM/HR/法务/客户门户 |
| Period | Feb 6 – Apr 17, 2026 (~10 weeks) |
| 周期 | 2026年2月6日 – 4月17日（约10周） |
| Company | RedBridge Consulting (Siddeley Group) |
| 公司 | RedBridge Consulting（Siddeley Group） |
| Role | ICT Business Analyst — Sole engineer |
| 职能 | ICT 业务分析师 — 独立工程师 |
| Portal Scope | 13 screens · 4 teams (Sales, CRM & Law Firm, HR, Admin) · 1 client-facing portal |
| 门户范围 | 13 个页面 · 4 个团队（销售、CRM 与法务、HR、管理员） · 1 个客户自助门户 |
| Pipeline | 11 stages: New Lead → Discovery → Strategy → Proposal → Contract Signed → Onboarding → Employer Sourcing → Employer Matched → Pre-Lodgement → Lodged → Approved |
| 线索管道 | 11 个阶段：新线索 → 需求了解 → 策略方案 → 报价 → 签约 → 入职 → 雇主匹配中 → 雇主已匹配 → 递签前 → 已递签 → 已批准 |
| Commits | 268 (all Vanessa) |
| 提交数 | 268（全部为 Vanessa） |
| Scale | ~100 files · ~41,500 lines of code · 28 HTML pages · 12 DB tables |
| 规模 | 约100个文件 · 约41,500行代码 · 28个HTML页面 · 12张数据库表 |
| Integrations | Meta CAPI · Google Calendar · Cloudflare Workers · Gemini AI · Meta Pixel |
| 集成 | Meta CAPI · Google Calendar · Cloudflare Workers · Gemini AI · Meta Pixel |
| Live URL | https://redbridge-consulting.com.au |
| 上线链接 | https://redbridge-consulting.com.au |
| Cost Impact | Est. $50,000–$100,000 AUD agency cost avoided |
| 成本影响 | 估计节省机构费用 $50,000–$100,000 澳元 |
Key Highlights
- Full-stack solo delivery: 13 portal screens across Sales, CRM & Law Firm, HR, and Admin — plus a client-facing portal — all from a single Cloudflare Worker backend and Supabase database
- 11-stage pipeline from New Lead to Visa Approved: a single client record carried through sales, legal, and case management without re-entry across teams
- Rule-based lead auto-assignment by risk level, offshore status, and occupation — round-robin among eligible reps with full reassignment history kept
- Win-probability score from budget band, English test results, work history, and visa refusals — orders the inbox without making final decisions
- AI Executive Summary: Gemini condenses a client's entire file into three sentences before a call; AI receptionist handles unassigned lead messages and escalates to a human only when needed
- Client self-service portal: chat, document upload, and withdrawal — all without staff involvement unless escalated
- 12-table PostgreSQL schema with 28 RLS security policies — access enforced at query time by role, not by hidden UI buttons
- 5 automated database triggers: visa-expiry check, 90- and 180-day CRM reviews, new-hire provisioning, and department notification on approval
- Server-side Meta CAPI bypasses ad blockers for accurate Facebook/Instagram conversion attribution
- CI/CD pipeline: 25 automatic production deployments via GitHub → Cloudflare Pages
🌐
Live Site
https://redbridge-consulting.com.auPortal Team Breakdown
13 screens across 4 internal teams + 1 client-facing portal, unified by an 11-stage pipeline from first contact to visa approval.
Sales
Sales & Pipeline
Pipeline workspace
leads.html
Sales reps · Sales Management · Super Admin
- Master list of every lead with search, stage, and owner filters
- Full client console per lead: contact, visa & education history, career background — editable inline with Save/Cancel appearing only on change
- Win-probability score from budget, English test, work history, and visa refusals
- Live chat with the client, refreshing every 5 seconds, with unread badges and optional email-notify toggle
- AI Executive Summary: Gemini condenses a client's entire file into three sentences before a call
- One-click generation of the client's private booking-portal link
Sales dashboard
sales-workspace.html
Sales reps (My Stats) · Management (Team view)
- Revenue, deals won, active pipeline value, and win rate — each with period-over-period trend
- Revenue trend chart with adjustable date ranges
- Team leaderboard ranking reps by performance — pulled from live deal data
CRM & Law Firm
CRM & Fulfillment
Active cases workspace
crm-workspace.html
CRM · Law Firm · Sales Management (view only)
- Cases scoped to post-contract stages — Onboarding through to Approved
- Visual milestone timeline per client, built from templates or custom steps added on the fly
- Document-request checklist sent to the client's portal — tracks pending vs. uploaded per required file
- Continuous chat thread carried over from the sales side — no restart required
- Full activity log with documents grouped by type
Milestone reminders
crm-reminders.html
CRM · Law Firm · Sales Management · Super Admin
- Every open milestone task across all cases in one table, joined to the client and assigned staff member
- Colour-coded urgency: critical (≤15 days), high (16–30), medium (31+), overdue flagged separately
- One-click mark-complete
HR
HR & Recruiting
Applicant tracker
hr-applicants.html
HR
- Searchable list of all applicants with resume, LinkedIn, portfolio, and cover letter in one panel
- 8-stage hiring pipeline from New Applicant through to Hired or Declined
- Colour-coded pass/fail at each interview round
Admin & Onboarding
Admin & Onboarding
Login & first-day setup
admin.html
Everyone
- Sign-in, forgot-password, and the password-recovery flow after clicking a reset link
- First-login form: name, contact details, department — work email locked from invite
- Automatic post-login routing by role: Sales → pipeline, CRM → active cases, HR → applicants, Law Firm → workspace, Super Admin → dashboard
Staff directory & approvals
user-management.html
Super Admin
- Full employee directory with pending/approved status at a glance
- Edit approval status, system role (Staff/Management/Super Admin), department, and job title per person
Overview dashboard
dashboard.html
Super Admin · Management
- Headline counts: total sales leads and pending HR applications
- Five most recent job applications with direct resume links
Personal profile
profile.html
Every logged-in employee
- Read-only system info (email, role, title, department) alongside editable personal details
- Notification centre — role- and department-targeted alerts from the automation layer