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Client ProjectSaaS & Enterprise Platforms5 Months

Nova CRM – SaaS Platform

An AI-powered client relationship manager serving over 20,000 active daily enterprise brokers with sub-50ms latency.

Nova CRM – SaaS Platform
Enterprise Adoption20,000+ Active Brokers
Nova Global BrokerageVerified Client Production Deployment
02 // CLIENT & PROJECT CONTEXT

Operational Background & Scope

Enterprise financial CRM serving over 20,000 active institutional brokers requiring millisecond latency and real-time deal pipeline synchronization.

03 // DOMAIN VERTICAL & COMPLIANCE

Industry Focus: SaaS & Technology

Engineered specifically to solve compliance constraints, high-concurrency demands, and operational patterns within SaaS & Technology.

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04 // THE CORE CHALLENGE

Operational Bottlenecks & Scale Constraints

Legacy CRM databases suffered from catastrophic lock contention during market opening surges, causing 4-8 second page freezes for 20,000 active brokers.

Critical Pain Points Identified:
Monolithic legacy relational database bottlenecked by concurrent multi-broker updates
Absence of real-time WebSocket push updates forced aggressive polling and server degradation
Unstructured sales notes prevented automated pipeline forecasting and churn prevention
05 // ARCHITECTURAL REQUIREMENTS

Functional & Non-Functional Engineering Criteria

  • Sub-50ms query latency for pipeline and ledger views under 50,000 concurrent requests
  • Real-time collaborative deal boards with optimistic UI updates and collision resolution
  • Embedded AI agent copilot for automated call transcription, summarization, and task extraction
06 // THE ASTRAIV SOLUTION

Engineered Full-Stack Software Response

Engineered an event-driven Next.js platform backed by high-throughput PostgreSQL with logical replication, Redis caching, and fine-tuned LLM deal summarization.

Core Architectural Deliverables:
Decoupled monolithic read/write paths via CQRS and PostgreSQL read replicas
Real-time WebSocket event bus delivering instant notification updates to broker dashboards
Intelligent deal progression assistant extracting actionable follow-ups from broker transcripts

07 // System Architecture & Technical Strategy

Distributed modern SaaS topology combining Next.js Server Components for sub-second first contentful paint with WebSocket streams for continuous live deal updates.

PILLAR 01Command Query Responsibility Segregation (CQRS)

CQRS & Read Replication

Offloaded heavy analytical reporting and broker search queries from transactional write masters.

PILLAR 02Event-Driven Microservices

Real-Time Edge Synch

Bi-directional WebSocket connection multiplexer handling 25,000 simultaneous connections.

08 // HARDENED PRODUCTION PRIMITIVES

Technologies Deployed in Production

Frontend & UI
Next.js 16React 19Tailwind CSSRecharts Data Visualization
Backend & Services
Node.js MicroservicesPrisma ORMRedis Pub/SubWebSockets
Database & Storage
PostgreSQL 16Connection Pooler (PgBouncer)Amazon S3 Document Vault
AI & Intelligence
OpenAI GPT-4o APILangChain AgentsVector Embeddings

09 // Engineering Methodology & Delivery Roadmap

A rigorous four-phase agile engineering cadence designed to eliminate risk, maintain SOC-2 compliance, and execute seamless production cutovers.

PHASE Phase 1Weeks 1-4

Database De-coupling & Schema Normalization

Extracted core CRM tables and set up zero-downtime replication pipelines.

Milestones:
  • Prisma Schema Definitions
  • Zero-Downtime Data Migration Scripts
PHASE Phase 2Weeks 5-12

Real-time WebSocket & Dashboard Engine

Built the responsive desktop and mobile broker workspace with Recharts analytics.

Milestones:
  • Real-time Deal Board
  • Interactive Recharts Performance Dashboard
PHASE Phase 3Weeks 13-18

AI Copilot Integration & Hardening

Integrated automated transcript summarization and task routing.

Milestones:
  • Broker Copilot Widget
  • Automated Churn Warning Model
PHASE Phase 4Weeks 19-20

Enterprise Load Testing & Rollout

Executed 50,000-user simulated concurrency stress tests and production cutover.

Milestones:
  • K6 Concurrency Benchmark Reports
  • SOC-2 Compliance Documentation
10 // MEASURABLE OUTCOMES

Verifiable Technical & Business Impact

Verified Client Production Deployment
20,000+Active Daily Enterprise Brokers

Scaled firm-wide adoption with zero reported downtime during peak market open hours

✓ Production Verified
78%Faster Deal Cycle Progression

Brokers closed enterprise contracts significantly faster using automated AI summaries

✓ Production Verified
35msAverage Pipeline Query Latency

Reduced from previous 4,200ms latency on the legacy monolith platform

✓ Production Verified
Key Production Deliverables Deployed:
Full-stack Next.js and PostgreSQL CRM application codebase
Real-time WebSocket event-driven notification engine
Interactive financial charting dashboards powered by Recharts
Automated broker meeting transcription and task extraction pipeline
Verified Client Endorsement

Astraiv Technologies rebuilt our entire broker core without a single minute of downtime. The speed and real-time collaboration have transformed how our trading desks close deals.

DA
David VanceChief Technology Officer • Nova Global Brokerage
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16 // ARCHITECTURAL CONSULTATION

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