PRD through delivery. 15-module React/TypeScript wizard that streamlines FieldPulse account setup with Supabase backend and Salesforce integration.
Context
FieldPulse is a field service management platform serving hundreds of businesses. As the customer base grew, the implementation team was building each new account from scratch — manually configuring services, team structures, pricing, integrations, and workflows for every customer. The onboarding process was a bottleneck that directly impacted time-to-value and customer satisfaction.
Problem
Every new customer meant hours of manual configuration. Implementation reps were walking customers through setup over calls, entering data into admin panels, and troubleshooting configuration issues that arose from inconsistent setup processes. The problems compounded:
Slow time-to-value
Customers waited days or weeks before their account was fully configured and usable.
Inconsistent setup quality
No standardized process meant each account was configured differently depending on which rep handled it.
High support ticket volume
Misconfigured accounts generated avoidable support tickets during the critical first weeks of the customer relationship.
No Salesforce connection
Closing a deal in Salesforce and starting onboarding were disconnected steps requiring manual handoff between teams.
Approach
I owned this project end-to-end: writing the PRD, defining the module structure, building the application, and integrating it with Salesforce for automated triggering. The approach was guided by two principles:
Compound Engineering methodology
Built with Claude Code using structured feedback cycles — each stakeholder review produced a defined change set executed as a discrete engineering cycle.
Self-service over hand-holding
The wizard needed to be intuitive enough for customers to complete independently, reducing the implementation team's time per account.
Salesforce-triggered automation
When an Opportunity is marked Closed Won in Salesforce, the system auto-generates an onboarding link — no manual handoff required.
Architecture
The application is a React/TypeScript wizard built with Tailwind CSS. Supabase handles the backend — database, authentication, and real-time updates. The 15 modules walk customers through every aspect of their FieldPulse account configuration:
Outcome
15
Modules built
30%
Target TTV reduction
25%
Target CSAT increase
50%
Fewer support tickets (target)
The app replaced an entirely manual, per-account configuration process with a standardized, self-service wizard. The Salesforce integration eliminated the handoff gap between sales and implementation. Every new Closed Won deal now automatically generates an onboarding link, and customers can begin configuring their account immediately.
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