Project Overview
Compliance Dashboard is a workflow system for capturing client data from calls, organizing compliance records and supporting automated website workflows with Playwright bots.
Compliance dashboardWorkflow automationBot automationClient data system
Compliance Dashboard Case Study
A compliance workflow dashboard that captures client data from calls, fills structured records and drives Playwright bot automation for web workflows.
Call intake
interested client data capture
Automation
Playwright bot workflow support
Compliance
review and record structure
Searchable
records, filters and status views
Privacy safe portfolio preview
Screens are sanitized and use dummy client information. Real compliance records and website automation details are not exposed.
Client
Veeivs
My role
Full Stack Developer for compliance forms, automation workflows and dashboard UI
Project type
Compliance dashboard, Workflow automation, Bot automation, Client data system
Business Problem
When interested client data came from calls, teams needed a structured way to fill records, review compliance status and run repetitive website actions without heavy manual work.
System Solution
I built compliance intake screens, record management flows, status tracking, searchable dashboards and Playwright automation support for browser-based operational tasks.
Developer notes
Why this compliance dashboard project matters
As the full stack developer on this project, I connected the frontend experience, backend data flow, permissions and reporting screens into one practical product. The goal was not just to make a good-looking interface, but to create a system that helps real teams work faster, find records confidently and make better decisions from clean operational data.
Privacy approach
Screens are sanitized and use dummy client information. Real compliance records and website automation details are not exposed.
AI assisted workflow
AI, Automation and Smart Workflow
This project uses practical automation patterns to reduce manual work, improve review speed and keep business data easier to manage. The exact private implementation is protected, but the portfolio preview explains the production value clearly.
Automation-driven website workflow execution
Structured data capture for faster compliance review
Core CRM Features
Client intake forms for interested call leads
Compliance record management and review states
Playwright bot automation for website workflows
Searchable records, filters and status dashboards
Manager-friendly compliance review screens
Responsive UI for operations teams
Technical Highlights
React frontend for compliance forms and dashboards
Django backend for records, statuses and automation triggers
Playwright automation for browser-based task execution
REST API flow for records, filters and review actions
Business Benefits
Reduced manual browser work for compliance teams
Cleaner client intake and review workflow
Faster operational processing from call data
Better traceability for compliance records
Technology Stack
ReactDjangoPythonPlaywrightREST APIsTailwind CSSAutomation
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