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Resource Assessment & Monitoring Platform

Global Insurance & Advisory Environment

A resource assessment and monitoring system for allocation, capacity planning, and reporting across distributed teams.

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Portfolio-wide capacity visibility

A high-signal dashboard for utilization, availability, delivery risk, and regional performance.

Executive Dashboard

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What Needed Attention

A large insurance and advisory organization needed a clearer view of resource allocation, utilization, and capacity across departments and projects. Manual tracking and separate reports made that difficult.

Key challenges included:

  • •Lack of real-time visibility into resource allocation and utilization
  • •Fragmented data across multiple systems requiring manual consolidation
  • •Complex role-based access requirements for different organizational levels
  • •Need for interactive dashboards supporting data-driven decision making

System Architecture

The platform follows a layered architecture with clear separation between data collection, processing, and visualization layers. The system aggregates data from multiple sources and presents it through role-based dashboards.

Core components include:

  • •Data aggregation layer collecting metrics from multiple enterprise systems
  • •Processing engine for real-time calculations and trend analysis
  • •Role-based access control ensuring appropriate data visibility per user level
  • •Interactive dashboard layer with configurable widgets and reporting modules
High-Level ArchitectureEnterpriseSystemsHRISProject ToolsTime TrackingData Aggregation & ProcessingData AggregatorProcessing EngineReal-time CalcTrend AnalysisRole-BasedAccess ControlDashboard EngineInteractive WidgetsChart.jsReporting ModulePDF ExportExcel Export

Technical Stack

ReactTypeScript.NET CoreSQL ServerAzureREST APIsChart.js

What I Worked On

Hands-on contribution within a team environment. Key responsibilities included:

  • •Developed interactive dashboards and reporting modules using React and Chart.js
  • •Integrated backend APIs for enterprise data visualization and real-time updates
  • •Implemented secure role-based access control for multi-level organizational access
  • •Participated in CI/CD deployment workflows ensuring reliable production releases
  • •Built responsive UI components supporting desktop and tablet viewing
  • •Collaborated with backend team to design efficient API contracts for data retrieval

Implementation Notes

Notable implementation details:

  • •Real-time data updates using WebSocket connections for live dashboard refresh
  • •Configurable widget system allowing users to customize dashboard layouts
  • •Efficient data caching strategies reducing API load and improving response times
  • •Role-based filtering ensuring users only see data appropriate to their access level
  • •Export capabilities for reports supporting PDF and Excel formats

What Changed

The system gave the teams a shared way to monitor resources:

  • •Real-time visibility into resource allocation enabling faster decision-making
  • •Unified data presentation eliminating need for manual report consolidation
  • •Improved capacity planning through interactive dashboards and trend analysis
  • •Secure access control ensuring appropriate data visibility across organizational levels
  • •Reduced manual reporting work through shared dashboards and data visualization

Module Breakdown

Module BreakdownExecutiveUsersManagerUsersTeamUsersAccess Control LayerPermission EngineRole MappingData FilteringFiltered DataServiceExecutiveDashboardOrg-wide MetricsManagerDashboardDept MetricsTeamDashboardTeam Metrics
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Client identity anonymized due to confidentiality agreements.