Epic BI
Multi-Tenant Business Intelligence Platform
A comprehensive multi-tenant business management platform built with Next.js 15, React 19, and Firebase that unifies KPI tracking, Google Sheets integration, project management, and AI-powered document analysis into a single Apple Stocks-inspired interface with lightning-fast performance.
Platform Overview
Apple Stocks-inspired dashboard with real-time KPI sparklines
AI Document Chat with 768-dim vector search
KPI detail view with time-series data and trends
Advanced trend analysis with custom visualizations
Complete dashboard overview with multi-metric tracking
AI-powered mobile listening tool for business insights
Mobile-first responsive design with touch optimization
The Challenge
Business advisors struggled to efficiently manage multiple client organizations while clients faced fragmented KPI tracking systems that required constant manual updates and suffered from slow load times. Traditional business intelligence platforms created data silos between advisors and clients, making it difficult to maintain real-time visibility into performance metrics across departments.
Key Problems to Solve:
- Slow Dashboard Performance: 5-10 second load times frustrating users and reducing adoption
- Excessive Database Costs: 1,800+ Firestore reads per dashboard costing $200+/month
- Manual Data Entry: Constant spreadsheet updates consuming valuable time
- Fragmented Systems: KPI tracking, project management, and documents in separate tools
- Multi-Client Complexity: Advisors struggling to manage multiple organizations efficiently
- Information Silos: Critical business data buried in uploaded documents
Our Solution
We developed Epic BI, a multi-tenant business management platform built with Next.js 15 and Firebase that unifies KPI tracking, Google Sheets integration, project management, and AI-powered document analysis into a single interface. The platform features automated data synchronization from spreadsheets, Apple Stocks-inspired dark theme dashboards with instant load times, and role-based access control that enables advisors to manage multiple organizations while clients maintain control of their data.
Built with a focus on performance and cost optimization, the platform achieves sub-1-second dashboard loads through embedded KPI architecture, TypeScript constants migration, and TanStack React Query caching with 30-minute staleTime. The AI document chat system uses OpenAI's 768-dimensional embeddings with Firebase Vector Search to provide instant answers from uploaded company files.
Key Features Built:
Multi-Tenant Architecture
Complete data isolation with role-based access control across unlimited organizations. Advisors manage multiple clients with department-level permissions.
Real-Time KPI Dashboards
Apple Stocks-inspired dark theme with sub-1-second load times, interactive SVG sparklines, and 90 pre-configured industry KPIs across 17 departments.
Google Sheets Integration
4-step wizard for cell-based mapping and automated sync. Service Account authentication with configurable refresh frequencies (15min/30min/hourly).
AI Document Chat (RAG)
768-dimensional vector embeddings with Firebase Vector Search. GPT-4o-mini synthesizes answers from PDF, DOCX, TXT with source citations.
Kanban Project Management
Integrated drag-and-drop boards with task dependencies, time tracking, and smart color coding for priorities and tags.
Performance Optimization
Embedded KPI architecture + TypeScript constants migration reduced 1,800+ reads to 20. React Query 30-min cache eliminates redundant API calls.
Technology Stack:
- Frontend Framework: Next.js 15 (App Router), React 19, TypeScript 5 with strict mode
- Styling: Tailwind CSS 4 with custom Apple Stocks-inspired dark theme design system
- Backend & Database: Firebase (Firestore, Authentication, Cloud Functions, Storage, Vector Search)
- State Management: TanStack React Query v5 with 30-minute cache strategy and optimistic updates
- Data Visualization: Custom SVG-based sparklines with crosshair tooltips, MUI X-Charts
- AI/ML: OpenAI GPT-4o-mini, text-embedding-3-small (768-dim), LangChain text splitters
- Google Integration: Google Sheets API with Service Account authentication
- Performance: Embedded KPI architecture (99% read reduction), TypeScript constants for master data
- Hosting & Deployment: Vercel with custom webpack configuration for Firebase Admin SDK
Results & Impact
Clients experience 10x faster dashboard performance with sub-1-second loads versus 5-10 seconds, a 97% reduction in database costs (from $200+/month to ~$6/month), and zero manual data entry through automated Google Sheets sync. The platform's optimization journey—from embedded KPI architecture to TypeScript constants migration—achieved a 99% reduction in Firestore reads (1,800+ → 20), while AI-powered document chat enables instant answers from uploaded company files.
Key Outcomes:
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