Project Meridian � AI-Powered Sales Automation & Multi-Tenant CRM Platform
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SaaS & AI SystemsPortfolio codename � client identity withheld under NDA.
Project Meridian

AI-Powered Sales Automation & Multi-Tenant CRM Platform

A multi-tenant sales CRM combining deterministic state machines with LLM tool-calling to automate lead qualification, conversation analysis, and pipeline updates without state hallucinations or cross-workspace leakage.

Engagement Scope: Initial MVP Development & Multi-Tenant State Engine

We worked with the founding team during the early product stage to design and develop the initial MVP and core architectural foundation. The product subsequently evolved through additional development after our engagement.

Software Development
01The Problem & Business Challenge

The founding team had built an early AI prototype to automate sales prospecting and CRM updates. However, unconstrained LLM prompt loops led to hallucinated state mutations, infinite token recursion, and data corruption. Additionally, the application lacked multi-tenant data isolation, risking cross-workspace data leakage across commercial client accounts.

02The Architectural Solution

We executed an architectural rescue and rewrite, implementing PostgreSQL Row-Level Security (RLS) for kernel-level tenant isolation and encapsulating LLM execution within deterministic Finite State Machines (FSMs) with strict Zod schema validation.

03What We Built & Execution Details

We audited the codebase, restructured the relational data model, and established tenant-scoped database sessions. The AI orchestration was redesigned from scratch: prompt chaining was replaced by a deterministic FSM harness where the LLM is restricted to strictly typed tool-calling within defined state boundaries. We integrated semantic vector caching to eliminate redundant LLM calls and built background queue workers for asynchronous pipeline enrichment.

04Engineering Challenges & Trade-Offs

Eliminating LLM output hallucinations that corrupted customer CRM records; prevented by schema validation with compile-time type verification and hard two-retry error boundary loops.

Measured Commercial Outcome

100% elimination of cross-tenant data leakage; zero hallucinated database mutations; 45% reduction in API inference costs; deployed to active enterprise sales teams.

Documented metric during engagement period
My Contribution & Role
Fractional CTO & Lead Architect

End-to-end technical leadership: domain modeling, system architecture, database design, hands-on production code, and zero-defect deployment.

Technologies Deployed
Next.jsNode.jsPostgreSQL (RLS)OpenAI API / Claude SonnetRedisBullMQTypeScriptZod
Related Blueprint
Inspect Technical Architecture
View failure mode analysis
Confidential Engagement

Presented under fictional portfolio codename. Specific commercial entities and confidential operational identifiers have been withheld to respect non-disclosure obligations.

“Our AI prototype was breaking every 10 minutes. Shubham audited the repository, rebuilt the state engine in 48 hours, and gave us a rock-solid production foundation. He brings rare clarity to both enterprise architecture and AI system safety.”
Co-Founder & Managing Director
Executive Sponsor • Client identity withheld under NDA
Verified Engagement
Absolute IP Ownership

You own the system.
The code. The infra. The data.

Software should not become valuable enough to matter and then be impossible for the client to own or operate.

Everything I build is 100% client-owned intellectual property from day one. You own the code, the accounts, the infrastructure, and the data. No vendor lock-in.

What belongs to you in full:

  • 01Source code & Complete Git Repositories
  • 02Apple, Google & Enterprise Developer Accounts
  • 03Cloud Infrastructure, VPCs & Production Databases
  • 04Figma Design Files, Assets & Documentation
  • 05CI/CD Deployment Pipelines & Signing Keys