Roo Platform (IDEO.org)

IDEO.org needed a financial coaching platform (Roo) to help people improve their financial literacy. The platform required both a chatbot service for user interactions and a coach application for financial coaches to manage clients.

As part of a team effort, I contributed to developing the full-stack Roo platform, including building a chatbot service and a coach application with database integration.

Working collaboratively with the team, I built a chatbot service using Node.js and Botkit to handle user interactions and provide financial coaching guidance. I built a coach application using React and Redux with progress tracking dashboards, session scheduling, and personalized reminders. I contributed full-stack solutions with PostgreSQL integration to store user data, coaching sessions, and progress tracking.

This project demonstrated the importance of building platforms that support both automated and human-assisted workflows. The chatbot and coach application needed to work together seamlessly, requiring careful API and data model design.