Stratava Information Systems
WhitePaper
Version: 1.0
Effective Date: April 2026
Published by: Stratava Consulting Group, Philadelphia, PA
1Executive Summary
Stratava Information Systems (Stratava IS) is an enterprise-grade, multi-faceted business operations platform developed by Stratava Consulting Group. Originally conceived as a customer relationship management (CRM) tool, Stratava IS has evolved into a comprehensive information systems platform that empowers organizations to manage their complete business lifecycle: from client pipeline and project management to billing, accounting, employee time tracking, and beyond, all on a fully configurable and customizable UI/UX.
2Company Overview
Stratava Consulting Group is headquartered in Philadelphia, Pennsylvania. The company designs, builds, and operates Stratava IS as a Software-as-a-Service (SaaS) product, providing organizations of all sizes with a unified platform to streamline their business operations and drive revenue growth.
3Product Vision & Evolution
Stratava IS was born from the recognition that modern businesses need more than a CRM. While pipeline management remains a core pillar, the platform has expanded to address five critical operational domains:
- Client Pipeline Management: Full-lifecycle lead tracking from initial contact through close, with configurable pipeline stages, calendar views, and conversion analytics.
- Project Management: Case and task management with status workflows, priority levels, assignment, and client record linking.
- Billing, Finance & Accounting: Subscription billing via Stripe, invoice management, payment tracking, usage metrics, customer portal, and financial reporting with MRR/ARR visibility.
- Employee Time Tracking: Timesheet logging, weekly grid views, pay rate configuration, and labor cost calculation.
- Configurable UI/UX: Drag-and-drop sidebar ordering, customizable field labels, theme selection (light/dark/system), taskbar positioning, branding controls, and role-based module visibility.
4Platform Capabilities
4.1 Client Pipeline & CRM
- •Multi-stage pipeline with visual status indicators
- •List, calendar, and board views
- •Global lead creation and appointment scheduling
- •Pipeline conversion and win rate analytics
4.2 Cases & Client Records
- •Case lifecycle management (Open → In Progress → Resolved → Closed)
- •Client record profiles with billing details and service tiers
- •Case-to-client linking and relationship management
4.3 Estimates
- •Line-item estimate builder with configurable categories
- •Quantity, unit price, and total calculations
- •PDF export and client sharing capabilities
4.4 Expense Management
- •Expense submission with receipt upload (JPEG/PNG/PDF)
- •Category classification (Airfare, Lodging, Gas, Billable, Org Expense)
- •Approval workflows with role-based access control
- •Monthly trend reporting and export
4.5 Billing & Finance
- •Stripe-powered subscription management (Free, Pro, Enterprise tiers)
- •Automated invoice generation and payment processing
- •Customer self-service portal
- •Admin billing reports and MRR tracking
4.6 Employee Time Tracking
- •Daily/weekly time entry with project/case association
- •Configurable pay rates and labor cost calculations
- •Manager review and approval workflows
4.7 Reporting & Analytics
- •Real-time KPI dashboard with 10+ metrics
- •Date range and status filtering
- •Chart visualizations (bar, line, pie)
- •Saved report views for reusable configurations
4.8 Support & Ticketing
- •Internal support ticket creation and tracking
- •Status workflows and message history
- •Organization-scoped visibility with role escalation
4.9 Administration & Configuration
- •Role-based access control (Viewer, Member, Manager, Admin, Owner, SIS Admin)
- •Custom field labels and display configuration
- •Sidebar navigation ordering and module visibility
- •Organization branding (logo, name, colors)
- •Multi-organization support with context switching
5Technology Architecture
| Layer | Technology |
|---|---|
| Frontend | Next.js 16 (App Router), React 19, TypeScript |
| Styling | Tailwind CSS 4 |
| Backend | Next.js API Routes, Server Actions |
| Database | PostgreSQL via Supabase with Row-Level Security (RLS) |
| Authentication | Supabase Auth with TOTP MFA |
| Payments | Stripe (Checkout, Subscriptions, Webhooks, Customer Portal) |
| Hosting | Vercel (Edge-optimized deployments) |
| CI/CD | GitHub Actions (lint, typecheck, build, security scans) |
| Security | Gitleaks secret scanning, Husky pre-commit hooks, MFA enforcement on privileged routes |
6Security & Compliance
Stratava IS implements defense-in-depth security:
- ✓Multi-Factor Authentication (MFA): TOTP-based MFA is required for all privileged actions and administrative surfaces. Device remembrance with cryptographically signed cookies.
- ✓Row-Level Security (RLS): All database queries are scoped to the authenticated user's organization, enforced at the database layer via Supabase RLS policies.
- ✓Role-Based Access Control (RBAC): Seven-tier role hierarchy (Viewer → Member → Manager → Admin → Owner → SIS Admin) governs module access, API authorization, and data visibility.
- ✓Secret Management: Gitleaks integration prevents accidental credential exposure. Environment variables are never committed to source control.
- ✓Webhook Verification: All Stripe webhook payloads are verified using signing secrets with constant-time comparison.
- ✓CI Security Gates: Automated secret scanning and MFA guard checks run on every pull request.
7Intellectual Property & Trademark Notice
Trademark
Stratava™, Stratava IS™, and Stratava Information Systems™ are trademarks of Stratava Consulting Group. All rights reserved.
Copyright
© 2026 Stratava Consulting Group. All rights reserved.
The Stratava IS platform, including but not limited to its source code, architecture, user interface designs, documentation, branding assets, APIs, database schemas, and business logic, constitutes the proprietary and confidential intellectual property of Stratava Consulting Group.
Restrictions
No part of this platform, its documentation, or associated materials may be reproduced, distributed, transmitted, displayed, published, or broadcast in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of Stratava Consulting Group, except as permitted by applicable law.
Patent Notice
Certain features and methods implemented within the Stratava IS platform may be subject to pending patent applications. Unauthorized reproduction or implementation of proprietary platform methodologies, workflows, or architectural patterns is strictly prohibited.
Contact
For licensing inquiries, trademark usage, or intellectual property questions: