Building "The Board Matrix" — A Multi-Tenant SaaS Platform for Executive Board Recruitment
How a consulting methodology that lived in Excel spreadsheets became a white-labeled, client-facing SaaS platform — in 7 weeks, fixed price.
The BriefTurn a consulting service into software
The client is a US-based marketing and media agency that helps companies recruit board members and executive advisors. They were running this entire workflow in offline Excel spreadsheets, scored by hand, with no consistent methodology across clients.
They wanted to productize it — turn their internal hiring methodology into a branded, multi-tenant platform their end clients could log into and use directly. In short: take their consulting service and turn it into software.
The ProblemThe process broke down at every layer
- No consistency between clients. Every engagement was scored differently because the methodology lived in a consultant's head, not a system.
- No structured candidate evaluation. Scoring was largely subjective. There was no way to say "this candidate ranks higher because of these specific factors."
- No client-facing surface. End clients had no portal — every interaction was email back-and-forth with the agency.
- Excel didn't scale. Adding a new client meant duplicating a spreadsheet. Adding a new board position meant editing a tab. No way to operate at volume.
What I BuiltThe Board Matrix — multi-tenant SaaS on Airtable + Softr
Published at boardmatrixscore.com — a fully branded, client-facing portal where the agency's end clients log in, manage their companies and open positions, define evaluation criteria, evaluate candidates, and receive ranked results.
The Data Architecture
A fully relational, multi-tenant Airtable base with 12+ interconnected tables:
The Scoring Methodology
For each open position, the client defines a custom matrix of attributes, with each attribute weighted A through D (A = highest). Each candidate is profiled against a set of personal traits scored 1–5. The system applies position-specific weighting and calculates a final weighted ranking — surfacing the top candidate automatically.
This replaces subjective consulting judgment with a transparent, defensible scoring methodology the agency can explain to its clients.
The Client-Facing Portal (Softr)
Started with Airtable Interfaces, then migrated to Softr — published to a custom domain with full white-label branding, per-client logins, role-based access control, candidate intake forms, and ranking dashboards. Each end client sees only their own data.
The Automation Layer
Seven automations run the platform end-to-end:
The OutcomeA consulting service became a product
What the Client SaidVerified Upwork review, January 2026
Very responsive and willing to quickly address any issues. Committed to success.
Want a platform like this?
If you run a consulting or services business that depends on a methodology in someone's head — there's almost certainly a productized version that can run on Airtable + Softr. Book a free audit call.
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