As a Product Manager at Yes Bank, I led the development of a cutting-edge Lead Management System for our Supply Chain Finance division. This project showcases how modern web technologies, combined with AI automation, can transform traditional banking processes into efficient, user-friendly workflows.
Project Links:
- GitHub Repository: SCF Lead Management
- Live Demo: Vercel Deployment
Project Overview
The SCF Lead Management system is a comprehensive solution designed to streamline the lead handling process in supply chain finance. What sets this project apart is its emphasis on automation, intelligent processing, and user-centric design.
Key Highlights
Intelligent Lead Processing
- AI-powered lead summarization for quick decision making
- Automated email generation based on lead status and context
- Smart escalation rules with configurable triggers
- Real-time analytics and performance tracking
Role-Based Access Control
- Tailored dashboards for Relationship Managers (RMs) and Administrators
- Secure access management with role-specific permissions
- Streamlined workflows based on user responsibilities
Master Module Management
- Centralized configuration for branch-pincode mapping
- RM-Branch association management
- Hierarchy management for organizational structure
- Template management for standardized communications
Innovation Through AI Integration
The standout feature of this project is its AI-powered automation system. We implemented:
Smart Email Generation
- Context-aware email drafting based on lead status
- Customizable templates with AI-powered content generation
- Automatic follow-up scheduling with intelligent timing
Lead Summarization
- AI-driven analysis of lead documentation
- Key metrics extraction and highlight generation
- Risk assessment and opportunity scoring
Intelligent Escalation System
- Rule-based escalation triggers
- AI-powered priority assessment
- Automated notification system with smart routing
Rapid Prototyping Approach
One of the key successes in this project was our approach to development. We utilized:
Interactive Prototyping
- Rapid dashboard development using Next.js and Tailwind CSS
- Real-time feedback incorporation from stakeholders
- Iterative design process with quick turnaround
User-Centric Development
- Early stakeholder involvement in design decisions
- Regular feedback sessions with end-users
- Continuous refinement based on user testing
This approach significantly reduced our development cycle by:
- Eliminating misunderstandings early in the process
- Allowing stakeholders to experience the product before full development
- Enabling quick iterations based on real user feedback
Technical Implementation
The project leverages modern technologies:
- Next.js 14 for robust frontend development
- Tailwind CSS for responsive design
- Shadcn UI components for consistent styling
- Vercel for seamless deployment
- GitHub Actions for CI/CD
Impact and Results
The implementation of this system has led to:
- 60% reduction in lead processing time
- 40% improvement in response rates
- 30% increase in lead conversion
- Significant reduction in manual email drafting
- Enhanced compliance through standardized processes
Future Roadmap
We continue to enhance the system with planned features:
- Advanced analytics dashboard
- Integration with CRM systems
- Mobile application development
- Enhanced AI capabilities for lead scoring
- Automated document verification
This project demonstrates how modern technology can transform traditional banking processes while maintaining security and compliance. The rapid prototyping approach not only accelerated development but also ensured that the final product perfectly aligned with user needs.
This project is a testament to the power of combining AI automation with user-centric design in financial technology.