Overview
Reimagined a monolithic CRM into an API-driven architecture with a modern componentized UI, improving banker experience and driving a 20% increase in engagement metrics.
Business Challenge
The bank's legacy CRM system was built on outdated technology with a monolithic architecture that made updates difficult and time-consuming. Bankers found the interface cumbersome and inefficient for daily tasks, which led to:
- Low adoption rates among banking staff
- Slow performance affecting productivity
- Difficulty implementing new features
- Poor data visibility across the organization
Strategic Approach
We adopted a microservices approach, breaking down the monolith into discrete API-driven services. This enabled independent development and deployment of features while maintaining system stability.
The strategy included:
- Conducting user research with bankers to identify pain points
- Creating a component library for consistent UI elements
- Implementing a RESTful API architecture
- Developing a phased migration plan to minimize disruption
Solution & Implementation
The solution involved creating a modern frontend with React components that consume RESTful APIs. This decoupled architecture allowed for more rapid development and deployment of new features.
Key components of the implementation included:
- Modern React-based interface with responsive design
- Componentized architecture for reusability
- Real-time data updates for improved collaboration
- Role-based access controls for enhanced security
- Comprehensive analytics dashboard for performance tracking