Yes Bank

YesBank is one the largest banks in India and offers personal banking, corporate banking & internet banking services. Yes Bank was planning to launch a platform by which their employees could efficiently handle reporting & documentation in Yes Bank. With this new service, Yes bank wanted to increase the revenue streams and improve the customer experience at all their touchpoints. 

The Yes Bank team reached out to Auriga that has expertise in designing B2C products and services, the product will help employees of Yes Bank to periodically publish various reports, documents, and proposals to their team members and company management using emails at varying frequencies.

How we helped

Our development team decided to create an in-house documentation solution platform that will help solve the problems and optimize the business resources and will assist Yes Bank employees in efficiently handling reporting and documentation within the organization. The project was called YBL Sarvesh.

We build a web-based documentation dashboard for Yes Bank employees and management. We split the system flows and structure into two interdependent parts so that they can access the system components based on their access level. Auriga team primarily worked on 4 major features :

  • Dashboard- The leadership and management-level employees can use the OneView Dashboard to access the reports created by employees. 
  • Creating reports(for employees)- Users can initiate a new report creation flow by clicking on the button on the Reports Dashboard. 
  • One view dashboard- The company leadership and management-level employees can use the One View Dashboard for accessing the reports created by employees
  • Reading reports flow- The company leadership and management-level employees can use the OneView Dashboard to access the reports created by employees

Platform -Web App

Highlights 

  • Enhanced visibility of the operations
  • Help in better forecasting and decision making
  • Convenient availability of reports and KPIs

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