Inam Baig / projects / chase-ezsign
Tax / Lead Gen Ops
Chase, EZSign
Tax rebate lead gen database and chase/ops workflows (EZSign).
Product management and technical consulting.
Role
Product Manager · Technical Lead
Domain
Tax Rebate Lead Gen Database · United Kingdom
Tech highlights
Problem
What was hard
Overview
Tax rebate firms need structured lead databases and chase workflows to convert inquiries into signed cases.
Users affected
UK tax rebate operators and agents.
Why difficult
Operational CRM like workflows must stay accurate under volume.
Existing limitations
- Manual chase processes
- Fragmented lead data
Constraints
- UK tax rebate domain
- Ruby stack
Solution
Approach
Overview
Ruby application (Chase) powering EZSign lead gen/database workflows.
Architecture rationale
Rails style app fits form heavy ops tooling.
Major components
- Chase web app
- PostgreSQL (typical Rails stack)
Key capabilities
- Lead database
- Chase/ops workflows
Contribution
My contribution
Project outcome
I delivered the EZSign/Chase lead gen database used by UK tax rebate operations.
What I personally owned
- I owned product management for lead gen and chase workflows
- I provided technical consulting on implementation and delivery
Architecture
Interactive diagram
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Tax rebate operators use the Chase/EZSign Ruby web app as a lead gen database and chase workflow tool backed by PostgreSQL.
Stack
Technology
Grouped by layer. No skill bar percentages.
Frontend
- Rails / JS
Backend
- Ruby on Rails
Database
- PostgreSQL
Results
Outcomes
Outcomes
- Associated live brand: ezsign.co.uk
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