Case study · Education and research

A portal for research collaboration

Give students and mentors a shared place to coordinate research projects.

Project overview

Challenge

Give students and mentors a shared place to coordinate research projects.

What Anvisol delivered

An Experience Cloud portal brought project participants and their workflows into one platform.

What changed

Students and mentors could collaborate and track work through the same portal.

How to scope similar work

Define who can see and change a project

Map student, mentor and coordinator roles. Agree how to transfer access when a participant changes teams or a project closes.

Walk through one complete project

Test intake, reviews, requested changes and completion. Check that outstanding actions have owners and that participants can find the latest status without a separate email thread.

What to measure on a similar project

Track time to find a project’s status and the number of follow-ups needed to resolve outstanding actions.

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Salesforce consulting

Consulting, implementation and managed services for new and existing Salesforce orgs.

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