Overview

North America baked EdTech client was using multiple tools to manage the day to day tracking and coordination. The process was tiresome and did not provide a 360 degree view of their operations.

Further,the communication between Students, Mentors was offline resulting in overhead on the client to manage it resulting in reduced efficiency of project execution

The onboarding, management of document, query resolutions all of it was manual and cumbersome.

Anvisol’s Approach

Anvisol’s team provided client with a unique approach. The team invested in building a proof of concept with the understanding of client processes. All the key features needed by the client to run the day to day operations

Sample portal was show cased with view on how a Student will use and how a Mentor will operate and execute the project.

A detailed walk through of product features was provided which helped client visualize the end product

Implementation

Anvisol assisted client in choosing the right Salesforce suite of products which included Sales Cloud, Experience Cloud and Case management.

The POC helped in planning a road map of the project modules to be built, The implementation was done at a faster pace putting the org to use at considerably shorter time.

Following modules were implemented

• Community portal for Students & Mentors
• Apps for internal teams to manage the operations
• File management
• Automations & approval processes
• Student & Mentor onboarding forms & checklists
• Automate session scheduling

Outcome

Client was able to improve their operations to a great extent moving away from multiple teams to a single place.

The onboarding of end users was automated improving the efficiency and user experience

Collaboration of various teams was greatly enhanced, bringing everyone to a single platform.

The mentors, students used the portal to collaborate reducing the overhead on the operations team to manage the same.