Case Study
Set up a user-friendly platform to streamline processes
Significant data integrity issues were addressed by implementing intuitive UI and automated enrollment, resulting in increased overall productivity.
engagement type
Managed Services
product
Sales Cloud
industry
Education
The Center for Caregiver Advancement (CCA) is the largest provider of training for long-term care workers in California.
Overview
- Key Challenges: Significant data integrity issues
- Key Solutions: Intuitive UI and automated enrollment
- Key Impact: Increased overall productivity
challenges
- Legacy CRM was incapable of providing the necessary data, insights, and reports
- Poorly designed and out-of-date data mapping created significant data integrity issues
- Unintuitive UI pushed users to rely on spreadsheets
- Dispersed tracking of enrollment, training activities, and interactions
Solutions
- Developed an intuitive UI and customized reports based on each team's KPIs
- Migrated and consolidated data related to caregiver and trainings
- Built a custom dashboard for management’s visibility into the teams’ performance
- Automated enrollment, module assignment, and certificate generation
- Created process-focused sets of standardized email templates
Impact
- Effective management of caregivers and training
- Automation of multiple processes increased overall productivity
- Increased user engagement