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Case Study: Education & Training Provider

Industry
Education & Training

Project
Student Enrolment Automation & Learning Management Integration

The Challenge

This education provider was struggling with inefficient enrolment and student communication processes. Each new student intake required large amounts of manual work from staff, which slowed down enrolments and created frustration for both staff and students.

The main pain points included:

  • Manual enrolments, with staff entering data multiple times into spreadsheets, LMS, and CRM
  • Double data entry across systems, leading to frequent errors and inconsistencies
  • Slow communication with students, delaying access to courses and onboarding materials
  • High administrative overhead, consuming time that could have been spent on supporting learners

The result was significant delays in student onboarding, high error rates, and reduced student satisfaction.

education and training software

education and training software

The Solution

We implemented a Zoho-powered student enrolment automation system, seamlessly integrated with the provider’s Learning Management System (LMS).

Key features included:

  • Automated enrolment workflows, reducing manual input and double handling of data
  • CRM & LMS synchronisation, ensuring that enrolment data flowed directly into course management systems
  • Instant welcome packs, automatically emailed to students with course access links, orientation guides, and key contact details
  • Error-proof workflows, enforcing data validation and reducing mistakes at intake

This solution streamlined the end-to-end enrolment process, freeing up staff time while ensuring students had a much smoother start to their courses.

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THE IMPACT

The improvements were both immediate and measurable

Adam is a true professional. He is personable and smart and passionate about getting great results. I have referred Adam to a number of people who have also been very happy with his work and would have no hesitation in recommending him again.

Jeremy S / Business Owner

Why It Matters

For education providers, first impressions matter. A slow and clunky enrolment process can frustrate students before they even begin learning. By streamlining workflows and connecting systems, this provider eliminated bottlenecks and created a seamless onboarding experience that boosted both staff efficiency and student confidence.

The result? A more professional, student-focused organisation ready to scale delivery without adding more admin burden.

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