K-12 Education Cloud Case Study

May 11, 2020
Girikon

Testimonials

The Girikon team was incredibly helpful with our implementation of Salesforce EDA. Their knowledge of the system was impressive. We look forward to working with them again on future projects

Background

Girikon entered a contract with a Private K-12 Education College. The College focusses to introduce Catholic faith in the lives of their students, staff, and parent body besides focusing on their international development, education, and exchange programs. Girikon was engaged for creating and implementing an Alumni Tracking & Alumni Event Management Solution, by leveraging Salesforce Education Data Architecture (EDA) and Sales cloud, which could be used for managing different college campus alumni events on a single Salesforce platform. The K-12 institution used the solution for event processing and alumni management including alumni affiliation for different programs/campuses and their enrolments to different programs during different tenures. The client preferred to partner with Girikon (as their consulting partner) over a large-sized tier one consultancy due to their medium-sized yet a team of highly experienced professionals with a track record of high-quality delivery outcomes and competitive rates.

The Problem

The Education Institution (the Client) was dealing with an inefficient manual process for tracking and maintaining Alumni’s accounts, contacts, leads, and opportunities including product and finance related data. The pain points identified during the discovery phase of the project are as follows:

Inability to track and maintain the Alumni enquiry pipeline
Inability to track the Student’s (Alumni) journey and trace their participation status during college alumni events
Limited Integration and communication tools such as Emails, Spreadsheet etc.
Manual Entry of Details (business Alumni Contact) using Spreadsheets
Lack of proper system to define the Academic Achievements of Alumni
No system to store information regarding an Alumni’s association with external organisation
No system in place to track the Programs Enrolled by the students

The solution

Girikon’s team of Salesforce Consultants and Subject Matter Experts developed a standard CRM solution utilizing the Education Data Architecture (EDA). The solution helped in managing multiple educational programs, complete alumni profiles, and educational details along with details pertaining to accolades and achievements achieved during their stay. The solution can be used to record a variety of the constituent’s profile and make use of flags and codes for identifying the constituents. Besides this, the solution has automated the process of filling an application including student registration and gathering of personal, educational, medical and alumni association details of students, parents, and guardians in a simple and hassle-free way.

Developed using multiple technologies, the solution combines Salesforce architecture along with the ‘out of the box’ functionality of EDA besides being customized to fulfil the institutions specific needs while ensuring data integrity.

The following modules were integrated in the solution to get desired results:

Lead Management
Accounts Management (Academic Program, Business Organization, Educational Institution, Household Account)
Contact Management (Alumni, Students and Others, Automatic Relationship, Attribute, Social Media Profiles)
Affiliation Management (Account Name, Affiliation Type)
Program & Program Enrolment
Courses, Course Offerings, and Course Connections
Campaign Management (Event, Correspondence Tracking)

K-12 Education Cloud Case Study

Implementation of Education Data Architecture Model – Managing multiple Alumni events for multiple campuses and applications on a single Salesforce platform.

Streamline Enquiry/Lead generation and nurturing process
Standardize Student’s Journey
360 view of the alumni and related information on a single platform
Streamline newsletter distribution to the alumni and prospects
Define the relationship between current and former constituents
Record the academic achievements of the student
Track the programs enrolled
Capturing enquiries from various lead sources
Track and manage enquiry pipeline
Easier way to track past and present student information
Pre-defined template based on events or generic
Effective Campaign management

Complete management of alumni data and enrolment including application criteria validation such as language, location, multiple educational programs, application review checkpoints, scholarships, references, alumni event management and relationship management.

Data Management

Efficient ETL process set-up, implementation and management, diverse sources including Flat files like CSV, txt file etc.

The Outcome

Alumni and event management became possible from a single login system using the Education Data Architecture (EDA) framework and Salesforce Sales cloud. The College’s administration team is now able to track, edit alumni evaluation criteria, etc. from single interface. The user experience was enhanced as they can now get a 360-degree view of Alumni/students. By monitoring and tracking status of alumni events through single and simple views, the Marketing team was able to achieve the following project objectives:

Fast track on boarding of the business to the Salesforce Platform – Get business teams up and running in a few short weeks
Greenfield implementation of best practices on how to best leverage the Salesforce platform to support the College’s business and processes
Focused and user-centric training sessions with hands-on examples, allowing smooth transition of your teams to the Salesforce platform and guaranteeing high adoption rates
Implementation of best practice delivery models to ensure better usability and data quality
Creation of standard Data load templates to upload details about campaigns and campaign members

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Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico, Student Engagement Manager, La Trobe University Student Union

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for “non-technical” people 😊. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye, Commercial Operations and International Manager, The Gordon

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson, CEO, Council of Single Mothers and their Children

Girikon was excellent in suggesting and implementing what’s a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there’s probably Agile project management at its finest.

Carmelo Pellizzeri, Director of Revenue Operations, Maropost

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner, National IT Manager, Morling College.

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson, CEO, Hendry

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman, Marketing Manager, GIM Foundation

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas, Education Centre of Australia

Very happy with Girikon, as they finish the project working us a team and they got really engaged with our needs and specifications. The communication was excellent and i am more then happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

JGeorge Gkoumas, Specialist Technician, eduSTAR.TSS | Information Management and Technology Division Bannockburn P12 SC

Girikon have provided a great 'end to end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John Mitchell, CEO Delta Gymnastics Group.

“Outstanding Communication”

Jack Socratous, National Product Support, Training & Marketing Mgr, Komatsu Forklift Australia Pty Ltd

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali Abbas, Salesforce Administrator, Melbourne Market Authority

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris Cadden, Sales Manager, DreamCourts

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la Garde, Client and Operations Lead, Impact Investment Group

Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead Monaghan, Community Development Officer, Kwinana Early Years Services

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with..

Jennifer Galea, Finance Manager at Freemasons Victoria

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel Gourley President – 5WM

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark Homer, CEO, GNGF

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious “plug-and-chug” work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe Brodar, Development Strategist, GNGF

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris Baek, COO, K.K. GoGo World

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date

Erin Macdonald, Broker Support Officer, YAKKA FINANCE

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel Hibbert, Commercial Director, DIGITARY