Transforming Student Management with Custom Dynamics 365 CRM Solution
CRM Implementation | Student Management System | Workflow Automation | Custom Integrations
About Project
Queensford College is a leading Registered Training Organization (RTO) in Australia that is focused on providing quality education and training in fully accredited courses. Despite its strong presence in the education sector, managing student services, sales, and administration across multiple platforms was getting difficult, and it is leading to inefficiencies. To address these challenges, Queensford College was looking for an integrated, customizable solution that could centralize operations and automate workflows. In the past, they have already tried to partner with some IT companies, but they failed due to their inflexibility in customizing those systems according to Queensford’s needs.
- Education & Vocational Training
- Brisbane, Australia
- CRM Implementation, Process Automation, System Integration
- Microsoft Dynamics 365 CRM, Xero, Moodle Integration
About Client
Queensford College is a leading Registered Training Organization (RTO) in Australia that is focused on providing quality education and training in fully accredited courses. Despite its strong presence in the education sector, managing student services, sales, and administration across multiple platforms was getting difficult, and it is leading to inefficiencies. To address these challenges, Queensford College was looking for an integrated, customizable solution that could centralize operations and automate workflows. In the past, they have already tried to partner with some IT companies, but they failed due to their inflexibility in customizing those systems according to Queensford’s needs.
Challenges Addressed by Soluzione
Queensford College faced several operational challenges:
- Disjointed systems for sales, student admin, and services, leading to inefficiencies and misalignment.
- Limited customization in existing RTO management systems, preventing tailored workflow automation.
- Manual processes for finance, compliance, and reporting, increasing administrative workload.
- There was a need for seamless integration between CRM, Xero (finance), and Moodle (LMS) for a connected ecosystem.
Soluzione’s Tailored CRM Solution
- Developed a customized CRM system tailored to Queensford College’s unique needs.
- Integrated sales, student administration, and student services into a single, streamlined platform.
- Enabled automated workflows to reduce manual tasks and enhance efficiency.
- Designed an intuitive self-service portal for students, staff, and agents.
- Integrated Xero for financial operations and Moodle for academic management.
- Provided real-time data synchronization across all systems for improved visibility.
- Automated statutory compliance reporting for VET FEE-HELP, AVETMISS, and HE FEE-HELP.
- Integrated business intelligence tools to enhance decision-making and analytics.
- Ensured data accuracy and security to meet regulatory requirements.
Impact Delivered by Soluzione’s CRM Solution
- Centralized student management operations, improving coordination across departments.
- Automated workflows for sales, finance, student services, and compliance, increasing efficiency.
- The intuitive self-service portal empowered students with easy access to enrollment, course materials, and support, significantly improving their experience.
- 2X staff efficiency as administrative burden was reduced, and they could focus on strategic tasks.
- A seamless connection in the digital ecosystem was created by the integration of Xero and Moodle.
- Improved compliance reporting, ensuring regulatory adherence with minimal manual effort.
"We have used many RTO student management systems in the past but couldn’t meet our requirement due to inflexibility in customizing those systems according to our needs. We were looking for a system where sales marketing, student admin, and student service all work in one platform rather than in multiple platforms. We came across Soluzione, which offered a customized solution (SolzRBM Framework) built in MS Dynamics 365 CRM. Their team spent one complete week with us to understand our processes. Now we have been using the system for the last 4 months and are very happy with the Outcome. "
Rupesh Pathak
Head of Operations, Queensford College
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