Always learning - presentation by Pearson in Learning

2. Where we were
• No CRM system
• Financial Reporting Sage
• Potential learners enrolled face to face
• Large team of administrators
• Delivery staff assessing by bulky paper based
portfolios

3. Vision
‘To be an outstanding world leader in the delivery of professional and
technical learning and development ‘
•Streamlining processes
•Reducing administration
•Reducing error rates
•Improve response time
•Ensure the advice and guidance development needs and vocational training
is world class.
•Accelerate learning through exciting, e-learning and m-learning
technologies.
•Have a process that enables full accountability at each stage through the
learners journey.
•Quality - Measurable and verified.

4. Vision
Customer
Relationship ePortfolio
Management (CRM)
Database /
Online Application
Processing
Information, Advice Financial &
& Guidance (IAG) Regularity Systems

5. Why
• Improve service to our customers
• Allow a greater engagement in learning
– Learner & Employer
• Drive quality
• Achieve ‘outstanding’ based on Ofsted CIF
criteria
• Contain and manage costs (efficiency)
• Fully blended learning approach

6. CRM EPORTFOLIO
Salesforce.com Etrack
Online Application
DATA
+ BKSB
Maytas 3/5 IAG & INDUCTION
FINANCE MIS
Oracle Crystal Reporting

7. The sales order process
Salesforce
Key Stages
1. Prospect
Salesforce
2. Needs
analysis &
requirements
Sales and 3. Proposal /
Partnership Quotation
4. Application
5. Negotiation Online Application
6. Final Quote + BKSB
7. Closed Won IAG & Induction
or Closed Lost

8. The sales order process continued
Online application
Learner
BKSB assessments Maytas
Services
IAG initial interview
Salesforce
Key Stages
Sales Salesforce
5. Negotiation
6. Final Quote
7. Closed Won
FINANCE or Closed Lost Oracle

9. The sales order process continued
Registration with
Awarding Body
Learner
Customer agreement
Services created and sent Maytas
to learner
Operations
Learner
workbooks
distributed to
learners

10. The sales order process continued
Teaching, Learning EPORTFOLIO
Delivery and Assessment –
Electronic Evidence E-track
Quality Learner Mid Survey Salesforce
Mid and Final IAG
Learning outcomes
EPORTFOLIO
Delivery E-track
completed
Quality Learner Final Survey Salesforce
Customer Certificate's claimed
Services Scan & Post Maytas
Operations certificates

11. Questions?
Decent Brave Imaginative