Able Skills' Digital Transformation with Microsoft Power Platform
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Explore Able Skills digital transformation, as they transitioned from manual, paper-based processes to a bespoke cloud-based solution, leveraging the Microsoft Power Platform.
Background & Challenges
Background:
Able Skills is a leading specialist in construction training, offering comprehensive courses in electrical work, plumbing, carpentry, bricklaying, and more. Accredited by City & Guilds, NOCN, BPEC, and others, they provide training from their fully equipped centre, ranging from short courses to extensive qualifications.
Challenges:
- Manual Processes: Dependency on paper-based systems and manual data entry.
- Inefficient Workflows: Duplication of effort and time-consuming administrative tasks.
- Error-Prone Operations: Manual data entry increased the risk of errors.
- Limited Visibility: Difficulty in accessing comprehensive information on course bookings, qualifications, and student interactions.
- Automation Gaps: Lack of automation for recurring tasks such as invoicing and certificate distribution.
The Solution & Implementation
Discovery and Planning:
We conducted a detailed analysis to understand Able Skills’ operational needs and challenges to allow us to design a custom solution made around their business using the Power Platform.
Execution:
- Microsoft Power Platform Solution: Implemented a custom business solution tailored to Able Skills’ requirements.
- Advanced Course Planning: Enhanced visibility with year-long course planning and trainer scheduling.
- Automation: Streamlined course booking process with automatic attendance creation upon student sign-up using Power Automate.
- Integrated Financial Calculations: Automated course cost calculations and payment options.
- Integration Capabilities: Utilised Outlook for email communication tracking and SharePoint for document management.
- Document Generation: Automated invoice creation and generation of student registers.
- Feedback System: Implemented Dynamics 365 Customer Voice for digital course feedback surveys.
- Student Interaction Tracking: System tracks interactions including invoices, surveys, phone calls, and more.
- SMS Integration: Integrated Twilio for SMS notifications on payments and course reminders.
- Custom Diary View: Interactive kanban board-style calendar for course management overview.
- Standard Reporting: Provided reporting functionality for easy data querying and insights.
The Transformation
Results:
- Improved Visibility: Centralised system provides quick access to course details, student records, and qualification history.
- Time Savings: Automation and streamlined workflows reduced manual tasks, saving operational time.
- Scalable Solution: Transition to a cloud-based solution provides a stable platform for future growth and scalability.
- Enhanced Professionalism: Efficient admin processes and automation enhance the professionalism of course management.
Book a free discovery call to uncover how we can support your business with our custom CRM solutions utilising Dynamics 365 and the Power Platform.
