L.E.A.D. Teaching School Hub supports schools by helping them grow, recruit, develop, and retain the best teachers, support staff, and leaders. Partnering with Pragmatiq, L.E.A.D. implemented a bespoke CRM solution using Microsoft Dynamics 365 to streamline operations and support their mission of high-quality professional development for educators.
Background & Challenges
Background:
L.E.A.D. Teaching School Hub plays a crucial role in promoting high-quality continuing professional development, from Initial Teacher Training through to executive leadership. Their mission is to support teachers throughout their careers in a cohesive and sequential manner.
Challenges:
- Disparate Systems: Previously operated with multiple systems and spreadsheets, leading to manual, time-consuming processes.
- Lack of Centralisation: Difficulty in accessing information and gaining a holistic view of a teacher’s career and courses.
- Data Siloes: Challenges in reporting due to fragmented data.
- Manual Processes: Limited opportunities for automation.
- Customisation Needs: Required a system tailored to their specific requirements and workflows.
The Solution & Implementation
Discovery and Planning:
Pragmatiq assessed L.E.A.D.’s requirements and designed a bespoke CRM system using Microsoft Dynamics 365 to centralise data and streamline operations.
Execution:
- Bespoke CRM System: Built on Microsoft Dynamics 365, focusing on Stakeholder Management and Course Management and Delivery.
- Stakeholder Management: Manage all stakeholder records and view connected relationships, with custom functionality to handle unique processes.
- School Performance Tracking: Built-in functionality to track school performance, Ofsted visits, engagement levels, and teacher participation.
- Outlook Integration: Provides visibility of stakeholder correspondence, consolidating communication stored in individual Outlook inboxes.
- Course Management: Ability to manage various course elements, from planning to delivery, tracking attendance, organising sessions, and more.
- Survey Integration: Implemented Dynamics 365 Customer Voice for sending course surveys, replacing the manual process of using Google Forms.
- SharePoint Integration: Store relevant documentation against contacts and courses.
- Centralised Portal Access: Created a space within the system to centralise access to various required portals.
- Robust Reporting Setup: Real-time data refresh for daily insights and automated report generation for the Department for Education (DfE).
The Transformation
Results:
- Improved Visibility and Access: Centralised information reduces search time and enhances daily task efficiency.
- Platform for Future Growth: Dynamics 365 provides a foundation for growth, allowing for future automation and integration with additional applications.
- Enhanced Reporting: Real-time data refresh and automated DfE report generation improve control and highlight areas for focus and improvement.
- Increased Productivity: The bespoke system aligns with L.E.A.D.’s workflows, enhancing user experience and productivity by consolidating information and streamlining processes.
Speak to an expert to learn how Pragmatiq can transform your organisation with expert Dynamics 365 consultancy and tailored solutions.
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