Abstract:
The educational consultancy industry has become a mainstay of the higher education ecosystem in Bangladesh and has been catering to an increasing number of students seeking opportunity abroad. But traditional consultancy operations are often built on the back of generic spreadsheets and manual record-keeping that are not efficient and scalable. This reliance on outdated methods leads to immense operational challenges where consultancies are not able to accurately track client progress or extract actionable business insights. In this age of rapid digital transformation, this limitation poses a threat to the competitiveness and growth potential. This project describes the implementation of Eduvisory CRM, a specialized form of Software- as-a-Service (SaaS) platform that will help transform the operations of consultancies by streamlining the unique workflow processes. The platform offers a complete framework encompassing modules to manage lead (capture and tracking of potential students), a centralized client profile (profile of a student that contains documents and communication history), and a visual dashboard (act as a monitoring tool for student's university applications status). The system also includes a rudimentary analytics engine so that owners can generate data-driven reports on conversion rates, lead sources, and staff performance. Focusing on the context of Bangladesh, where existing professional CRMs are often overly complex for small to medium-sized firms, this project focuses on the need in the market to have user-friendly solution. The main obstacle of high cost is overcome with an ultra-lean, remote first model of operation with minimal amount of overheads. The approach of this study was to use a lean startup methodology - some sort of strategic business planning combined with agile development of the Product.
