Dukes Education

Posted by: Ryan Groves
Category: Case Studies, Professional Services, Sales Cloud

Project Details

  • Region: UK
  • Industry: Professional Services
  • Sub Sector: Education
  • Size of company: 70-100 Employees

About the customer

Dukes Education is a family of schools, colleges, and nurseries located throughout the UK – in London, Cambridge, Kent, Cardiff, and Worthing. Surrounding their schools, the company also has a collection of complementary education offerings – day camps, summer schools, and university application consultancies. This way, Dukes Education aims to create a wrap-around experience for every family that joins, not just during school time, but also beyond the classroom connecting the Dukes community through a variety of means. Although each of their schools and colleges are unique, Dukes Education is connected by a common thread: working to give children an education that inspires and enables them to go on to live extraordinary lives

Business Requirement and Customer Challenges

Dukes Education wanted to streamline the college application process for their students, parents, third party agents, visa compliance staff, college admissions staff and world wide sales team by designing a market-leading admissions system which was web-enabled with an in-built document management system that would improve the customer journey. They required a solution that aligned their network of colleges whilst also, where possible, preserving each institution’s individuality.

Dukes Education also wished to move towards a common admissions system that would work across all of their business needs. Designing agent and parent custom portals, which directly feeds information in the main admissions application hub, enables the community to have one, singular point of entry to access and update applications across all colleges, boosting visibility, efficiency and collaboration.

Business Requirements included: 

  • Create a customised application journey
  • Log student marketing campaigns and school visits in a reportable format to monitor productivity and ROI
  • Create a web application form that can be used on each college’s website to collect enquiries and automatically enter them in Salesforce.
  • Set up a portal to allow agents the ability to view and update their current Dukes Education applications
  • Set up a portal to allow parents the ability to view and update their child’s applications.
  • Configure an integration with Xero to raise invoices for fees from within Salesforce
  • Configure Conga composer and Conga Sign to send dynamically populated forms to parents for eSignature
  • Build a custom integration with iSAMS admissions system

Products implemented

Ignyto implemented the following Salesforce Solutions for Ethos Engineering:

  • Salesforce Sales Cloud
  • Experience Cloud
  • Salesforce Sites

Results

  • Simplified application process across colleges
  • Open communication and collaboration between admissions staff and sales team
  • Greater visibility of application progress for parents and agents
  • Greater activity reporting and progress monitoring
  • Centralised file storage system
  • Trackable marketing campaigns

Integrations

  • Breadwinner for Xero
  • Conga Composer
  • Conga Sign
  • Custom integration between Salesforce and iSAMS

Length of Project

6 months

Quote from the customer

Here at Dukes Education, we wanted to create an admissions system that was configured specifically for our needs and dovetailed with existing software solutions. Having customers from all over the world, it was important for the solution to be web-enabled, easy to access, visible and automised where possible, without losing the personal touch which is synonymous with the Dukes Education brand.

Integrating five colleges, and potentially more in the future, was vital to enable senior management to be able to view data across the businesses but could also be enabled for college teams to view data from an individual perspective. We wanted to design a system that was as future proof as possible but could be updated and modernised whilst also looking to become paperless and ensuring security of data. We worked with the Ignyto team in great detail from designing the brief, to plotting the customer journey, enabling customer access and ensuring that we were compliant at every step of the admissions process.

The system we have designed is a complex one and enables us to report on every field built into the system. It has given our partners, international sales and admissions teams visibility and access to much needed data to ensure they can provide the best possible customer experience for our prospective families.