Platform
Web
Industry
Education
Country
USA
Service
Scholarship management
Centralizing scholarship management with a Salesforce-Powered platform
We developed a modern Salesforce-powered portal that simplifies scholarship applications, automates processes, and improves the student experience.
The client, a leading education organization, was managing its scholarship programs through a legacy portal that lacked automation, scalability, and user-friendliness. Manual processes slowed down operations, while students faced difficulties in tracking their applications and paying fees.
They needed a modern, centralized system to manage student applications, case interactions, communications, and multiple scholarship programs efficiently—ensuring a better experience for both students and administrators.
Client’s problem statement
Outdated processes were slowing down scholarship management and student experience
The client was relying on a legacy portal to manage scholarship applications, which was heavily dependent on manual processes and lacked scalability. Students struggled to track their applications or pay fees easily, resulting in a fragmented experience.
Inconsistent email communications and disconnected case interactions further complicated administration. The client needed a unified, automated system to simplify scholarship management, improve visibility, and support multiple scholarship programs effortlessly.
Challenges
Legacy portal lacked automation and scalability for growing scholarship programs.
Students had no real-time visibility into application status.
Manual processes increased errors and slowed down operations.
Inconsistent email communications led to confusion among students.
Administrators struggled to manage multiple programs and case interactions effectively.
Solution
Built a fully customized Experience Cloud portal for centralized scholarship management.
Developed dynamic scholarship forms and real-time application tracking.
Automated repetitive tasks using scheduled batch jobs and Salesforce workflows.
Integrated payment gateway for seamless online fee payments.
Configured email templates and automated alerts to streamline communication.
Implemented case lifecycle management for structured application reviews.
Features
Explore the key features driving success in this project
Design
Explore the unique and interactive interface
Tools & Technologies
Experience Cloud
Education Cloud
Sales Cloud
Service Cloud
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