Company Info
Summer Discovery – Custom CRM/ERP APP With HIPAA compliance
eLearning and Pre-College enrichment programs business generating 25+ million USD annual revenue with a rolling user base of 10,000 students per season.
Product Summary
MVP Custom CRM to manage Student information, Medical Notes, Program Updates, and Family Onboarding.
Building your own internal tools is the go to if you are an Enterprise. The costs of subscribing to platforms are just not feasible at the scale any big corporation operates. Having experience building internal tools for B2B brands allows me to help you create the next game changer.
In this project we built a custom CRM solution with EMR (electronic medical records) functionality. The tool was tested to be used between students, parents, admins, super admins, on site staff, and operational team.
The project was started to replace 500,000 USD yearly spend on third party solutions.
Problem for the CRM
Summer Discovery faced operational inefficiencies by managing student information across four different platforms (Salesforce, Pathify, and Jotform), leading to increased costs and a cumbersome user experience. The internal team was overwhelmed, making it difficult to develop a tailored CRM solution to meet their specific needs.
Solution Provided
To address these challenges, an MVP Custom CRM was developed by the Prodigi team, consolidating all functionalities into a single platform. This solution streamlined management of student information, medical notes, program updates, and family onboarding, significantly reducing the MVP timeline from 16 months to just 6 months.
Results of the CRM MVP
The implementation of the new CRM yielded significant and measurable results for Summer Discovery. By consolidating operations into a single platform, the organization achieved an impressive annual cost reduction of $500,000, which directly impacted their bottom line. This financial relief allowed for reallocation of resources toward enhancing program offerings and improving student services.
Moreover, the streamlined process improved operational efficiency by 40%, enabling staff to manage student information, medical notes, program updates, and family onboarding with greater ease and accuracy. The elimination of the need to navigate between multiple platforms not only simplified workflows but also enhanced the overall user experience for both staff and families.
As your business matures, you need someone to come in and offer diverse help
- You need someone who knows enough to “execute faster”
- You need someone who “gets the job done”
- You need someone who adapts to “how you work”
I am your best bet for quicker results.
Schedule a call today!
Or email at hello@saqibtahir.com
See, at the heart of it – I love solving problems for people using technology, it doesn’t get simpler than that.
With a decade of delivering successful projects and products, along with hands-on experience of 10,000+ hours in IT, Software Development, and SaaS –
I help great People build greater Products
