Pearson in practice presentation work based learning forum 24th nov 2011

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Always learning - presentation by Pearson in Learning

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Pearson in practice presentation work based learning forum 24th nov 2011

  1. 1. Where we were • No CRM system • Financial Reporting Sage • Potential learners enrolled face to face • Large team of administrators • Delivery staff assessing by bulky paper based portfolios
  2. 2. Vision‘To be an outstanding world leader in the delivery of professional andtechnical learning and development ‘•Streamlining processes•Reducing administration•Reducing error rates•Improve response time•Ensure the advice and guidance development needs and vocational trainingis world class.•Accelerate learning through exciting, e-learning and m-learningtechnologies.•Have a process that enables full accountability at each stage through thelearners journey.•Quality - Measurable and verified.
  3. 3. Vision Customer Relationship ePortfolio Management (CRM) Database / Online Application Processing Information, Advice Financial & & Guidance (IAG) Regularity Systems
  4. 4. Why• Improve service to our customers• Allow a greater engagement in learning – Learner & Employer• Drive quality• Achieve ‘outstanding’ based on Ofsted CIF criteria• Contain and manage costs (efficiency)• Fully blended learning approach
  5. 5. CRM EPORTFOLIOSalesforce.com Etrack Online Application DATA + BKSB Maytas 3/5 IAG & INDUCTION FINANCE MIS Oracle Crystal Reporting
  6. 6. The sales order process Salesforce Key Stages 1. Prospect Salesforce 2. Needs analysis & requirementsSales and 3. Proposal / Partnership Quotation 4. Application 5. Negotiation Online Application 6. Final Quote + BKSB 7. Closed Won IAG & Induction or Closed Lost
  7. 7. The sales order process continued Online application Learner BKSB assessments Maytas Services IAG initial interview Salesforce Key Stages Sales Salesforce 5. Negotiation 6. Final Quote 7. Closed Won FINANCE or Closed Lost Oracle
  8. 8. The sales order process continued Registration with Awarding Body Learner Customer agreement Services created and sent Maytas to learner Operations Learner workbooks distributed to learners
  9. 9. The sales order process continued Teaching, Learning EPORTFOLIO Delivery and Assessment – Electronic Evidence E-track Quality Learner Mid Survey Salesforce Mid and Final IAG Learning outcomes EPORTFOLIO Delivery E-track completed Quality Learner Final Survey Salesforce Customer Certificates claimed Services Scan & Post Maytas Operations certificates
  10. 10. Questions?Decent Brave Imaginative

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