The project was to develop a Customer Relationship Management System designed for the education sector. It handles potential students’ interests and course bookings, logical organisation of courses and venues, students’ details, records of the courses they have participated in, automatically generated mailings to students and various other marketing and statistical data. Its access is secured by a username/password combination and is restricted to accredited users within the organisation only. Its aim is to simplify daily tasks in the work place and improve customers’ relationship.

1. Course customer marketing and
management application
1

2. Introduction
The project was to develop a Customer Relationship
Management System designed for the education sector in
order to replace paper materials.
It handles potential students’ interests and course
bookings, logical organisation of courses and venues,
students’ details, records of the courses they have
participated in, automatically generated mailings to
students and various other marketing and statistical data.
Its access is secured by a username/password
combination and is restricted to accredited users within the
organisation only and users have different levels depending
on their roles and what they are allowed to do.
Its aim is to simplify daily tasks in the work place and
improve customers’ relationship.
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3. Content
1 How does it work
2 Rights, level and privileges
3 Hands on
4 Questions
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4. How does it work?
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5. How does it work?
1 Login (and check of the users privileges)
2 Selection of venue or centre
3 List of courses at this venue (date, description, number of enrolments/interest for each)
4 Details of Course with 2 columns showing Interested and enrolled learners' names.
Ability to search a customer and either add an interest (generating a letter) or enrol them
(generating a letter too). If the customer is not present in the database, then creation of
new customer to add as interested or enrolled.
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6. 1 Login
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7. 2 Main screen with selection of venue or centre menu
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8. 3 Courses available at chosen location
Length
Personalised
Interests
List of courses Date and time menu with access
Enrolled
to “add courses”
And Target
This icon is only visible to agents granted with the right to amend courses
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9. 4 Working on a course and adding customers
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10. Automatically generated letters with letter-head
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11. Rights, levels and privileges
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12. Rights, levels and privileges
What others can do that I can’t?
1 Inputting a course in 2cma is a crucial task. This info is used by all the staff and
also by our customers as our website automatically updates itself with the 2CMA
course list.
2 Customer’s personal information are also sensitive. That's why only some people
within the organisation can amend them.
3 Adding new users to 2CMA is also only performed by your manager.
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13. Rights, levels and privileges in detail
Privileges Level 1: Level 2: Level 3: Level 4:
User Super User Manager Admin
Log into the Application x x x x
Create a customer x x x x
Create a course x x x
Add Interests x x x x
Add Enrolments x x x x
Convert int. to enrolments x x x x
Print Interest letters x x x x
Print Enrolment letters x x x x
Update a course x x x
Update customers’ details x x x x
Update customers’ names x x x
Access Past Courses x x x x
Cancel Interests (only own (only own (only own (only own
interests) interests) interests) interests)
Cancel Enrolments x x x
Create new 2CMA users x (with form) x (with form)
View marketing data x x x
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14. 2CMA and Website
The lists of courses created on the application are automatically shown on the
Website, well at least if they have a start date!
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15. Paper versus Application
Folder 2CMA
Security of data no yes
Availability 24/24 7/7 no yes
Time Saving no yes
Cost saving no yes
Space effective no yes
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16. Hands On
Designated users will create a new course and amend it.
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17. Conclusion and Questions?
Thank you
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