Streamlining Student Registration & LMS Integration for an Education Provider

Client: A leading Education and Workforce Development Company

Industry: Education & Workforce Development

The Challenge: This rapidly growing education provider faced significant operational challenges due to disjointed sales and learning management workflows. Manual registration processes led to data sync issues with their LMS, and there was no centralized way to manage course offerings, student enrollments, or track orders and opportunities effectively. This resulted in inefficient lead management, unclear ownership, and a lack of visibility into key operational metrics.

The Solution by Applikon: Applikon delivered an end-to-end custom Salesforce solution, integrating Sales Cloud with their Mundrisoft LMS. Key highlights included:

• Salesforce Core Setup: Configured a new Sales Cloud instance with custom objects for Courses, Offerings, Registrations, and Coupons.
• Lead & Opportunity Management: Automated lead routing and customized opportunity-to-order flows.
• LMS Integration: Established real-time, bi-directional sync with Mundrisoft LMS for students, course offerings, and registrations, including error handling.
• Student Registration Automation: Built custom LWC buttons and Flows to initiate registrations from orders, with enhanced search filters and dynamic form fields.
• Document Management: Implemented Adobe Sign for terms and conditions, and automated document storage to SharePoint. 

The Impact:

• Sales Process: Centralized Order, Opportunity, and Product tracking with custom flows and automation.
• Student Enrollment: Achieved a 75% reduction in manual steps via automation and registration wizards.
• LMS Integration: Enabled real-time bidirectional sync of student records, class offerings, and registrations.
• Time Savings: Streamlined workflows for Sales Reps and Operations, eliminating manual tracking and sync fixes.

Compliance: Ensured full ownership traceability, order audit trail, and secure document management via Adobe Sign.