business goals

Client and Business Goals

A US-based client depicted his vision of developing an end-to-end cloud-based scholarship management software solution by deploying Salesforce and other automated functionalities. His idea was to create a smooth-running, centralized and simple-to-use software for reducing the hectic operations and making application based processes end to end associated with students, scholarship programs, and fund providers. Enable recommenders, consultants, and reviewers to collaborate and work more effortlessly. Integrate portals for reviews and crew members, powered by Community Cloud

Challenges

Data Siloed across multiple systems

On basis of how the entire system is structured, a diverse system might be needed to support different stages of the scholarship management process. Usually, these kinds of solutions aren’t been integrated, enabling data silos across the working of the system and resulting in difficulty to manage risk as there isn’t a holistic view of a student’s situation In such cases, data must need to be exported from one solution and imported to another one to reach the objective. However, such manual processes not only turn out to be time-consuming but also leads to human errors as data is being re-keyed

Paper-Based processes for signatures

Signatures and authorizations from numerous stakeholders, many of whom are geographically scattered, are necessary at various phases of the scholarship management process. When data isn’t integrated, paperwork that needs to be signed may have to be created manually outside of the system that houses the data. Again, this increases the risk of human error, as well as the amount of time it takes to prepare and process the paperwork.

Risk Management Gaps

The ability of an organization to manage risks proactively is intimately linked to data silos. It can be difficult to get a holistic perspective of each scholar when data is stored in multiple systems. For instance, if a scholar’s award is associated with a certain grade point average, attendance, or another achievement, the nonprofit must have access to this information to mitigate risks and ensure that the scholar gets back on track if they start to fall behind.

Email or Postal Mail based interaction

When it comes to communicating with students, scholarship organizations rely mainly on email or postal mail. Such approaches may be the simplest way for a company to manage outbound communications, especially if their custom-built solutions are limited in capabilities. However, because such channels are not favored by students and scholars who have shown a strong preference for interacting with organizations via their cell phones, they may give the impression that the organization is behind the times.

Manual or offline Calculations

The amount computed for a scholarship award is influenced by several factors. Calculations can be difficult since they require the most up-to-date data from a variety of sources. When such computations are done manually and offline, there is a higher risk of human mistakes, as well as delays due to a lack of data integration between systems.

Client Achievement

The Platform innovatively built and structured by OakTree software is now skyrocketing in USA educational space and helping millions of students to achieve their dreams

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Asper the info claimed by Forbes, the system declares millions in private scholarships for college students and also stated the accessibility of more than $24 million of fresh scholarship opportunities

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Financial awards are being offered by big giant organizations: Taco Bell Foundation, the Houstan Livestock Show and Rodeo, Land O Lakes, TB12 Foundation, and The University of Alaska.

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The platform got scaled from 0 to 3 million active users and still reaching the new heights

Project Insights

duration
Time Duration

2 years followed by maintenance and future upgrades

hours
Estimate hours

5000 man-hours

database
Team structure and Contribution

Business analyst, Project manager, UI/UX designer, Front end developer, Back end developer(2), Testers and Salesforce technician and consultant

Key Features in different Modules

For Administration

Build and accept applications

Empowers the admin to select from pre-made forms or customize the one according to student’s data requirements, then view and manage all of your forms in one place. With eligibility screening, the admin can approve up many applications in less time.

Build and accept applications

Empowers the admin to select from pre-made forms or customize the one according to student’s data requirements, then view and manage all of your forms in one place. With eligibility screening, the admin can approve up many applications in less time.

Build and accept applications

Empowers the admin to select from pre-made forms or customize the one according to student’s data requirements, then view and manage all of your forms in one place. With eligibility screening, the admin can approve up many applications in less time.

For Applicant

User-centric interface

The centralized, mobile-friendly application system, designed with ease of use and convenience in mind, provides an applicant with an engaging experience with full visibility, a rich text editor tool, and the ability to upload supporting documents on the go.

Application specific dashboard

Applicants can quickly view their application sections, status, and matching opportunities. They never have to worry about losing their work because everything can be viewed in one glance

Outcome reporting

Applicants can submit reports, upload receipts and budgets, and view the results of previous applications to assess the impact of their process and how they can improve.

For Reviewers

Examine the Assignments Dashboard

On a single dashboard, a reviewer can find all of the information on assigned tasks. Analyze the review progress and scores, and then filter to save time spent searching for relevant information.

Progress on the comprehensive evaluation

With the same screen display functionality, a reviewer can review applications at a glance. To reach a well-rounded and unbiased decision, use a scoring functionality in conjunction with comments from other committee members and recommended funding.

Collaboration and communication are essential.

Collaborate with administrators and other reviewers to ensure a smooth review process. View comments, communicate with committee members, and decide on the outcome all on the same platform – Eliminating the need for multiple apps for communication, collaboration, and review.

Rooted out all these challenges with a top-notch tech approach

Oaktree software thoroughly went through all the challenges associated with the scholarship management system and eradicated each one of them with a specific solution

Community Cloud

Deployed Community cloud is a branded portal providing the ability to scholarship users to deliver funding to scholars, track and understand applicant’s scenario all in all they get a holistic view about applicant task.

Marketing Cloud

Integrated marketing cloud that automatically sends the emails with a magic link to new applicants for setting up the password and id. Again the functionality encourages for running the various purpose email campaigns

SMS Magic

Allows the system to send messages to students regarding the scholarship progress updates and various other aspects

Black Thorn Payment

Payment gateway ensuring the payments in the system via different methods PayPal, stripes and more

Docusign

Enabling the digital signature of secured documents from review board members, wiping out the location or human risk constraints

Dropbox

Resulting in secure and effective storage of scholarship documents, applicants documents, and many other files.