Development of a Digital Survey and CRM Integration Platform for Educational Consultancies

The client faces inefficiencies in collecting and managing teacher survey data, relying heavily on manual, paper-based processes that result in time-consuming data entry and limited collaboration. Existing workflows impede quick data retrieval and integration with existing CRM systems, impacting overall operational efficiency.

A mid-to-large-sized educational publishing or consultancy organization seeking to digitize teacher survey collection, enhance collaboration, and integrate with CRM systems for streamlined data management.

• Implement a web-based application enabling educational consultants to conduct digital surveys and collect responses efficiently.
• Integrate the application seamlessly with the client’s CRM platform for automatic data synchronization.
• Develop administrative and specialized modules for operational management and telecenter staff support.
• Build a scalable and secure infrastructure suitable for deployment on private servers with VPN protection.
• Ensure the system supports future modular expansion and performance under high user load.

• Digital Survey Module: Enables consultants to design, distribute, and collect responses from teachers via an intuitive interface.
• CRM Integration: Automatic synchronization with external CRM system via API to retrieve and upload survey data.
• Admin Panel: Allows for system configuration, user management, and operational oversight through an easy-to-use interface.
• Telecenter Support Module: Dedicated tool for support staff to record communications, schedule meetings, and manage outreach activities.
• Secure Access and Deployment: Deployment on private servers with VPN and enhanced security measures, combined with automation of deployment and integration processes using modern tools like Docker and CI/CD pipelines.

• CRM platform API for data retrieval and synchronization.
• Secure connection protocols such as VPN for protected deployment.
• APIs for third-party communication tools or telecenter support modules (if applicable).

• High reliability with performance testing to ensure system stability under load.
• Security measures including VPN protection and private server deployment to safeguard sensitive data.
• Scalability to support increasing user numbers and data volume, with mechanisms to handle API query limits.
• Automated deployment and continuous integration pipelines for efficient release cycles.

The implementation of this digital survey and integration platform is expected to significantly streamline survey collection processes, improve data accuracy, and enable faster decision-making. It aims to reduce manual workload, enhance collaboration among staff, and provide scalable infrastructure capable of supporting high-volume transactions, ultimately leading to improved operational efficiency and data-driven insights.