About the client
The client is a leading non-profit organization in Canada’s higher education and career training sector, renowned for its innovative approach to supporting institutions and students. It delivers tailored educational program development, accreditation support, and industry collaboration.
Client challenges
The client relies on Dynamics 365 CE to handle member engagement and manage global operations but faces significant challenges in streamlining the onboarding process for thousands of immigrant applicants. The current system struggles to manage approved applicants and coordinate their transition to Canada. These inefficiencies hinder the client’s ability to provide timely and organized support, potentially affecting both the applicant experience and the client’s operational efficiency.
Solution
- Comprehensive Registration Portal: Create a portal using PowerApps where hopeful migrants can register, prove eligibility, attend workshops and one-on-one sessions with advisors, and upload necessary documentation, streamlining their transition process.
- Partner Portal Integration: Verified Canadian partners are matched with immigrants based on registration criteria. Appropriate partners receive notifications and can access relevant data to fulfill their tasks and ensure a smooth transition for the new Canadian resident.
- Enhanced Reporting and Exporting: The system will include tools for reporting and exporting data to external systems, facilitating better management of immigrant information and partner interactions.
Benefits
Streamlined Registration: The solution accelerates and simplifies the immigrant registration process, improving user experience and efficiency.
Improved Reporting: The solution offers enhanced reporting capabilities, faster interaction, and better integration with Outlook and MS Teams for effective communication.
Optimized Session Management: The solution allows the client to accurately track sessions and meetings, enabling precise partner assignments based on registration details and session participation.
Scalable Support: The client now manages the registration of over 3,000 migrants monthly and facilitates secure interactions with more than 20 provincial and employment-related partners.