A comprehensive performance analysis was conducted for a leading educational consultancy

Comprehensive performance analysis has enhanced the educational consultancy’s ability to monitor operations and make informed decisions. Real-time insights now drive growth and service improvements, highlighting the value of tailored analytics solutions for educational consulting firms.

The company is a leading educational consulting firm that has been shaping lives and careers since 1995. The consultancy offers a range of services, including career counseling, test preparation, university admissions, and visa processing. To enhance their operational efficiency and data-driven decision-making, the consulting firm required a comprehensive performance analysis solution.
The requirement was to create an interactive and insightful performance analysis that would provide a clear view of key metrics across various stages of the student engagement process. This would help the consultancy to monitor their performance, identify areas for improvement, and make informed decisions.

The significant challenges faced by the organization was in managing their vast distribution network.

• Data Integration: Consolidating data from multiple sources, such as CRM systems, financial records, and operational databases, into a single platform.
• Real-Time Monitoring: Ensuring the performance analysis reflects real-time data to provide up-to-date insights.
• User-Friendly Interface: Creating an analysis tool that is intuitive and simple for non-technical users to navigate and understand.
• Comprehensive Metrics: This includes a wide range of metrics that cover various aspects of the business, from registrations to revenue.

CRG Solutions developed an integrated performance analysis, consolidating data from multiple sources to deliver a holistic view of their operations. The analysis includes the following key components:

Registration and Applicants:

• The system tracks the number of registrations and applicants, highlighting trends and growth percentages.
• The system displays metrics such as the number of walk-ins, online registrations, and the percentage change from previous periods.

Offer, Acceptance, Deposit, and Visa:

• We provide detailed tracking of each stage in the student application process: offers made, acceptances, deposits received, and visa applications.
• The system displays percentage changes and conditional statuses to provide insights into the efficiency and effectiveness of each stage.

Revenue Analysis:

• The report breaks down revenue achievements by different segments such as TCIE, Global, and PRM.
• The report highlights the percentage of target achievements, providing a clear view of financial performance.

Score Card and Trimester Snapshot:

• The system provides a scorecard for walk-ins and applicants, comparing them against group and national benchmarks.
• The report includes a trimester snapshot that shows the number of applicants and target achievement percentages for different periods.

RM Productivity:

• The system displays productivity metrics for relationship managers, including revenue per month, number of walk-ins, applications, training hours, and students and universities engaged.
• This feature allows sorting of RMs by revenue to identify top performers.

Trends Monthly:

• The data shows monthly trends in the number of applicants over the years, helping to identify seasonal patterns and long-term growth.
• The performance analysis implementation provided the educational consultancy with a centralized platform for monitoring key performance indicators in real time. This enabled them to identify bottlenecks in their processes, optimize resource allocation, and enhance overall operational efficiency.