From a redundant Access database to a lean, agile, and custom back office system.
We facilitated Citrus Training’s transition from an archaic Access database which managed their business operations to implementing a lean, agile, and custom-built back office system. Developed on a micro-service architecture, we designed and built the system catering for customised client integrations and self-serve functionality, setting the foundations for business process automation, standardisation, and scalability.
Citrus Training
Course Builder
With a view to digitise and standardise course materials, we designed a drag-and-drop Course Builder tool for Citrus Training. This innovative tool would enable them to create their course delivery presentations, seamlessly share standardised content across presentations, and efficiently manage all resources from a centralised repository.
Citrus Training
Event Builder
We engineered a dynamic event scheduling feature for Citrus Training, empowering them to intricately structure their event agendas. This capability would enable the division of each day into distinct and customisable sessions, facilitating the allocation of venues, equipment, trainers, and delegates to each specific session.
Citrus Training
Assessment Builder
We designed an assessment builder that would integrate with the Trainer App. This feature would enable trainers to provide tailored insights on delegate performance and other competence metrics. By facilitating the collection of detailed insights, we can identify areas for improvement and build intelligence on various aspects of training effectiveness.
Citrus Training
Feedback Builder
The drag-and-drop Feedback Builder would allow Citrus Training to build custom surveys for either the delegate or trainer, and obtain tailored insights on a per-course basis. These surveys, whether initiated by clients or Citrus Training, would seamlessly integrate into the digital course material or the Trainer App.
Citrus Training
Trainer App
Transitioning from paper-based records and assessments, we designed a Trainer App enabling trainers to provide real-time feedback on delegate attendance, course results, and surveys. Integrated seamlessly with the form builders, the app dynamically configures based on each course’s requirements, ensuring efficient and accurate data capture.
Developing a strategy to transition an inbound-only process to a competitive, automated, and targeted outbound sales and marketing function, backed by clear commercial objectives.
In light of a notable absence of commercial objectives, cultural frameworks, and modern management practices, compounded by outdated technology, we initiated and led a strategic-driven initiative aimed at restoring Citrus Training’s commercial strategy. This encompassed a comprehensive review of cultural practices, management frameworks, marketing and sales functions, and technology infrastructure, paving the way for a more robust and adaptive approach to business operations.
Citrus Training
Agile Framework
In response to the multitude of projects, we introduced Agile methodologies at Citrus Training to effectively and strategically manage change initiatives and the continuously evolving demands of the business. This initiative involved providing training and support to dedicated squads and project teams, enabling them to adapt and respond efficiently.
Citrus Training
Micro-service
In light of the extensive manual data handling, we devised a scalable micro-service infrastructure. This innovative framework enables the creation of customised client self-service functionalities and seamless integrations, offering a personalised and integrated approach while optimising operational efficiency.
Customised self-service functionality, developed on the micro-service framework and integrated via the API we built for Citrus Training.
With a drive to streamline operations through self-service automation, we scoped and designed multiple portals tailored for trainers, delegates, booking coordinators, and subcontractors. These adaptable and integrated platforms allow each user group to efficiently manage their tasks and interactions, facilitating seamless communication while improving overall productivity
We strategically planned and designed 74x automated emails to streamline processes, systemise delivery, and automate communications.
To systemise internal and external communication across multiple business processes, we strategically designed a range of emails and trigger points, which would be dynamically generated and automatically sent. Based on engagement activity, another workflow would be triggered and the next sequence of emails will be delivered.
Becca Cutting
Group Marketing Manager
As a company deeply entrenched in traditional methods, we started a transformative journey with the guidance and expertise of Lee and Rehan. Their approach and dedicated support were instrumental in modernising our thinking. From revamping our technical infrastructure to our management practices. We are grateful for their partnership and look forward to continuing this journey.