BDG OperationsFrom scattered processes to CRM + automation system

Business Development Group runs education programs at scale — courses, admissions, marketing and career services — each with its own operational workflows.

Education operations, sales, marketing and admissions were scattered across different workflows.

COO, Product Lead, UX, Automation

1. 01Mapped every operational flow from lead to enrolled student.
2. 02Selected and implemented a CRM as the single source of truth.
3. 03Designed automated follow-ups, lead scoring and reporting dashboards.
4. 04Built AI-based internal tools for recurring operational work.

CRM implementation, automated follow-ups, lead management, reporting dashboards and AI-based internal tools.

Improved operational visibility and connected marketing, sales, admissions and operations into one workflow.

• Operations problems are UX problems — internal tools deserve the same design rigor as products.
• Automation only works on top of a clean, agreed process.
• Dashboards change behavior: what teams can see, they improve.