Education Operations Automation
3×
Faster
Execution speed improvement
350+
Users
On unified platform
3 mo
Duration
Rapid deployment
What We Were Asked to Solve
An education and real estate group with 350+ users was managing all core operational processes in Excel — purchase orders, payments, budget approvals, expense management, vendor management, events, and excursions. Approvals were slow, visibility was poor, and errors were frequent.
How We Delivered It
We implemented a comprehensive operations automation platform on Creatio covering: Purchase Order management with multi-level approval chains, Payment processing with budget controls, Budget & Expense Approval workflows, Events & Excursions management with automated notifications, Vendor Management with contract tracking, and a General Approval Engine for any business process.
Modules & Capabilities Delivered
Results & Impact
3× faster execution speed across all operational processes
Improved transparency with real-time dashboards for management
Significantly reduced manual errors in approvals and payments
Vendor management centralized with full contract visibility
Events and excursions managed end-to-end without manual coordination
Delivery Team
1 CRM Consultant, 1 Developer
Duration
3 months
Platform
Creatio
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