Problem Statement

Special Compass aims to bridge the gap in educational accessibility and inclusivity for students with diverse learning needs. Currently, the tools and systems in place lack seamless integration, making it challenging to streamline operations such as lead generation, client management, payments, digital marketing, and feedback collection. This disjointed approach limits our capacity to effectively support educators, parents, and students.

Criteria for Success

1. Operational Efficiency: Implementing an integrated system that automates lead generation, CRM management, payments, and feedback processes within the WiX platform.
2. User Experience: Ensuring the platform is intuitive and user-friendly for clients and internal staff.
3. Impact Measurement: Establishing mechanisms to track and analyze engagement, feedback, and outcomes to continuously improve services.
4. Alignment with Mission: Maintaining a focus on accessibility and inclusivity in all functionalities and interfaces.

Project Goals

At the end of the project, Special Compass expects:

1. A fully functional, automated, and integrated system within WiX that supports the organization’s operational needs.
2. Customizable templates for digital marketing campaigns, client feedback forms, and financial management.
3. A CRM solution tailored to our unique client base, allowing personalized and efficient communication.
4. A scalable platform ready to adapt to future growth and technological advancements

Project Outcomes 

1. Streamlined Operations: 

  - Improved efficiency in managing leads, client relationships, payment processing, and feedback collection through an integrated system. 

  - Reduced manual workload, freeing up resources for strategic initiatives. 

2. Enhanced Client Experience: 

  - A seamless, user-friendly interface that supports parents, educators, and students in accessing services and resources. 

  - Simplified processes for clients to engage with Special Compass offerings, such as bookings, payments, and feedback submissions. 

3. Data-Driven Decision-Making: 

  - Comprehensive reporting and analytics tools to track engagement, measure outcomes, and identify areas for improvement. 

4. Alignment with Accessibility Standards: 

  - A platform that adheres to accessibility best practices, ensuring inclusivity for all users. 

5. Scalable Infrastructure: 

  - A system designed to accommodate future growth, new features, and evolving needs without extensive overhauls. 

Project Deliverables 

1. Integrated CRM System: 

  - A centralized CRM within the WiX platform to manage client interactions, track communication history, and store client data securely. 

2. Automated Lead Generation Workflow: 

  - Tools and workflows to capture, nurture, and convert leads efficiently. 

3. Payment Processing System: 

  - A secure and reliable system for invoicing, payments, and financial tracking integrated with Wave Accounting. 

4. Feedback and Survey Tools: 

  - Customizable templates for gathering client feedback and measuring satisfaction. 

5. Digital Marketing Templates: 

  - Pre-designed and editable templates for email campaigns, social media posts, and newsletters. 

6.Analytics Dashboard: 

  - A reporting dashboard that provides insights into key metrics such as client engagement, feedback trends, and revenue growth. 

7. Training and Documentation: 

  - User manuals and training sessions for staff to ensure smooth adoption and usage of the system. 

8. Accessible Design: 

  - Features and interfaces that comply with accessibility standards to support diverse users effectively. 

9. Pilot Testing and Feedback Integration: 

  - A pilot phase to test the system, gather user feedback, and make necessary adjustments before full deployment.