Back

Reducing Costs and Manual Work for Charter School with Strategic Process Automation

Charter School Automates Summer School Process Using Power Platform and Office 365


Download Full Case Study

Optimum transforms a charter school’s Summer Learning Academy process into an efficient, automated solution using Microsoft Power Apps and Power Automate.

About the Client

The Classical Charter Schools, located in the South Bronx, prepares K-8th grade scholars for success in college preparatory high schools. Their classical curriculum and structured environment help students achieve proficiency and advanced mastery of New York State Performance Standards, fostering liberated scholars and citizens of impeccable character.

Business Challenges

The school’s Summer Learning Academy (SLA) program, offered to both incoming and returning students, required a complex vetting and enrollment process. This process involved managing various timeframes, academic and attendance parameters, and dynamic student data movement between sources. 

To improve efficiency, the school aimed to replace their existing third-party application and workflows with a more automated and integrated solution utilizing Microsoft Office 365, Power Apps, and Power Automate. As a long-term client, they turned to Optimum for expertise in maximizing their Office 365 investment.

Optimum’s Involvement

Optimum assessed the school’s migration needs and designed a comprehensive solution using Power Apps, Power Automate, and SharePoint Online.

Key steps included:

  • Assessment and Planning: Conducting a brief assessment and migration planning phase.
  • Solution Design: Designing the process with Office 365 architects and certified Power Platform developers.
  • Development: Building the entire summer school selection and enrollment process within Power Apps and Power Automate.
  • Data Integration: Utilizing SharePoint Online for document management and real-time data pulls from various SQL databases.
  • Document Automation: Implementing EnovaPoint’s Document Generation capabilities to dynamically generate and email documents through automated workflows during the evaluation and enrollment process.

Project Outcomes and Benefits

The automated solution provided several significant benefits:

  • Increased Efficiency: Reduced reliance on email-based collaboration and manual review/approval processes.
  • Real-Time Data: Enabled near-real-time viewing of student performance data, list allocation, and camp enrollment status.
  • Cost Savings: Maximized the school’s investment in Microsoft Office 365 and Power Automate, reducing administrative costs and hours.
  • Integrated Process: A single data and process compilation in Office 365 allowed for a streamlined and automated student vetting and enrollment process.

By automating the Summer Learning Academy process, Optimum helped the Classical Charter Schools achieve greater efficiency, cost savings, and better use of their Microsoft Office 365 platform.

About Optimum: Your Partner in Process Automation

Optimum is a nationally recognized IT consulting firm dedicated to streamlining and automating business processes for organizations of all sizes. Our services result in simplified communication, error reduction, time and cost savings, and improved compliance and accuracy.

With expertise in strategic planning, process optimization, and innovative technologies, we empower clients to achieve clarity and productivity, lower operational and labor costs, ensure compliance, and drive business automation and transformation. Optimum offers a comprehensive suite of IT services, including custom software design and development, systems integration, business intelligence and analytics, work management and collaboration solutions, IT project management and business analysis, and staff augmentation.

Reach out today for a complimentary discovery session, and let’s explore the best process automation solution for your needs!

Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com 

Let’s connect!

Reach out to our experts to discover the perfect software solution for your unique business challenges. Schedule your complimentary consultation and get all your questions answered!

 

Call us at (713) 505 0300 or fill out our form, and we’ll contact you within one business day.

By submitting this form, you are consenting to being contacted by phone or email. Optimum CS is committed to protecting and respecting your privacy, and will only use your information to market relevant products and services to you. For further information, please review our Optimum CS Privacy Policy.

Vector