Education
Data, SIS & Reporting
One accurate picture across SIS, CRM and billing — with enrollment funnels and board reporting that build themselves.
The problem
Enrollment numbers depend on which system you ask, and the board packet is assembled by hand the weekend before the meeting.
How it works
We choose a system of record per data domain, connect the rest — including legacy platforms without a modern API — and build the funnel and operational reporting on top of clean data.
- SIS, CRM and billing reconciliation
- Duplicate detection across family and student records
- Enrollment funnel by source, division and entry year
- Scheduled board and committee reporting
What's included
In the build
- Data audit and clean-up at launch
- Secure bridges for legacy SIS platforms
- Live enrollment and admissions dashboards
- Automated board packet exports
- Sync monitoring with failure alerts
Systems we work inside
- SIS
- Admissions CRM
- Billing
- BI tooling
Academic-calendar timing
Education automation is seasonal. We build and launch against your year, not a generic quarter.
Monthly
Board and leadership reporting cycle.
Oct / Feb
Enrollment census and funnel checkpoints.
Jun
Year-end reconciliation and fiscal close.
In practice
Leadership opens one dashboard where inquiry, application, acceptance and enrolled numbers agree — and the board packet is produced on a schedule. (Illustrative composite.)
- One trusted number
- No weekend spreadsheet assembly
FERPA & data handling
Student and family records stay in your systems and remain your property. Access is scoped to what the automation needs, every action is logged, and retention follows the policy you set.
Trust & security details →Admissions language
- Census — An official enrollment count at a fixed date.
- System of record — The one system that owns a given field.
Typical integrations
Continue exploring
Let's map what your team could automate next.
Book a consultation about data, sis & reporting. We’ll map the current process, identify the repetitive steps, and explain what a practical first phase could automate.
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