Sales Process and Operations Audit
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Project scope
Categories
Operations Project management Product or service launch Sales strategySkills
workflow automation sales automation data analytics payment platformThere are several avenues that students can take with this project, and we would like students to tackle what they see as most fitting to their skills and learning outcomes.
We would like to better understand A) how we can improve and automate the workflow of tasks completed by our staff to improve our sales conversion, customer experience (NPS) and churn rates. We want you to investigate our sales funnel to help us understand why prospects are falling off and what changes we should make to increase sales and decrease churn. B) What we need to do internally as a company in order to be prepared to expand to new markets. This includes planning what new roles we should add to our team. C) When should we be expecting to see a proportionate saving in our costs due to increased volume of sales, and when should we expect more overhead cost from our management team?
You will have access to our Sales Manager, CRM and Sales/Marketing Automation tools for information and we will provide all current sales collateral for review. You will also be provided high level data, but not individual account information.
In summary, your focus may include, but is not limited to:
- Identifying areas to improve efficiency in sales and renewals.
- Capacity planning for expansion.
- What internal roles would Riipen need to hire in order to add 25 new schools?
- When/Where can we expect economies of scale?
- When/Where can we expect more overhead cost from management?
The final report may include:
- 5 to 7-page report detailing recommendations for improved operations management. Reports will include a title page, table of contents, and reference page.
- A 5 to 7 slide presentation deck (executive summary) highlighting key findings/conclusions. We would like to see presentations (via video conference) of the top groups.
About the company
Riipen’s project-based learning platform leverages thousands of business and nonprofit partnerships to help higher education easily implement and scale projects that enhance learner employability.
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