01Map Your Learner Journey and Decision RulesIdentify enquiry channels, assessment stages, enrolment requirements, attendance processes and renewal deadlines. Agree which actions can run automatically and which require admissions, academic, finance or safeguarding approval.
→
02Prepare Records and Approved InformationDefine required fields for learners, guardians, courses, classes and payments. Check available data access and integration feasibility before implementation, then establish approved course descriptions, communication templates and access permissions.
→
03Test Triggers, Exceptions and HandoffsPilot workflows using representative cases such as an incomplete junior enrolment, a missed placement appointment and an unmatched tuition payment. Verify recipients, duplicate prevention, approval gates and how staff pause or correct an action.
→
04Launch With Operational MonitoringMonitor response times, incomplete enrolments, unresolved exceptions and renewal follow-up status. Review errors with process owners, adjust rules when timetables or policies change and retain a record of automated actions and staff approvals.