With the introduction of the national vocational education policy, vocational training and continuing education have ushered in new development. In the case of this favorable policy, adult human education wants to become bigger and stronger, only by making enterprises more standardized and efficient operation to improve corporate profits. After all, the adult education market will be more standardized in the future.
So there are still many problems in the management of education and training institutions, especially for companies with more than 50 employees. There are a lot of management confusion, customer acquisition costs are getting higher and higher at every turn, when an effective cost reaches 1000 yuan, the loss of a customer is even more headache for the boss. For example: student information management is chaotic, still stored in the form of documents or forms, students (OA system OA software) information is easy to lose; A large number of students will increase the workload of course scheduling: teachers and students will inevitably ask for leave and transfer classes, and there may be unclear attendance records; The calculation of student tuition fees and teachers’ class hours is also laborious, and the problem of withdrawal fees for various reasons in the later period has led to disputes between students and enterprises. In view of these problems, the OA office system of education and training institutions provides flexible functional modules to meet the requirements of use. wxwedu
- Clue management
Lead management is mainly carried out by marketing personnel to add valid customers who are contacted daily on various online platforms such as Tiktok, Baidu, and e-marketing personnel.
- Customer management
The customer management module contains play customer, high seas pool, recovery pool, invalid pool high seas Settings about the use of the customer management module. It is mainly for the distribution and follow-up of customer data in lead management, so as to further transform. Improve efficiency and save cost.
Here you can set permission rules. If it is an enrollment teacher, then only the enrollment teacher gets the customer every day, you can follow up behind the customer, fill in the information, and facilitate the management of the customer.
3、School status management
The student status module is followed by the customer management, and the enrollment teacher starts to establish the student status information for the students who have successfully converted into customers, which is divided into three groups of status: to be admitted, admitted and finished. For the design of teaching and training enterprises, three types of products are set up in the student status management module. Students begin to bind suppliers and upload online information. Students can follow up their learning progress at any time and retain student information and settlement information with suppliers after graduation.
4. Class teacher management
The class teacher management module is divided into self-examination class, exam class, online teaching class and other categories according to the business scope of the enterprise.
When the student status information is established, the student begins to enroll. Because of the professional subjects and so on are different. The time of admission and the conditions for meeting admission will be different. At this time, the enrollment of each student can be accurately followed up. Those who are enrolled, those who cannot be enrolled, those who are over. You can accurately follow up, there will be a variety of students abandoned the exam, if the follow-up is not in place here, then the problem of students asking for a refund will appear.
- Plan management
The plan management module is mainly to manage the business in detail for the business done by the enterprise, and follow up the establishment of the preferential code by the enterprise itself, as well as the cooperation between some businesses and other units.
Data management is also divided into two categories of education and qualification, education according to the time, school enrollment type level professional are set.
- Partner management
The partner management is mainly to enter the procurement channels of the enterprise business. It is convenient to bind the previous student status information to the supplier, and it is more convenient to issue the graduation certificate after graduation for the school where the student applies for many years.
- Salary management
A business occurs to the end, every employee has paid a lot of work, then it is possible to participate in the distribution of commissions. So the salary is set and managed according to the characteristics of the education and training enterprises. Let employees more clearly understand the relationship between each business and themselves.
- Financial management
The module that the boss is most concerned about is also the place where we specially design for the characteristics of education and training enterprises, so that the exchange of each fund is clearer and can be checked. Financial reconciliation enterprise balance, expenditure, income and so on can be opened to know whether the enterprise profit or loss.
Order management is the management of each fund of the enterprise, which is convenient to check the account later. Fund account maintenance is managed according to all the accounts of the business received by the enterprise. At present, there are many accounts received by the education and training enterprises. If the management is not carried out, the business funds will not be known to which account
- Refund withdrawal management
Due to the reasons of the students themselves, such as age, pre-qualification, examination and so on, the students must withdraw from school and return the fee. The students here can be managed according to the time and can also be converted again. Improve efficiency.
- Report management
Department leaders can check the work of the department more conveniently and quickly, and big data can be used to analyze and improve the business direction of the enterprise for adjustment.
