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Case Study

CCA: Managed Services

Case Study

Set up a user-friendly platform to streamline processes

Significant data integrity issues were addressed by implementing intuitive UI and automated enrollment, resulting in increased overall productivity.

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engagement type

Managed Services
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product

Sales Cloud
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industry

Education
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CCA trains California’s largest network of long-term care workers, enhancing skills and accessibility to meet the growing needs of an aging population.

Overview

    • Key Challenges: Fragmented tools and admin overload disrupted training.
    • Key Solutions: Centralized LMS platform streamlined training, communication, and stipend eligibility.
    • Key Results: Data-driven caregiver support, accurate stipends and reduced stress.

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challenges

      • High Administrative Burden: High student-to-trainer ratios, multilingual cohorts, and administrative overload caused inefficiency and stress for CCA trainers.
      • Stipend Management Complexity: Manual stipend distribution based on completion criteria was error-prone and delayed caregiver financial aid.
      • Limited Communication Channels: Trainers struggled to directly engage with caregivers due to fragmented communication tools.
      • Attendance Tracking Inefficiencies: Manual attendance tracking limited real-time retention and engagement insights.

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    Solutions
      • Comprehensive Learning Management: The LMS-style hub centralized scheduling, assignments, learner progress tracking, and knowledge checks while embedding quizzes for instant feedback directly within Salesforce.
      • Streamlined Communication and Attendance: Integrated SMS, forms, and automated attendance records enhanced caregiver engagement and reduced absenteeism.
      • Flexible Class Scheduling: Remedial and make-up classes ensured continued education credits (CEUs) and flexible attendance.
      • Bulk Data Import: Automated CSV uploads standardized data processing and stipend eligibility.
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    Impact
      • Training Efficiency: Reduced administrative workload enabled trainers to focus on high-impact caregiver engagement.
      • Accurate Stipend Management: Real-time verification ensured seamless financial aid based on eligibility criteria.
      • Reduced Trainer Stress: Streamlined processes relieved stress, allowing trainers to focus on teaching and supporting caregivers.
      • Data-Driven Support: Quizzes and assessments informed adaptive, personalized learning paths, enabling targeted interventions for caregivers.

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