At a glance

OpenTent helped the Education Support Fund (ESF), a non-profit organization, design and implement an automated grant application and review process for their Higher Education Access Fund (HEAF) program.
Case Study

Kicking off virtual programs with EV

What We Did

Staff can then easily move participants between cohorts using the cohort assignment wizard before confirming the cohorts and sending intro emails.

People climbing a flower together

The Challenge

EA VP is kicking off virtual programs with 200 - 300 participants monthly and ambitions to scale up. T

The Approach

We worked with the EA VP staff to understand the qualities they were using to group participants together. We reviewed their existing process and application forms.

Solution

EA VP Cohort Assignment tool: The FormAssembly application form collects participant availabilities. The cohort assignment tool, built in Salesforce as an LWC, will automatically generate cohorts based on availability and prioritize matching the most promising participants with the highest ranked facilitators. Staff can then easily move participants between cohorts using the cohort assignment wizard before confirming the cohorts and sending intro emails.

Issues

They're grouping participants into small cohorts of 4-5 people and a facilitator. They were doing this entirely manually in their old system -- matching people by availability, location, interest, etc. The process took multiple days for each round.

woman busy

Impact & Result

Ready for the best meeting of your day?

Let's connect