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Guiding Future Careers with an All-in-One Education Planning Platform

Empowering students, parents, and counselors to make informed education and career decisions with personalized analytics and seamless workflow automation.

7K+
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Summary

Client

Education Planner

Project Scope and Technology

End-to-end education planning and CRM , Multi-role dashboards for counselors, parents, and students , Program/course/college shortlisting system , Profile assessment and matching algorithms , Personalized progress reports and analytics , Document submission and workflow automation , Notifications, reminders, payment flows

Team Composition

1 x Fullstack Engineer, 1 x Product Manager, 1 x QA Automation Lead

Country

India

Industry

EdTech

Work duration

8 months

Education Planner was built to bridge the gap between students’ aspirations and the complicated decisions required for higher education and career selection. The platform streamlines the process of profile evaluation, program discovery, and application tracking, bringing parents, counselors, and students together in a unified CRM. By automating recommendations based on student strengths and interests, the solution reduces guesswork and lifts data-driven outcomes. Real-time workflow tools, reminders, and performance analytics help students stay on target, while counselors benefit from simplified management and higher conversion rates for recommendations and placements.

 

Challenges

Crafting an all-encompassing platform to serve students, parents, and career counselors posed significant UX and systems integration challenges. The team had to build robust matching algorithms to recommend programs and colleges accurately for broad user segments, factoring in academic backgrounds and personal growth metrics. Automating workflow for document handling, application lifecycles, and counselor reviews required deep collaboration across user journeys. Ensuring smooth onboarding, privacy, and scalable CRM management was critical, as was rigorous testing to support a variety of devices and usage patterns in educational institutions.

 

Process

Initial planning focused on collaborative sessions with top counselors and career experts to map decision-making workflows and stress points for students and parents. Engineers architected multi-role dashboards and integrated data pipelines for seamless communication and profile synchronization. Recommendation logic and analytics modules were incrementally refined to support evolving academic standards and application requirements. Testing focused on mobile and desktop usability, with a strong feedback loop guiding iteration. The product management team coordinated training sessions for counselors and pilots in real schools, ensuring feature completeness, user adoption, and steady improvement ahead of full deployment.

Key Features:

  • Personalized student, counselor, and parent dashboards
  • Profile assessment and recommendation engine
  • Automated application workflow and document tracking
  • Real-time analytics and progress reports
  • Payment integration and notification reminders
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Outcome

Education Planner drove higher student engagement, improved counselor management, and increased successful admissions through data-driven recommendations. All key stakeholders enjoyed greater transparency, time savings, and confidence in every step of the education planning journey.

 

2 weeks
Ideation
5 months
Development
4 weeks
Testing
1.5 months
Deployment
Design
Development
Testimonial author
RemoteState developed an end-to-end education CRM and planning tool, transforming student decisions. It automates profile matching, doc tracking, and communication - delivering scaled results for counselors, families, and learners.

Founder, Mandeep Singh

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