Technology is a powerful ally for accelerating growth and improving processes
The strategic use of technology in marketing remains a gray area for many educational institutions. On one hand, some operate without the minimum tools required. On the other, some have invested in cutting-edge platforms that are underutilized or poorly integrated into operations.
At CISD, we have extensive experience guiding digital and technological transformation processes in the education sector.
We understand how technology impacts performance. That’s why we created this service, focused on deeply understanding the organizational structure, key departments, tools, people, and processes. Based on this analysis, we build relational maps and define the real scope of teams, both at the strategic and operational level, across five key pillars.
Marketing teams often work with numerous digital tools, but there’s rarely clear ownership or accountability. This ambiguity can lead to inefficiencies, duplicated efforts, or internal conflicts. Here are some common situations:
CRM
We’ve worked with institutions that have implemented tools like Salesforce, Dynamics, Zoho, SendPulse, HubSpot, and others with powerful marketing features, but where there is often a lack of clarity around their use or scope.
In some cases, platforms have been purchased without the team even knowing they exist or understanding how to use them. This leads to unnecessary costs, overlapping tools, and friction between teams.
We also encounter institutions with robust tools but without the right talent or roles in place to manage them effectively.
Automation / email marketing
Email marketing is a key channel for lead nurturing and for managing communication across the entire educational community. Effective use demands clear data management, segmentation, and role assignment.
When we enter the realm of automation, we’re dealing with more advanced institutions that need to integrate automation flows into their broader marketing and sales strategy. This requires vision, coordination, and a strategic approach.
Specialized Software and Storage
Another critical aspect, especially for institutions with internal teams working collaboratively, is the management of both installed and online tools, which must be updated, controlled, and aligned with operational needs.
Tools like Cloud platforms, Adobe, Metricool, Canva, ChatGPT, or Midjourney require centralized oversight and a team with the right skills to use them effectively.
At CISD, we don’t just map out technologies. Our goal is to unlock their full potential as catalysts for institutional growth. We align tools, processes, and people under a clear strategy, ensuring that technology becomes an investment, not just an expense, that delivers measurable impact.
SCOPE
At CISD, we understand how essential technology is — and that its implementation must align with the institution’s level of maturity, its teams, and its processes. That’s why we’ve developed this service, which allows us to:
- IIdentify the current technology associated with marketing and communication
- IDefine the scope, responsibilities, and management of the tools
- IAnalyze and assess the state of processes requiring technological tools
- IIdentify the required knowledge and skill level of the team
- IEvaluate and recommend improvements to technology-related processes
- IBuild an implementation and technological evolution plan
