Lexia Education Services was established during the pandemic by two dedicated leaders who, at the peak of their careers within a large organization, became deeply concerned about the pandemic’s impact on young people’s education, mental health, and access to essential services.

The company partners with local authorities, alternative educators, and specialist provisions to deliver high-quality support to at-risk students across South West England. Established to combat rising exclusion rates and declining attendance post-lockdown, Lexia Education Services goes beyond traditional education by offering award-winning alternative learning provisions. Through mentorship and training, the company inspires young people, particularly those who have faced personal challenges, to consider impactful careers in special education, ensuring access to quality educational opportunities for all.

Additionally, Lexia Education Services offers tailored tuition through qualified teachers who work directly in children's homes for those unable to attend school, whether due to exclusion or waiting for new placements.

The company is committed to Making a Difference in the Community through initiatives focused on diversity and representation, job opportunities and training, and community initiatives. Through these efforts, Lexia Education Services strives to empower at-risk youth and create pathways for their educational success.

Lexia Education Services's mission—to provide early intervention mentoring for students at risk of exclusion and personalized 1:1 tuition services, supporting the individual needs of each student—required a highly customized solution that could adapt to its unique needs.

The primary challenge was the inability of their previous system to offer the flexibility and personalization the company needed. The existing tools were slow, rigid, and not designed to handle Lexia Education Services's specialized processes. This led to inefficiencies, making it difficult to deliver timely and effective support to students.

Additionally, the complexity of the project, including large-scale data migration and the need for custom features like email templates and PDF generation, posed significant operational challenges. These issues had to be resolved swiftly to ensure that Lexia Education Services could continue its vital work.

Twistellar implemented a tailored solution for Lexia Education Services by customizing Seven20, a CRM/ATS for recruiters built on Salesforce, to help Lexia Education Services meet its unique business requirements.

One of the key aspects of the solution was enabling custom placement flows to streamline the assignment of mentors and teachers to students in different educational settings. This included automating key processes, such as customized and autopopulated email templates and the generation of vetting forms in PDF format, which improved efficiency and reduced manual workload for the alternative learning provision's administrative team. The integration of timesheet automation further contributed to operational effectiveness, ensuring accurate tracking and reporting of mentor and teacher hours.

Additionally, we introduced an enhanced compliance verification process that simplifies candidate vetting and ensures proper certification management. Timely notifications on the expiry dates of required documents and certificates help maintain compliance, allowing administrators to efficiently manage certifications and ensure that all candidates remain properly vetted.

Besides, Twistellar developed custom reports that provided Lexia Education Services with better insights into its operations, allowing it to monitor and optimize its educational programs more effectively. A comprehensive user training program was also conducted, ensuring that the alternative learning provision’s team could easily navigate and utilize the new system, enhancing its day-to-day operations.

Objectives: To enhance operational efficiency by customizing and automating key functions within the Seven20 platform, ensuring seamless workflow management, improved documentation processes, and enhanced reporting capabilities for more effective placement management and administrative oversight.

Deliverables: Customization and implementation of Seven20, the Salesforce-based applicant tracking system (ATS) for recruiters.

The implementation and customization of the Seven20 platform by Twistellar brought significant enhancements to Lexia Education Services's operations.

By having Twistellar enable such functionalities as custom placement flows, automated email templates, and PDF vetting form generation, Lexia Education Services’s team got a chance to optimize its key processes. Additionally, the automation of timesheets and the generation of custom reports contributed to a more efficient workflow. User training was conducted to ensure that staff felt confident navigating the new system, further enhancing overall productivity.

As a result, Lexia Education Services experienced a marked improvement in its daily operations, with feedback indicating that tasks became quicker and more manageable.

The specific customizations made by Twistellar for the company not only simplified workflows but also saved considerable time, allowing its team to focus on the core responsibilities.

Partnering with the Twistellar team to implement and customize the Seven20 platform helped the Lexia Education Services team improve its operational skills and the ability to support the students they serve.