Step8Up Ltd

As Step8Up expanded its service portfolio—from Skills Bootcamps and employer-funded hiring programs to business coaching, computing-in-schools franchises and public speaking engagements—their operations became increasingly siloed:

• Scattered enrolment channels: Learner sign-ups, employer referrals and partnership requests flowed in via website forms, emails and manual spreadsheets, leading to duplicated data entry and slow response times. 
• Complex programme management: Scheduling cohorts, managing curriculum materials and tracking attendance across multiple bootcamp subjects (tech, data, digital) relied heavily on manual coordination. 
• Disparate finance workflows: Free-to-hire placements, government funding claims and paid consulting invoices each followed different billing processes, complicating reconciliation and cash-flow forecasting. 
• Limited visibility of outcomes: They lacked real-time dashboards on learner progress, placement success rates and programme profitability—hindering data-driven improvements.

Introducing a unified Odoo platform

By consolidating every function on Odoo, Step8Up can:

• Centralise CRM & enrollments: Capture leads and registrations from web, email and partner referrals into one dashboard, with automated follow-ups and segment-based communications.
• Automate programme delivery: Use Events and eLearning modules to schedule cohorts, manage course content, track attendance and issue certifications seamlessly.
• Streamline finance & funding: Handle free-placement agreements, funding claims, invoicing and payment reminders in Odoo Accounting—ensuring accurate reconciliation and reporting.
• Optimize resource planning: Allocate trainers, speakers and internal teams via the Planning app, with integrated timesheets feeding into project costing.
• Deliver insights: Leverage built-in dashboards for learner success metrics, cohort profitability and employer satisfaction—enabling continuous improvement and growth.

With a single, extensible ERP underpinning their operations, Step8Up will eliminate silos, accelerate programme delivery and scale their impact—truly “transforming and upskilling” at every step.