Centralize all Credit Union's data in CRM

Centralizing student registration process and data for better aligned initiatives.

Published on April 20, 2023

5 minutes read
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360 VIEW

of students’ data and registrations process​


with precise automation of ​menial non-value-added tasks ​


of over 1000+ users of ​the CRM software​


Located in Canada, in the Province of Quebec, the Université de Sherbrooke is a French-speaking institution that offers you the opportunity to benefit from an academic education that is recognized and valued around the world. The Université de Sherbrooke is host to more than 31 000 students and another 10 000 who are registered at the University of the Third Age. Currently, more than 1600 foreign students from 88 countries worldwide attend the Université de Sherbrooke. Carried by the four major values anchored in its DNA, the Université de Sherbrooke (UdeS) is committed to working with its communities to train responsible citizens who change the world.


Over the past years, the UdeS launched its Veo project aimed at replacing most of their IT systems with more technologically up-to-date solutions and redefine their various business processes while providing them with a much greater capacity for evolution.

A total of 12 initiatives were identified and implemented to successfully complete this technological overhaul.

Among the main projects of this overhaul was the implementation of an open-source CRM application with the goal of replacing the existing obsolete student file management system and centralizing all their student data in one place, as well as optimizing the student registration process.

Having such a wide array of students from all over the world, Université de Sherbrooke wanted to find a way to streamline their student registrations to allow for a 360-degree view and easier follow-up. They needed to limit data segregation and disparate systems to ensure a complete understanding of their data, as well as student pain points or user experience issues.

They also saw a need for the automation of many non-value-added tasks along the student registration journey.

Finally, they wanted to ensure that the tool was developed and designed with future upgrades and the sustainability of the solution in mind.



By implementing a more modern CRM tool, Université de Sherbrooke was able to modernize and re-align its student experience through a student-centric approach. 

It also enabled Université de Sherbrooke to better align and streamline internal processes, allowing their staff to focus on providing the best student experience expected from their state-of-the-art university. 


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