Education & EdTech
Modernize the Business of Learning
We help universities, K-12 districts, and EdTech companies modernize administrative systems, from student financial services and HR to enrollment analytics and operational planning.
Educational institutions face a unique combination of complex fund accounting, regulatory compliance, workforce management challenges, and the need to deliver consumer-grade digital experiences. Exafort helps education organizations replace legacy administrative systems with modern cloud platforms that improve efficiency, enhance decision-making, and free up resources for the educational mission.
Key Challenges We Solve
- Fund accounting and restricted grant management
- Legacy SIS and financial system modernization
- Faculty and staff workforce management complexity
- Enrollment forecasting and financial planning
- Student experience expectations vs. administrative reality
What We Bring to Education & EdTech
Fund & Grant Accounting
Multi-fund chart of accounts, restricted vs. unrestricted fund tracking, and automated grant compliance reporting in NetSuite.
Enrollment & Revenue Analytics
Tableau dashboards tracking enrollment funnels, yield rates, tuition revenue, and financial aid impact by program and cohort.
Faculty & Staff HCM
Workday HCM configurations for academic appointments, tenure tracking, adjunct management, and complex benefit structures.
Student CRM & Engagement
Salesforce Education Cloud for recruitment, admissions, student success tracking, and alumni engagement.
Financial Planning & Budgeting
Workday Adaptive Planning for multi-year budget modeling, enrollment-driven revenue scenarios, and departmental allocation.
SIS Integration
Bi-directional integration between your Student Information System and enterprise platforms for unified student financial data.
Platforms & Tools We Deploy
ERP
- NetSuite
- Fund Accounting
- Procurement
CRM
- Salesforce Education Cloud
- Pardot
HCM
- Workday HCM
- Academic Appointments
- Benefits
BI
- Tableau
- Enrollment Analytics
- Financial Dashboards
AI
- Enrollment Prediction
- Student Success Scoring
- Chatbots
How We Deliver for Education & EdTech
Discover
Institutional Assessment
Map academic and administrative processes, identify pain points, and benchmark against peer institutions for best practices.
Plan
Governance & Change Strategy
Establish steering committees, change management plans, and phased rollout strategies aligned to academic calendars.
Deploy
Academic-Calendar-Aware Rollout
Time deployments around academic breaks and fiscal year boundaries to minimize disruption to students and staff.
Adopt
Training & Continuous Improvement
Role-based training for faculty, staff, and administrators with ongoing optimization aligned to institutional strategic priorities.
Industry Best Practices We Follow
Calendar-Driven Deployment
Align every go-live and migration with academic calendars, never deploy a financial system during registration or a HR system during open enrollment.
Shared Governance
Establish cross-functional steering committees with academic, administrative, and IT representation to ensure institutional buy-in and sustainable adoption.
Student-Centric Data Model
Build your data architecture around the student lifecycle, from prospect to alumnus, to enable 360° visibility across departments.
Example Engagement in Education & EdTech
University Administrative Modernization
A university running Banner and manual budget processes with no cross-departmental financial visibility.
Our Solution
Implemented NetSuite with fund accounting, Workday HCM, and Tableau enrollment analytics dashboards.
Common Questions
Start with Controlled Enterprise Execution
Whether you are preparing core platforms for next-generation AI agents, stabilizing ERP and CRM integrations, or designing cross-system workflows, our engineering team is ready to evaluate your environment.
Enterprise Platforms We Work With
