An Accreditor Replaces Spreadsheet Tracking with a Connected Dynamics 365 Platform
Cloudwell helped a higher-education accrediting organization manage more than 120 institutions in a shared application while preserving the logic of its established processes.
Challenge
A small team relied on spreadsheets, Word documents, and printed calendars to coordinate accreditation. Much of the process knowledge sat with two senior leaders. Different accreditation paths and active cycles meant a replacement needed to reflect the organization’s real work rather than force every institution through the same sequence.
Solution
Cloudwell built a Dynamics 365 and Power Platform solution that brings institutions, contacts, accreditation cycles, and documents together. Business process flows guide staff through the relevant stages, dashboards surface work in progress, and document generation runs only after required steps are complete. A living user guide supports staff who are new to Dynamics.
Results
- Staff gained shared visibility into institutions, deadlines, and accreditation progress.
- Connected records reduced repeated data entry and reliance on individual memory.
- Guided processes preserved different accreditation paths while supporting more consistent execution.
Technology
Dynamics 365 · Power Platform · Business process flows · Document generation
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