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Delivery & Build

Education SaaS Platform

I rebuilt a digital learning and publishing platform for a mid-sized education publisher on a fixed school-year deadline, replacing legacy infrastructure with an automated SaaS serving schools, teachers, and internal teams.

Timeline
17 months
Industry
Education / Publishing
Role
Technical Lead & PM
Delivery Mode
External team + Internal handover
View Live Project
Background

Context

A mid-sized education publisher (~200 employees) needed to shift from physical books to digital delivery. Their existing portal couldn't support SaaS operations—it served schools, teachers, parents, and students, but also had to function as a sales and lead generation channel. The school-year launch deadline was non-negotiable.

What wasn't working

Problem

Outdated technology made yearly configuration slow and brittle

Manual teacher verification and license assignment created onboarding bottlenecks

No CRM or email integration meant lost sales opportunities

No visibility into leads, adoption, or usage—blind operationally

Slow user onboarding hurt competitive positioning in a digital shift

How I led delivery

Approach

I mapped the entire value chain—registration, content delivery, licensing, sales integration—to identify where automation would remove bottlenecks. I assembled the delivery team, made architectural decisions, and prioritized operational throughput over features. Phased delivery validated against real use to surface issues early.

Key decisions

  • Automate teacher verification and license assignment—eliminate manual bottlenecks
  • Integrate CRM and email early—sales and marketing benefit immediately
  • Build visibility dashboards from day one—no blind spots
  • Phase delivery and validate with real users—catch issues before they spread
  • Document, train, and set up monitoring before handover—internal team takes ownership cleanly
What I built

Solution

What I built

A SaaS platform for digital content delivery and licensing, with automation at every operational friction point. Handles verification, assignment, licensing, CRM integration, and internal visibility.

Automated verification and onboarding
Automated license assignment
CRM and email integration
Promo and campaign support
Teaching plan generation
Real-time dashboards

How it's used day-to-day

Schools & Teachers

Self-service registration, instant verification, immediate content access, teaching plan generation—no support tickets.

Sales & Marketing

Real-time lead tracking, promo campaigns, adoption metrics—integrated CRM enables immediate follow-up.

Internal Operations

Platform health monitoring, usage insights, faster issue response—data-driven product decisions.

Visual proof

Platform in production

Education platform interface
Education platform dashboard
Education platform features
The shift

Before vs After

Before

  • Manual teacher verification
  • Manual license assignment
  • Slow onboarding process
  • No CRM or email integration
  • Limited visibility into leads
  • Outdated technology stack

After

  • Automated verification rules
  • Automated license distribution
  • Instant onboarding experience
  • Full CRM and email integration
  • Real-time lead and usage dashboards
  • Modern, scalable platform
Buyer signals

What this proves

You get delivery on fixed deadlines when missing them has business consequences

You get someone who can manage mixed teams without slowing down

You get systems designed to reduce operational burden, not feature lists

You get clean handover—your team owns the system, no vendor dependency

If you're replacing manual workflows before a deadline, need to integrate disconnected systems, or want a technical lead who takes ownership of delivery and handover—I can help.

Discuss Your Project

Confidentiality note: This case study describes a real project delivered between April 2024 and September 2025. Company names, budget details, and certain technical specifics have been anonymized to protect client confidentiality. All outcomes and timelines are accurate.