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Keystone Systems

Education

Schools and training organizations deal with large, seasonal waves of people and devices. We automate the onboarding, IT and reporting that come with them.

Interactive exampleEducation
Show the workflow

Start-of-term accounts and devices · Trigger: Enrollment closes

Current state

  1. 01Manual

    Registrar exports the roster

    Registrar · SIS

  2. 02Manual

    IT creates accounts one by one

    IT · Directory

  3. 03Manual

    IT images devices in batches

    IT · Imaging tool

  4. 04Manual

    Teachers request class access

    Teachers · Email

  5. 05Manual

    Help desk handles login problems

    Help desk · Phone

Steps
5before, then after:4
Manual touches
5before, then after:0
Hand-offs
3before, then after:1
Systems touched
5before, then after:4

Showing the current state. Counts come from this illustrative workflow, not measured client results. Legend: dashed = manual, orange = automated, solid dark = human review.

Use cases

Where we'd look first.

11 automation use cases that commonly apply to education.

Filter these in the explorer

  • Ticket triage & routing

    Classify tickets by type, urgency and affected system, route them to the right queue, draft a first response and flag duplicates and outages.

    Service deskServiceNowAI agents

  • Employee onboarding & offboarding

    One HR event provisions accounts, groups, licenses and devices, and reverses all of it on exit so access is removed on day one.

    Directory & SSOService desk

  • Device imaging & zero-touch provisioning

    Scripted, standardized images and enrollment, so a new device goes from box to ready without an afternoon of clicking.

    Directory & SSO

  • Grant deadlines & reporting

    Deadline tracking and grant reports assembled from program data.

    SpreadsheetsCustom app

  • AI agent for email & support

    An agent that reads the inbox, answers routine questions from your own data, drafts the rest and escalates anything unusual.

    AI agentsEmail & inboxService desk

  • Intake, scheduling & reminders

    Online intake that fills the system of record, plus confirmations, reminders and waitlist fills.

    Custom appEmail & inbox

  • Maintenance requests & vendor dispatch

    Requests captured, prioritized and dispatched to vendors with status updates to the requester.

    Custom appEmail & inbox

  • Volunteer & shift scheduling

    Sign-ups, scheduling, reminders and hour tracking for volunteers or seasonal staff.

    Custom appSpreadsheets

  • Enrollment & roster sync

    Applications, documents and roster changes handled as one tracked process that keeps accounts and classes in sync.

    Directory & SSOCustom app

  • Training & end-user education platform

    A custom portal that onboards staff or end users and tracks completion.

    Custom app

  • Reporting dashboards

    Dashboards fed directly from your systems for throughput, margin, pipeline or program metrics, with no spreadsheet assembly.

    SpreadsheetsERPCRM

Relevant experience

We've worked inside this industry.

  • ConnorBuilt an end-user education platform as IT Support Specialist at Triad Financial Services.
Next industryLogistics

Let's map your workflows.

A short call about how your business runs. We'll tell you honestly where automation would pay off first, and where it wouldn't.

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