Building a unified student ecosystem on Salesforce.
Convene transformed disconnected processes into a single automated platform, serving students, staff, and partners across three workforce programs on one Salesforce foundation.
YU Workforce Development runs three distinct programs, each serving students at a different stage of their career journey. Convene designed and built a single Salesforce ecosystem that unifies all three, replacing scattered spreadsheets and manual processes with one automated platform, from application to career launch.
unified on one platform
integrated seamlessly
Masterminds & Innovators
YU actually operates
Three programs. Disconnected systems. One organization needing solutions.
YU Workforce Development runs three distinct programs, CareerPathway, CareerConnect, and Career Labs, each serving students at different stages. Before Convene, these programs operated in silos: student data lived in spreadsheets, onboarding was manual, and staff spent hours on work that should have been automated.
Fragmented data
Student records were scattered across spreadsheets, email, and disconnected tools, with no single source of truth across the three programs.
Manual processes
Staff onboarding, program assignments, and document collection all required extensive manual intervention, hour after hour.
No visibility
Leadership had no real-time view of student progress, program outcomes, or cross-program trends to guide decisions.
Three programs, in isolation
CareerPathway, CareerConnect, and Career Labs each ran on their own, so a student's journey never lived in one connected place.
A unified Salesforce ecosystem, built from the ground up.
Convene designed and built a complete Salesforce solution spanning Education Cloud, custom Lightning Web Components, Apex logic, and automated Flow processes, all integrated with YU's existing tools. Two delivery teams worked in parallel across phased sprints, ensuring continuous delivery and zero disruption to ongoing programs.
From application to career launch, on one platform.
- Student self-service portals. Application, enrollment, document upload, and event registration for all three programs, without staff involvement.
- Every stage connected. Apply, enroll, learn, connect, and launch all live in one system, so no step falls through a gap between tools.
- Built on Education Cloud. Custom Lightning Web Components and Apex shape each stage around how YU's students actually move forward.
Connected to your entire technology stack.
- Six systems, one platform. Box, Jitterbit, FormAssembly, Brightspace, Slack, and Salesforce-to-Salesforce all connect into a single ecosystem.
- Real-time data sync. Information flows automatically between Salesforce and every connected external tool, no manual re-entry.
- Staff tools that scale. A custom onboarding center, bulk conversion tools, and program-assignment automation replace hours of manual work.
Every component, LWC, Apex, and Flow, was built specifically for how YU actually operates.Two agile teams · Masterminds & Innovators, phased rollout
From scattered spreadsheets to a platform that scales.Three siloed programs became one connected ecosystem, serving students, staff, and partners on a single source of truth.
A platform that scaled with the organization.
Capabilities built end to end by Convene now give students self-service, staff automation, and leadership real-time visibility, all on one connected platform.
Student self-service portals
Students apply, enroll, upload documents, and register for events across all three programs, all without staff involvement.
Staff onboarding center
Custom tools for bulk conversion, program assignment, and onboarding management replace hours of manual work.
Real-time reporting dashboards
Leadership gains instant visibility into student progress, program outcomes, and cross-program trends.
Cross-system integrations keep real-time data flowing between Salesforce and every connected external platform.What we delivered · end-to-end by Convene
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