Project Overview : Six Phrase ( A Veranda Learning Venture )
Six Phrases, a premium upskilling and professional training brand under Veranda Learning, operates at scale across colleges, universities, enterprises, and institutional clients in India. With multi-location program delivery, hundreds of faculty members, complex scheduling, and strict financial governance requirements, Six Phrases required a deeply structured CRM and operations platform—far beyond a traditional sales CRM.
To address this need, Webkype designed and implemented a custom CRM and Operations Management system that governs the entire post-sales execution lifecycle, from program activation to delivery, expense control, profitability tracking, and audit readiness.
The platform was built as a single source of truth for sales, operations, finance, and management—ensuring discipline, transparency, and scalability across Six Phrases’ growing education ecosystem.
Business Context & Need
India’s professional and institutional learning market is expanding rapidly, driven by employability-focused education, industry-aligned programs, and outcome-based training models. Organizations like Six Phrases operate in a high-accountability environment, where execution quality, faculty performance, cost control, and reporting accuracy directly impact profitability and brand trust. Before this transformation, execution workflows relied heavily on manual coordination, spreadsheets, and disconnected tools—creating operational risk, limited visibility, and delayed decision-making.
The objective was clear:
build a centralized CRM-driven operations platform that enforces discipline, automates execution, and provides management with real-time visibility.
Veranda Learning — Company & Market Context
Veranda Learning Solutions Management Ltd. is a recognized provider of professional training, skill development, and academic partnership solutions across India. Positioned at the convergence of employment-linked learning and corporate talent enablement, Veranda has rapidly scaled in a market currently valued at USD 152+ billion (global EdTech) with an India CAGR of over 20%.
Veranda’s business spans:
- Institutional learning partnerships
- Corporate training engagements
- Faculty development programs
- Capability building and placement-linked courses
As of the most recent reporting cycle, Veranda Learning’s annual revenues continue to grow in double digits, supported by recurring institutional contracts and an expanding footprint of delivery partners.
In 2023, Veranda acquired Six Phrases, an execution-centric education delivery brand, to deepen its operational services and strengthen its access to campus and corporate performance skilling. This acquisition required a repeatable, auditable, and scalable operations platform capable of supporting tens of thousands of program delivery instances across geographies—something that existing systems could not support.
Project Scope — CRM & Operations Lifecycle Automation
The scope of this project was structured across execution, delivery, finance, compliance, and reporting, tightly integrated with the CRM foundation. Core Scope Included:
- CRM as the single source of truth
- Program activation and master setup post sales closure
- Academic schedule planning and control
- Faculty allocation and delivery tracking
- Expense management and approvals
- Financial tracking and profitability visibility
- Audit trails, compliance, and MIS reporting
- Mobile app for faculty delivery and expense tracking
- WhatsApp, Email, and SMS communication automation
The platform was designed to support hundreds of concurrent users, multi-region operations, and long-term data retention.
Program Activation & Execution Control
Once a sale is confirmed, the CRM automatically activates the program by generating a unique Program ID, locking commercial terms, and assigning operational ownership. This ensures zero ambiguity between sales commitments and execution realities. All downstream modules—scheduling, faculty allocation, expenses, and reporting—are enabled only after program activation, enforcing governance and process discipline from day one.
Program Scheduling & Delivery Management
Scheduling is the backbone of Six Phrases’ delivery operations. The system enables operations teams to plan, freeze, and control weekly academic schedules with full traceability.
Key capabilities include:
- Faculty allocation from an approved resource pool
- Class-wise scheduling with date, time, location, and topics
- Weekly schedule freezing with approval controls
- Version history for all schedule changes
- Exception handling for faculty unavailability
No session can be delivered, billed, or expensed unless it exists in an approved schedule, ensuring audit readiness and accountability.
Faculty Allocation & Delivery Accountability
The platform enforces strict delivery validation. Faculty members are required to submit post-session delivery details including:
- Topics covered and problems solved
- Attendance count
- Session timing and location confirmation
Delivery credit is granted only after successful submission, directly linking execution to billing eligibility and performance metrics. This mechanism establishes clear accountability across faculty, freelancers, and professors.
Expense Management & Financial Discipline
Expense governance is a critical requirement in distributed education delivery. The CRM includes a robust expense management module covering:
- Travel, stay, food, and operational expenses
- Class-wise and project-wise expense mapping
- Approval workflows (Submitted → Reviewed → Approved / Rejected → Paid)
- Policy-based eligibility rules (local vs outstation faculty)
All expenses are validated against approved schedules and delivery records, preventing leakage and ensuring financial accuracy.
Real-Time Financial Tracking & Profitability
The system provides near real-time financial visibility at both project and organizational levels, including:
- Total project value
- Amount received, due, and on hold
- GST tracking
- Faculty payouts and operational costs
- Tentative and final profit margins
Management teams can instantly assess project health without waiting for manual reconciliations.
Reports, MIS & Management Dashboards
The CRM delivers a comprehensive 360° MIS framework, covering:
- Client-level performance and geography
- Project-level execution and profitability
- Schedule adherence and delivery metrics
- Expense variance analysis
- Faculty utilization and SLA adherence
These insights support data-driven decisions across pricing, staffing, delivery strategy, and expansion planning.
Mobile App for Faculty & Field Execution
A dedicated mobile application was developed for faculty, professors, and freelancers to ensure real-time compliance and transparency.
Mobile capabilities include:
- Upcoming class schedules
- Geo-tagged attendance marking
- Location validation during sessions
- Deliverable submission
- Expense entry with bill uploads
- Notifications and alerts
All mobile actions are logged centrally, strengthening audit and compliance readiness.
Communication Automation (WhatsApp, Email & SMS)
The platform integrates official WhatsApp Business APIs, along with email and SMS, to automate operational communication. Use cases include:
- Schedule notifications and changes
- Class reminders and alerts
- Pending action follow-ups
- Escalation and exception alerts
Every communication is logged with timestamps and delivery status, forming a complete audit trail.
Technology & Platform Architecture
The Six Phrases CRM was engineered as a secure, scalable, and enterprise-grade platform, with:
- Role-based access control (RBAC)
- High-performance backend supporting 500+ concurrent users
- API-ready architecture for integrations
- Encrypted data storage and secure communication
- 99.5% uptime and disaster recovery readiness
The platform is designed to evolve with future AI, analytics, and reporting enhancements
