Beach Education

Client: Surf Lifesaving New Zealand

Designer: State Insurance

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From ad-hoc spreadsheet to structured CRM

IT Effect collaborated with SLSNZ to map out the surf education booking and delivery process and refine it to ensure all bookings would be captured and invoiced correctly. Microsoft Dynamics CRM was then customised to map the refined business process allowing SLSNZ to:

  • Manage venue availability and scheduled dates
  • Store the details of all schools and their teachers contact details
  • Capture booking details including number of students attending each day
  • Roster instructors onto booked days
  • Invoice completed bookings


Online Bookings

After the success of the CRM implementation an integrated online booking application was developed that allowed the schools to browse available venue/date options across all surf clubs and book accordingly.


Key technical features

  • Umbraco content managed website
  • Microsoft Dynamics CRM – Booking management system and roster
  • Integrated Online booking application
The team at IT Effect developed the Beach Ed management application in 2011. They quickly came up to speed on the intricacies of our school education programmes and developed a solution to allow us to manage it efficiently. It has enabled us to eradicate time consuming processes and we now have a great management system. The quality of the technical experience and support they give us is what stands IT Effect apart, offering a cost/quality relationship that would be hard to replicate or beat.

Natalie Harris - Education Development Officer

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