eSchool Solutions Drives Accountability with Visuant®

Kathy Cortez, Operations Effectiveness Manager for eSchool Solutions, discusses the benefits of using Visuant® to run their operations.

The Challenge

The challenge was to find an easy to use a system to replace Excel that not only captured metrics but had a built-in corrective action conduit to drive accountability and expectations. “Initially we did not have a process in place to track metrics like we now have with Visuant®. We used Excel for the business office reporting and Microsoft Project on the development side”.


The Solution

CSI delivered three days of Visuant® Software training and consulting. CSI worked with Kathy Cortez’s team by simplifying their current scorecard metrics, integrating corrective action plans and creating effective meeting agendas.


The Results

Kathy Cortez has been very impressed by the results and the way eSchool has adapted to Visuant® Software. “We now have productive meetings where the team members leave with action items and target dates.  We have a way of storing agendas that team members can refer back to, if they were unable to attend the meetings.  We have historical metrics on scorecards that help to see trends and areas of improvement, as well as process improvements.”


Measureable Improvements

  1. Saving Time. Visuant® allows eSchool to have more efficient and productive meetings. All scorecard metrics are color coded; corrective action plans and meeting notes are integrated within the meeting agenda allowing managers to stay focused and save time.
  2. Saving Money. Time is an invaluable commodity; eSchool has not only been able to increase the effectiveness of their meetings but decrease the length and number of meetings attended per week.


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