Using Customer Relationship Management (CRM) Software to Track Online Course Development

It’s USDLA national conference time again, and this year I presented in the first session: Using Customer Relationship Management (CRM) Software to Track Online Course Development.

I shared the story the story of how we went from mostly chaos in our course development to a tracked set of steps that care for the details while allowing for creativity in the learning design of the courses.

The tools we tried before:

The structure and design of our matching course development handbooks:

Our search for a way to track our process went through these two CRMs:

And we landed on CiviCRM due to its case management tools. When we start a course (case), CiviCRM preloads the 62 steps we currently have in our process.

We also discussed challenges and next steps in our continuing journey.

It was an interesting conversation. The audience shared ideas and processes as well. One idea that I took away from the audience was the concept of having reviewers involved in the development process. We do our reviewing and editing at the end of the process. It seems there are pros and cons either way.

What about you? Feel free to comment. Are you using any tool that you recommend for tracking the progress of online course development?

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