Great Jobs KC Transform its existing Salesforce org into a scalable scholarship management platform.
nsiQ
Salesforce Partner
June 24, 2026
5 min Read
CHALLENGES
➤ No Automated Scholar Communication
Every award notification, application acknowledgment, enrollment reminder, and follow-up email was manually created and sent by staff. With more than 2,000 active scholars across multiple scholarship programs, the communication process became difficult to manage, resulting in delays and increased administrative workload.
➤ Application Data Could Not Be Verified at Scale
Eligibility verification required staff to manually review income status, residency requirements, and academic standing using multiple external data sources. The absence of automated validation increased the risk of errors and significantly slowed down scholarship review and approval processes.
➤ Training Partners Had No Structured Coordination Channel
Great Jobs KC managed a growing network of training partners across multiple regions, but collaboration relied entirely on email communication. There was no centralized workspace, role-based access, or structured method for managing partner documentation and scholar-related information within Salesforce.
➤ Bulk Record Changes Required IT Involvement
Routine program updates such as modifying eligibility statuses, updating award amounts, or managing large groups of scholar records required developer assistance. This dependency created operational bottlenecks and delayed critical administrative processes.
➤ Scholars Had No Self-Service Support Channel
Applicants and enrolled scholars frequently contacted staff with routine eligibility, status, and application-related questions. Without an automated support system, staff spent significant time responding to repetitive inquiries instead of focusing on scholars requiring personalized assistance.
➤ The Existing Scholar Portal Was Underutilized
Although a Scholar Portal was already available, it lacked key automation capabilities such as enrollment reminders, document collection alerts, and status notifications. These gaps created friction in the scholar journey and increased the likelihood of drop-offs between scholarship awards and college enrollment.
SOLUTION
Assessment & AI Data Verification Integration
custom verification layer that connects Great Jobs KC's application intake to external assessment sources and applies AI-driven validation logic to automatically flag eligibility discrepancies - income, residency, and academic criteria - before they enter the manual review queue. This removed the most time-consuming bottleneck in the award pipeline.
AI-Powered Scholar Chatbot
NSIQ Infotech built and deployed a custom chatbot on the Scholar Portal that handles the highest-volume incoming questions - eligibility criteria, application status, required documents, college partner options - without staff involvement. The chatbot freed scholar support specialists to focus on direct-assistance cases that require human judgment.
Automated Communication Engine
NSIQ Infotech configured 15+ Salesforce flows that handle every scholar-facing communication automatically - application receipt, eligibility confirmation, award notification, enrollment reminders, and annual renewal prompts. Staff no longer draft or schedule these messages; the system triggers them based on record status changes in real time.
Mass Data Update LWC
NSIQ Infotech developed a custom Lightning Web Component that gives Great Jobs KC staff a self-service interface for bulk field updates across hundreds of scholar records simultaneously. A cohort-wide status change that previously required a developer now takes a staff member minutes, directly from the Salesforce UI.
Training Partner Experience Cloud Site
NSIQ Infotech designed and launched a brand-new, role-secured Experience Cloud site exclusively for Great Jobs KC's training partner network. Partners across the KC metro, Ford County, and Nodaway County now access scholar progress data, submit required documentation, and coordinate program activities inside a structured Salesforce environment - replacing the previous email-only workflow entirely.
Scholar Portal Optimization & New Flow Development
NSIQ Infotech re-engineered the existing Scholar Portal, rebuilding under-configured flows and developing new automations for touchpoints that had never been addressed - post-award enrollment nudges, document collection alerts, and scholar progress tracking. The portal now actively guides 2,000+ scholars through their journey rather than passively hosting information.
Platform Optimization & Enhancement
NSIQ Infotech optimized and enhanced Great Jobs KC’s existing Salesforce development and configurations by improving automations, refining system workflows, resolving performance bottlenecks, and strengthening overall platform stability. This continuous optimization ensures the platform remains scalable, efficient, and adaptable as Great Jobs KC expands its programs and operations across additional counties
Implementation Screenshots
Results

Conclusion
➤ Business Impact and Long-Term Success
Great Jobs KC partnered with NSIQ Infotech to maximize the value of its existing Salesforce environment and support the growing demands of its scholarship and workforce development programs. Over a twelve-month engagement, NSIQ Infotech delivered the automations, custom components, integrations, and digital experiences required to transform Salesforce into a comprehensive operational platform.
➤ A Scalable Platform for Student Success
The solution enabled Great Jobs KC to efficiently manage scholarship programs serving more than 2,000 students across the Kansas City region. By streamlining processes and reducing manual administrative effort, the organization gained the ability to focus more resources on supporting students and educational outcomes.
➤ Automation and Operational Efficiency
Custom workflows, integrations, and portal experiences improved collaboration between students, administrators, educational institutions, and employer partners. The automated processes reduced administrative complexity, improved data accuracy, and accelerated program management activities across the organization.
➤ Built for Future Growth
The Salesforce environment was designed with scalability in mind, allowing Great Jobs KC to expand its skills training initiatives into additional counties throughout Missouri and Kansas. As new students, employer partners, and educational programs are added, they can be managed seamlessly within the same Salesforce ecosystem.
➤ A Foundation for Sustainable Impact
The solution delivered by NSIQ Infotech extends beyond technology implementation. It provides the operational infrastructure required to support long-term program growth, strengthen stakeholder engagement, and ensure that scholarship opportunities are managed efficiently and effectively.
➤ Empowering the Mission
By creating a scalable and centralized platform, NSIQ Infotech enabled Great Jobs KC to focus on its core mission: helping deserving Kansas City students access higher education opportunities while removing administrative barriers that could stand in the way of their success.
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