Academy Update - 25/7

Kerala Ayurveda Academy Holistic Revamp & Optimisation Project

Date: July 25, 2025

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1. Strategic Overview

This initiative is a comprehensive systems transformation for the Kerala Ayurveda Academy, not just a website redesign. The goal is to modernize and optimize the entire digital ecosystem spanning website, CRM, payment systems, learning platforms, and internal workflows to support our diverse course offerings and improve operational efficiency across teams.

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2. Efforts so far

Table 10

Table 10

Month

Milestone

Key Activities

June 2025

Zoho, MBO Platform Evaluation & Deep Dives

Full audit of MBO, Zoho, Talent LMS

Stakeholder alignment meetings (Kathy, Suzanne, Kavitha, Dr. Jayarajan)

Migration checklist and platform fit analysis initiated

Zoho CRM deep dive: manual lead imports, fragmented workflows, lack of automation

MBO analysis: Super tedious payment process for users and academy teams, manually managed payment system, tedious certification setup, poor student history visibility, manual rosters

Mapped dependencies across systems

MBO Migration plan :

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https://zapgift.atlassian.net/wiki/x/AYDGi

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Zoho Plan :

https://zapgift.atlassian.net/wiki/x/AgC7j

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July 2025

PRD Creation, Designs,

Present User flow mapped

Proposed User flow mapped & Reviewed

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https://www.figma.com/board/1xU06HP7vXSvWyicEgV96A/Kerala-Ayurveda---Product?node-id=1662-2480&t=wRgeSe9X1ljSiQiy-1

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Creating PRD for each module

Competitor analysis

Designing website screens

Priyanka - Evaluating & designing new lead capture workflows using Zoho Forms & CRM automation

Proposed Zoho Sign integration for enrollment compliance

Redesigning Zoho modules: Leads, Tasks, Notes, Reports

Blueprint for replacing Google Sheets with CRM dashboards grouped by course/cohort

There are no rows in this table

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Next Steps

Design & Development: Finalize Figma designs, build Shopify pages (homepage, course listings, static content).

Integrations:

Zoho CRM: Lead syncing, form mapping, automation setup

Talent LMS: Auto-enrollment via Shopify triggers

Payment Gateway: Affirm/Klarna/Stripe/PayPal integration with installment plans

E-signature: WaiverKing or Zoho Sign for compliance

Zoom Integration : For 1 on 1, webinars

Comprehensive Data Migration :

https://docs.google.com/spreadsheets/d/1elpAu36utJc8ZvEl45Dfg03J-ySfST-xrqVCKIepK6g/edit?usp=sharing⁠

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Content Migration: Move content of courses, homepage,static pages, blogs, wellness services, and student resources e.t.c to Shopify.

QA & UAT: Validate all flows, conduct sanity testing, Zoho setup and run user acceptance sessions.

Data Migration QA

KT Sessions : Zoho KT to Marketing Team, Zoho & Shopify KT to Kathy & Team, Zoho sign KT, 3P Payment option(affirm, klarna e.t.c) KT

Go Live: DNS switch, final sync, and launch

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