Eigen X Case Study - Beck Institute

Client Overview

Location: Philadelphia, PA, USA

Employees: 70-80

Industry: Education Management

Solution: B2B Commerce, Sales Cloud,​ DemandTools, FormAssembly, Marketing Cloud, Tableau

Go-Live Dates: March 2021

Founded in 1994 by Dr. Aaron Beck and Dr. Judith Beck, Beck Institute is a 501(c)3 nonprofit with the mission of improving lives worldwide through excellence and innovation in Cognitive Behavior Therapy (CBT) training, practice, and research. We continue to build upon our 27-year legacy by constantly innovating while we train professionals to deliver high-quality, evidence-based treatment.

Challenge

  • Gain insight on buyer habits​

  • Manual awarding of certifications​

  • Data and metrics getting pulled from multiple systems and files​

  • End User experience for applicants and buyers was outdated​

  • Lack of automated donations and payment process​

  • Strategic plan for business process

Solution

  • Implement B2B Commerce so Beck Institute can track cart behavior ​

  • Create integration to payment processor​

  • Create Donation forms to automatically capture donation payments​

  • Consolidate all data into one master system​

  • Create unique end user experience to increase purchasing behaviors​

  • Create future state documentation to streamline the implementation process ​

  • Implement Marketing Cloud to manipulate buyer behaviors​

  • Create Tablaeu Dashboards to gain visulizations of buying behaviors

Result

  • Report and Market to users based on cart and checkout history​

  • Customize the data entered to Authorize.net for Finance team to reconcile data​

  • Development has automated process to market and accept donations​

  • Beck Institute has a one stop shop for all of their data​

  • Tailored user experience based on Contact data​

  • Backlog of items to implement with projected end dates give all team members insight on status of feature enhancements