Case Study: Worldwide Instructional Design System (WIDS) achieves better consulting project management and faster client-data access with Aptean CRM

Management, Customizations and Easy Data Access

Worldwide Instructional Design System (WIDS), a division of the Wisconsin Technical College System Foundation, needed a CRM that could handle consulting project management, SOW customizations, marketing, and easy access to client and consultant data. After struggling with systems that lacked project-management features and secure data access, WIDS selected Aptean CRM’s OnContact CRM to address those gaps.

Aptean CRM implemented OnContact CRM with SOW, company/contact, contract and opportunities components, provided implementation planning and user training, and delivered network CRM security. The solution gave WIDS readily accessible client records, improved oversight of projects and staff workloads, and drove an uptick in productivity — delivering “enormous efficiencies” in managing client, project and consultant data, according to WIDS leadership.

Worldwide Instructional Design System

Leah Osborn

Director