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Potchefstroom Academy & SAAHST · CHE-First Platform

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Confidential Proposal · May 2026

The CHE-First Academy Platform for Potchefstroom Academy & SAAHST

Not just learner management — a connected academy backbone for compliance, programmes, quality, operations, and learner communication. Built to complement Sage, not replace it.

6
Platform Modules
8–12wk
To Go-Live
R15.5K
Per Month · ex VAT
CHE
First-Class Workflows
Strategic Vision

More than learner management.
An academy command centre.

A CHE-first platform that connects learners, programmes, compliance, quality, and operations — while Sage Pastel and Sage Payroll remain your accounting and payroll system of record.
skillSYMS · Potchefstroom Academy & SAAHST · May 2026
Strategic Urgency

Why This.
Why Now.

The CHE landscape has tightened, and 180–220 learners moving through the academy each year deserve a single, defensible operational backbone — not a patchwork of spreadsheets, email, and ad-hoc folders.

01
CHE Compliance Pressure Is Real

Self-Evaluation Reports, accreditation evidence, document libraries, and governance trails need to be ready on demand — not assembled in a panic before a review.

02
Learner Lifecycle Visibility

180–220 students per year need consistent visibility on enrolment, attendance, progress, evidence, and communications. Spreadsheets cannot carry that load reliably.

03
Operations Without Disrupting Sage

skillSYMS adds the academy operations layer — student finance visibility, POS reference, learner billing context — while Sage Pastel and Sage Payroll stay exactly where they are.

04
Audit Confidence Becomes Routine

Audit trails, review findings, evidence readiness, and corrective actions become an everyday workflow — not a quarterly fire drill the team has to recover from.

Platform Modules

A 6-Module Academy Platform

Built as a CHE-first ecosystem — six modules that together cover learner lifecycle, compliance, delivery, quality, operations, and communications. Activate the full bundle from day one or phase modules in.

Module 01
Learner Management
  • Full learner profiles & documents
  • Enrolments & lifecycle tracking
  • Attendance & progress
  • Communication history
Module 02
CHE Compliance
  • Institution profile & CHE document library
  • SER projects & SER versions
  • Programme readiness & reviews
  • Action plans, policies, governance
Module 03
Delivery & Academy
  • Programme & module setup
  • Sessions, calendars, timetables
  • Student progress visibility
  • Academic operations
Module 04
Quality & Audit
  • Audit trails & activity logs
  • Review findings & evidence
  • Corrective action tracking
  • Compliance reporting
Module 05
Operations
  • Calendar & delivery coordination
  • HR / People & staff roles
  • CRM & tasks
  • Internal workflows
Module 06
Comms & Finance Layer
  • WhatsApp comms — 5,000 msgs/mo
  • Notifications & reminders
  • Student billing / POS reference
  • Sage-friendly finance visibility
Functional Scope

Everything Potch Academy Needs,
In One Platform

Mapped directly to the requirements André raised — every workflow engineered for CHE-first academy reality.

🎓
Learner Profiles & Enrolments

Full learner records, documents, enrolment forms, attendance, progress, and communication history — visible to admin, compliance, and academic staff.

📋
SER Projects & CHE Documents

Self-Evaluation Report projects, SER versioning, CHE document library, programme accreditation, policies, and governance evidence — review-ready.

📚
Programmes, Sessions & Calendars

Programme setup, module delivery, session/calendar support, timetables, and student progress dashboards for the academic team.

🛡️
Quality, Reviews & Action Plans

Audit trails, review findings, quality actions, evidence readiness, corrective action tracking, and compliance reporting — kept review-ready.

👥
HR / People & CRM

Staff roles, HR records, task management, and CRM workflows — covering enquiries, follow-ups, and operational visibility across the academy.

💬
WhatsApp Comms & POS Reference

5,000 WhatsApp messages/month for reminders and follow-ups, plus POS reference and student billing visibility that complements Sage.

💬
skillSYMS AI
Intelligent Assistance

WhatsApp Automation &
Compliance Assist.

Built into the platform from day one — automated reminders for the academy team, compliance evidence prompts at SER milestones, and learner nudges on the channel students actually open.

  • 📲
    Automated WhatsApp Reminders

    Class reminders, document deadlines, payment prompts, and follow-ups — sent through templated WhatsApp flows.

  • 📌
    Compliance Evidence Prompts

    SER milestones, governance reviews, and policy refresh dates surface automatically before they become overdue.

  • 📈
    Learner Progress Nudges

    Trigger-based comms when attendance dips, assessments lag, or submissions are missing — closing the loop early.

  • 🔎
    Smart Document Search

    Instant retrieval across the CHE document library, learner files, and policies — saved searches and tags.

Implementation Plan

From Sign-Off to Go-Live

A phased, low-disruption rollout — designed to keep Potch Academy operational throughout while the new backbone is configured around your existing rhythm.

P1
Phase One
Tenant & Learner Foundation
2–3 weeks
Tenant config & branding · Users, roles, permissions · Learner imports · Programme & module setup · Calendar baseline
P2
Phase Two
CHE Workflows & SER
3–4 weeks
Institution profile · CHE document library · SER projects & versions · Programme accreditation · Reviews, action plans, governance
P3
Phase Three
Quality, Operations & Comms
2–3 weeks
Audit trails & evidence readiness · HR/People · CRM & tasks · WhatsApp templates · Finance/POS reference setup
GO
Phase Four
Training & Go-Live Review
1–2 weeks
Admin, compliance, academic, ops & finance training · Practical walkthroughs · Go-live · Post-rollout Sage discovery scoping
Total Delivery Timeline
8 – 12 Weeks to Full Deployment
Investment Structure

Transparent Pricing.
One Recommended Bundle.

A modular CHE-first bundle for ~180–220 students annually, billed monthly with an annual option. All prices exclude VAT (15%).

Recommended
Recommended Bundle
CHE-First Academy Platform
R15,497
/ month · ex VAT · R154,970 / year
  • skillSYMS Scale Platform · 1 academy · up to 500 learners
  • Full CHE Workflow Pack — SER, documents, governance
  • Quality / Audit Pack — evidence, reviews, action plans
  • Operations Pack — Calendar, Delivery, HR/People, CRM
  • WhatsApp Comms Channel — 5,000 messages/month
  • Finance / POS Reference Module — Sage-complementary
Recommended Option
Monthly Cost Breakdown — Recommended Bundle
R15,497 / mo
ComponentMonthly (ZAR)
skillSYMS Scale PlatformR 3,999
Full CHE Workflow PackR 4,500
Quality / Audit PackR 1,499
Operations Pack — Calendar, Delivery, HR/People, CRMR 2,500
WhatsApp Comms Channel — 5,000 msgs/moR 1,499
Finance / POS Reference ModuleR 1,500
Estimated Monthly TotalR 15,497
Estimated Annual Total (before VAT)R 154,970
Once-Off Setup & Enablement Fees
From R 87,500
ItemInvestment (ZAR)
Setup & Tenant Configuration — branding, roles, modules, environmentR 35,000
Training & Enablement — admin, compliance, academic, ops, financeR 22,500
Customisation & CHE Process Mapping — SER mapping, templates, QA configFrom R 30,000
Finance / Sage Integration DiscoveryTo be scoped
Scale Assumption
180–220 Students · 1 Academy

Sized for current annual student volume within the Scale Platform's allowance of up to 500 active learners. Scope is for one academy / institution group.

Sage Stance
Sage Pastel & Payroll Remain in Place

skillSYMS handles academy operations and student finance visibility. Sage stays as the accounting and payroll system of record unless a separate integration scope is approved.

All pricing excludes VAT (15%). Annual billing structures available on request, subject to final scope confirmation.

Value & Returns

Returns Beyond
the Monthly Line

📈 Tangible Returns
  • Faster, defensible SER cycles with evidence already organised
  • Lower admin load — learner records, documents, and comms in one place
  • WhatsApp-first reminders that reach learners on the channel they actually use
  • Audit trails on tap — compliance becomes routine, not a quarterly scramble
🏆 Strategic Returns
  • CHE-readiness as a posture, not an event
  • Sage harmony — academy ops layered on top, no accounting disruption
  • Stronger learner retention through consistent communication and visibility
  • Board and council confidence backed by audit-ready evidence
About skillSYMS

We Build
Academy
Ecosystems.

skillSYMS specialises in CHE-aligned academy management platforms for South African private institutions — built for compliance, designed for learner outcomes, and engineered to coexist with the financial systems you already run.

Our approach is complementary, not disruptive: we add the academy and compliance layer your team needs, while Sage Pastel and Sage Payroll continue to do what they do best.

🛡️
CHE Specialisation

SER, document libraries, governance, action plans, and review-readiness baked into the platform — not bolted on.

🎓
Academy Operational Depth

Programmes, modules, sessions, calendars, attendance, HR, CRM — the full daily operating surface of a private academy.

🤝
Sage-Complementary Stance

Finance/POS visibility for student operations, while Sage Pastel and Sage Payroll stay as accounting/payroll systems of record.

💬
WhatsApp-First Comms

South-African-built communications that reach learners and staff on the channel they actually open — automated and templated.

Next Steps

From Sign-Off
to Live Platform

1
Confirm Scope & Sign-Off

Review the recommended bundle and once-off fees, confirm the modules in scope, and lock in the kick-off date. skillSYMS provisions the tenant within a week.

2
Tenant Provisioning & Data Import

Tenant setup, branding, users and roles, learner imports, programme/module setup, and calendar baseline established.

3
CHE Workflow Configuration & Training

SER projects, document library, reviews, action plans configured. Admin, compliance, academic, ops, and finance teams trained with practical walkthroughs.

4
Go-Live & Post-Rollout Sage Discovery

Full platform launch, then a usage review at 60–90 days to confirm whether a deeper Sage integration or finance migration should be scoped separately.

Ready to Proceed

Build the CHE-Ready
Academy Backbone

Let's confirm scope and a kick-off date for Potchefstroom Academy & SAAHST. Tenant provisioning starts within a week of sign-off.

Prepared by
Lerato & Team
skillSYMS · Academy & Compliance Solutions