Citizens Advice Cut Admin by 50% with accessplanit

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  • 50% reduction in manual admin

  • Live course bookings and instant booking confirmations

  • Accurate insights for intelligent business decisions


Citizens Advice is the UK's largest charity. They maintain a continuous training program to recruit and train 28,500 volunteers and staff.

So we...

Helped them manage all training throughout their entire network and beyond.

Before implementation, all training was recorded on spreadsheets and internal systems, and all communications were undertaken via email. In short, all processes were time-consuming and labour-intensive. There was no way to thoroughly assess training statistics and data.

Citizens Advice required a training management system that could manage courses and internal events for 28,500 staff across 600 locations. A reduction in errors and duplication, and the introduction of online course booking was critical. In addition, it was necessary to provide commercial training for the voluntary and charity sectors.

Now, Citizens Advice possess clear visibility over all courses booked, completed, and available. Courses can be directly booked, rather than processed by head office. Training supervisors also gained a clear overview of each learner's records, status and progress.

According to the client...

'A training management system which could support our fairly complex internal training requirements and help drive our commercial business aspirations was a fairly big ask. accessplanit was one of the only systems on the market with the functionality we needed.

The service at accessplanit is very personable. We have a dedicated person to support the business who understands our terminology and what we are trying to achieve. They get it! One of the reasons we chose accessplanit is because we knew we would get great service.'

Andrew Daly, Citizens Advice Service 


Find out how we did it...

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