When it comes to searching for a new software solution for your training business, you'll often be met with an endless list of functionality from various suppliers, all of which has the potential to revolutionise your training company in some form. Particularly in the early stages, you'll more than likely come up with more questions than answers and find yourself sinking hours into comparison and review sites.
As a training provider, in reality it can take months to work your way through the capabilities and intricacies of different solutions in order to find the best fit for your business.
In this blog, we decided to ditch the detail and focus on the big hitters. From conversations with our customers, we've identified 4 key areas that people absolutely love about training management software, including:
The course calendar is a crucial component of any training management system that allows the administrator to pull all of this course information into one centralised, interactive panel.
New course dates can be scheduled, populated, and advertised within seconds from stored templates. You can view and edit course information from here, including linked resources, sent communications, delegate bookings, finance information and stored documentation.
The resource management tool allows you to handle everything you need for your course to go ahead, including trainers, venues, equipment for the day and travel. An easy-to-use calendar allows you to pull all of this information into one view, with the ability to attribute resources to a particular course, and determine the viability and profitability of each session.
Whether you're a director looking to gain a quick snapshot of daily performance, a salesman measuring your team's KPI's, a finance manager running an in-depth report, or an administrator looking at upcoming tasks; there's functionality to support each user.
A training management system like accessplanit allows ease of reporting through 3 core areas of functionality:
Dashboard: This starts as a blank canvas and allows you to create key stats and datagrids personal to each user or job role. It’s mobile friendly and updated in real time, so you can stay in the know, on the go!
Report Writer: This in-depth reporting tool allows you to pull information from any data source within the platform. This is particularly useful for weekly financial reports, trainer usage information and delegate feedback assessment!
Datagrids: This is one our customers favourites. Datagrids can be found system wide, and are used to compartmentalise important information in a digestible way, allowing you filter the information you need and bring it to the forefront when required.
'IF a trainer cancels last minute THEN create an urgent task to arrange another trainer'
'IF a course has finished AND feedback has been received from Delegate A THEN send out their certificate'
or even...
'IF a delegate books on to a course THEN send joining instructions AND send a text 1 day before course start date'
Some of our larger clients have literally hundreds of workflows set up all with a different purpose or circumstance. This means thousands of automated tasks being created and emails being sent without any human intervention. Cool, right?
Many training providers have realised it's both inefficient and costly to run disparate systems side by side, relying on re-keying data and import/export tools in order to connect the dots.
It's rare nowadays to come across a software solution that doesn't offer some form of integration, whether it be a native one or simply an API that allows basic information to be transferred across.
Training management software is designed to be an all encompassing system that presents a single source of truth and manages the core end-to-end functional requirements for a training business to operate. That said, if providers would like to link up external tools, accessplanit offer a number of integrations which help to keep everything under one roof. Some of the most popular include Google Analytics, Finance integrations and Outlook Exchange.
Come and learn more about our integrations.
What is your favourite area of a training management system? Let us know in the comments!
All the quotes referenced above can be viewed on our Capterra review site.
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