The firm
Six trainers and two coordinators deliver leadership, sales and compliance training for corporate clients, in person and online.
What made the work hard
- Logistics problems overshadowed good sessions.
- Feedback reports were late or skipped.
- E-learning projects overran on revisions.
How they set up MSMEPulse
- Chose Training & Corporate Learning at signup, with corporate training programme and e-learning course templates.
- Put participant lists and attendance sheets on the checklist.
- Made the feedback report a billed milestone.
The templates for Training & Corporate Learning in MSMEPulse: Corporate training programme, E-learning course development.
A typical month
Each programme moves from needs analysis to design approval, logistics, delivery and the feedback report. Coordinators work through logistics tasks with dates. The feedback report goes out within a week, and the final invoice with it.
What changes
- Logistics are planned like a project.
- Every programme ends with a feedback report.
- Design approvals limit late changes.
See it with your own industry
Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.
