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Richard Cassidy
Business & Training Management Consultant
@Adm1nistrate
rc@getadministrate.com
linkedin.com/in/richardcassidy
Are You a Training
Commercial Training Provider
or an Internal Training
Department?
Cut down on time
We see training companies and internal training
departments spend far too much time on admin tasks
like scheduling, coordinating and managing courses.
Why?
Because you’re probably using separate software for
course booking, LMS, website booking and invoicing.
Automating common workflows.
Effortlessly promoting (and selling)
your courses online.
Delivering and managing
blending learning.
increasing profitability with
management information.
Managing your training operation in
one place.
What?
“I’m still amazed at how much
time we save now that
everything’s in one place.”
Simon Crowther
Ceo
Care Skilled
For Training Providers
Only!
Automating common workflows.
Effortlessly promoting (and selling)
your courses online.
Delivering and managing
blending learning.
increasing profitability with
management information.
Managing your training operation
in one place.
What?
How Much Time Do You Spend on
Repeated Admin Work Each Week?
Save time
Training providers typically save at least half a day
per week in admin time with automation.
And in some cases up to Two days!
“By automating workflows, we
were able to scale to become
one of the top finance training
providers in the Middle East.”
Ibrahim Sabra
Systems Manager
Morgan International
Unaware of their problems, until it is
pointed out.
Multiple systems already hold
different pieces of information.
They don’t have or know of any tools
that can help them.
Systems out there are overly
complex or really expensive.
Maybe they think doing this kind of
admin is their job?
We have the
answers
Do You Currently Link/Integrate
Your Training Management Tools
With Your Website?
We Asked The Same Question to
160 Other Training Organizations
Earlier This Month…
85% Did Not Have Integrated
Online Booking!
24
136
YES
 NO
“In the 12 months after integrating
our website and training
management software, we saw
our revenue double. We changed
nothing else in the business
during that period!”
Steve Broker
CEO
Kenteck Training
Do You Have an LMS?
Which of These Systems Do
You Use to Manage Your
Operation?
Extra Workload
Duplicate data entry.
Inefficient
Looking in several places to find
what you need.
No Visibility
Lack of clear and instant, Up-to-date
management information.
High Cost
Paying for multiple systems
or subscriptions.

Manage
Manage
Technical Expertise Required
All systems need to be integrates. It’s a nice idea,
but full of continuous problems in reality.
How many delegates attended a
specific course between dates
X and Y?
What’s the average pass rate for
course A in a particular city or state.
How many delegates registered to
attend a course vs. how many
turned up?
By location, which of our courses
should be run the most?

Manage
Manage
By profit margin, which of out courses should we
run the most?
Do we run enough of our most
profitable courses?
How many cancellations do we have
X weeks pre-course?
How many delegates pay
in full pre-course?
What’s our average number of
debtor days by course/location/
country, etc.?
Does whether a delegate pays in
advance impact on their
performance on the course?
Manage
If You Could Manage
EVERYTHING in Just One or
Two Systems, Would you?
Take The Test!
Get the most from 
Training Management Software – Take a Trial!
Could training management software
boost your profitability?
Make sure you’ve got online
booking sorted!
Four Great tips for better
classroom management.
Learn the secrets of
student retention.
7 Must Read
Articles For
Training
Professionals
Don’t fall into the spreadsheet trap!
How to plan great training sessions.
Why you should consider training
management software.
(even if you think your current
situation is fine.)

7 Must Read
Articles For
Training
Professionals
Richard Cassidy
Business & Training Management Consultant
@Adm1nistrate
rc@getadministrate.com
linkedin.com/in/richardcassidy
Q&A

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How to Streamline Workflow and Increase Course Bookings

  • 1. Richard Cassidy Business & Training Management Consultant @Adm1nistrate rc@getadministrate.com linkedin.com/in/richardcassidy
  • 2. Are You a Training Commercial Training Provider or an Internal Training Department?
  • 3. Cut down on time We see training companies and internal training departments spend far too much time on admin tasks like scheduling, coordinating and managing courses.
  • 4. Why? Because you’re probably using separate software for course booking, LMS, website booking and invoicing.
  • 5. Automating common workflows. Effortlessly promoting (and selling) your courses online. Delivering and managing blending learning. increasing profitability with management information. Managing your training operation in one place. What?
  • 6. “I’m still amazed at how much time we save now that everything’s in one place.” Simon Crowther Ceo Care Skilled
  • 8. Automating common workflows. Effortlessly promoting (and selling) your courses online. Delivering and managing blending learning. increasing profitability with management information. Managing your training operation in one place. What?
  • 9. How Much Time Do You Spend on Repeated Admin Work Each Week?
  • 10. Save time Training providers typically save at least half a day per week in admin time with automation. And in some cases up to Two days!
  • 11. “By automating workflows, we were able to scale to become one of the top finance training providers in the Middle East.” Ibrahim Sabra Systems Manager Morgan International
  • 12. Unaware of their problems, until it is pointed out. Multiple systems already hold different pieces of information. They don’t have or know of any tools that can help them. Systems out there are overly complex or really expensive. Maybe they think doing this kind of admin is their job? We have the answers
  • 13. Do You Currently Link/Integrate Your Training Management Tools With Your Website?
  • 14. We Asked The Same Question to 160 Other Training Organizations Earlier This Month…
  • 15. 85% Did Not Have Integrated Online Booking! 24 136 YES NO
  • 16. “In the 12 months after integrating our website and training management software, we saw our revenue double. We changed nothing else in the business during that period!” Steve Broker CEO Kenteck Training
  • 17. Do You Have an LMS?
  • 18. Which of These Systems Do You Use to Manage Your Operation?
  • 19. Extra Workload Duplicate data entry. Inefficient Looking in several places to find what you need. No Visibility Lack of clear and instant, Up-to-date management information. High Cost Paying for multiple systems or subscriptions. Manage
  • 20. Manage Technical Expertise Required All systems need to be integrates. It’s a nice idea, but full of continuous problems in reality.
  • 21. How many delegates attended a specific course between dates X and Y? What’s the average pass rate for course A in a particular city or state. How many delegates registered to attend a course vs. how many turned up? By location, which of our courses should be run the most? Manage
  • 22. Manage By profit margin, which of out courses should we run the most? Do we run enough of our most profitable courses?
  • 23. How many cancellations do we have X weeks pre-course? How many delegates pay in full pre-course? What’s our average number of debtor days by course/location/ country, etc.? Does whether a delegate pays in advance impact on their performance on the course? Manage
  • 24. If You Could Manage EVERYTHING in Just One or Two Systems, Would you?
  • 25. Take The Test! Get the most from Training Management Software – Take a Trial!
  • 26. Could training management software boost your profitability? Make sure you’ve got online booking sorted! Four Great tips for better classroom management. Learn the secrets of student retention. 7 Must Read Articles For Training Professionals
  • 27. Don’t fall into the spreadsheet trap! How to plan great training sessions. Why you should consider training management software. (even if you think your current situation is fine.) 7 Must Read Articles For Training Professionals
  • 28. Richard Cassidy Business & Training Management Consultant @Adm1nistrate rc@getadministrate.com linkedin.com/in/richardcassidy Q&A

Hinweis der Redaktion

  1. Commercial Training Provider / Internal Training Department
  2. “We believe the solution the problem we all face in the training industry is to address 5 key areas. In a few slides we’ll look at these in much more detail.”
  3. Who we are and where we are: Administrate, a software company based in Edinburgh, Scotland.
  4. Training Industry OnlyWe work only with the training industry. Everything we do is focused on helping training professionals grow their operations, be more efficient, and allow them to focus on what they do best: train others to be great.“We work with hundreds of training professionals all over the world, from North America, through the UK and Europe all the way to Australia. Our presentation today will draw from our experiences over the last few years.”
  5. “Here’s a reminder of the 5 key areas we’re going to address during this webinar.”
  6. 3 hours or less / 3-6 hours / more than 6 hours“We see most organizations typically spending 8-12 hours on repetitive adminper staff member each week. When asked, 90% of companies were shocked when they accurately tracked admin time which they said should be automated nowadays.”
  7. “Think of the time spent manually updating course information in multiple places! Why wouldn’t you update one system and have it link to your website? Better still, it means course bookings go directly into your system and you don’t have to copy and paste bookings or enquiries from emails – the way old-fashioned booking forms work.”Statistic: “By automating tasks such as emailing joining instructions, and storing certificate and course outcome templates within your management software, it has been proven that you can reduce a staff member’s admin time by at least 1 day per week, and in some cases up to 2 days.”
  8. “If it’s so great, why isn’t everyone doing this already?”
  9. “Everyone has their own reasons, but here are a few we’ve come across in the past.”
  10. “Let’s talk a little about website integration.”
  11. Yes / No
  12. “Think of the time spent manually updating course information in multiple places! Why wouldn’t you update one system and have it link to your website? Better still, it means course bookings go directly into your system and you don’t have to copy and paste bookings or enquiries from emails – the way old-fashioned booking forms work.”
  13. Yes / No
  14. “If you have an LMS, make sure it does what you need for classroom training management as well. I don’t just mean the ability to make notes against a delegate record, but something that actually allows you to coordinate classroom courses and all of the admin associated with managing them, as well as recording exactly who’s been on which course and when. If your LMS can’t do this, or is limited, make sure it integrates with your training management system. If neither options work, go and get a system that does! There are systems out there that truly allow you to manage classroom and online learning without having to compromise on functionality.”
  15. “Make sure your tools also give you powerful and accurate, up-to-the minute reports on everything you need to know!”
  16. CRM or Custom Database / Excel / LMS / Website / Financial System
  17. It’s common for training companies and training departments to have many systems, unfortunately not all of them consider the pain they’re experiencing with this way of working.
  18. “Here are some examples of how training operations like to cut and slice their data. This is just a snapshot! Can you manage produce reports like this in one place, from one system?”
  19. Yes / No
  20. “There are some great training management solutions out there, and we recommend following our guide to make the most out of them. Try out integrated training management software for yourself and see what it can do for you!”
  21. “Here’s some extra reading that will help you take away some thoughts we’ve shared with you today. You’ll find links to all articles in the follow-up email after the webinar.”