As the number of training courses, participants and customers increases, so does the complexity of the administration. Without support systems, this quickly leads to additional manual work and a higher sensitivity to errors. Coachview has been developed to help training organizations keep this growth manageable. Three ways in which Coachview contributes to scalable work are described below.
1. Automation of communication and processes
Coachview makes it possible to work with action templates and automated workflows. As a result, many recurring communication moments can be handled automatically, instead of manually per participant or training.
Examples include:
- automatically sending a confirmation when a training takes place permanently;
- sending certificates after successfully completing a training;
- enclosing documents or attachments when registering.
This automation saves time, reduces the risk of errors and ensures consistent communication with students and clients.
2. Reduction of back office work via the ContactApp
With the ContactApp, customers can carry out part of the administrative work that normally lies with the back office themselves. Managers and contacts get access to a clear environment where they can manage the training and progress of their employees.
The ContactApp includes:
- insight into planned and completed training courses;
- notifications when repeat training courses are necessary or certificates expire;
- overview of results, diplomas and evaluations
By making this information available to customers, the number of administrative actions and questions for the back office decreases, while customers gain more insight and control.
3. Efficiently manage participants and training
Coachview supports the easy addition of participants to training courses, both individually and in bulk, via CSV files. Once participants are included in the CRM, they can quickly be linked to one or more training courses.
This keeps the planning and management of training courses organized, even with larger numbers of participants. This makes it possible to scale up without leading to additional administrative complexity.
Conclusion
Scalability requires structure, overview and support of processes. Through automation, customer self-service and efficient participant management, Coachview helps training organizations to absorb growth without extra pressure on the back office. As a result, the management of training courses remains manageable even in the longer term.
