Assignments, calendars and teachers
A centralized hub to organize courses delivered to companies, manage assignments and archive issued certificates, automating the calendar and coordination between internal and external instructors.
The starting point
Delivering consulting services for businesses and companies, from quality to training (in the classroom, online, on-site at the client) as well as drafting training certificates, risk-assessment documents (DVR), health-surveillance records, minutes and other mandatory documents means aligning internal and external actors, training bodies and teachers, professionals and occupational physicians.
The problem we found
With several actors and counterparties to synchronize, it becomes important to have a strong hub that simply lets the different profiles avoid the operational void, without confining them to overly complex desktop platforms. The teacher indicates their availability, letting the partner indicate periods of interest and confirmations, the client knows who will attend and when, and the employee has all appointments on screen, including the ability to download issued certificates and documents.
Technologies used
Workflow for assignments and training
Break down information silos by providing a single source of truth for delivering training courses and carrying out the planned activities (courses, visits, consultancy).
Total accessibility
Ensure that every operation (from attendance management to document check-off, as well as the electronic attendance register) could be carried out on-the-go even from smartphones, keeping UX and fluidity intact.
Track activities and generated artifacts
Bring into the system not only employees and companies but also simplify any coordination activities toward internal and external professionals, allowing direct adjustments and notifications.
Document exchange
Equip the system with agile tools for uploading (via drag&drop and direct actions) certificates, course documents and medical visits, integrating the digital compilation of attendance registers to definitively eliminate paper bureaucracy.
Focus on features and solutions
Informative dashboard
The first layer of the system is a screen that changes based on the role of the connected user. It brings together the most urgent tasks, visually grouping upcoming appointments, deadlines and activities not yet planned.
Teaching and courses
In the training and refresher field, a "course" is not a simple appointment. It's a complex logical entity, made of teachers, materials, signatures, legal limits and participants bound by time-based validity. The interface untangles this knot, making schedule, certificates and cross-referenced participants readable at a glance without forcing you to navigate through different flows.
Operational calendar
The calendar view (monthly or weekly) unifies assignments and activities. Built on UX logic that allows drag-and-drop, it reduces friction in the effort of fitting one client with another, thus mitigating problems caused by communications that don't "talk" to each other.
Support module
For any problem or need, the various users can use the internal form to contact the company providing the service. At the same time, it's possible to publish various FAQs.
Do you have similar needs?
Centralizing training courses, regulatory audits and document compliance under a single responsive cloud application turns 'managing operations' into a profitable asset.
