Where it starts
Its course calendar was kept in a spreadsheet. The business in this demonstration: Short professional courses, four rooms, fifteen freelance trainers.
This is a product demonstration with a made-up business, not a customer story.
What the app takes care of
- Nobody knew until the last minute whether a course had enough people. Each run shows its seats against its minimum, and a run at risk is raised days before the decision.
- Registrations came by phone and email, trainers and rooms were booked by hand. One course calendar holds registrations, payments, trainers and rooms.
- Certificates were typed one by one, and companies asked for invoices. Certificates follow from the attendance register, and company bookings carry their invoices.
- No view of which courses fill up and which pay their way. Fill and margin by course on one page.
The screens the crew designed
- The attendance register, for Coordinators and trainers: One session's register on a tablet. Present, late, absent or excused is one tap per participant.
- Certificates, for Coordinators: Who has met the attendance rule and who has not, with the printable certificate beside the list.
- Company clients, for Office: Each company with its contacts, the staff it has booked on courses and what has been invoiced.
- Insights: fill and profit, for Owner: Part of the insights page: how full the courses are and what they earn after trainer and room costs.
Routines it runs
The crew planned go or no-go on each run, certificates from attendance and company invoices in this session. Emailing participants was left out until its setup is verified.
- Run at risk. When a run is below its minimum as its decision date nears: It is raised to the owner with the seats held and what it needs.
- Certificates. When a participant meets the attendance rule: Their certificate is ready to print from the register, with nothing retyped.
- Company invoices. When a company books seats for its staff: The booking carries its invoice, so both stay together.
What changes for the owner
- No last-minute surprises. Each course shows how full it is against the number it needs, so the decision to run it is made early, not on the morning.
- Certificates without retyping. Attendance is taken once per session, and the certificate list follows from it.
- Company bookings and invoices together. A company's staff, courses and invoices sit on one page, so nobody rebuilds an invoice from emails.
Who works on it
Leo, the lead, brought in the experts this job needed: Leo, Archie, Dax, Dez, Sentry, Cody.
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