Enbu’s Training Management Solution on the Sage CRM Platform

This document describes how Enbu uses its Event Manager and Resource Planner products to create

a Training Management Solution on the Sage CRM Platform.

Enbu Consulting

13 Mayne River Way, Burnell Square, Northern Cross, Dublin 17, Ireland

info@enbu.ie

+353 1 8678684

Visit us at http://www.enbu.ie/

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The Context ___________________________________________________________________ 3

The Goal ______________________________________________________________________ 3

The Challenge __________________________________________________________________ 3

The Solution ___________________________________________________________________ 4

Why Event Manager? ____________________________________________________________________ 4

Why Resource Planner? __________________________________________________________________ 4

Why Sage CRM? ________________________________________________________________________ 5

Why Enbu? ____________________________________________________________________________ 5

The Training Management Solution ________________________________________________ 6

Define Course/Module ___________________________________________________________________ 6

Course Promotion ______________________________________________________________________ 8

Student Registration ___________________________________________________________________ 10

Setup ________________________________________________________________________________ 11

Course Life Cycle ______________________________________________________________________ 12

Conclusion ___________________________________________________________________ 13

Contact Enbu Consulting ________________________________________________________ 13

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The Context Training is your business. Although you have a range of standard programmes that you provide you

are also flexible and will provide bespoke training as required.

You have a dedicated staff of professional trainers with administrators and customer care

professionals supporting the business needs.

Your team of trainers is made up of full time employees and contractors.

The Goal You want to provide the best and most far reaching set of products that satisfy the needs of your

existing client base and will also attract new clients. You pride yourself on offering products that

make a difference, that are run in an efficient, friendly way and that satisfy your clients’ needs.

To achieve this you ensure

it is easy (for student or administrator) to find courses that match requirements

web search, subject, keywords, location,

venues and schedules are clear

costs and methods of payment are clear

pre-booking online, by phone or email is supported

waiting list are supported

discounts to active students are supported

discounts for referrals are supported

marketing campaigns/offers/promotions are supported

your Website content may be maintained and accurately reflects your courses and modules

all course material is downloadable

news, updates, communications are sent to all interested parties

student records are maintained

trainer skillsets, qualifications and certifications are recorded

The Challenge It can be difficult to ensure that everybody in a training organisation has a clear understanding of

where they should be and what they should be doing at all times. It’s hard enough when things are

going smoothly (all courses defined, all resources defined, all students informed) but when things go

wrong (sick staff, equipment breakdowns, double bookings (rooms, trainers)) it can be a nightmare.

This is where a system that helps you plan for the usual and react quickly to the unusual is crucial.

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The Solution Enbu’s Training Management Solution comprising of the Event Manager and Resource Planner

modules running on the Sage CRM platform as one seamlessly integrated system giving the power of

CRM and the additional feature set needed for any training organisation.

Sales like the solution because they know which course has space and which doesn’t, which courses

to push and which courses seem sell themselves.

Finance like the solution because they can get accurate numbers that assist in cash flow and budget

planning.

Senior Managers like the solution because they can get accurate reporting and quickly identify risks

to the organisation’s financial health.

Why Event Manager?

Event Manager provides the ability to create courses and modules (events), communicate course

information to interested parties, manage clients’ expression of interest and booking confirmation,

prevent over booking, and manage course related pricing including promotional discounts.

During the life cycle of a course all news, updates and critical announcements may be sent to the

correct student group.

Event Manager’s Web Portal allows students to access secure areas of your organisations web site

allowing them to download course material as needed.

Why Resource Planner?

Whereas Event Manager is primarily focused on courses and course attendees, Enbu’s Resource

Planner solves issues relating to scheduling and booking of key resources.

All resources may be defined and their free/busy (booked) times may be easily viewed in a calendar

on a daily, weekly or monthly basis.

Apart from being able to see free and busy times the Resource Planner ensures that you cannot

double book! No more anguish as students from different courses arrive at the same room, no more

frustration as a trainer suddenly discovers they should be in two places at once, in short, no more

hassle.

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Why Sage CRM?

Enbu’s products run on Sage CRM, a flexible, easy to deploy, yet highly configurable web based

system.

All data relevant to a Sage CRM user may be accessed on the move either using laptops, smart

phones or tablets.

This means that your training staff do not have to be tied to the office to see what’s happening, to

receive updates and to access key information.

It’s a CRM product, so as you’d expect it supports all standard CRM activities including sales,

customer care and marketing backed by an organisation that has over 6 million customers

worldwide, has more than 12,000 organisations in 70 countries using its award winning Sage CRM

software to manage their critical activities every day.

Why Enbu?

Enbu is a registered Business Solutions Provider and Development Partner for Sage. Enbu Consulting

has an unrivalled direct practical knowledge and experience with the Sage CRM system and is

renowned as the foremost authority in Sage CRM in the world today.

Central to Enbu's approach is the development of Sage CRM add-on modules, seamlessly integrated

with Sage to help businesses manage key functional tasks.

We've worked with Sage CRM since its inception in 1997, partnering with leading companies in

Europe, US, Middle East, Asia, Africa and Australia.

No one is more experienced in the intricacies of business process, in CRM products, CRM

development and how Sage CRM can transform a business practices.

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The Training Management Solution

Define Course/Module

You’ve decided to run a new course. You’ve had feedback from a significant number of course

attendees which suggests that you have an audience for the new addition to your offerings. At this

stage the course isn’t fully defined but you have an idea of how many students you can cater for and

how long you expect the course to run.

Using Enbu Event Manager:

Create the course

Agree maximum number of attendees

Set the pricing

Agree sponsorships

Create online course information

Ensure attendees can register online, by email and phone

Define Course/Module

Course Promotion

Student Registration

Setup

Course Life Cycle

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How?

Create a new course using Enbu’s Event Manager, define max attendees, pricing and online

information.

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Course Promotion

Using Enbu Event Manager and Sage CRM:

Target your audience based on

Past attendees

Expressions of Interest

Waiting lists

Promote the course using Campaigns

Initiate an Email driven wave

How?

Create a target group based on dynamic criteria and/or existing groups. Then use a mass email as

part of a campaign wave.

Target people who have expressed an interest through feedback, people who have attended similar

courses, organisations that have sent people on similar courses.

Run a Campaign in CRM.

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Send promotional emails…

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Student Registration

Let’s assume the course is so attractive and your campaign has been so compelling that the interest

in the course exceeds the maximum number that can attend.

Even though you may not have a complete set of “paid up” bookings for the first course run the

interest has been overwhelming.

This brings you to the happy stage of having to manage interested attendees and convert them into

confirmed bookings, while also maintaining a waiting list if there are late cancellations or to target

for the next running of the course.

Using Enbu Event Manager Web Portal setup:

Online Registration

Payment Post to ERP

Place Availability

Waiting List Management

How?

Online registration using the Event Manager Web Portal. Email routing using Email Manager.

Create groups based on confirmed, cancelled, waiting.

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Setup

Using Enbu Resource Planner:

Assign Trainers

Allocate Rooms

Book Resources

Using Enbu Event Manager:

Communicate with Attendees

Facilitate Course Material Download

Equipment and costs

How?

Use Resource Planner to allocate timeslots for resources.

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Use attendance groups for target emails.

Use Equipment module in Event Manager.

Course Life Cycle

Using Enbu Event Manager and Sage CRM manage

All communications to students

Enrolment

Orientation

All student records and updates

Course Progression

All Exam Results

Absentee records

Student certification

All requests/complaints

Feedback

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Conclusion

Using Enbu’s Training Management Solution a Training Organisation or Training Department is able

to run its entire core business from one fully integrated system.

This solution is ideal for a training organisation that wants to provide the best and most far reaching

set of products that satisfy the needs of clients, while they also ensure that their course offerings,

their marketing efforts, all student records and the entire course life cycle is managed efficiently and

effectively.

If you would like to learn more about Enbu’s Training Management Solution then contact us using

any of the methods listed below.

Contact Enbu Consulting

For more information on this solution and our other products please visit http://www.enbu.ie/

For any written correspondence please address all material to:

Enbu Consulting Limited 13 Mayne River Way, Burnell Square, Northern Cross Dublin 17, Dublin Republic of Ireland Tel: +353 (01) 8678684

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