Mission-Critical Software
Endeavour supports the core business functions of large-scale training providers: customer contact and delegate management, courses with modules, bookings, raising invoices, managing payments - and much more besides. Endeavour is a secure cloud-based solution which can be used across the internet by internal staff, freelance trainers and other partners. The software architecture for Endeavour is aimed at large-scale enterprises and is capable of supporting many thousands of users and many millions of records. Would you run your business on anything other than mission-critical software?
Customers
Create customer profiles consisting of employees and delegates with a clear history of activity. Fully GDPR-compliant including mailing preferences and comprehensive marketing functions.
Courses
Endeavour allows you to break courses into modules and manage your entire process at the module level - and of course handles courses which aren't broken into modules. Endeavour provides tools for optimising room/trainer utilisation and invoicing for complex module-based bookings.
Bookings
Offering flexible booking functionality such as adding, editing, transferring and removing delegates. Invoicing can be simple and straightforward - and also more sophisticated for group bookings with varying module options.
Courses & Events
- Manage standard courses - and also complex courses broken into modules.
- Define standard course templates - and then create specific dates & locations when events will run.
- Manage versions of courses and when they are available.
- Functionality to clone course details.
- Manage course dates/timetabling.
- Create and manage pricing for courses.
- Face-to-face training, webinars, eLearning and blended learning.
- Scheduled courses, client-specific events, flexible locations.
- Registration limits to manage profitability.
- Manage products/resources such as handbooks and include these in the pricing for a booking.
- Manage awarding organisation and regulator details.
Contacts
- Individual contact profile where it is possible to see all courses that the contact has been booked in the past as well as any future bookings and enquiries. Further personal details can also be viewed such as reasonable adjustments, allergies etc.
- Create an organisation profile consisting of employees, contacts and delegates, market sector, size, region. The organisation can be viewed as a whole or broken down to specific individuals if needed.
- Finance details associated to an individual or organisation are displayed for a quick overview which can then further be edited.
- CRM module supports marketing functions with links to email marketing, Google Ads and other tools.
- Fully GDPR compliant.
Bookings
- Individual bookings per delegate.
- Group bookings by company etc.
- Manage sessions and modules.
- Manage complex timetables for delegates.
- Add/edit/delete/transfer bookings.
- Named delegates or add placeholders.
- Customisable confirmation emails.
- Raise and manage invoices.
- Cancellations, transfers and waiting lists.
Assessments & Certificates
- Manage assessments, IQA, observers, EQA.
- Manage sampling methods.
- Process reasonable adjustments and special considerations.
- Mark delegates as Attended/Passed.
- Print certificates of achievement or attendance.
- Manage assessment & certification process with awarding organisation.
Finance
- Set up course prices which are then inherited onto associated events.
- Define individual prices, group prices, discounts.
- Manage cost price, list prices, nominal codes.
- Raise invoice with invoice line per delegate booking, event product.
- Link to finance system.
Compliance
- Manage compliance with regulators and awarding organisations.
- Conduct self-assessments and monitor performance of current internal controls.
- Manage risks alongside monitoring impact, likelihood, ratings and mitigations.
- Register of actual or potential conflicts of interest from operational through to executive and board level.
- Manage GDPR and other frameworks.
- Log issues (both strategic and operational) and manage actions.
Bespoke and Consultation Services
Endeavour is a fully functioning application that can be used immediately after installation – or can be customised to your organisation’s business processes, branding, terminology & document templates. These are some of the additional services we can provide: system extensions & customisations, system training, online bookings, data migration from your current system, links to finance systems, links to ePortfolio/eAssessment systems and much more!
Contact us to discuss your requirements further.