Automating Your Practice Doesn't Need To Be Complicated
Who is it for
Case Studies
Power Your Distribution Network
Train & Certify
Assign surveys, curriculum, and supported content for associates to train on. Once they pass the online test they are certified for that level.
Assign Tools
Once certified, they have access to tools for their level in order to deliver results to clients and manage other participants.
Expand Nationally and Internationally
Divide the world into regions/countries that you expand into and assign regional and country managers.
Track Revenues
Each event/deliverable is trackable and reporting provides revenue share and compensation details at certain time intervals.
Best-In-Class Client Portal
Automate Deliverables
With one portal, clients can see real-time data for all of their employees: assessments, performance, and learning. They can manipulate, export, or share their reports.
Expand Offerings
Utilizing the robust platform, you can add/manage/scale additional offerings and services that your clients can consume via the Client Portal.
Manage Analytics and Reporting
Provide end clients with tools that can help them make smart decisions about their employees. Implementing AI/ML and analytics is easy and your practice will be a long-term partner to your clients.
Deploy SSO and Employee Access
Allow for seamless integration of clients’ employees into your portal. Make them feel at home and use only one corporate login.
Automate Your Organization
Automate Processes
Reduce overhead by automating processes related to client delivery, associates input, and any other set of methods and tools needed in order to streamline the entire delivery flow.
Sign Client Agreements
Automate client agreements and other important dependancies in the cloud. No need for managing paperwork overhead.
Ship & Track Products
If you are managing in-classroom training and need to ship and track your product, our platform allows you to fully automate the process of shipping calculation, tracking and managing orders.
Manage Roles & Stakeholders
Manage events, calendars, clients, employees, news, resources, and other materials needed as part of your internal process
Imagine Oportunities
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