Business Operations Training

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Training in centralized information management and business intelligence

Training your team to understand and leverage new processes and technologies is key to the success of your organization. Every project includes training that is tailored to the needs of each employee no matter their skill level. We help guide your team toward success by providing training that improves productivity and ensures your project provides optimal value through team engagement.

Training is delivered on-site in incremental one-on-one and group sessions as well as via web meetings.  Individualized, role-based learning empowers your team and increases adoption of new information, systems and processes.

Refresher training and reverse learning sessions help engrain the new best practices.

Internal trainers will be identified and mentored to provide continuing education for staff taking on new roles and responsibilities as well as for new employees going through the onboarding process.

Step 1:  We will work with you to identify your organizational and individual training needs and tailor a comprehensive training plan to meet your goals, time frame and budget. Assess – design – develop – implement and evaluate.

Step 2:  We identify any funding that may support your training goals and assist you with applications as needed.

Step 3:  We deliver your training when it’s convenient for your team and follow up to make sure you receive the most benefit from your investment in developing your team.

The benefits to your business (ROI) from investing in employee training do far more than justify the costs, they:

  • Boost Team Competence & Confidence
  • Increase Productivity, Engagement & Organizational Effectiveness
  • Contribute to a Great Place to Work

TYPES OF TRAINING

1) Centralized Information Management

  • Data vs. Documents
  • Operational Systems
  • Structuring Data Collection
  • Asset Management
  • Shared Services Delivery
    • Everything your organization does day to day – outside of the financial management system.
    • Create best practices
    • Organizational excellence

2) Business Intelligence:

Administration, Financial and Operational Data Analysis – “understanding the big picture
Financial Systems
Financial Forecasting and Reporting
Financial Review and Analysis
Operational Efficiency
Business Planning
Corporate Structure
Strategy Development
Compliance Management
Policies and Procedures
Operational Data Management
Communication Management

  • Providing the insight you need to succeed
  • What is working – what isn’t – and what you can do about it
  • Designing customized dashboards that provide you with intuitive reports and decision tools to gain insight into your organization

3) Technical Skills:

Individualized, role-based learning empowers your team and increases adoption of new information, systems and processes.

  • Working with MS Access databases
  • Using Mobile Devices to Capture Key Business Data
  • Customized Training for Custom Business Processes and Systems

Training Rates range from $100 – $150/hour based on the training plan.  We do not charge for needs assessments, curriculum development or training materials.

 


Time to streamline your organization? Lets chat.