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Education

Training Company Software Built Around Multi-Client Cohorts

A corporate training company runs dozens of cohorts at once, each tied to a different client, trainer and certification requirement.

Why It Matters

Why It Matters

Track cohorts by client, not just by course

Attendance, completion and feedback are tracked per cohort and per client, so a trainer running three different client cohorts in the same week never loses track of who is where.

One system connecting cohort progress, schedules and billing

ERP integration keeps client billing and invoicing connected, custom software covers the multi-client cohort tracking a generic module does not, and AI automation flags completion and engagement patterns for your training team.

  • ERP integration for client billing.
  • Custom software for cohort-level tracking.
  • AI automation for completion and engagement patterns.

What It Covers

How the System Works for Training Companies

Cohort & Session Tracking

Session attendance recorded and rolled up by cohort and client. Attendance and session progress are tracked per cohort and rolled up into a client-level view, so a trainer running sessions for three clients in one week never loses track of who attended what.

  • Session attendance tracked per cohort.
  • Rolled up into a client-level progress view.
  • Low-engagement patterns flagged for the training team.

One calendar across every client and location

Trainer calendars and cohort schedules across multiple clients and locations sit in one system, with conflict checks before a session is booked against an already-committed trainer.

  • Trainer schedules visible across every client.
  • Conflict checks before a session is booked.
  • Multi-location coordination from one view.

Billing tied to the cohort and client it belongs to

Invoicing is tracked by client and by cohort, connected to your existing ERP or accounting system, so billing disputes can be resolved against the actual session and completion record.

  • Billing tracked by client and by cohort.
  • Connected to your existing ERP or accounting system.
  • Invoices traceable back to session records.

What's Included

Everything a multi-client training company needs tracked

Certification & Completion Tracking

Track certification completion status per learner and per cohort. Certification decisions remain with your training and assessment staff.

Trainer & Schedule Management

Manage trainer calendars and cohort schedules across multiple clients and locations, with conflict checks built in.

Feedback & Assessment Tracking

Track participant feedback and assessment completion by cohort, flagging trends for your training team to review.

Multi-Location Batch Coordination

Coordinate batches running across multiple locations or delivery formats from a single view.

How It Works

From your current cohort workflow to a running system

Step 1

Map

We review how your training company currently tracks cohorts, trainers, certifications and billing.

Step 2

Scope

We agree the ERP, software and AI pieces and a fixed timeline for you to review.

Step 3

Build

Cohort tracking, scheduling and billing modules are built and tested against your client data.

Step 4

Launch

The system goes live and is watched closely through the first full cohort cycle.

Step 5

Support

The same team stays available as clients, cohorts and certification requirements change.

What changed after go-live.

  • ERPNext · University Group, Higher EducationDaysResult publishing, down from weeks

    Six colleges ran admissions, exams and finance on separate tools, so results took weeks and the group could not see itself. ERPNext joined them on one platform and results now publish in days.

    14 wk from kickoff to liveRead the case study (University Group, Higher Education)

FAQ

Questions we are asked

What does TCB Infotech do for a corporate training company?

We build ERP integration, custom software and AI automation around how your training company tracks cohorts, trainer schedules, certifications and client billing, so that data lives in one system instead of separate client spreadsheets.

Does this replace our existing ERP or training management system?

No. The software and AI we build connects to your existing ERP or training management system rather than asking you to replace it.

Can the system track certification completion across multiple client cohorts at once?

Yes. Completion and certification status is tracked cohort by cohort and rolled up across clients into one view. The AI tracks progress and completion data only, and decisions about certification, pass or fail always remain with your training and assessment staff.

How long does a typical training company engagement take?

Most engagements move from process mapping to a working pilot within a few months, depending on how many clients, cohorts and locations need to be covered.

What support do we get after the system goes live?

The same team that builds your system stays available for support and changes as clients, cohorts and certification requirements change.

Can ERP integration, custom software and AI be combined into one engagement for our training company?

Yes. Most training company engagements combine ERP integration, a piece of custom software for a workflow a generic module does not cover, such as multi-client cohort tracking, and AI automation for progress and completion tracking, scoped as one project.

Get Software Built Around How Your Training Company Runs

Free consultation. Tell us how you work today and we scope the ERP, software or AI that fits.