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.
Education
A corporate training company runs dozens of cohorts at once, each tied to a different client, trainer and certification requirement.
Why It Matters
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.
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.
What It Covers
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.
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.
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.
What's Included
Track certification completion status per learner and per cohort. Certification decisions remain with your training and assessment staff.
Manage trainer calendars and cohort schedules across multiple clients and locations, with conflict checks built in.
Track participant feedback and assessment completion by cohort, flagging trends for your training team to review.
Coordinate batches running across multiple locations or delivery formats from a single view.
How It Works
Step 1
We review how your training company currently tracks cohorts, trainers, certifications and billing.
Step 2
We agree the ERP, software and AI pieces and a fixed timeline for you to review.
Step 3
Cohort tracking, scheduling and billing modules are built and tested against your client data.
Step 4
The system goes live and is watched closely through the first full cohort cycle.
Step 5
The same team stays available as clients, cohorts and certification requirements change.
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
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.
No. The software and AI we build connects to your existing ERP or training management system rather than asking you to replace it.
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.
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.
The same team that builds your system stays available for support and changes as clients, cohorts and certification requirements change.
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.
Free consultation. Tell us how you work today and we scope the ERP, software or AI that fits.