The cimoio basic module supports your training processes
cimoio supports you along the complete lifecycle of a training product, starting with its planning and ending with its phase-out and replacement by a more up-to-date training product. cimoio digitalizes processes and makes results transparent, including assignment of resources like rooms, instructors, and equipment in event management, as well as booking of participants in training management.
Read on the learn how we simplify individual areas of your day-to-day training management.
Training products
Every training product passes through a lifecycle: from design and development in terms of content and commercial aspects up to the maintenance of product data in cimoio. This is followed by editorial processes within cimoio up to the approval for publishing in the (online) catalog. The subsequent step in the lifecycle is the use in the training business including event planning, updating content, adaptation of prices, and other possible revisions necessary – and of course – reporting. The final step in the lifecycle is the closedown of the training product.
Training products in cimoio exist in various formats: starting with purely digital content, for example as eLearning or web-based-training, as face-to-face event, or any combination of these two as blended learning, such as a complex curriculum with online and offline elements.
Training events
Training events pass through a lifecycle as well: They are planned based on a training product and created by assigning a specific frame of time – be that in hours or days. This timeframe is the basis for the assignment of resources like instructor, room, or technical equipment available during this timeframe. These parameters can be verified and changed easily in cimoio’s resource calendar. Also, price or cost can be assigned to the event, depending on your needs. You can create bookings for individual participants or entire groups of participants. Depending on which cimoio portals you use, different user groups can create bookings in addition to system admins.
An event can be altered in various ways e.g., dates can be moved, resources changed, or prices adapted. The end of the lifecycle is marked either by a cancellation of the event or by closing it after the event was carried out.
Resource management
For the organisation of face-to-face events a set of resources can be necessary: an instructor, rooms, and in some cases specific equipment e.g., a machine or a certain set of hard- and software. Each of these resources has its own parameters, according to which they are selected for and assigned to an event – which may be a difficult task especially for new employees. Which instructor is qualified to teach this training topic? Which room is of sufficient size – and has the appropriate equipment? And finally: which equipment with which configuration will be needed? With the cimoio resource management you master your resources by handling the complete lifecycle from creation to usage and optimization of utilization to the end of the lifecycle by deactivation of the resource.
Booking management
A booking in cimoio can be done by participants of the event direcly or by other persons. A booking has a lifecycle as well, that leads from creation to its finalization by cancellation or completion of the participation. Booking management includes for instance replacement of participants because the initial participant cannot attent, management of waiting lists, and moving up replacements after a cancellation, as well as re-booking a participant to another date.
The number of bookings of a training provider is a metric for evaluating the success and the scope of a learning activity. During their lifecycle, bookings permanently have a status, so that reports on bookings always allow precise information about activities and results.
Partner management
All datasets of natural and legal entities in cimoio are called “partners”. These can be assigned to specific roles like participant, manager, ordering person, or ordering company. Using attributes, they are divided up. For example, partner organizations can be locations for events or partner persons can be instructors. This assignment allows for a partner person to have the roles of manager, employee, and instructor at the same time. This way, cimoio can give out a warning if a person is booked for an event during a time frame in which they are alredy assigned to a different event, regardless of their role in both events, e.g. as a participant or an instructor.
Qualification management
Qualifications can be assigned to persons who have successfully participated in a training. This is especially useful when regulatory proof for certain trainings is mandatory. For example, participation in compulsory trainings like compliance must be verifiable for audits. For recurring trainings, qualifications can be assigned for a specific time frame only and must be refreshed after that time. Qualifications can be necessary requirements for a more specialized training or can be used as a simple confirmation of knowledge for a certain domain.
Qualification management is the basis for authorization management meaning the assignment of task to persons with certain qualifications. Additionally to this use case, qualification management has several other advantages, for example the option of assigning qualifications to trainers. This can simplify the process of selecting a suitably trainer for events.
Reporting
To control your training business, it is helpful to collect data and use these for the continuous improvement process. Beginning with reporting for the operative level for example to which degree are my events in the next weeks booked, to take care of training events that did not yet reach the minimum number of participants. Continuing with the tactical level with reports about the assignment of resources up to strategic reports about training efforts for the next planning period based on the current level of qualification of employees – you define the report, we make it visible.
Mailing processes
Another standard in cimoio are mailing processes. You can choose between automatically sent e-mails with defined triggers, half-automated e-mails, sent by actively setting a status, or manual e-mails, where you can have stronger influence on recipients, texts, and content you want to use.
Create mail templates for which you can define the objects that should be available. You can create these templates in multiple languages, if necessary. A large selection of variables allows for flexible content design. Fallback logic ensures that the correct template is sent out, even in in multi-language context.
User roles and user rights – authorization matrix
In cimoio, an authorization matrix for all users can be constructed from user roles and user rights. This can be based on simple roles according to processes users work on or as a complex model with hierarchies and individually assigned rights per person. The advantage of this matrix is, it scales, because it can be adjusted to your specific and changing requirements and can be extended or reduced step-by-step as need arises.
Our modules to adapt cimoio
Here, you find descriptions of our additional modules, that you can use to adapt cimoio to your use case and ensure a seamless training process.
The best booking portals we have designed
Corporate identity and employer branding are highly important factors for presenting your trainings and brand in a good-looking and accessible way. Our booking portals can help you achieve that!
Success stories with cimoio
Here your find more information to projects, where we implemented cimoio successfully at customers and adapted it to theis business processes.