Complete automation of mandatory courses for a training institution

Automate the entire mandatory training course cycle (creation → enrollment → delivery → certification → expiration renewal) in a single platform, so no expiration date is ever missed.

The challenge

Where Control Was Lost

A training organization that provides mandatory courses needs to track the certification expiration dates of hundreds of employees spread across dozens of different client companies. Before Nevance, this was managed manually using Outlook calendars, a poorly functional CRM, Excel spreadsheets, and physical office whiteboards: no tool communicated with the others, and figuring out whose certification was about to expire, when to open a course, and who to contact required hours of work every week.

Thanks to Nevance, all of this now happens automatically within a platform built from the ground up to fit their way of working.

Data scattered across Outlook, CRM, and Excel
Course planning on physical blackboards
No alerts for certification expirations
Courses filled slowly and reactively
Certificates and attendance managed entirely by hand

Our solution

How we moved

Efficiency
Course Management

A single click to create a course: the system suggests available rooms, trainers, and materials and automatically locks in all the necessary resources.

OPERATIONS
Deadlines and Registrations

Continuous monitoring of each trainee's deadlines, with automatic alerts and management of registrations until the course is full.

Future readiness
AI and Document Automation

A conversational assistant queries the platform in natural language, while certificates and attendance records are automatically generated and stored.

SOME OF OUR EXAMPLES

The Course Cycle, Step by Step

Three real-world automations covering the entire journey: from programming to final certification.

TRAINING
PROGRAMMING
Creation and Blocking of Resources
INPUT
Expiring certifications
Automation
Detect
Proposes
Block
RESULT
You ran
CRM
Course Registrations
INPUT
List of trainees expiring
Automation
Notification
Membership
Reminder
RESULT
CERTIFICATION
AI
Certificates and Renewal
INPUT
Classroom course closing
Automation
Attendance
Certificate
Renewal
RESULT

Typical results

The impact of automation

Clear milestones, constant communication, and zero pie-in-the-sky theories. Here is how we turn an idea into impact.

~70%

weather

saved

In the programming and operational management of courses.

Zero

deadlines of

lost trainees

No employee of client companies exceeds their certification expiration date without being notified.

“Italian companies that adopt automation solutions report, on average, a 30% reduction in operating costs and a savings of about 12 hours of work per person each week.”

McKinsey, The State of AI in 2025

Continuous monitoring of each client company employee's certifications, with automated alerts prior to each expiration.

Automatic suggestion of date, classroom, trainer, and materials based on demand and real-time availability, with simultaneous resource locking.

Generation, stamping and automatic archiving of timesheets and certificates, organized and retrievable in seconds.

Alerts and reminders sent via email and WhatsApp, with IMAP/SMTP mail management integrated directly into the platform.

Natural language querying for availability, deadlines, and historical data, without the need for manual searching.

Import and structuring of all historical customer data: platform already populated and operational from launch day.

Connect with Us

Let's review your workflows

We map your workflows and identify where AI automation can generate the most significant impact for your business.