Manage complex seminars easily

A customer offers seminars for large corporations, which are distributed over different locations and are divided into different groups and modules and run over a long period of time. Here, the basic conditions are coordinated with the seminar customer, and the dates are agreed upon with the departments involved afterward. For example, travel expenses per seminar must be recorded and the customers must be invoiced according to the services rendered.

Development of Adjustments, Resource Planning and Automation

Using a special view of a sales opportunity in Daylite, the structure of the seminars can be visualized. The desired seminar days can be deposited with the agreed prices and one immediately receives an overview of the total volume of the seminar order.
Using the resource planning of Daylite+, each seminar module can be scheduled and assigned to one or more trainers. The extension automatically creates suitable projects, which the trainer can quickly view in his Daylite with all data, even when he is on the road. Further costs can be recorded with Daylite+. The project/seminar can be billed directly via the FinanceConnector after completion. Automatisms help to adjust projects automatically when rescheduling appointments or modules.