Custom Training Means Extra Value
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A large medical device company recently took advantage of I Get It!
Development’s custom training services to help their accounting group build
daily revenue reports for their sales team.
The IT department regularly downloaded a comma-delimited report of sales data
from the company’s ERP system. Problem was, this data was almost unusable in its
raw format. And yet, the data had to get out immediately to sales people in the
field. Before using Excel and Outlook VBA to automate the process, the in-house
team had to do it all by hand: copying and pasting hundreds of rows of raw data
into Excel, sorting it by salesperson, pasting the data to separate Excel
worksheets by sales person, and sending out separate emails to each sales
person. All this had to be done regularly and, toward the close of the month,
daily. It was a tedious process that took valuable hours away from more
important activities.
The group considered outsourced application development to solve the problem,
but that seemed like overkill—surely, this was something they could do
themselves. But VBA programming wasn’t part of their core skill set.
They wanted training; they knew they needed it, but it was tough to justify
the expense. In the end, the group took advantage of customized training to make
sure they got exactly what they needed to solve this specific problem.
I Get It! Development tailored a 6-session course in Excel and Outlook VBA
for the team. The course content was completely focused on helping the attendees
learn to use Excel and Outlook VBA to build the daily sales revenue reporting
process.
The result was an automated process that took the raw ERP data, converted it
into reports by sales person, and emailed them out—every day. The in-house team
that attended the training built the application during the training sessions
and continues to maintain the application independent of any ongoing consulting.
This fast and accurate reporting saved the in-house team hours in mundane
repetitive tasks. In addition, this automated process allowed the sales team to
better achieve their revenue targets. All in all, the custom training provided
great value, targeted results and an immediate return.
Let us know if we can develop a targeted
training course for your company!
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