Implementation Process
Implementation
Built to Fit Your
Workflow
Our end-to-end implementation service customises Dante to meet the needs of your business, ensuring a smooth transition with minimal disruption.
Tailored to Your Business
No one size fits all setups, as we customise Dante to suit your organisation.
Stress-Free
Launch
We manage the full setup process for you, so you can focus on what matters most.
Confident, Capable Teams
With expert-led onboarding training included, your team hits the ground running.
Ongoing
Partnership
Our support doesn’t stop at launch, as we stay by your side to ensure success.
Implementation Phases
Guiding You Every Step of the Way
We manage a fully tailored setup to match your business needs during implementation, training your team for confident use and providing support to ensure long-term success with Dante.
Phase 1: Needs Assessment
During implementation, we learn about your existing training administration process to determine what your business needs from our software. Following this, we configure your trial system to integrate with your current processes and provide tools to make them efficient.
Phase 2: Free Trial
During your free trial, you have full access to our platform to learn how it benefits your business. We recommend, as a first step, setting up a few of your current courses and customers in the system. This way, you can see how the platform will work once you go live.
Additionally, this opportunity lets you test your administration processes in a demo environment, ensuring our solution is right for you. Finally, learn about our pricing.
Phase 3: Training & Setup
During training and setup, we schedule a kick-off call to discuss goals and timeframes that work for you. Once that is complete, our team gathers all the information it needs to import your current resources, such as historical training data, email templates, and documents that need adding to the new system.
After that, we configure the platform to meet the needs of your business, including custom fields to ensure all of your data is housed in the right place.
Meanwhile, we train your team to get the best out of the platform before it goes live—at a schedule that suits you. Additionally, we offer ongoing refresher training and training for new starters to ensure continued success.
Phase 4: Data Import
During data import, we handle the entire data migration process during implementation, taking care of everything for you and helping you prepare your data for seamless import with guides and templates.
Companies – lists of customer, prospect, and supplier information, including name, address, and contact details, are managed first.
Delegates – a unique list of delegates linked to the appropriate company imported previously, where we run checks on fields such as name, company, DOB, and N.I. number to prevent duplicate records.
Delegate Training – a list of training linked to the previously imported delegates, including course name, date, expiry, and result. Additionally, this information is accessible via delegate records and reports to check for expired training.
Phase 5: Go-Live
Now, your system is ready to go! Your team is confident with the platform and they’re trained to get the most out of our training management software. From here, you’re equipped with everything you need to build a bigger, more efficient training business.
Finally, all that’s left is for us to run systems and data import integrity checks to ensure everything is in place before launching your new platform live.
Phase 6: Ongoing Support
The work never ends from our perspective. Following implementation, we provide ongoing support and adapt your system to meet the changing needs of your business as it continues to grow.
Ongoing support includes:
- Goal Achievement (initial & ongoing)
- Continued Process Optimisation
- Workflow Automation Review
- Dante Development Roadmap
In addition, we remain committed to ensuring your system evolves alongside your business, providing the necessary resources for sustained success.