Our implementation is a complete end to end process where one of our team will guide you through this entire process ensuring our training management system is fully optimised to your business. This involves six key phases:

Phase 1: Gather Requirements

The first stage of implementation is to learn about your entire training administration process. From there we will configure your trial system to match your training processes and demonstrate how your business can benefit from our training management system.

Week 1

Phase 2: Trial

During this period, you will have a trial to the entire system for you to review. We recommend setting up a few of your current courses and customers in the system as a trial so you can see how this will work once you go live.

This is the perfect opportunity to test out your training administration processes in a demo environment to ensure that our solution will be right for you.

Weeks 1 – 2

Phase 3: Training & Setup

We will schedule a kick-off call to discuss goals and timeframes that work for you. During this period, we will seek to gather everything we will need to manage the import process such as historical training data, email templates and documents you want added to the system.

We will begin the process of configuring the system including using custom fields to perfectly tailor our system to the right shape for you.

We offer system training which is scheduled around your diary to get you and your team confident with using our system to its fullest potential. We also offer ongoing refresher training and training for new starters.

Weeks 2 – 4

Phase 4: Data Import

The migration is managed entirely by our team at Dante. We will provide you with a guide and templates to get you started in preparing the data.

Companies – List of Customer, Prospect and Supplier information including name, address and contact details.

Delegates – Unique list of delegates linked to the appropriate company imported previously. We will run checks on fields such as name, company, DOB and N.I. number to ensure that duplicate records are avoided

Delegates Training – List of delegate’s training linked to the previously imported delegates. Information includes course name, date, expiry and result. This information will be accessible via a delegate’s record and a report can be ran to check for expired training.

Week 5

Phase 5: Go-Live

At this phase your system is ready to go! You and your team will be confident with how your existing processes will now fit into our training system. 

After executing data import integrity and final pre-flight checks we will be ready to launch your system and manage your first training course through our software

Week 6

Phase 6: Optimise

The work is never finished from our perspective, we aim to adapt with you to support changes in your business and ensure that our system is always meeting your needs. Including:

  • Ensure Initial Goals are Achieved
  • Continued Process Optimisation
  • Workflow Automation Review
  • Dante Development Roadmap


Andrew Dally

0117 405 8158

Working with training providers for almost 10 years, helping in all areas, from tightening admin processes to creating an online training web presence.

I oversee every implementation at Dante to ensure you see maximum ROI from our system.

It’s my opportunity to make sure each user of Dante’s Training Management System is maximising.