Client portal for vocational training providers
Your corporate clients want to follow their employees’ training without calling you: enrolments, attendance, certificates, invoices. The portal exposes each client’s slice of your files — and auditors appreciate evidence this well organised.
In your day-to-day
- 01
Companies tracking their employees’ enrolments and attendance, session by session.
- 02
Downloading agreements, completion certificates and invoices as soon as they are issued.
- 03
Training or enrolment requests filed directly in the portal, pre-qualified for your team.
A typical scenario
A provider working with some forty corporate clients, whose HR managers requested agreements, attendance records and invoices by email — from an assistant already producing them for the audit.
- 01
An HR manager builds her training plan inside the portal: her employees’ attendance history, upcoming sessions, remaining seats — without a single call.
- 02
The client’s accounting team retrieves the invoice and certificate their funding body requires, in the expected format, by themselves.
- 03
At the surveillance audit, the requested evidence is already organised by session and by client — the auditor browses, the team reconstructs nothing.
What changes
Each corporate client becomes self-sufficient on paperwork, and the traceability the certification demands becomes a by-product of daily work rather than an annual project.
Order of magnitude
Working assumptions
- →40 corporate accounts, about 8 requests per month each
- →75% concern documents or statuses the portal exposes
In the order of 240 emails per month gone — with instant answers where the delay used to run in days.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Every session generates its paperwork — invitations, attendance sheets, completion certificates — and one missing document is enough to block an OPCO payment.
- →
Funding arrives late: OPCO subrogation, CPF balances via the Caisse des Dépôts, companies waiting for the certificate — and chasing always comes after teaching.
- →
The BPF report and the Qualiopi surveillance audit are prepared in a rush, reconstructing evidence that should have been filed all year.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can an HR manager see their employees’ individual results?+
They see what you decide to expose — typically attendance and completion, not individual assessments, unless agreed. Access walls are tuned finely, GDPR respected.
Does the portal also serve learners directly?+
It can: invitations, course materials, certificates to download. Many providers start with the corporate portal — fewer accounts, more emails saved — then widen.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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