We are active in the field of adult education and offer continuing education in the medical field. The future focus will be on training in the nursing field in the form of e-learning. The duration of the courses is primarily 3-6 months. For 2021, we expect 300-500 customers, with an upward trend in the future. To support our work, we are looking for seminar management software with a customer database. Existing data is available in Excel and can be transferred internally to the new system.
We have the following requirements for the software:
- Recording of customer data
- Last name, first name
- Address
- Tel
- Email
- Date of birth
- Additional fields if necessary
- Space for notes
- Recording of invoice recipient data
- Company or institution
- Contact
- Team or department
- Address
- Tel
- Email
- Additional fields, if necessary
- Space for notes
- Generation and variation of the following documents:
- Quotation
- Contract
- Invoice
- Certificate
- Certifications
- Additional documents
- Addition of documents to the customer file (e.g., certificate of good conduct, medical certificate, education voucher, correspondence with the employment agency or job center, etc.)
- Recording of supplier data
- Company
- Contact
- Address
- Tel
- Email
- Payment terms
- Additional fields, if applicable
- Recording of other contacts (network partners, certifiers, etc.)
- Interface to Moodle:
- From database to Moodle: Last name, first name, email, participation from to, invoice recipient
- From Moodle to database: Attendance
- Interface to invoice or accounting program to be defined
- Accounts receivable
- Creditors
- Invoice creation
- List of open items
- Automated reconciliation of incoming payments Account
- Dunning
- Controlling options
- Automated queries of key figures
- Additional query options: e.g., show me all participants who will complete their training at the end of the month
- Seminar management:
- Lecturer booking, course-lecturer assignment
- Keeping class registers
- Online booking by customers
- Digital signature
- Document management
- Archiving and deletion concept
- Collaborative work
- Location-independent work
- Employee training
- Option to use data for marketing activities
- Customer satisfaction surveys (in Moodle, if applicable)
- Compliance with the requirements of the Central Institute for Distance Learning (ZFU), employment agencies, and certifiers
- Language: German as standard; Turkish and English may be added in the medium term
- macOS compatible
- Important: high data quality, high data protection
Three to five software workstations are required.