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CRM & Planning Show Case
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About this Doc

This show case is based on an actual application that was created by Green Digit.
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Fun fact:

The original doc is even connected to a webshop, accounting software and document management system. This way fully automating the administration of this company.

Purpose

This doc is created for a company that provides LEAN SIX SIGMA & AGILE courses.
It needed to have the following functions:
CRM
manage customers (companies)
manage participants within each company
Planning
Scheduling of training events
Scheduling of trainers
Managing locations
Managing registrations
Ensuring all tasks are done to organize an event
Entering orders & registrations
Management
Maintaining courses & modules
Managing trainers & locations
Be able to create standard actions in order to ensure proper scheduling of events

Good to know

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Tip: use the “detail button” that you’ll find in most tables

These will navigate you to interesting views, and enables you to navigate easily through the entire doc without having to jump back and forth between pages.

Minimizing clicks & Optimizing User Experience!

Ready?

Have a go 👇

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