Case studies/TradeSkills
Education & training
A training platform rebuilt for real time
TradeSkills is a leading provider of online and classroom electrical training, now branching into further trades. We rebuilt the platform we first delivered for them over ten years ago from the ground up: a bespoke CRM and booking system on modern, real-time technology.
7× lead response
per sales person, per day due to AI automations
Quote 10804 Awaiting booking
RFQ 133587 · Training request 39050412906 · Order 39070418212 (Xero)
Request details
Cost breakdown · VAT 20%
| Item | Cost | VAT | Total |
|---|---|---|---|
| City and Guilds 2391-52 Training, Test & Certificate | 945.00 | 189.00 | 1134.00 |
| 18th Edition Regulation Book | 105.00 | 21.00 | 126.00 |
| On Site Guide | 45.00 | 9.00 | 54.00 |
| Guidance Note 3 | 30.00 | 6.00 | 36.00 |
| Total | £1,125.00 | £225.00 | £1,350.00 |
Customer
First name
Surname
Phone
DOB
Postcode
Course dates
Chosen course date
End course date
Additional notes for the customer email
Supplier
0808 157 0392 · enquiries@supplier.example.com
DWP contact
case.officer@example.gov.uk
Job description
Deliver By Qty Unit Price Value 1 14 Sep 26 1210 Ea 1.00 1,210.00 City & Guilds Inspection & Testing Refresher (2391-52) for electricians, on-site training (five days), plus 18th Edition regs update. 39050412906 RFQ 133587 URGENT - JOB OFFER BusinessUnit: 0402 CostCentre: 10412356 Deliver To: LEEDS, 60 HIGH STREET, LS1 4AP
Notes
+ Add noteProvider confirmed start date and venue availability.
Today 09:42
Customer emailed joining instructions and course confirmation.
Today 08:55
Invoice raised and sent to Xero automatically.
Yesterday 17:20
Quote generated from portal request and emailed automatically.
Yesterday 16:07
Orders
Live from government portals and direct enquiries · updated seconds ago
The client
TradeSkills delivers electrical training online and in the classroom, from entry-level courses to professional qualifications, and is now expanding into other trades. Enquiries, quotes, bookings and course administration are the engine of the business.
The challenge
The original system, which we designed and built more than ten years ago, had served the business well for over a decade. But the business had outgrown it: every action meant a page reload, and a growing volume of enquiries arriving through government training portals had to be processed by hand.
Working manually, each member of staff could get through six or seven enquiries a day. The constraint on growth wasn't demand. It was throughput.
The solution
One platform, designed around the operation.
Rather than patch a ten-year-old platform, we rebuilt it from the ground up on modern, real-time technology: no page reloads, no waiting, the whole operation live in front of the team as it changes.
AI now extracts enquiry data directly from government training portals, including the Department for Work and Pensions, and the platform generates quotes, PDFs, emails and Excel exports automatically. Customers, bookings and management reporting all live in the same system.
- Customer management and bookings in one system
- AI-assisted enquiry processing from government portals
- Automated quote generation
- PDF generation and Excel exports
- Automated email communications
- Two-factor authentication and role-based access
- Management reports on live data
Integrated with
What changed
Many times the throughput, same team.
Enquiry handling up from six or seven a day per staff member to more than fifty
Government portal data extracted automatically instead of re-keyed by hand
A real-time platform: no page reloads, the operation always live on screen
The second system we've built for this client. The first served them for over a decade
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