Training & Compliance System
A purpose-built application giving managers one view of employee training, certifications, expiry dates and compliance — with drivers able to show their credentials from a phone.
What the customer needed
The client needed to track training and certifications across an internal team and external/field-based staff — including drivers — and to know when certificates were approaching expiry before it became a compliance problem.
How we designed it
We designed around two very different audiences from day one: office-based staff managing records centrally, and field-based staff who need to view and share their own credentials while out on the road. That meant the system had to feel equally at home on a desktop and a phone.
Feature breakdown
A central record store for training history and certifications, covering internal and external personnel
Automated Power Automate flows that alert staff and managers ahead of certificate expiry dates
A mobile-friendly view that lets drivers show or send their certificates directly from their phone
Support for logging both internal staff and external/visiting personnel in one place
A closer look
The impact it had
Compliance moved from a manual, reactive chase to an automated, proactive process — with drivers able to prove their credentials on the spot, wherever they're working.
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