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Project management training: quotes, orders and invoices
Our digital project management training covers every step from quote to invoice, to simplify, digitise or automate it. You learn to analyse your processes and choose the right solutions for your SME.
Optimising the quoting process
Analysing your quotes shows whether the whole sales process needs rethinking, some points need improving, or everything already works well.
Depending on your business, digitising and automating certain steps saves time and makes your employees' work easier.
- How long does it take to prepare a quote?
- How many people are involved from quote to invoice?
- Is it easy to follow up quotes?
- Analyse the sales process
- Speed up quote creation
- Automate follow-ups and reminders
Supplier orders and stock management
Analysing your supplier orders and stock measures the efficiency of your supply chain.
Stock level control can be automated to match customer demand and avoid shortages and overstock.
- How long does it take to create a purchase order?
- Do you have a real-time view of your stock?
- Do you often face shortages or overstock?
- Manage orders from A to Z
- Track stock in real time
- Reduce shortages and overstock
Implementing a new process
A new process is prepared carefully: what it must achieve, its steps, the people involved and the tools used. It is mapped out, then realistic deadlines are set.
It is then implemented, tested and adjusted to stay simple and effective for everyone.
- Design and map a process
- Plan the implementation
- Test, measure and adjust
Managing supporting documents
Besides invoices, every transaction generates documents: brochures, user manuals, data sheets, access to manufacturer portals.
A method for filing, processing and archiving avoids piles of paper and wasted time. Electronic document management (EDM), combined with automated filing, simplifies this work.
- File and archive efficiently
- Set up an EDM system
- Secure sensitive information
Tracking deposits and invoices
As with quotes, analysing invoicing shows whether the process needs rethinking or just improving.
Automating reminders for unpaid invoices reduces unpaid amounts and frees up time for administrative staff.
- How long does it take to create an invoice?
- Are unpaid invoices piling up?
- How long does a reminder take?
- Speed up invoicing
- Automate reminders
- Track deposits without errors
Frequently asked questions
Project management: your questions
Which processes should be automated first?
Repetitive, low-value tasks: quote and invoice reminders, stock tracking, document filing. These usually bring the fastest time savings.
Do we need to change software?
Not necessarily. The training starts by analysing your processes and current tools. A change is only proposed if it brings a real gain.
Who is this training for?
SME managers and staff who handle quotes, orders and invoices in French-speaking Switzerland and Ticino.
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