{"id":35835,"date":"2022-09-15T09:06:13","date_gmt":"2022-09-15T07:06:13","guid":{"rendered":"https:\/\/mcaseed.com\/training-projects\/"},"modified":"2026-09-27T21:14:02","modified_gmt":"2026-09-27T19:14:02","slug":"training-projects","status":"publish","type":"page","link":"https:\/\/mcaseed.com\/en\/training-projects\/","title":{"rendered":"Training | Project Management"},"content":{"rendered":"<div class=\"et_pb_section_0 et_pb_section et_section_regular et_flex_section\">\n<div class=\"et_pb_row_0 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_0 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone et_flex_column_24_24_ultraWide\">\n<div class=\"et_pb_code_0 et_pb_code et_pb_module\"><div 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href=\"\/en\/\">Home<\/a> \u203a <a href=\"\/en\/formations\/\">Training<\/a> \u203a Project management<\/p><p class=\"kicker\">Training \u00b7 Digital project management<\/p><h1>Project management training: quotes, orders and invoices<\/h1><p class=\"lead\">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.<\/p><nav class=\"toc\" aria-label=\"Contents\"><a href=\"#devis\">Quotes<\/a><a href=\"#commandes\">Orders and stock<\/a><a href=\"#mise-en-place\">Implementation<\/a><a href=\"#documents\">Supporting documents<\/a><a href=\"#factures\">Deposits and invoices<\/a><\/nav><div class=\"cta\"><a class=\"btn btn-p\" href=\"#demande\">Request a training course<\/a><a class=\"btn btn-s\" href=\"\/en\/#services\">All our areas<\/a><\/div><\/div><\/section><section class=\"tps\"><div class=\"w\"><div class=\"tp\" id=\"devis\"><div><h2>Optimising the quoting process<\/h2><p>Analysing your quotes shows whether the whole sales process needs rethinking, some points need improving, or everything already works well.<\/p><p>Depending on your business, digitising and automating certain steps saves time and makes your employees' work easier.<\/p><ul class=\"qs\"><li>How long does it take to prepare a quote?<\/li><li>How many people are involved from quote to invoice?<\/li><li>Is it easy to follow up quotes?<\/li><\/ul><\/div><div class=\"box\"><b>What the training gives you<\/b><ul><li>Analyse the sales process<\/li><li>Speed up quote creation<\/li><li>Automate follow-ups and reminders<\/li><\/ul><\/div><\/div><div class=\"tp\" id=\"commandes\"><div><h2>Supplier orders and stock management<\/h2><p>Analysing your supplier orders and stock measures the efficiency of your supply chain.<\/p><p>Stock level control can be automated to match customer demand and avoid shortages and overstock.<\/p><ul class=\"qs\"><li>How long does it take to create a purchase order?<\/li><li>Do you have a real-time view of your stock?<\/li><li>Do you often face shortages or overstock?<\/li><\/ul><\/div><div class=\"box\"><b>What the training gives you<\/b><ul><li>Manage orders from A to Z<\/li><li>Track stock in real time<\/li><li>Reduce shortages and overstock<\/li><\/ul><\/div><\/div><div class=\"tp\" id=\"mise-en-place\"><div><h2>Implementing a new process<\/h2><p>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.<\/p><p>It is then implemented, tested and adjusted to stay simple and effective for everyone.<\/p><\/div><div class=\"box\"><b>What the training gives you<\/b><ul><li>Design and map a process<\/li><li>Plan the implementation<\/li><li>Test, measure and adjust<\/li><\/ul><\/div><\/div><div class=\"tp\" id=\"documents\"><div><h2>Managing supporting documents<\/h2><p>Besides invoices, every transaction generates documents: brochures, user manuals, data sheets, access to manufacturer portals.<\/p><p>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.<\/p><\/div><div class=\"box\"><b>What the training gives you<\/b><ul><li>File and archive efficiently<\/li><li>Set up an EDM system<\/li><li>Secure sensitive information<\/li><\/ul><\/div><\/div><div class=\"tp\" id=\"factures\"><div><h2>Tracking deposits and invoices<\/h2><p>As with quotes, analysing invoicing shows whether the process needs rethinking or just improving.<\/p><p>Automating reminders for unpaid invoices reduces unpaid amounts and frees up time for administrative staff.<\/p><ul class=\"qs\"><li>How long does it take to create an invoice?<\/li><li>Are unpaid invoices piling up?<\/li><li>How long does a reminder take?<\/li><\/ul><\/div><div class=\"box\"><b>What the training gives you<\/b><ul><li>Speed up invoicing<\/li><li>Automate reminders<\/li><li>Track deposits without errors<\/li><\/ul><\/div><\/div><\/div><\/section><section class=\"sec alt\"><div class=\"w\"><p class=\"eb\">Frequently asked questions<\/p><h2>Project management: your questions<\/h2><div class=\"faq\"><details open=\"\"><summary>Which processes should be automated first?<\/summary><p>Repetitive, low-value tasks: quote and invoice reminders, stock tracking, document filing. These usually bring the fastest time savings.<\/p><\/details><details><summary>Do we need to change software?<\/summary><p>Not necessarily. The training starts by analysing your processes and current tools. A change is only proposed if it brings a real gain.<\/p><\/details><details><summary>Who is this training for?<\/summary><p>SME managers and staff who handle quotes, orders and invoices in French-speaking Switzerland and Ticino.<\/p><\/details><\/div><\/div><\/section><section class=\"sec\"><div class=\"w\"><p class=\"eb\">Our other training courses<\/p><h2>Continue your digital transformation<\/h2><div class=\"other\"><a href=\"\/en\/training-structure\/\">Structure<span>Organisation, org chart, priorities<\/span><\/a><a href=\"\/en\/training-administration\/\">Administration<span>Flows, accounting, cash flow<\/span><\/a><a href=\"\/en\/training-comm\/\">Communication<span>Documents, image, marketing<\/span><\/a><a href=\"\/en\/training-planning\/\">Planning<span>Time, deadlines, resources<\/span><\/a><a href=\"\/en\/inhouse-training\/\">In-house training<span>Training plan, skills<\/span><\/a><\/div><\/div><\/section><\/div><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Which processes should be automated first?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Repetitive, low-value tasks: quote and invoice reminders, stock tracking, document filing. 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quickly to define a training course suited to your company.<\/p><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<div class=\"et_pb_row_2 et_pb_row et_flex_row\">\n<div class=\"et_pb_column_2 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone et_flex_column_24_24_ultraWide\">\n<div class=\"et_pb_contact_form_0 et_pb_contact_form_container clearfix et_pb_module et_flex_module\" data-form_unique_num=\"0\" data-form_unique_id=\"a0503bbf-b681-47bb-b2b8-4fd6f3e8f4f8\" id=\"et_pb_contact_form_a0503bbf-b681-47bb-b2b8-4fd6f3e8f4f8\"><div class=\"et-pb-contact-message\"><\/div><div class=\"et_pb_contact\"><form class=\"et_pb_contact_form et_flex_module\" method=\"post\" action=\"https:\/\/mcaseed.com\/en\/wp-json\/wp\/v2\/pages\/35835\"><div class=\"et_pb_contact_field_0 et_pb_contact_field et_pb_module et_flex_module et_flex_column_12_24 et_flex_column_12_24_tablet et_flex_column_12_24_phone et_flex_column_12_24_ultraWide\" data-id=\"first\" data-type=\"input\"><label class=\"et_pb_contact_form_label\" for=\"et_pb_contact_0_first_0\">Last name<\/label><input type=\"text\" name=\"et_pb_contact_0_first_0\" id=\"et_pb_contact_0_first_0\" class=\"input\" data-required_mark=\"required\" data-field_type=\"input\" data-original_id=\"first\" placeholder=\"Last name\" title=\"\" value=\"\" \/><\/div><div class=\"et_pb_contact_field_1 et_pb_contact_field et_pb_module et_flex_module et_flex_column_12_24 et_flex_column_12_24_tablet et_flex_column_12_24_phone et_flex_column_12_24_ultraWide\" data-id=\"last\" data-type=\"input\"><label class=\"et_pb_contact_form_label\" for=\"et_pb_contact_0_last_1\">Name<\/label><input type=\"text\" name=\"et_pb_contact_0_last_1\" id=\"et_pb_contact_0_last_1\" class=\"input\" data-required_mark=\"required\" data-field_type=\"input\" data-original_id=\"last\" placeholder=\"Name\" title=\"\" value=\"\" \/><\/div><div class=\"et_pb_contact_field_2 et_pb_contact_field et_pb_module et_flex_module et_flex_column_12_24 et_flex_column_12_24_tablet et_flex_column_12_24_phone et_flex_column_12_24_ultraWide\" data-id=\"email\" data-type=\"email\"><label class=\"et_pb_contact_form_label\" for=\"et_pb_contact_0_email_2\">E-mail address<\/label><input type=\"text\" name=\"et_pb_contact_0_email_2\" id=\"et_pb_contact_0_email_2\" class=\"input\" data-required_mark=\"required\" data-field_type=\"email\" data-original_id=\"email\" placeholder=\"E-mail address\" title=\"\" value=\"\" \/><\/div><div class=\"et_pb_contact_field_3 et_pb_contact_field et_pb_module et_flex_module et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone et_flex_column_24_24_ultraWide\" data-id=\"message\" data-type=\"text\"><label class=\"et_pb_contact_form_label\" for=\"et_pb_contact_0_message_3\">Message: describe here your needs, your project, etc.<\/label><textarea name=\"et_pb_contact_0_message_3\" id=\"et_pb_contact_0_message_3\" 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