Service guides / SaaS development

Pilot planning · SaaS development

Training portals: pilot planning

Try a bounded sample before expanding the work. Start with course outlines and enrolment rules and plan a learner enrolment-to-completion journey.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
course outlines and enrolment rules.
Proposed result
a learner enrolment-to-completion journey.
A decision to resolve
completion records changing with course versions.

This is a planning example. It does not describe a completed client engagement.

Pilot planning for this project

  • Choose a small part of course outlines and enrolment rules with an independently checkable result.
  • Produce a learner enrolment-to-completion journey on that sample and record review corrections.
  • Include completion records changing with course versions in the pilot; do not expand the scope until its treatment is agreed.

Questions to answer together

  • Which sample includes both routine work and an exception?
  • What time, correction and completeness measures will be recorded?
  • What finding would require changing the scope before continuing?

What to have at the end

A pilot plan with a representative sample, review date and continuation decision.

Record the decision on completion records changing with course versions alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.