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Customer Spotlight: Exchange Analytics Implements eFrontPro to Provide Compliance Training for Financial Services

by DHx Software | Oct 24, 2022 |

Exchange Analytics, Inc. is a leading supplier of interactive online compliance training courses to the securities and derivatives industries. When they went looking for a new learning management platform to replace their home-grown system, they..

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A Better Way to Track Safety Training--and to Survive an OSHA Audit

We run into a lot of construction companies who track safety training with spreadsheets. They list the courses across the top, the employees down the side, and populate dates to the best of their ability. The process is time consuming and error prone, leading to employees not getting the training they need and to safety managers spending a lot of time on record keeping--and on potential OSHA audits.

We run into a lot of construction companies who track safety training with spreadsheets. They list the courses across the top, the employees down the side, and populate dates to the best of their ability. The process is time consuming and error...

Are you Tracking Leads and Opportunities in a Spreadsheet?

We talk a lot about how many of our customers run their business on old systems that don't necessarily talk to each other. Often, the only way to move data from one system to another--for example from a bid system to a project management system--is through manual entry or through downloading a spreadsheet from one system and uploading it to the other.

We talk a lot about how many of our customers run their business on old systems that don't necessarily talk to each other. Often, the only way to move data from one system to another--for example from a bid system to a project management system--is...

Building Professional Proposals

We wrote a blog earlier this year about how we run into companies that are using Excel or Google Sheets as a sales funnel, which makes it hard for sales reps to share information, makes it hard to collaborate, and makes it hard for the sales manager or owner to see what is really in the funnel.

We wrote a blog earlier this year about how we run into companies that are using Excel or Google Sheets as a sales funnel, which makes it hard for sales reps to share information, makes it hard to collaborate, and makes it hard for the sales manager...

Innovative Training Programs Produce Better Business Outcomes

Building business value does not come by accident and the best companies know it. Business value comes from delivering products and services better than your competition through effective process, good profit margins and lower cost of operations.

Great companies know that having good products and services with well honed processes are not enough. They know that their teams need to be well trained on their programs, their processes, their customer care and deliver mechanisms and more.

Building business value does not come by accident and the best companies know it. Business value comes from delivering products and services better than your competition through effective process, good profit margins and lower cost of operations.

...

Building Predictable Revenue Streams

Do you have an automated process for building a predictable business?
 

As we have said before we find that many of our customers use multiple systems (or multiple spreadsheets) in different parts of their sales processes, which makes it hard for owners and managers to really understand their sales funnel and making it nearly impossible to forecast real business results

Do you have an automated process for building a predictable business?

As we have said before we find that many of our customers use multiple systems (or multiple spreadsheets) in different parts of their sales processes, which makes it hard for...

Making Online Training Interactive

In a recent blog, we talked about how COVID is causing more and more training companies to migrate from solely delivering content in person to delivering content on-line. Doing so, however, doesn't mean that you need to take your highly-personalized, in-person courses and turn them into one-hour death-by-PowerPoint sessions.

In a recent blog, we talked about how COVID is causing more and more training companies to migrate from solely delivering content in person to delivering content on-line. Doing so, however, doesn't mean that you need to take your ...