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Auto Consultant: staying connected and keeping track remotely

A look back at our 2024 article on Auto Consultant: learner tracking booklet, assessments and preparing quality audit materials.

Before: a paper booklet, documents hard to retrieve

Our Upi-CAS #1 article of September 10, 2024 introduced Auto Consultant, an HR support firm specializing in mobility-sector careers (recruitment, career change, management training), whose learners and trainers were spread across different regions.

Tracking relied on a paper booklet; the team described documents that were hard to retrieve and heavy administrative work. Beyond going digital, the goal was to keep a thread between the people and the stages of the training.

What changed: an interactive booklet, clearly identified roles

The Interactive Learner Tracking Booklet (Livret Interactif de Suivi de l’Apprenant, LISA) was configured from the expected skills and follow-up questions. Reviews and assessments marked out the program; learners, trainers and in-company tutors each took part according to the setup.

Configured reminders and stored booklets made it possible to retrieve everyone’s assessments, useful for discussions, tracking records and Qualiopi quality audits.

What stays human: the support

The case study stresses the availability of the contacts and the exchanges with learners; the booklet supports this work without replacing it.

The article also reports an interest in harmonizing deliverables and adapting training content to feedback from the field.

What you can take away

What carries over: prepare a shared framework (skills, stages, participants, expected materials), then leave room for human exchange and adjustments to the program.

A training provider’s situation differs from an employee review campaign: examine the roles, documents and purposes of your own setup.

Your checklist

Helpful answers

Your questions, simply answered.

Pointers to assess your project and prepare the right questions.

All questions
Does the case describe Auto Consultant’s current practices?

No. It recounts the context of our September 10, 2024 article, which has not been updated; it does not describe the current scope.

Are any quantified results published?

No. The lessons reported are qualitative: tracking, retrieving program materials and support.

Does the tool guarantee Qualiopi certification?

No. The case describes how materials useful for quality preparation were organized; certification follows its own process, not software alone.

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