The client company, the training provider, and the integrator do not play the same role: during scoping, we set who owns the user relationship, who configures, and who processes the data.
Let’s start from a specific goal: tracking learners, supporting a multi-site rollout, preparing a data exchange.
Purpose and audiences.
Operational responsibilities.
Data access, contractual framework.
Implementation support, help desk, communication terms.
02
A documented use case in training
The Auto Consultant case (2024) covers learner tracking.
Management Copilot. The Management Copilot helps managers prepare actions and messages from the context of a review, then track the actions they have taken on.
The page has an example you can try, with no account or sign-up.
Audit & 360 Reviews. Prepare your skills reviews and 360-degree feedback with questionnaires, rater circles and a debrief to interpret with participants.
The page has an example you can try, with no account or sign-up.
Employee Records. Find employees, their reporting lines and their follow-up information in an employee record whose sections depend on the modules and access rights enabled.
The page has an example you can try, with no account or sign-up.
Leave & Absence. Centralize leave and absence requests, their status and their approval, based on the absence types and rules configured for your company.
The page has an example you can try, with no account or sign-up.
That’s me! In the app, I help each person prepare their part of the review form: I ask the template’s questions one at a time, then fill in the answers, for them to review.
The conversation with the manager and the decisions stay with the people involved. And I’m always presented as an AI.
