Case Study: Mentor FLT Training achieves 50% faster course bookings and streamlined integrated workflows with Access Group

Financial software helps Mentor FLT Training with a streamlined way of working

Mentor FLT Training faced major inefficiencies from manual processes and duplicate data entry across three separate systems (Telemagic, SageLine 50 and an in‑house training certification database). Needing tighter integration between accounts, CRM and certification workflows, Mentor engaged Access Group to streamline operations and make customer, sales and certification data centrally accessible using GoldMine.

Access Group developed a bespoke Course Manager that runs inside GoldMine, automating on‑screen sales orders, writing bookings into the finance system, sending invoices, allocating instructors and producing certificates only after payment. The solution centralized data, improved campaign targeting and removed paperwork, delivering a 50% time saving on course bookings (from 1½ hours to 45 minutes) and eliminating delays and certification issues—all implemented with ongoing support from Access Group.

Mentor FLT Training

Neil Rose

Systems Manager