Case Study: Citizens Advice Service reduces paper-based admin by 50% with accessplanit

Ongoing Support and Commitment to Relationship was Key for Citizens Advice

Citizens Advice Service, the UK’s largest advice charity, needed a powerful training management system to deliver classroom training and eLearning across 600 bureaux, while also supporting commercial training and internal events. Working with accessplanit, the organization sought to replace labour-intensive admin, spreadsheets, and email-based processes with a single platform for managing training for 28,500 volunteers and staff.

accessplanit implemented a phased training management solution covering course scheduling, online booking, reporting, document generation, pricing bands, and training profiles. The system helped Citizens Advice Service run around 24,000 courses a year, streamline major events like its AGM, and improve visibility and reporting; it also reduced paper-based administration by over 30% and, in one headline result, by 50%.

Citizens Advice Service