Develop your business – through training

With 20+ years of experience, we have learned that continous training for users is the key to success. AutoPilot is a comprehensive software system with many facets. We therefore suggest that users stay current and up-to-date through curiousity and constant education. Training is the key to developing of your practice through AutoPilot.

We strive to make the training as obtainable and stright-forward as we can.

Who will benefit from training?

  • Anyone new to AutoPilot
  • Anyone with new responsibilities in AutoPilot
  • Anyone who wants additional knowledge of AutoPilot
  • Anyone who wants to refresh aspects of AutoPilot

Mentor sessions

Mentor sessions are an easy way of training and developing your practice within a specific field of AutoPilot.

The goal is to assist your understanding of the problem field that you have proposed and your general understanding of AutoPilot.

Our starting point will be your needs, you database and your practice.

Examples of agendas could be

  • Review of planning
  • Review of the fee breakdown
  • Review of capacity overview
  • Price list system
  • Statistics
  • Departments / teams
  • TRR & CRR
  • Overview of the webplatform
  • Pipeline & acquisition projects
  • SOMETHING ELSE?

Online

Online – where screen sharing is possible.

1 - 2 hours

Sessions vary depending on questions.

1 on 1

Just you and an experienced consultant.

Price

The price is £ 250 / session.

Implementing AutoPilot at your practice

Our experience has taught us that training and continuous dialogue is the key to a successful implementation. We have therefore defined a proposed plan of sessions for your AutoPilot to be implemented in the best possible way. The implementation process varies depending on the version of AutoPilot that you choose, and the needs that your practice has.

→ CORE

Meeting with one/two primary AutoPilot superusers

We will introduce the AutoPilot concepts and terminology, as well as build the foundation for understanding the system.

  • Fee principles
  • Project structure
  • (1) R.I.B.A as stages
  • (2) R.I.B.A as work packages

Meeting for one administrative AutoPilot superuser.

We will set-up and configure your AutoPilot. For instance

  • Holiday (TOIL?)
  • Absence projects (for the timesheet)
  • Employee costprice

Your practice will get access to your AutoPilot database with log-in details.

The entire practice will be adviced to watch the timesheet videos to get a better understanding of to submit hours.

Meeting with one-two primary AutoPilot superusers.

Focus will be on the financial aspect.

  • Fee principles
  • Pricestructure (pricelists)
  • Statistical mark-ups
  • Reports (Statistics of Expenditure and Statistics of Invoicing)

Meeting with one-two primary AutoPilot superusers.

We will teach you how to invoice in AutoPilot and assist you as you raise and send a few invoices.

  • How to invoice
  • Creditnotes
  • Timecharge / Fixed fee rates
DONE
  • to Standard, to get planning
  • to Premium, to get analyzing

Sessions within specific fields of AutoPilot are offered to broaden your toolbox.

Examples of sessions include:

  • Pipeline / acquisition projects
  • Start balance figures
  • Departments / teams
  • Review of planning
  • and so on…

→ STANDARD

Meeting with one/two primary AutoPilot superusers

We will introduce the AutoPilot concepts and terminology, as well as build the foundation for understanding the system.

  • Fee principles
  • Project structure
  • (1) R.I.B.A as stages
  • (2) R.I.B.A as work packages
  • Tasks 
  • Introduction to TRR / CRR 

Meeting for one administrative AutoPilot superuser.

We will set-up and configure your AutoPilot. For instance

  • Holiday (TOIL?)
  • Absence projects (for the timesheet)
  • Employee costprice
  • Introduction to CRR and TRR
  • TRR x costprice

Your practice will get access to your AutoPilot database with log-in details.

The entire practice will be adviced to watch the timesheet videos to get a better understanding of to submit hours.

Meeting with one-two primary AutoPilot superusers.

Focus will be on the financial aspect.

  • Fee principles
  • Pricestructure (pricelists)
  • Statistical mark-ups
  • Reports (Statistics of Expenditure and Statistics of Invoicing)

Meeting with one-two primary AutoPilot superusers.

We will teach you how to invoice in AutoPilot and assist you as you raise and send a few invoices.

  • How to invoice
  • Creditnotes
  • Timecharge / Fixed fee rates

Meeting with one-two primary AutoPilot superusers.

We will teach you how to use the planning module, for you to get project management.

  • Fee according to planning
  • Project overview
  • Capacity overview
  • Weekly / monthly
  • Practical ‘how to…’
DONE
  • to Premium, to get analyzing

Sessions within specific fields of AutoPilot are offered to broaden your toolbox.

Examples of sessions include:

  • Pipeline / acquisition projects
  • Start balance figures
  • Departments / teams
  • Review of planning
  • and so on…

→ PREMIUM

Meeting with one/two primary AutoPilot superusers

We will introduce the AutoPilot concepts and terminology, as well as build the foundation for understanding the system.

  • Fee principles
  • Project structure
  • (1) R.I.B.A as stages
  • (2) R.I.B.A as work packages
  • Tasks 
  • Introduction to TRR / CRR 
  • Departments / Roles i AutoPilot

Meeting for one administrative AutoPilot superuser.

We will set-up and configure your AutoPilot. For instance

  • Holiday (TOIL?)
  • Absence projects (for the timesheet)
  • Employee costprice
  • Introduction to CRR and TRR
  • TRR x costprice

Your practice will get access to your AutoPilot database with log-in details.

The entire practice will be adviced to watch the timesheet videos to get a better understanding of to submit hours.

Meeting with one-two primary AutoPilot superusers.

Focus will be on the financial aspect.

  • Fee principles
  • Pricestructure (pricelists)
  • Statistical mark-ups
  • Reports (Statistics of Expenditure and Statistics of Invoicing)

Meeting with one-two primary AutoPilot superusers.

We will teach you how to invoice in AutoPilot and assist you as you raise and send a few invoices.

  • How to invoice
  • Creditnotes
  • Timecharge / Fixed fee rates

Meeting with one-two primary AutoPilot superusers.

We will teach you how to use the planning module, for you to get project management.

  • Fee according to planning
  • Project overview
  • Capacity overview
  • Weekly / monthly
  • Practical ‘how to…’

Meeting with one – two primary AutoPilot superusers.

We will guide you through the analytical and statistical aspect of AutoPilot and teach you how to benefit from it.

  • Introduction to value analysis
  • How is value calculated by the fee principles
  • Understand what comes from here
  • Introduction to graphs and visualizations

Meeting with one AutoPilot superuser.

Understand why and how statistics work in AutoPilot.

  • Which statistics and analysis your practice needs
  • How do you use them
DONE

Sessions within specific fields of AutoPilot are offered to broaden your toolbox.

Examples of sessions include:

  • Pipeline / acquisition projects
  • Start balance figures
  • Departments / teams
  • Review of planning
  • and so on…

Implementing AutoPilot at your practice

Your needs may change…

Don’t worry, your AutoPilot can change with them

You can always  upgrade your AutoPilot if your needs or practice changes. Each version of AutoPilot has new and rewarding features. To get the full benefit of your new version of AutoPilot, we believe in advising and training the frontrunners of the process. We see this as the key to success. We offer online consultations where project leaders and management are educated within AutoPilot to fully understand the scope of the version.

Moving from AutoPilot Core to Standard

Upgrading from AutoPilot Basic to AutoPilot Standard requires assistance from your project leaders. To introduce AutoPilot to your project leaders, we offer Project Leader Workshops in the form of three 1-2 hour online sessions. These sessions are meant to motivate, explain and train your project leaders in planning projects, understanding capacity overview and getting the hang of fee agreements.

Focus on project leaders
  • Capacity overview
  • Planning your projects
  • General questions

Moving from AutoPilot Standard to Premium

Upgrading from AutoPilot Standard to AutoPilot Premium requires commitment from the management. They must understand the benefits that accompany AutoPilot and be frontrunners for the system. We provide Management Workshops through online sessions, to clarify the importance of their commitment, as well as to train them in the various features that will make their everyday easier.

Focus on management
  • Value snapshot
  • Estimates to complete (ETCs)
  • General questions

AutoPilot Core

AutoPilot Standard

Upgrading from AutoPilot Basic to AutoPilot Standard requires assistance from your project leaders. To introduce AutoPilot to your project leaders, we offer Project Leader Workshops in the form of three 1-2 hour online sessions. These sessions are meant to motivate, explain and train your project leaders in planning projects, understanding capacity overview and getting the hang of fee agreements.

Focus on project leaders
  • Capacity overview
  • Planning your projects
  • General questions

AutoPilot Standard

AutoPilot Premium

Upgrading from AutoPilot Standard to AutoPilot Premium requires commitment from the management. They must understand the benefits that accompany AutoPilot and be frontrunners for the system. We provide Management Workshops through online sessions, to clarify the importance of their commitment, as well as to train them in the various features that will make their everyday easier.

Focus on management
  • Value snapshot
  • Estimates to complete (ETCs)
  • General questions