Precision Workflow Training & Workshops

Available Courses: All Courses Consist Of Multiple Workshops Fit To Match Your Business Needs

Course Name: Digital Efficiency Training Certification
Course Name: Digital Media Certification
Course Name: ROOK Connect ERP
Course Name: Precision Workflow ERP
Course Name: Clinic Ace ERP
Course Name: Break the Barrier Innovation ERP
Course Name: Realtor Navigator ERP
Course Name: intuaTRACK Dispatch Training
Course Name: OnPoint Delivery Software ERP
Course Name: Empire Professional Software ERP


Classroom Training

Virtual Conference Training

Course Objectives: Train Staff On Operational Software Running Your Business

The objective of this course is to ensure that staff know how to utilize the software that’s running the day to day operations of your business. Going through the required workshops, your staff will learn hands on the skills they need to perform to ensure your business can run as intended. The success of your business effectively adding operational software and applying software efficiencies relies on how well your front line staff can enter the data into the software. This training is essential for all staff who will be using the software within your business.

Course Training: Digital Efficiency Workshops

To maximize your return on training, we’ve divided software training into individual workshops and training sessions. In these workshops, the instructor will walk through each and every aspect of what your staff will be doing with the software on a day to day basis, ensuring your staff know how your business needs to run to get the most out of your existing software platform.

Assessments/Evaluations: Completed Per Workshop

A “Workshop Acknowledgement Of Learning Document” will be completed by each staff member for each workshop completed. This document will be signed off as complete by the training instructor, who will issue course certificates for staff who have completed all the required training workshops.

Course Outcomes: Software Usability Expertise

The goal of this course is to instill confidence in staff regarding the use and application of the software into the day to day operations of your business practices. Through this course, all staff will receive hands on training going through in detail how they can best use the software, entering information into it and getting information out of it. These classroom training workshops are strategically designed to empower staff to take full advantage of the software, demonstrating and training them on how they can best apply the overall operational efficiency the software can deliver.

Instructor: Kenneth Bond, Enterprise Solutions Architect, Training Lead

As an Enterprise Solutions Architect, I have been involved with all levels of integrating digital processes, from the management of development teams all the way through to the training and implementation of software/ERP solutions into a variety of business industries. With an education in business, 15+ years experience creating and integrating digital efficiencies, and working with custom software solutions and ERP’s, I’ve not only got the hands-on knowledge of the challenges and GAPS businesses face when going digital; I have a working knowledge of how the software needs to function at every level of the business.

With a passion for working with people and making software/ERP learning fun and exciting, my approach to training is completely hands on. I’m very passionate about the power of integrating digital processes, and the resulting efficiencies and team building opportunities that can come from a properly trained team capitalizing on a software/ERP platform integration. Working with businesses to increase their overall efficiency and drive innovation through the application and training of visualization tools and data analytics, I am re-shaping and re-engineering the way businesses utilize digital processes, creating a positive learning environment that enhances each team’s ability to operate and deliver on the day to day operations of the company.


Every day of training will have a mandatory sign in sheet for proof of training. Images of training on each date will also be taken to ensure transparency. A survey rating the instructor and asking for feedback will be sent to all participants and proof of each aspect of the accountability will be sent when submitting the grant for reimbursement.

Total Hourly Rate Per Staff: $100 + GST

Workshop - Train The Trainer
Workshop - Software Introduction

Workshop - Logistics

Workshop - Customer Relationship Manager

Workshop - Human Resources
Workshop - Orientations
Workshop - Schedule, Track & Manage Time
Workshop - Compensation Reports & Timesheets

Workshop - Dispatch Maintenance
Workshop - Inventory Management
Workshop - Equipment Management
Workshop - Collaborative Workflow
Workshop - Dispatch Workflow
Workshop - Digital Documents, Forms & Charts
Workshop - Match Program
Workshop - Individual Support Plans (ISP)
Workshop - Information Gathering & Intake Forms
Workshop - Leads & Sales Management
Workshop - Estimating, Rate Cards & Quoting
Workshop - Dispatch Management & Administration

Workshop - Transport Logs, Manifests & Bill Of Ladings
Workshop - Collaboration Tools & Applications
Workshop - Journaling, Log Notes & Alerts
Workshop - Social Story Tracking & Support
Workshop - Checklists
Workshop - Safety & Incident Reporting
Workshop - Invoicing, POS & Accountability
Workshop - Sales/Vendors & Order Forms
Workshop - Project/Job Management
Workshop - Ticketing & Scrum Management
Workshop - Manufacturing & Shop Management
Workshop - Field Jobs
Workshop - Field Ticketing
Workshop - Procurement, Purchase Orders & Material Allocation
Workshop - Expense Reporting & Budgeting
Workshop - Marketing & Advertising
Workshop - SMART Analytics & Reporting

Workshop - Dispatch Collaboration & Communication


ROOK Connect

Working with industry partners, ROOK Connect has developed targeted software/ERP solutions that are configured and designed specifically to maximize business efficiency for a specific business sector. With a multitude of business tools and configurable functionality additions, ROOK Connect pre-built software solutions empower you to choose the functionality your business needs and configure each aspect to match your exact requirements. With custom development, implementation and training processes, our team can manage as little or as much of your day to day operational needs as you see fit. Work with us and let our trained professionals help take your business to the next level.

Visit ROOK Connect


Precision Workflow Application Program Interface (API) and File Transfer Protocol (FTP) systems allow our software to seamlessly connect with others. With integrations, partners, API's, FTP's, tunnels and import/export features, there's a variety of ways that ROOK Connect can support your business interfacing with third parties.

Amazon Web Services
Sales Force
Open Invoice