Quotation - prepared for McConnell

Training and competency management, automated.

A bespoke application hosted on McConnell's own mcconnell.co.uk domain and embedded within the SHEQ site on your SharePoint intranet, so staff access it from where they already work. It automates certificate handling, expiry tracking and training compliance, reducing the manual workload for HR, the SHEQ team and the training co-ordinator. It is built so it can later form the first module of the wider H&S system.

£3,950 fixedFixed price for the project
~3 weeksFrom engagement to live
Discovery includedProvided at no charge
How it works

Certificate handling, automated.

At present a single certificate is handled several times by different people. The process is reduced to one step, with the remaining work performed automatically.

1
A certificate is uploaded once (a PDF or a photo).
2
The completion date is read automatically and the expiry calculated from the course's validity period.
3
The training matrix updates automatically - competency, expiry and compliance, with no re-keying.
4
The co-ordinator receives a clear booking list - who needs what and by when, including cost and CITB recoverable, with reminders before any certificate lapses.
Where the effort is reduced

Less manual work across the teams involved.

HR

Removes the manual filing and copying of certificates between folders. Confidential records remain restricted; only the certificate is shared with compliance.

SHEQ team

Replaces the spreadsheet with a reliable compliance record that is maintained automatically, removing manual upkeep and the risk of errors.

Training co-ordinator

Removes manual chasing and re-keying. Actions are presented as a clear list of what to book, for whom and by when.

Scope of works

What we will deliver.

Delivered fixed-price in defined phases you approve as we proceed. Discovery is provided at no charge, and the build is completed in approximately three weeks.

PhaseWhat you get
0. Discovery & design on usWe map the certificate flow with HR, Diane and IT, agree the course validity rules, and confirm exactly how it should work.
1. FoundationThe application set up on a McConnell domain, with secure Microsoft 365 sign-in and the database behind it, and embedded into the SHEQ site on your SharePoint intranet via an SPFx web part.
2. Training matrix & dashboardsLive competency at a glance, automatic expiry, and a clear "what to book, for whom, and by when" view with the cost and CITB recoverable.
3. Automated certificate handlingOn upload, the completion date is read automatically, the expiry is calculated, the matrix is updated and renewal reminders are scheduled, without manual data entry.
4. Migration, testing & go-liveMigration of your existing training data, testing with the team, and training for Diane.

It is built on the same foundation as the demonstration. It operates independently today and, should you proceed with the wider H&S system, can be incorporated as the first module without rework.

Fixed price for the whole project
£3,950
Discovery is provided at no charge. The fixed price is confirmed at Discovery and will not exceed £4,500.
Fixed-price phases Approx. three weeks Owned by McConnell No per-seat fees
Included
  • All five phases set out above, hosted on your own domain.
  • Integration into the SHEQ site on your SharePoint intranet (via an SPFx web part), in addition to the standalone application.
  • Migration of your existing training data.
  • Training for Diane and the team, with documentation.
  • Running costs after build limited to hosting and a small per-certificate charge for the automated reader.
What we need from you
  • 1
    A short discovery call to confirm how certificates get into Mango and the HR SharePoint structure.
  • 2
    A subdomain to point at the app (e.g. training.mcconnell.co.uk).
  • 3
    Microsoft 365 admin consent so staff sign in with their existing accounts.
Next step

A short discovery session to confirm the detail.

Discovery is provided at no charge. Once we have reviewed your certificate process, we will confirm the fixed price and timeline the same day.