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Case Study · 4 min read

Astute Case Study

How Astute moved from a clunky LMS and manual CPD spreadsheets to a single platform that surfaces CPD hours and compliance status in real time.

Published November 29, 2021 · By Tim Larkin

"Our LMS solution was not user-friendly or very intuitive to use. It did not display the CPD hours completed by an advisor at any given point in time, consequently CPD monitoring became a cumbersome and time-consuming process requiring the use of manual spreadsheets."

Nikhil Ghate · Quality Assurance, Astute

The challenge

Astute's existing LMS was getting in the way rather than helping. CPD hours weren't surfaced anywhere meaningful in the platform, which meant the team had to maintain manual spreadsheets to track adviser progress, adding work, introducing errors, and making real-time visibility almost impossible.

The solution

Astute moved to Dacreed, consolidating CPD tracking, training delivery, and compliance reporting into a single platform that was actually built around how advisers and managers work. CPD hours surface automatically. Manual spreadsheets disappeared.

The results

  • Real-time CPD visibility for every adviser at any moment
  • Goodbye spreadsheets, all compliance data lives in one platform
  • Audit-ready reports available with a single click
The lesson

If your CPD process involves a spreadsheet, it's costing you more than you think, in time, in errors, and in the risk of missing something an auditor would want to see.

See Dacreed in action

Book a quick demo and we'll show you exactly how Dacreed makes compliance and professional development easy.

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TL
Tim Larkin
November 29, 2021
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