I am the Accounting Manager/Office Manager. I am responsible for managing payroll, handling all accounts receivables and accounts payables, reconciling credit cards and bank statements, month end entries, invoicing clients, insurance audits, planning events, day to day HR matters, office management functions and many other duties I enjoy the accounting aspect of my position. Accounting … Read more
Marketing just told you in your cross-functional meeting that they are gearing up to launch a new resource for sales reps to use with customers. As your mind starts to race about everything else that is on your list, you think about how you can implement training on this new resource. Before you settle on … Read more
I direct the editorial group. That means I work with our fantastic, detail-oriented Editors on a daily basis. I also consult with the Project Managers, Writers, Instructional Designers, and Artists about work process, design, and quality control. Taking something that is a mess and “fixing” it. This especially formatting/page design, but it’s also satisfying to … Read more
I am the Project Director at Whole Systems, meaning I manage the internal team at Whole Systems to make sure all projects are completed on time & on budget. Organization, lists and schedules are my love language. I find it very rewarding to get things done – it feels amazing to cross things off the … Read more
“There’s a new competitor coming! What training can you do by yesterday?” Does this sound familiar? How about this one? “We’re hearing from the field that they are getting lots of questions about the competition; we need some training ASAP!” In this post, we’ll share some strategies to help you navigate requests for training around … Read more
The client needed workshops at their National Sales Meeting and wanted to inject energy into the learning with games to increase engagement. Whole Systems integrated several different game formats, including Chess, Clue, and Candy Land elements to make the workshops fun and engaging! The client’s business objectives were to: Provide fun, customized, reality-based practical application … Read more
The client was introducing Omnichannel tools into the Veeva software that representatives used to manage their territories and call planning. Whole Systems created a blend of training materials to support the rollout. The client’s business objectives were to: Introduce the new Omnichannel tools with clear, concise instructions and training Address concerns about what the Omnichannel … Read more
Development of a series of workshop “forums” delivered in person during a Q1 NSM for over 200 sales representatives. The client’s business objectives were to: Provide the field with tools and processes for strategic account planning, as well as an opportunity to share and learn from each other Ensure that existing marketing resources were being … Read more
Development of a complete launch curriculum for a new pre-commercial company launching a first-in class product. The curriculum includes self-study modules, exams, virtual touchpoints, launch workshops, certification, and pull-through. The client’s business objectives were to: To quickly develop a comprehensive curriculum for a new sales force, including representatives who have experience in the general therapeutic … Read more
Whole Systems’ client was seeking a fresh and energizing approach to practicing Objection Handling during workshops at their September POA. The challenge – to avoid the “not another objection handling workshop!” response from the field force. To meet this challenge, Whole Systems created a half-day progressive workshop that used the fun theme of “Camping in … Read more