TL;DR: Arbetsmiljöforum by Metodicum develops and runs about 15 occupational health and safety courses and trains over 4,000 people every year. Certificates used to be carried by hand between the CRM system and documents in Word and PDF, which made every change slow enough that the organisation stopped making them. TRUE now connects straight to the CRM, edits happen in one place, and the same system issues membership proofs and certifications as well.
Jonas Gustafsson develops and organises everything around the occupational health and safety training at Arbetsmiljöforum by Metodicum. About 15 courses. Over 4,000 people trained every year, in a field where the material has to keep pace with the regulations behind it.
It carried the data across by hand. Participant records lived in a CRM system, certificates lived in Word and PDF, and a person stood between the two retyping what the systems could not pass to each other. The obvious cost of that is time, and the obvious cost is not the one that mattered.
“Before TRUE, there was manual handling between the CRM system and certificates in Word and PDF, which meant that each change took a long time and led us to avoid making changes and renewals.”
Because it prices every improvement, and nobody writes that price down. No invoice records the course that was not refreshed, the wording that stayed wrong for another year, or the certificate design that aged quietly in the background. A process that makes change expensive does not only slow an organisation down. It decides what that organisation stops doing, without anybody choosing it.
Fifteen courses and 4,000 participants a year is the scale at which that trap shuts. Large enough that a single edit multiplies across every future send. Small enough that nobody is employed to absorb it.
One connection, and one place to edit. TRUE reads the CRM Arbetsmiljöforum already runs, so a change to a diploma is made once and every send after it carries the change. Gustafsson adds a second shift that matters more to the people receiving documents than to the office.
“Now that we have direct connections to our CRM and can create many different diplomas, changes are made in only one place. When diplomas are sent, it is easy for each employee to find and modify their own diplomas.”
Jonas Gustafsson, Education Manager, Arbetsmiljöforum by Metodicum
The organisation can also see whether a participant received their diploma, and a recipient can correct their own details. A misspelled name now gets fixed by the person who spotted it, which is the shortest possible route and the one that never reaches the office at all.
More than course certificates, which is what happens once issuing stops hurting. The organisation has started using the same system for membership proof and for licences, and is still finding uses for it.
“We are constantly looking for new ways to use TRUE, such as for membership certificates, licences and so on. It is much easier to issue certificates, diplomas or membership proofs than it was before.”
Jonas Gustafsson, Education Manager, Arbetsmiljöforum by Metodicum
A new certification training for safety representatives runs on it too, alongside new networks in different areas of occupational health and safety. Participants receive the certificate through TRUE and post it on LinkedIn as proof of competence, which is a use a Word file never had. On the membership side specifically, see how membership certificates work.
Clearer handling of the course id. Because the organisation changes that id on every send, the sequence is hard to follow: change it, press continue, and the search still runs on the old one. Press test or save API and it asks whether to save first. That is precise feedback from somebody who does this every week, and it is recorded here as theirs.
Arbetsmiljöforum publishes its courses on its own site: Arbetsmiljöforum. For what a direct connection to an existing system involves, see certificate API integration or the TRUE API. Another membership organisation that automated proof for several thousand members: Di Close.
Over 4,000. Its education manager develops and organises about 15 occupational health and safety courses in total.
Manually, between the CRM system and certificates in Word and PDF. Each change took a long time, which led the organisation to avoid making changes and renewals at all.
Edits happen once. TRUE connects directly to the CRM, many different diplomas can be created, and each employee can find and modify their own diplomas when they are sent.
Yes, for membership certificates and licences as well. The organisation says issuing certificates, diplomas or membership proofs is much easier than it was before.
They publish it. Participants in the certification training for safety representatives receive the certificate via TRUE and share it on LinkedIn and other social media as proof of competence.
Every organisation on these pages started with the same question. Give us thirty minutes and we will show you what your own documents would be worth.
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