ABOUT OPSMATRIX
Scheduling, compliance, client management, tutor communications, consultancy, sales and financial performance are usually scattered across separate systems, spreadsheets and email chains — creating inefficiency, risk, and decisions made without the full picture. Ops Matrix brings it all together.
What you get in one place
Compliance & paperwork
Rule-based paperwork at booking, client and training-day level, verified to 100%, with live completeness scoring and clear missing flags. Attach an internal-verification template and generate the I.V. report automatically — configured to your schemes.
Risk, issues & tasks
Log issues with priority and evidence; the priority sets the resolution deadline and tracks days open. Recurring tasks — daily, weekly and monthly — become a compliance calendar for annual returns, re-approvals and self-evaluation dates.
Automated communications
Schedule-update and data-chaser emails go to trainers automatically, driven by booking status and personalised to each tutor — so your team stops chasing information across email, and nothing is missed at delivery or invoicing.
Cost & profitability
Costs, pricing, discounts, VAT and funding on every booking, with automatic fee calculation and per-year invoicing you control — plus a live view of cost, value, utilisation and profitability.
The result
FAQ
Ops Matrix is a training operations platform that gives training organisations a single source of truth for their entire operation — compliance tracking, scheduling, tutor communications, client management, task management, sales enquiries, consultancy activity and financial performance. It replaces the patchwork of spreadsheets, email chains and separate systems most training providers rely on.
It’s built for training organisations of all sizes — from independent trainers and first aid and safety providers to larger consultancy firms managing multiple programmes, tutors and clients. If you deliver accredited or regulated training and need to stay on top of compliance, scheduling and reporting, it’s designed for you.
The platform tracks the documentation each programme requires — what’s needed, received, outstanding and awaiting review. With real-time oversight and reporting, you reduce compliance and governance risk and make sure nothing falls through the cracks ahead of an audit or accreditation review.
Ops Matrix brings scheduling, client management, tutor communications, task management, sales, consultancy and reporting into one place — reducing or removing the need for separate spreadsheets and disconnected tools.
Course-specific notes attach directly to each booking, so learner information, client requirements and special instructions reach the assigned tutor every time. Tutors get exactly what they need to deliver effectively, without chasing information across emails.
Yes. Sales enquiries and leads can be managed within the system, progressing opportunities from initial enquiry to quotation and on to delivery — so nothing is lost between first contact and a booked course.
Yes — this is one of its key strengths. Many organisations know what they deliver but have little visibility of the true cost of delivery, trainer utilisation, consultancy time or resource allocation. Ops Matrix provides clear insight into programme costs, value, profitability, frequency of delivery and utilisation, helping you make better decisions and demonstrate ROI.
Book a demo and we’ll walk you through how Ops Matrix works for your organisation.
Book a demo and we'II walk you through how it works for your organisation
The operating system for accredited training.